FREE TEMPLATE

Free Accounting Proposal Template

Our accounting service proposal template is designed to impress while saving hours for accounting companies. Show your professional expertise and win new business with confidence. The template contains all the details you need to highlight your firm's unique services.

Used by 156 people

Rated 4.5

Download The Template

PurposeScope of DistributionSoftware EngineeringTerritoryResponsibilities of the PartiesPricing and Payment TermsConfidentialityDuration and TerminationGoverning Law and Dispute ResolutionNo Binding CommitmentSignatures

Olivia Rhye

What will you get in the template?

Our templates come with a pre-built layout that helps you create professional proposals in minutes.

Integrated Payments
Responsibilities of Parties
Pricing and Payment Terms
Scope of Distributorship
Duration and Termination
Purpose of Agreement

Frequently asked questions

 What kinds of templates are in the Template Library?

Zomentum's Template Library offers over 90 templates for industries like MSPs, Construction, IT Services, Accounting, and more. It also includes generic proposals, sales quotes, and contract templates selected by our product experts.

Are e-sign and payment features included in all Zomentum plans?

Yes, e-sign and payment features are available in all plans. Zomentum offers an all-in-one platform with unlimited features, from quoting to payments, at a single cost, which sets it apart from competitors.

Can Zomentum integrate with my current accounting system?

Yes, Zomentum integrates seamlessly with QuickBooks and Xero, ensuring your financial records stay perfectly organized.

How long does it take to set up Zomentum Proposal Software?

Getting started with Zomentum Proposal Software is almost instant. Once your sales team has their logins and feature access, they can begin immediately. Additionally, there are no charges for onboarding or training.

How does Zomentum minimize errors in my payment collection process?

Zomentum integrates seamlessly with your accounting platform, reducing the need for manual data entry and ensuring a smooth, accurate workflow throughout the payment process.

Pricing for Zomentum's Proposal Software?

Less than what competitors' proposal software charges, we offer pricing tiers tailored for small agencies, mid-size companies, and enterprises. Click here to learn more.

What is Zomentum’s money-back guarantee?

Try Zomentum’s Proposal Software risk-free for the first 30 days; if Zomentum doesn't meet your business requirements, get a refund.

Invest your time in building client relationships,
not crafting sales proposals.

70%

reduce time to deal by

3min

build quotes in

6X

boost deal size by

85%

Average Win Rate on Proposals

34%

Jump in Conversion Rate

3mins

Build Quotes with our AI Module

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Explore how Acme Inc is advancing through digital sales transformation

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network