Surplus Pricing Software
Online Pricing
Quoting made easy. Online pricing of your services. Automatic population of engagement letters. Electronic acceptance. Sage integration of sales.
Quick and Professional Quoting
- Your accounting services on one pricing platform. The quotes for each service are based on your unique approach and pricing strategy resulting in different fees for the scope of work required and the client's preference for service levels.
Automated Engagement Letters
- Based on the services selected and the client's specific scope of work, quotes get automatically populated into POPIA-compliant engagement letters and signed copies are stored on this cloud-based platform. These engagement letters include the fee and specific scope of the work proposal.
Electronic Acceptance by Client
- Clients can online approve and sign quotes, engagement letters, and debit order mandates.
Sales Report
- The sales report automatically integrates with Sage to simplify invoicing of accepted services. A detailed job card of each service is also provided to be able to monitor work in progress to contracted fees.
Automated Sales Proses
- Surplus Profit Pricing Software provides your firm with a client-centric platform that enables you to quote your services, based on a uniform pricing strategy. Furthermore, contracts are simplified and centrally stored. All signed-off work can be easily revised, planned, and invoiced.
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