Proposal Manager

IRIS Elements Proposal Manager makes it quick and easy to deliver accurate proposals to prospects through the intuitive flow process.

Use IRIS Elements Proposal Manager to:

• View proposal list

• Create and send proposal

• View proposals and letters of engagement

• Edit a proposal

Your first step with IRIS Elements Proposal Manager is to set up your services. You can use our default set up and tweak it to suit you. Or, start with a blank page and build up your own list.

Each of these areas can be customised to suit your practice needs.