Offering a service such as SEO and/or Web Design can be quite daunting in itself. Although we love doing it, the part we absolutely hate is creating and managing all the documentation that comes along with it.
Everything from a Project Proposal Template to Invoice Template Forms, Contracts, Non-Disclosure Agreements, General Business Letters, Prospect Letters, Thank You Letters and so much more had to be dealt with.
It was always an issue finding proper templates such as a project proposal or invoice template as well as guidelines to follow… then we had to make the changes manually to fit our business needs, add logos, customize each template for each client or prospect and so on and so on. Not what you would call fun!
It just became too much for us to handle and not to mention the fact that we actually hated it, so we decided to do something about it… Enter DocuBuddy!
DocuBuddy will take care of all your freelance or business documentation needs by creating, managing and filing everything for you. From your logo to the content is pre-set and pre-made and ready to be sent off by DocuBuddy. When it comes to invoice templates, you’re covered with the ability to send once-off as well as recurring invoices directly from DocuBuddy.
Through your hard work and dedication, you find yourself a client or prospect. You would then simply log into DocuBuddy and load up your client or prospect. Your next step would be to contact your client or prospect, so get DocuBuddy to do it for you. Select from a list of contact forms and the rest is handled by DocuBuddy.
Now you would need to send a proposal, again let DocuBuddy handle this for you. Select your project proposal template, DocuBuddy populates all your details as well as your client or prospect’s details. Do your check and balance and let DocuBuddy send it off to the client.
Let’s imagine for a second the client accepts the proposal. You would then need to set up a Contract and or NDA. Leave it to DocuBuddy. After all the hard work has been done, you obviously want to get paid. Let DocuBuddy make out an invoice to your new client.
Hopefully this gives you an idea of just how powerful DocuBuddy really is and what it can mean for your and your growing business.
Oh, and did we mention all of it’s done 100% Automatically?
The only thing DocuBuddy requires you to do is log in, add your client or prospect, choose your desired document, check for any possible changes and send it off.
That’s it… the rest is handled in the background for you. Job done, sorted!
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