To integrate navigate to Tools > BrightPropose. To begin your free trial enter your details and you will then receive an email to register your account. Your AccountancyManager account will then be integrated automatically with your BrightPropose account.
Once integrated, in Propose navigate to Clients and click Add Client. You will then be able to select your existing AM client and add them to your Propose account.
When adding a new client you'll need to add them to AccountancyManager first, it is recommended at this point to add the deadlines for the proposed services to the client's AccountancyManager client file. then in BrightPropose navigate to Clients and click Add Client. You will then be able to select this AccountancyManager client and add them to your BrightPropose account.
When you add an AccountancyManager client to BrightPropose the following fields will be populated using the data from AccountancyManager:
When you send your linked client a proposal, the proposal will be added to the client's Timeline in AccountancyManager, the "Proposal Email Sent" field on the AccountancyManager client file will also be updated.
Once the Proposal and Letter of Engagement have been signed by the client a copy of these document will also be added to the client's Timeline in AccountancyManager. A copy of the Letter of Engagement will also be added to the client's LoE tab in AccountancyManager.
The client file will be moved in AccountancyManager from your Prospect List to your Client List. The agreed services will be turned on, and if you've added the client's deadlines then the associated tasks will also be generated in AccountancyManager. The agreed fee for each service will also be added under Services Required.