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Using customer engagements & proposals.
Using customer engagements & proposals.

Use the customer engagement feature to put your cash flows on auto pilot and remove friction when onboarding new customers.

Allan Ratafia avatar
Written by Allan Ratafia
Updated over 5 years ago

See text and 2:32 second video below:

The engagement feature allows you to streamline all your engagements in one place, from proposal accepted to cash flow collected. It's completely automated and will save you a ton of time. Your customers will love it too. ย There is a video below too.

Here's the flow from your BizPayO dashboard:

  • Create engagement

  • Select your customer

  • Set payments (upfront/recurring/at end)

  • Add your engagement or proposal agreement

  • Send

Your customers will digitally accept and pay, if you are requesting money. All engagements stored permanently, including IP address, for your future reference.
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All engagement payments will now run on autopilot including upfront, recurring or at completion. Should something change after you are engaged, you can easily modify a scheduled future payment or initiate a different amount.
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โ€‹Pro Tip: See
here for some sample language that you can use when creating your first Engagements to ensure a smooth customer acceptance.

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