Canopy vs. Proposify
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Compare Canopy to Alternatives
Proposal to payment, faster.
A new client knocks on your metaphorical front door? Canopy’s got you covered with engagement item templates and a branded client wizard. You can build a proposal, send it, and get acceptance in no time. So long to Word docs and redundant efforts. Sayonara to proposal softwares separate from project management. Just let our all-in-one practice management software (that just got more all-in-one’d) help you do more accounting and less of everything else.
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| Customizable Engagements |
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| Unlimited eSignatures |
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| Automated Invoice Creation |
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| Collect & Save Payment Details |
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| Customizable Billing Frequency |
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| Service Item Reporting |
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| Productivity Reporting |
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| Custom Domain & Client Portal |
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4.6 stars on G2.com
“Canopy [is] our new best friend. Canopy has allowed us to consolidate multiple functions into a single system that previously we were using several services for. Being able to send invoices and collect payments directly in our CRM has eliminated a lot of double entry and the file sharing has reduced administrative work.”
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See why accountants prefer Canopy
Simplify payments
There’s almost nothing you can’t do. Require a deposit upon acceptance or communicate hourly billing details and process payment right when the work is completed. Plus, get the flexibility to get paid how you want, when you want, and with the rate you want.
Improve cashflow
Quit trying to pester clients to make payments. You can collect and save payment details and won’t have to chase the client down to get paid. Use Engagements to communicate service-level agreements with easy to understand rates & billing terms. Collect and save payment details up front so you can run automated payments or quickly bill for ad-hoc services.
Get great insights
Engagements can be seen in an easy to access list, so you can see what’s awaiting acceptance, what’s active, or what’s expired. Track a number of fields across each engagement to see how engagements are converting or how work is progressing.
PROPOSIFY VS CANOPY
More than a fancy document editor
Proposals shouldn’t be hard to create. Canopy’s Engagement Builder is simple and straightforward, making it possible for anyone to use pre-built templates and get a proposal out in minutes. Anyone in your firm will be able to quickly build an accurate and professional proposal without having to go through excessive training.
PROPOSIFY VS CANOPY
Everything you need without the fluff
With clear and concise proposals, clients will feel less overwhelmed and progress through accepting an engagement faster. Simply share service details, billing frequencies, terms and conditions so that the client can quickly and securely provide you with payment details and sign and accept.
PROPOSIFY VS CANOPY
All-in-one engagements, document storage, & more
It shouldn’t be too much to ask to cover everything with one software, should it? Do it all with Canopy—eSignatures, Engagements, Payments, and document management. Send a proposal, collect payment details, request an eSignature, and store that proposal on their client record. But don’t stop there. Collect eSignatures for any other type of document. Request receipts and tax documents in a branded and secure portal. Send invoices. Collect payments for ad-hoc work (you don’t have to use an engagement for everything if you don’t want to). Kick off task creation upon acceptance of an engagement. We don’t use “all-in-one” casually.
Engagements that are built into our Practice Management. Not bolted on.
What you need is a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is. Watch this video highlighting our engagements tool.
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Engagements, engagement letters, proposals and other similar terms are used interchangeably or to mean specific things in a specific firm’s operations. Engagement Letters, as a term, seems to be the most non-modern from this list of terms. Canopy offers the ability to create templates and compose all of the information an accountant needs to communicate with a client that has traditionally been communicated through an Engagement Letter. We do not call this an engagement letter because it is not a static document, rather a guided experience.