Once the system is set up, creating and sending proposals with Accziom is very easy. 


Here is an overview of the complete flow from creation to payment.


1. Set up the system

  1. Link either Xero or Quickbooks for invoicing
  2. Import your contacts
  3. Connect or set up a Stripe account if you want to be paid via direct debit.
  4. Set up your agreement, service scope and email templates
  5. Set up your services and service bundles.


2. Send a proposal

  1. Click on Add Proposal
  2. Select a recipient from your imported clients or add a new prospect.
  3. Select an email template or write the proposal email fresh.
  4. Add services
  5. Setup billing
  6. Insert an agreement template, or write one. 
  7. Send the proposal


3. Your client or prospect flow

  1. Your client/prospect will receive your email with a proposal summary.
  2. Click on the link, log in or create an account.
  3. Review the proposal and digitally sign it.
  1. If this is the client's first login, they are asked to onboard and fill out their details. Their details will feed into the client record and can be synced to your accounting software.


4. Sign the contract

  1. You will receive an email notification that your client has signed. The proposal will then be on your dashboard, ready for you to countersign.
  2. Countersign the contract. Once your client has signed, the contract details cannot be changed. Changing a service setup will not affect existing proposals.
  3. Acczion will email your client to let them know the contract is in place. 
  4. The contract services are displayed on your dashboard and are ready to be marked as 'Done' once the work is completed.


5. Billing and payment

  1. Accziom will trigger invoices and direct debit payments according to the proposal billing setup, which can be date-based (for example, commencement of contract 25%) or action-based (for example, all services are completed)
  2. Mark services as 'Done' when you have completed them.
  3. Accziom will send invoices via your accounting package and trigger payments via your Stripe account.
  4. Once you have marked all services as 'Done', the contract is marked as 'Completed'.


6. Cancelling a contract

  1. A contract cancellation can be initiated by either the business or the client. 
  2. It's important to remember that the cancellation of a contract is a decision that requires the agreement of both parties to take effect. 
  3. Once a contract is cancelled, Accziom will not issue further invoices or trigger further payments. Note that if a payment is in progress, it must be cancelled via Stripe.
  4. Any applicable refunds need to be processed manually by the business.