Tagged product-updates

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Interview: Perry Stevens

I recently talked to Perry Stevens about how he founded a marketing business, moved to Thailand, and built a remote team. He filled me on how he handles pricing, client negotiations, and onboarding new customers. What kind of work does your company do? Blend Local Search Marketing is a 360 marketing company, started around 2007, now focused around building great websites and content for U.S.

Osmosis Support posted this

6 Reasons To Say "No" to Clients

Saying no can be extremely difficult, especially when you're running your own business. Why? Because you want your clients to keep coming back. You don't want to lose business. You need money. You want good referrals. But saying "No"is sometimes necessary, both for your psychological well-being, and for the client.

Ariele Sieling posted this

Automatically Adding your Rates to Quotes

All levels of Osmosis accounts can store pricing information for services or products you sell. For instance, you can specify different service offerings or package levels, or the hourly, daily or monthly rates for different types of work. Many proposals use standard rate cards, with estimates for the amount of time required.

Osmosis Support posted this

Osmosis support for Harvest Projects

We've upgraded our Osmosis integration with Harvest. If you connect your proposal account to Harvest, when a client completes a proposal, we now automatically sync the client's contact details, create a project and an invoice: Invoice creation: Project sync: Client sync: Any questions or changes? Contact support@getosmosis.com for more information.

Osmosis Support posted this

New Sample Questionnaires and Proposals

We've recently expanded our list of sample proposals and client intake forms, to support a wider array of industries.  As part of this product improvement, we've added six new sample proposals, comprising a range of project types: Accounting Proposal Template Flooring Installation Proposal Template Graphic Design Proposal Template Marketing Proposal Template Public Relations Proposal...

Osmosis Support posted this

New Proposal UI in Beta

We're pleased to announce a newly upgraded proposal UI, now in Beta. This includes many features that have been requested by our customers: - Over two dozen new substitution variables - Support for over 200 currency formats - Changes saved as you work, so you never lose a change - Less clicks to complete a proposal - Send follow-up questionnaires when proposals are completed - Send an email...

Osmosis Support posted this