AM Engage · in about a minute

From "send a quote" to a signed deal, automatically.

The portal plugs into the tools you already run. They keep doing their jobs; it ties them together.

You · Build and send

A proposal in a few clicks.

Pick a template and the portal fills it from your accounting, so the services and prices are never wrong.

  • Templates you can customise and brand
  • Live products and prices from Xero
  • One secure link by email, no attachments
Your client · Accept

Accepted in one click.

Your client opens one link, reviews the proposal and accepts, on any device. No PDF to print, nothing to chase.

  • One clean, branded page
  • Sealed into a tamper-proof PDF
  • A full audit trail of what was agreed
The moment they accept

The rest runs itself.

One click from the client sets off everything you used to re-type into three systems.

  • A sealed copy to your client, a summary to you
  • The deal marked won in your systems
  • The deposit invoice raised and sent
Rent it or own it

One system, no per-seat fees.

Take a sales team of five. The same capability rented as a SaaS stack bills per user, every month, and climbs as you grow.

  • The whole team shares one portal
  • Runs on your own accounts
  • Add people freely
Your turn

Want one for your business?

If a slow, manual process is costing you deals or hours every week, there's probably a system that can do it for you.

Give us a call See the live portal

or email enquiries@advancedmonkey.com