- Jun 22
- 1 min read
Generate a proposal
Updated: Sep 15
One of the quick and automated documents that you can generate inside of Family Property is a proposal to forward to the other side, or to use to get instructions from your client. Once you have obtained your information from your client using our online intake questionnaire and modelled a settlement using our dashboard you can generate a proposal in two clicks.
When you are on your dashboard you click More, and then you click Proposal. That is it.
Our program then takes your information and generates a word document proposal, like so.
It takes the information that you have modelled in your dashboard and makes it into a word document then you can forward to your client for instructions, or to the other side to make an offer.
If you want to see some of our other great features then you can book a free demonstration at a time that suits you using this calendar here.
If you are a Smokeball customer then you can find out more about FamilyProperty by joining our mailing list specifically for Smokeball users here.