Enter the basics and Eastward emails the prospect a private discovery form. Their answers carry straight into the proposal builder once they reply.
SHORT BRIEF · KNOWN CLIENTNew client briefAlready know who the client is? Enter their name, email and business, and Eastward sends a short private brief. Their answers save straight into the project and prefill the proposal builder.
SALES FLOWCreate a new proposalEnter the useful facts once. Eastward creates a private client proposal and carries the same project through agreement and handoff.