Key Features of Letter of Engagement
Send Quotes and Contracts:
Create and send quotes or contracts to clients and leads in just a few clicks. Save time by quickly generating and dispatching professional documents directly from Nomi.
E-Signature Integration
Allow clients to sign contracts electronically, removing the hassle of paperwork. Speed up the agreement process with seamless e-signature functionality.
Track Contract Status
Stay organised by monitoring contract statuses sent, pending signature, signed, or unsent. Nomi helps you keep track of every client agreement easily.
Monitor Signed Values
Keep an eye on the financials by tracking the signed value of each contract. Easily manage and review engagement values for better financial oversight.
Frequently Asked Questions
- What is a Letter of Engagement (LoE)?A Letter of Engagement (LoE) is a formal agreement between you and your client, outlining the scope of work, terms, and conditions for services provided.
- How does Nomi help with LoEs?Nomi lets you create, send, and track LoEs directly from the CRM. Clients can sign electronically, making the process quick and professional.
- Can clients sign LoEs online?Yes, Nomi supports e-signatures, allowing clients to sign LoEs digitally. This eliminates the need for physical paperwork and speeds up approvals.
- How do I track LoE statuses?Yes, Nomi allows you to monitor the signed value of each contract to help you stay organised.
- Can I monitor financials with Nomi’s LoEs?Yes, Nomi lets you track the signed value of each LoE, making it easy to manage and review financial details for every client agreement.