Tips and Using Modern Tools in Proposals and Invoices

Tips and using modern tools in proposals and invoices

We will look at some examples of our proposals and invoices, highlighting what worked for Bill Dippel.com and what did not.  We will also show how we incorporate all of our billing and proposal systems in a documentation automation software system (Pandadoc).  Hint: It’s easier than it sounds.

Outcomes

1. See a working proposal/invoice system
2. Gain ideas in what works and what flopped in proposals
3. See the power behind modern proposal systems
4. Q/A ideas around what works best for your outreach

About our guest

Bill Dippel is a certified, professional Gallup Strengths coach with a 35 year career in nonprofits and higher education.  His passion is working with organizations, teams and individuals to ensure they are performing and communicating at the highest levels.  As president of Bill Dippel Strengths Coaching, he travels frequently for large events and public speaking, as well working with whole companies through their management teams.

1. Bachelor of General Studies, emphasis in Information Technologies, Master of Business Administration, Gallup Certified Strengths Coach 2018

Bill’s Top 5 CliftonStrengths Themes:  Individualization, Developer, Activator, Woo, and Restorative

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