Mochi Design Lab Cohort 3 Orientation: Optimizing Quotations and Contracts
Join us as a Design Partner for Mochi Design Lab Cohort 3 Orientation, where we invite you as an industry representative in co-building new features for quotations and contracts in the Mochi platform. This is tailored for business owners whose products and services require efficient management of quotations, approvals, contracts, and billing and collection.
📅 Session Date: October 24, 2024 (Thursday)
🕖 Time: 7:00 PM to 8:00 PM (GMT+8)
📍 Platform: Zoom
Cohort 3 will focus on solving key challenges such as:
Slow sales conversion due to back-and-forth inquiries.
Difficulty handling personalized service requests.
Confusion over multiple quotation revisions.
Inefficient follow-ups causing lost opportunities.
Manual invoice drafting adding unnecessary steps.
Payment tracking issues, complicating cash flow.
We want to consult with you on designing solutions that will:
Build a quotation request form easily accessible from your social media and website.
Integrate a meeting booking tool for discovery calls or presentations, streamlining customer engagement.
Manage quotations with clear version history, ensuring both parties have easy access to the latest version.
Professionally send quotations that include essential details like project title, service provider and client information, service inclusions, payment terms, and schedule, providing clarity and professionalism to your proposals.
Enable customers to approve quotations via e-signature, speeding up the process.
Automate invoice generation based on approved quotes and payment schedules.
Offer flexible payment options, including credit card, debit card, QR Ph, and GCash.
Implement real-time payment reconciliation and invoice tracking for easier financial management.
About Mochi and Paymongo's Partnership
With this partnership, approved quotations and contracts will automate the sending of invoices that include a payment link, allowing customers to easily settle their dues via debit, credit, GCash, or QR Ph. There’s no need to chase after proof of payments for reconciliation—Mochi and Paymongo automate the entire reconciliation process.
As a Design Partner, you’ll receive
A free 2-month trial with dedicated support.
A special rate of ₱188/month for a year after the trial (regular price ₱1899 per month).
Opportunities for networking and learning.