Client Demo Kit

October 9, 2019

In this article, you'll find everything you need to prepare a demo Bill.com account for your clients and prospects.  This kit will help you set up and give a demo that explains and illustrates the roles that your firm and the client play in the bill management process. 

Videos to Guide You

Video: A guided walk-through of how to set up your demo account

 

Video: A guided walk-through of how to demo Bill.com

 

Downloadable Assets

We created these documents in Microsoft Word format so you can customize each for your unique training and presentation needs. What you'll find in this kit: 

  • Instructions on how to create a demo account in Bill.com (see below)
  • A scripted demo with options for customizing based on firm and client roles (see below
  • Invoices to use for the demo. 

Download Kit 

 

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