Online proposal software gives you a new way to send your proposal, quotation, contract, statement of work (SoW) and so on, to your clients. Most businesses (I am pretty sure more than 85%) use Microsoft Word and emails to share proposals with their client. Microsoft Word is an amazing word processor tool and we have used it for decades.
But there are certain limitation when it comes to using MS Word. You realise these limits not only you are about to write your first proposal but also when you keep writing hundreds of them in a month. On the other hand online proposals tools give us much greater control to make every proposal look as much best as possible, but without spending entire day to get it right. Let’s see how.
By the way, the idea of this post is not to bash MS word, but to highlight advantages of using online proposal software over Microsoft Word. So let’s get started.
1. Forget Copy-Paste & Save Hours by Using Templates
If you are writing proposal starting with a blank page, generally we keep scratching our head where to begin. Online proposal gives you great head-start with ready-made, industry specific sales proposal templates which save many hours. Most relevant information for your industry is captured in the proposal, plus you do not have to worry much about formatting. If you already have proposals in the tool unlike Copy-Paste in word, searching specific page, section is pretty easy. Inserting existing page or section is even easier than MS Project.
2. More Accuracy and Consistency
Using template and placeholder tags ( also know as merge-tags or variable-tags) , your sales proposal, quotation becomes more accurate and consistent. There will not be instances of incorrect references to other client name or company name; which usually happens when one copy-pastes while using MS Word. Thus templates and placeholder-tags makes your proposal more accurate but also takes time to write proposal from hours to minutes.
3. Use Beautifully Designed Online Proposals
The proposal templates offered in online proposal software are designed carefully. I takes into account fonts sizes, spaces across templates, the images used/displayed look perfect every time. The design of the proposal in terms of look and feel of make it perfect. Plus the proposal will always look perfect on any device be it desktop, laptop, iPhone or iPad.
4. Leave Best-First & Long Lasting Impression On Your Clients
Use of well crafted templates will make perfect first impression and it is going to be a long lasting one. Right from the time client looks at the email inviting him to view proposal, to covers pages, aesthetic chosen images, embedded videos. Your client will definitely get impressed with your proposal.
5. Securely Seal Your Deals Quicker and Faster
Online proposal software offers built-in digital signature which your prospective client can use to sign its name online to accept and approve your proposal legally. The use of security certificate for online proposal make it secure as well.
6. Track Client’s Interaction with Your Proposal
Online proposal tools provide precise intelligence to help you track client interaction with the proposal, such as number of times client was on a particular page, how much time has s/he spent on a given page/section, etc. Accordingly you are in a lot better position to communicate with client.
7. Know The Right Time to Follow up With Client
Based on the analytics and intelligence provided by the online proposal tool, you are very well ready to your client interaction to winning side. The moment your client opens the proposal, you notified, other notifications will also allow you to time your follow up in most calibrated way. Such awesome trick simply isn’t available if you keep using MS Word.
8. Integrate Your CRM Easily
If you are already using CRM software, you can make your CRM tool to work with the online proposal easily. These tool’s integration will allow you to see better information in CRM tool and vice-versa