Obvious Benefits of Using Online Proposal Tool
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 limitations when it comes to using MS Word. You realize 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 have some great features and give us much greater control to make every proposal look as much best as possible, but without spending the 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 the benefits of using an online proposal management software over Microsoft Word.
So let’s get started.
Following are the top 8 reasons to use a proposal software over a Microsoft word
1. Forget Copy-Paste & Save Hours by Using Templates
If you are writing a proposal starting with a blank page, generally we keep scratching our head where to begin. Online proposal software solves all the challenges your sales team faces when managing sales proposals and gives you a great head-start with ready-made, industry-specific sales proposal templates which save many hours and help your sales team boost productivity. 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, the section is pretty easy. Inserting an existing page or section is even easier than MS Project.
Templates have some obvious benefits for your business if you decide to use them.
2. More Accuracy and Consistency
By leveraging templates and placeholder tags (also known as merge-tags or variable-tags), you can create personalized proposals that are not only accurate but also consistent. This eliminates the common errors of referencing the wrong client or company names, a frequent issue when copy-pasting in tools like MS Word. Thus business proposal templates and placeholder tags make your proposal more accurate but also take time to write a proposal from hours to minutes.
3. Use Beautifully Designed Online Proposals
The proposal templates offered in the best proposal software are crafted with meticulous attention to detail. I take 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 making it perfect. Plus the proposal will always look perfect on any device be it desktop, laptop, iPhone or iPad.
There is a difference between pizza and gourmet pizza.
Similarly, there is a difference between proposal automation software like MS Word and good proposal software. A good proposal software goes beyond just editing the document. Understand more about what is proposal software.
4. Leave Best-First & Long Lasting Impression On Your Clients
Grow sales with proposal software by making a powerful first impression that resonates long after the initial interaction. Well-crafted templates are designed to captivate clients from the moment they receive the email inviting them to view the proposal.
From eye-catching cover pages and thoughtfully chosen images to embedded videos that enhance the experience, every detail contributes to a professional and polished presentation. This level of personalization and professionalism not only impresses your client but also builds trust, ultimately increasing the chances of closing the deal faster.
Learn more about different types of proposal softwares.
5. Securely Seal Your Deals Quicker and Faster
Online proposal software offers a built-in electronic signature (a must-have feature of a proposal software) 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
An online proposal generator offers invaluable insights to help you scale your business by providing precise intelligence on client interactions with your proposals. Imagine knowing exactly how many times a client has visited a particular page or how much time they’ve spent reviewing specific sections. This data enables you to tailor your communication more effectively, allowing you to address client concerns or emphasize key aspects of your proposal based on their engagement.
With this level of detailed tracking, you can optimize follow-ups, ensuring they are timely and relevant, ultimately increasing your chances of closing deals faster and scaling your business efficiently. This intelligence transforms proposals from static documents into dynamic tools that foster better client communication, helping you drive growth in a competitive market.
Online proposal generator provides precise intelligence to help you track client interaction with the proposal, such as the number of times the client was on a particular page, how much time has s/he spent on a given page/section, etc. Accordingly, you are in a better position to communicate with clients.
7. Know The Right Time to Follow up With Client
Based on the analytics and intelligence provided by the proposal automation software, you are very well ready for your client interaction to the winning side. The moment your client opens the proposal, you are notified, other notifications will also allow you to time your follow-up in a most calibrated way. Such an 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 creation software easily. These tool’s integration will allow you to see better information in CRM tool and vice-versa.
Here’s why you should consider switching to a sophisticated proposal management tool. Check out the below comparisons,
- Fresh Proposals vs MS Word
- Fresh Proposals vs Google Docs
- Fresh Proposals vs MS PowerPoint
- Fresh Proposals vs DocuSign
- Fresh Proposals vs Canva
Also, explore the list of proposal software for your sector/industry.
Best proposal software for your industry:
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