Proposal Builder

Why do you need a proposal builder?

It’s true that most people would rather not be bothered by such minor details as proposals, but that doesn’t mean they don’t need them. If you’re the type of businessperson who spends their days flying from one meeting to the next, you’ll find it difficult if not impossible to write a project proposal without assistance. Fortunately, there is plenty of help available for those on the go. And one of which is a proposal builder. Here are the top 3 reasons why you should use a proposal builder, 

1. To speed fast the proposal process

Proposal builder can automate and speed fast the entire sales process right from developing impressive proposals with the help of templates to obtaining approvals from the key stakeholders informing them about pending approvals or sending smart notifications whenever the client interacts with the proposal.

2. Better collaboration with the team 

With a proposal builder, everyone can refer to one single copy of the proposal, where anyone from the proposal creation team can add their comment or update the proposal directly. There won’t be any misleading file-sharing or an email trail. You can invite colleagues and even remotely collaborate with them easily. 

Read further to learn more about proposal collaboration software

3. Tracking and managing various proposals in the different states

With proposal builder (or proposal analytics software), you will be able to know the real-time status of your proposal like when your client has opened the proposal, how many times s/he has opened it, which section s/he has spent more time on. Inputs like these will allow you to time your follow-ups in the most precise way.

How to choose the best proposal builder?

There are many people out there that spend a lot of time and money looking for the perfect proposal builder software. It is important to find the right one as creating a proposal can be very time-consuming and it often needs to be tailored specifically for the client. Here are the factors to consider before choosing the proposal builder:

1. Easy Proposal Creation using Templates and Online Editor

Creating a new proposal every time from scratch to promote or sell your product or services is simply not practical, because it’s a complete waste of your valuable time and money. 

Proposal templates are something that can save you from this big concern as they will not only help you reduce your rework time but will help you create a professional-looking sales proposal. So make sure your proposal builder provides a pre-built framework of proposal templates.

2. Interactive Pricing 

A good proposal builder should allow you to incorporate interactive pricing tables into your sales proposals with a variety of pricing options where prospects can modify the quantity, select products or services that suit their needs. 

3. Online Signature

E-Signature is one kind of digital innovation that you should look for while choosing a proposal builder. It saves you from the entire process of printing, signing, scanning, and sending physical copies of your proposal. 

3. Interactions and Notifications 

Choose a proposal builder that provides precise intelligence and real-time notifications whenever a client opens and reads your proposal.

4. Integration with Existing CRM, AccountingTools

CRM integration is one more important thing you should consider before choosing a proposal builder.

With CRM integration you can create more personalized and highly specific sales proposals by eliminating the need for manual proposal generator.

Benefits of using a proposal builder

Proposal builder software is a great tool for business owners to use when developing their proposals. Here are a few benefits of using a proposal builder:

• The tools like  proposal builder, business proposal software, or proposal maker software allow companies to create attractive proposals in a matter of minutes with the click of a mouse button.
• By using a proposal builder, businesses can save time and money because they don’t have to hire a professional designer or copywriter.
• This tool also allows companies to track performance by giving feedback on how their proposals are being received.
• It eliminates the need for expensive proposal writing services or proposal creator and provides an ease of use that will make you feel like the proposal process was never so simple.
• You can create and save as many proposals as you need with an unlimited number of recipients and then send it off to your clients in a matter of minutes.