More Powers to Your Sales Team with Proposal Software
Ready for a super easy and fundamentally new way to manage sales proposals?
Boring & Frustrating Days of Proposal Making Are Over
Time to say Goodbye to MS Word & other design tools. It is a time to make a fresh start and take your proposal process to next level – more power, more confidence to your sales team
Immersive & Impressive
Analytical & Actionable
Impress Your Clients & Close Deals Faster
Create phenomenal proposals that make clients say YES!
Choose handcrafted, professionally designed and awesome looking proposal templates from library. Make proposal interactive with pricing table, shapes, videos as well as online signatures. Your proposals will easily allow clients to choose products/services they require, add comments, digitally sign and accept the proposal. The process will surely leave your client highly impressed.
Faster sign-off with online signature
Clients can electronically sign the proposals pretty easily right in the browser without any other fancy device. Clients will be made aware that eSignature is legally binding for signing parties.
Not only client will get impressed with your proposals but signing online and accepting your proposals will make your clients consider you as a forward looking company adopting current and secure technology.
Actionable proposal intelligence
You are notified every time client interacts with your online proposal. It reflects the digital body language of the client such as which sections they looked at, how many times, amount of time spent on each section/page, etc.
It is immensely valuable insights that any sales person would love to have. Your sales team can easily beat your competition if they act on this intelligence.
Management can also track company’s sales performance looking at sales pipeline, targets numbers using dashboard,
Stop them from turning cold
The beauty of online proposal software is, it helps you automate the proposal process. If prospects have not opened your proposal, system enables you to set smart reminders to follow up with them. Thus you can ensure your proposal stays on top of your client’s mind even if he is busy.
Also based on client’s interactions with the proposal, you are notified and prompted to connect with the client.
In simple English language: A proposal software is a computer program tool that allows you to create and manage sales proposal document which can be shared with your customer. This tool is designed specifically to speed up the sales proposal process with a paradigm shift in terms of design, interactivity, anywhere-anytime access features, reporting, and integrations among other capabilities.
Depending on features, access channel, use-case, free-or-paid options, there are various kinds of proposal software.
Why does one need a proposal software?
Short answer: to stay ahead in the game and win more business.
Proposal software offers
- Pre-designed proposal templates that give you a great head-start and save many hours in the proposal creation process.
- A built-in digital signature that your prospective client can use to sign its name online to accept and approve your proposal legally.
- 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.
There are various kinds of proposal software depending on who wants to use it, how they want to use it, for whom do they want to use it. e.g. categories of proposal tools can be
- Online (web-based) vs Offline (desktop-based)
- On-premise vs Cloud-based proposal tools
- Single user/SMB user vs Department/Team Users
- Basic Vs Advanced/ Enterprise proposal software
- General usage Vs Industry/Sector Specific proposal software
Proposal software is only good if it helps you close the sales deals. Here are the 9 critical features you must look at before you choose a proposal software,
- Proposal Creation-Editing
- Proposal Design
- Proposal Collaboration
- Proposal Automation
- Interactive Proposal Pricing/ Quote
- Proposal Tracking
- Proposal Signing and Acceptance
- Integration with Other Tools
- Proposal Reporting, Dashboard
"What you guys are building is incredible! As I told you, we get frustrated with our current tools. I am sure your tool will help agencies like us greatly. Plus proposal analytic is icing on the cake"
– Chris M