How many hours a day do you actually invest in a proposal management process? 8, 9, or 10? And is that sufficient?

Hmmm, I don’t think so. Especially when you end up spending a lot of time in the proposal creation process, coordinating with the proposal team for further suggestions, scrolling through the client’s data, and making dozens of calls- just to schedule another important meeting.

Such stressful daily activities in the proposal management process kill the deal more than anything else because you and your team don’t get enough time to focus on the most critical sales rep activities such as prospecting, client meeting, and networking. 

Proposal automation not only enables you to work more effectively and give your documents a consistent look but it also helps to improve your win rate.

Here are ways Proposal automation can save time and increase sales:

Automate data retrieval for proposals and improve accuracy

Human error occurs, particularly when document-generating procedures are lengthy and manual, which includes developing proposals or quotes by pulling out data manually from various data sources.

By using proposal automation software like Fresh proposals teams can streamline their document-generating processes and ensure that clients receive precise and error-free digital proposals.

This simple solution can help sales teams generate proposals more quickly and accurately.

Real-Time monitoring of the entire process

Proposal automation helps you achieve three goals: keep everyone on track, maintain real-time communication throughout the whole sales process, and ensure the salespeople utilize their time effectively.

Not just that proposal automation provides precise intelligence to help you, track how the client is interacting with your proposal. You will know exactly when your client has opened the proposal or which section s/he has spent more time on. These intelligent inputs will put your sales team in a lot better position to communicate with the client.

Deliver a consistent brand experience

With proposal automation software teams have access to branded and personalized templates, ensuring that each proposal is precise and in line with the company’s brand. The process is also automated, which saves time.

A branded template makes it simple to create a polished, unified design. Sales representatives can then add customized content to the proposal that speaks directly to their customers’ needs in order to give relevant and detailed answers. In turn, this promotes a positive consumer relationship and experience.

Send and sign with ease

Paper proposals are becoming outdated, and collecting signatures in an old-fashioned manner proves to be inconvenient and time-consuming. Proposal automation provides your teams with cutting-edge, digital tools to automate proposals that meet client expectations, keep you competitive, and boost sales.

With e Signature, customers can sign sales documents easily and quickly, accelerating the sales cycle. E signature not only provides a seamless experience to your prospect but also saves everyone’s time by eliminating the entire process of printing, signing, scanning, and sending physical copies of your proposal. 

Conclusion

In conclusion, proposal automation can save your organization time and money while also providing a number of hidden benefits. By automating the proposal process, you can improve your win rate, increase customer satisfaction, and gain valuable insights into your business.