Proposal software is just as important to consider in terms of both branding and function. On top of the base function of itemizing what you are proposing, highlighting customer need and presenting the solution, proposal software can be an extension of your brand in small but significant ways and make the closing process as effortless as possible. Here are some options that minimize training and integrate well with existing software.
Proposal software is simply a tool for better data storage. With a product like Loopio, you can easily find and duplicate past proposals to reuse or alter the content slightly.
What people come to expect from your brand, customer relationship personalization and choosing to work with a small business can be overwhelmed by the framework of software better suited for the enterprise consumer. For your own peace of mind and the sales process, a software that improves operation and efficiency while staying true to your vision and services is crucial. PandaDoc, an all-in-one leading solution, has few things to detract from general usage from the most basic to more collaborative proposals.
Drawing up a proposal template in Word or Excel is certainly a functional mode of creating and following through on a proposal. Proposal software that is not the right fit or with an impersonal template can sour a deal if your client wasn’t quite convinced at the end of your pitch, only to receive an unclear or seemingly elaborate proposal app that pushes further back into a state of indecision. The proposal step should simplify not complicate. If you are used to these tools, QuoteWerks is designed specifically for moving out of Word or Excel with an add-on feature allowing you to see when and how often your client views the quote.
The proposal delivery should be the most discreet and effortless step of securing your deal. It is not a question, but a minor formality to be ideally handed off with maximum convenience and pleasure for the client after all other needs and concerns have been thoroughly addressed.
Every business structures its sales process somewhat differently. Your proposal may be simple, requiring hardly more steps than a signature, or it may be complex and involve maintenance agreements, service contracts, upgrades, etc..
Small businesses are often expected to be more personal and customized, perhaps with the consumer trading mass-market convenience and price for a higher sense of service and integrity. With the value of such a relationship comes a higher stake placed on personalized sales process. Therefore, you will want proposal software that offers a clear purpose and instills trust that your client will have a clear concept of why they originally sought your work, rather than allow for the possibility of a fumble on the close.