More and more companies are seeing the benefits of using a proposal program to generate proposals. The chance of success of the business proposal is increased by the professional appearance of the proposal and the ease of use for the customer. There is a real-time overview of the sales pipeline. There is also active reporting of developments, such as the opening or approval of proposals by the customer.
Use by large enterprises and SMEs
Large companies with a complex sales structure make extensive use of proposal software. A predefined layout and the use of elements from the shared library ensures a professional, uniform look. These elements can be images, interactive pricing tiers or product sheets.
In addition, the proposal programs provide an overview of the total sales pipeline. As soon as a proposal is sent, it is included in the overview. Activities of the recipient are monitored in real time. When the customer asks questions or approves the proposal, you will be notified.
You can use various templates in your own identity style. You can easily add elements such as photos, videos, price lists or links and the personalization function of the proposal program of Offorte prevents mistakes when cutting and pasting old proposals.
Because the elements of a proposal are stored in a shared library, drawing up a convincing proposal is not a time-consuming job and errors are prevented. The consistent look creates a professional impression and the interactivity ensures ease of use for the customer. The latter can digitally approve the proposal and adjust price tiers himself.
Everything under control with the proposal program
The software allows you to link the proposal directly to your general sales conditions or special conditions. In this way, it is clear to all involved departments within the organization how the order should be handled. You can provide the proposal with price tiers or other, more complex elements that can influence the price. In the event of changes in the proposal process, the proposal program keeps track of exactly which version is applicable.
Effective follow-up of the sales pipeline
Thanks to the total overview of all proposals, you know exactly in which phase the outstanding proposals are. In the event of developments such as a question from the customer or approval of the proposal, a notification is given and a response can be immediate. Thanks to the detailed insight, you can see at a glance which follow-up steps are required per proposal and you can literally drag them to the next phase. This allows you to work more effectively and increase your chances of scoring. Proposal programs have become an indispensable tool in the all-important sales funnel trajectory!