With the information & links below you can get the most out of your facility management proposals and make quotations like a pro.
A facility management company has the challenge of creating a sales proposal that will win new customers and projects. The proposal must be well-structured, engaging, transparent, and give the prospect all the details they need to inform their decision. It is also important to highlight the unique selling points of the company and its services.
What is a facility management proposal
Quotations are proposals with an offer for the provision of facility management products or services. quotations are made for companies, government agencies as well as for individuals (consumers).
The advantages of a quotation
There are facility management organizations that doubt the value of releasing quotations. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on quotations. It may not always be experienced that way, but creating a facility management quotation has many advantages.
The sales process is an important part of the business of a facility management company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.
We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.
The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.
Creating and writing a quotation
Despite the many advantages mentioned, writing a facility management proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.
Appearance also works in quotations. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal program, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.
Sending and presenting
When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer quotations via whatsapp.
Winning and sometimes losing
If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.
Quotation examples and templates
Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal program. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.
This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to quotations. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose quotations which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.
Facility management proposal example
Companies and account managers working in adventure travel, can present objectives, results and their process with this proposal example. Explain how your service works, the process from consultation to implementation, and provide customers with detailed planning. Of course, transparent remuneration and information about your customer should not be missing from a good proposal. It is important to include distinguishing factors such as experience, approach, process and achieved results in a proposal. These factors contribute to the fact that a customer chooses your business. So important! The powerful software supports you during the proposal process and makes the signing process easier because it is done digitally and directly in your proposal.
Discover the facility management example quotations and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal program and are available in Offorte.
Proposal software for facility management
As a Facility Management company you already have to deal with many different documents and forms. You don’t want to add another document format to your workload. In addition, you probably have many clients who require different documents. Proposal software is easy to use and can be customized to the exact needs of your company.
A facility management quotation is made quickly with a proposal program. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the facility management customer will choose faster for your company.
Unlock facility mgmt success with AI-written proposals.
Integrate our solution into your existing workflow to save time and money while eliminating tedious manual tasks and lengthy revisions. Leverage our AI-driven proposal tool to craft proposals that truly stand out from the crowd and highlight your facility management company's expertise.
About facility management
The objective of facility management is to maintain and support all assets in a structure to help keep a business functional. The facility manager ensures that everything from the air conditioning to the internet is functioning properly, in addition to overseeing building maintenance, cleaning and security.
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