Met onderstaande informatie & links haal je het maximale uit je fintech offertes en maak je proposals als een pro.
What is a fintech proposal
Proposals are proposals with an offer for the provision of fintech products or services. proposals are made for companies, government agencies as well as for individuals (consumers).
The advantages of a business proposal
There are fintech organizations that doubt the value of releasing proposals. However, in many cases, proposals play an important role in the sales process. A business proposal is a powerful sales tool. Many sales or transactions are based on proposals. It may not always be experienced that way, but creating a fintech business proposal has many advantages.
The sales process is an important part of the business of a fintech 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, business proposal, price, supply agreement or business proposal has been signed.
Creating and writing a business proposal
Despite the many advantages mentioned, writing a fintech proposal is sometimes underestimated. A good business proposal is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.
Business proposal design
Appearance also works in proposals. 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 Offorte, a new era of business proposal 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 business proposal 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 proposals 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 business proposal is still the beginning of the sales process. For example, in the first phase after approval of the business proposal, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.
Business proposal examples and templates
Not everyone who makes regular proposals has all the skills to create a good business proposal 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 Offorte. A business proposal 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 proposals. In the past, customers and prospects were satisfied with a business proposal or a mail offer. That time seems to be over. Customers choose speed, they choose proposals 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.
Fintech proposal example
This FinTech proposal example is aimed at FinTech companies and freelance consultants, but of course anyone can adjust this template to their own taste in the proposal program. It provides a nice basis that you can adapt to your own taste so that your services and products perfectly match the customer's wishes. Be sure to include case studies, reports and customer experiences so that the prospect becomes convinced that they should choose your services. Show the customer how your strategy, lead generation and optimization can grow the customer's business. Are you still missing a part? No problem, you are free to fully customize this example and then save it as your own proposal template.
Discover the fintech example proposals and use the template as a starting point to take your proposals to the next level. The examples show the versatility of Offorte and are available in Offorte.
View an example fintech business proposal
Proposal software for fintech
Pitch your FinTech company in style with our polished and professional proposal software. With section to share your services, pricing, client testimonials and more, this software is all you need to close more business. Create, deliver, and track all your FinTech proposals in minutes, then get it signed with built-in eSignatures.
A fintech business proposal is made quickly with Offorte. 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 fintech customer will choose faster for your company.
Discover what proposal software can do for your fintech company.
A FinTech company faces the same sales challenges as any other company when trying to create business proposals and win new customers and projects. The main challenge is to create a proposal that is engaging, transparent, and provides the prospect with all the information they need to make a decision. Additionally, the proposal must be structured in a way that is easy for the prospect to understand.
Ready to get started?
Try Offorte for free during the 14 day trial