Proposal software features for successful business proposals

Below you will find an overview of the main functionalities and features of Offorte's proposal program. You create modern proposals in your browser. Offorte does not need to be installed. This way you are always up to date with the most recent version.

We are continuously expanding the web app with new features to make online proposals. The important input for this comes from our users. If you have any tips or ideas on how we can improve the proposal software, please send a message to support.

Proposal software features for successful business proposals
Proposal software features for successful business proposals

A.I. Textwriter

Write your texts faster and get new copy ideas by the use of our Artificial Intelligence powered proposal textwriter. Feed some values and let our system do the textwriting for you automagically.

Statistics and notifications for perfect timing

In the detailed view of a proposal you can see exactly when and how often a proposal has been viewed by a prospect. With the statistics you get detailed insight into what your customer finds important. When a proposal is first viewed or after some time of radio silence, you will receive an email notification so you can respond with appropriate timing.

Proposal software features for successful business proposals
Proposal software features for successful business proposals

Upselling pricetables

Add pricing options and discounts to a proposal with the interactive pricing tables. Your prospect is in control to compile the desired price. This also reduces the reciprocal coordination which usually belongs to a proposal process.

Online question and digital signature

When a prospect is viewing a proposal, you can ask them a question from within the proposal itself. Acceptance & signing of a proposal is also done online and you are automatically notified when this happens.

Proposal software features for successful business proposals
Proposal software features for successful business proposals

Beautiful design to suit your branding

Templates can be created within the system to match your company's branding. Offorte ensures that all your proposals from that point on are created with the same formatting, for maximum consistency.

Favourites

Often-used pages and paragraphs can be organised in the favourites library and inserted easily into new proposals. Handy!

Proposal software features for successful business proposals
Proposal software features for successful business proposals

Proposal overview and contacts

With the proposal overview you have easy access to all proposals and you immediately see how the proposal pipeline has been filled. The contacts section contains all companies and contact persons, with of course the proposals made per customer.

Trends & Insights

Offorte gives you in-depth insights into your proposal funnel and helps you better understand how prospects handle your proposals and how you can use this information to improve your proposals. The extensive statistics show you the performance of your account and individual users.

Proposal software features for successful business proposals

Automations & reminders

With the Automations & Reminders functionalities you can automate your proposal process even further. Plan the day you want to send your proposal, send reminders to your customer and automatically follow up with smart messages.

Personalisation

Within the contents of a proposal, automatic tags containing client details can be inserted. When the proposal is viewed, these tags are replaced with the correct client details. This ensures the wrong client name is never accidentally used.

Fast support

Do you have a question or request? Our friendly support team will help you, quickly and efficiently. Your feedback and user experience are extremely important!

Proposal templates

The proposal templates available within Offorte provide a good starting point for new proposals. The new proposal is automatically populated with the contents of the template of your choice and easily adjusted to suit the specific needs of the prospect.

Online and pdf

When a proposal is sent, it is viewed online by the prospect. Your prospect also has the option to download the PDF version of the proposal and print it. This PDF version is created automatically.

Version management

Often a prospect will request changes to a proposal once it has been reviewed. Version management enables you to create a new version of the proposal directly within the proposal itself, giving you more control and keeping you informed of the big picture at all times.

Different paragraph types

A proposal from Offorte consists of pages and paragraphs. There are several types of paragraphs available which allow you to benefit from the online capabilities. At this time, these include: several text and picture combinations, tables, price table, YouTube video, photo gallery.

Team work

An Offorte account can be set up to include multiple users. This encourages teamwork and the sharing of information within sales teams. It's also possible to share favorites & content between Offorte accounts.

Email templates

Offorte offers the option of creating standard email templates, which can be attached to new proposals as cover letters.

Mediabrowser

With the media browser you have the ability to manage all images, edit images and there is the option to use stockphotos from the library.

Video

To tell your story even better and why a customer should choose you, there are extensive possibilities to place videos in the offers.

Integrations & API

Offorte integrates with over 1300 apps through Zapier. In addition, programmers have the option of connecting external systems to Offorte themselves by using the API.

Authorisations

The authorisations system gives you the opportunity to assign roles to users and thus have control over who is allowed to do what.

Custom domain & email

You present proposal on your own domain and emails can also be sent from your own domain without ending up directly in the spam filter through spoofing. In short, present your proposals optimally and completely in line with your company.

Any language

Using the text templates you can present proposals in any language you want. Choose one of the standard text templates and customize it to your liking.

Proposal examples

Curious what an Offorte quote looks like? Via the following link you can view some examples of proposals made with Offorte in different styles.

View proposal examples
Proposal examples

Pricing

No costly investments. Start using from 10 euro a month. Tryout our 14 day free trial
View the pricing information

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals

Software

Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
Check all the benefits

Latest from the blog

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New contact management and functionalities
High time for a party at Offorte! We are launching a new version of customer management. After months of hard work, the job is done.

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