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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.
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 acceptance facility
When a prospect is viewing a proposal, you can ask them a question from within the proposal itself. Acceptance of a proposal is also done online and you are automatically notified when this happens.
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.
Often-used pages and paragraphs can be organised in the favourites library and inserted easily into new proposals. Handy!
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.
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.
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.
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!
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.
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.
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.
Offorte offers the option of creating standard email templates, which can be attached to new proposals as cover letters.
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.
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.
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.
Latest from the blog
A good sales call is worth gold, that's not rocket science, we all know that. And yet we might underestimate these conversations. There are plenty of them that end up with disappointment. One thing is for sure: after a good sales interview, the chances of getting a yes to your proposal are significantly higher. In other words, with a good conversation, you will lay the foundation for your offer and put the customer or prospect into yes mode. But what is a good sales conversation and how do you realize it? In this blog, we'll take a closer look at this. Are you an ambitious entrepreneur or sales professional and want to improve your conversations and conversion? Read on and get inspired!
In the past, when writing a proposal, you could do with sales arguments that made the distinction between your company and the competition clear. But nowadays, not your company, but the customer is central. Reason enough to take a good look at your customer or prospect's sales motives and include them in your proposals.
More and more companies are applying gamification in their sales process. Gamification gives your sales a decent boost! What am I saying? I've come across cases where there was more than a doubling. That alone is reason enough to devote a blog to it. So, are you ready to play?
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