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 quotation process.
Statistics and notifications
In the proposal details you can see when and how often a proposal has been viewed by a prospect. When a proposal is viewed for the first time, or is viewed after some time of not being accessed, you will be notified by email.
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.
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.
Proposal overview and contacts
With the quotation overview you have easy access to all quotations and you immediately see how the quotation pipeline has been filled. The contacts section contains all companies and contact persons, with of course the quotations made per customer.
Often-used pages and paragraphs can be organised in the favourites library and inserted easily into new proposals. Handy!
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!
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.
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.
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.
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.
Offorte offers the option of creating standard email templates, which can be attached to new proposals as cover letters.
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.
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.
Latest from the blog
Are you looking for an online proposal tool? Smart move! A quotation is an important link in the sales process and also a perfect tool with which you can distinguish yourself from the competition. A clear, well-prepared proposal is then a prerequisite. But customers nowadays expect more from the proposals they receive. Customer experience, clear options and digital signatures are high on their wish list. With a digital proposal you can quickly and easily meet all these wishes.
Good cooperation is based on trust and attention for each other. It is about clear agreements and responsibilities. About achieving goals and using knowledge and strength. But even with these opportunities in mind, it is occasionally a challenge to find the right words for your quote. In this blog, three inspiring tips that will help you achieve an agreement and good cooperation.
With the new 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 follow up with smart messages. Discover how automations make your life easier.
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Try Offorte for free during the 14 day trial