Proposal example asset management

This asset management proposal is aimed at anyone who wants to make good proposals and can be adapted to your wishes in the proposal program. It provides a good foundation for your company so that the services and products fully meet the needs of the customer. Be sure to include case studies, reports, and customer experience so that potential customers can be confident that they choose your service. Show customers how your strategy and implementation positively reinforce the prospect's business. Are you missing another part? No problem, you can completely customize this preview and save it as your own proposal template.

All quotation templates can be adapted to any company, brand and project. You can find the examples in the quotation program and there are more templates to make the journey better and more interesting. Sign up now to access this asset management example and start creating impressive digital quotations right away. Smart online software will help you achieve more goals in less time.

The example proposal asset management template is 100% customizable and available within Offorte
View the online quotation example:Impressive proposal

Why asset management businesses use a proposal program instead of Microsoft Word

Many asset management still use Microsoft Word or some other word processor to create their business proposals. A previously created template is modified manually and then sent as a PDF. Sounds easy, but in practice this takes a lot of time, the chance of errors is high and you no longer have insight into your quotation after sending.

With the use of a proposal program it has become a lot easier and better for entrepreneurs. You still use templates as a basis, but now you have a full content library in which you can search and reuse texts. The chance of errors is minimal due to smart automation. And after sending you can still adjust your quotation and you will get insight when your customer views the proposal. The modern interactive presentation options make an impression and the option to digitally sign makes it very easy for a customer to agree.

The following blog will elaborate on how to make perfect business proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals

It’s a competitive industry, but there are ways to gain an edge. A good asset management software will help you do this. You need a tool that allows you to manage your sales process, including quotes and proposals. When it comes to creating a quote or proposal for Asset Management, you have to be creative and smart. You want your prospect to feel as though they are getting the best value possible. You want them to feel like they’re working with a professional who knows what they’re doing.

Advantages of a proposal program:

Impressive innovative solutions

Start sending smart proposals with greater chances of success

Increase conversion rate by sending smart proposals

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"Offorte helps us build proposals online by using the templates and the image bank. It is simple and fast."

Daniëlle Bruel
Accountmanagement Support, Bureau Zuidema

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Pricing

No costly investments. Start using the proposal app from 10 euro a month. Tryout our 14 day free trial
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Functionalities

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
Discover the proposal software features

Latest from the blog

Beat writer's block when creating proposals with these tips
Everyone gets stuck when making a proposal. Maybe you can't focus for a moment, or you just don't find the right words. And... the thought that the proposal may arrive at the customer later than expected results in a short circuit rather than inspiration. Fortunately, we have something for that: no less than 10 practical and directly applicable tips with which you can deliver your proposal perfect and on time.
Proposals almost write themselves with the use of Artificial Intelligence
Writing a business proposal is not a hobby for everyone, but it is essential for your business. To make your life easier and to help you when you are staring at a blank screen, we have added a new feature to Offorte that writes proposal texts for you. At least, that will help you on your way and can inspire you to come up with that ultimate, deal winning piece of text.
Help, a customer is not sure about my proposal!
You are satisfied with the conversation and the proposal you sent afterward. You think there is a good chance that you can carry out the assignment, and you are even looking forward to it. Then it is quite a bit to swallow if the customer or prospect indicates that he does not know yet. But it is not, however, a reason to be discouraged. On the contrary, it is an extra opportunity! The customer or prospect may need more information to make a decision. Read on to find out how best to dispel any doubts.

View one of the other proposal examples

All-purpose
A business proposal example that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important.
Accountancy
You make a proposal by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the proposal gives direction to the collaboration.
Book keeping
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must.
Engineering
With Offorte it is possible to fully implement a corporate identity in the proposal view, whether it is a colorful style or very dark, with the proposal templates you are flexible to adapt it to your business.
Handymen Services
Busy days and complex schedules are part of a handymen company. Save some time by making your proposals with a proposal tool. You also immediately distinguish yourself from the competition and show your customer friendliness.
Marketing
The playing field of marketing today is largely online. With an online proposal program you make the customer journey suitable and surprise your customers.
Travel Agency
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
proposals from web design companies count many pages where parts are always standard and a part is specifically tailored for the prospect. The Offorte content library makes it a lot easier to write a good offer.
Business Services
Quality, price, advice, experience, knowledge and good service are important distinguishing factors for companies. You must make this clear when making a business proposal.

Why smart software is important for businesses in the asset management sector

Asset Management is all about making a personal connection with the client. That’s why it’s important to create a quote and proposal that presents your business in the best possible light. The right software will help you create a document that is professional, impressive, and full of great information. By using professional Asset Management proposal software, you can save time and money while making sure your prospects understand exactly what you’re offering them. In addition, you can build trust by offering personalized service and making sure they feel heard throughout the entire process.

Asset management is the tracking and management of any resource that has value to a business. It may include tangible assets such as buildings, machinery, or equipment, intangible assets such as patents, copyrights, or goodwill, and financial assets such as stocks and bonds. Assets are recorded on the balance sheet of a company. Asset management is one aspect of the broader topic of Enterprise Asset Management (EAM).

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