Why collection agency businesses use proposal software instead of Microsoft Word
Many collection agency still use Microsoft Word or some other word processor to create their quotations. 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 proposal after sending.
With the use of proposal software 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 proposal 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 quotations with the right tool: Read more why Microsoft Word is not the best way to create proposals
If you're a Collection Agency looking for a quote and proposal system, our free collection agency sample template is a great starting point. This example features online signature capture, pricing tables, and project scope to help potential clients understand what they’re buying into. All of our templates are completely customizable so you can start winning more business with smart proposals today.
Advantages of proposal software:
Beautiful convincing proposals with distinctive character
Automate the sales process & save time when making proposals
Win more assignments with smart proposals
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"Our field service likes to work with Offorte a lot. They help us to offer a professional image to our prospects. Offorte is easy to use and looks slick on any device."
Commercial Director, Staffable Payroll
Latest from the blog
The second preview of the new proposal editor from Offorte. Hard work is still underway but would like to share some of the new useful features with you.
A proposal can be the beginning of a great cooperation or - when it comes to an existing customer - strengthening your relationship. Anyway, you want your proposal to be knocked on all sides before it goes out. Of course, you check for language, spelling and the correct rates. But there are many more points of interest. Take your proposals to the next level and discover the 5 most important checkpoints!
A completely new proposal editor & viewer has been working hard for months. It will take a while before you can start using it, but today you can already see a first sneak preview.
View one of the other proposal examples
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.
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.
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
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.
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.
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.
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 agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
View the sample proposal from a software as a service company that developed an app for the travel industry.
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
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.
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 collection agency sector
Collection Agency marketing and sales teams are always looking for ways to better sell their services. One of the most effective ways to do this is by having a dedicated proposal software in place. By using proposal software, you can create professional, engaging documents that will wow your prospects and give you the chance to win their business. This is important because you want to close deals as quickly as possible to increase your revenue. You don’t want to waste time chasing after prospects who aren’t interested in what you have to offer. As a Collection Agency, you need a quote and proposal system that is going to simplify the entire process for you.
A collection agency is a company that is hired by a creditor to recover the money that is owed. It is the role of the collection agency to collect outstanding amounts for their client, but it is important to know that they are not there to harass the debtor. They must follow strict guidelines set out by legislation and ensure they act ethically at all times. There are many responsibilities for a collection agency, including: