Why compliance businesses use Offorte instead of Microsoft Word
Many compliance 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 proposal after sending.
With the use of Offorte 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 business proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals
Compliance is a competitive industry, and companies are under constant pressure to ensure that they are in compliance with all relevant regulations. What’s even more difficult is being able to document your activities properly. A solid proposal software package will help make this easier for you by allowing you to follow best practices in an intuitive manner.
Advantages of Offorte:
Sales experience with rich proposals
Automate the sales process and save time when making quotations
More opportunities to execute orders for customers with better proposals
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"Where we used to work with Word and Excel, we now use Offorte. Using Offorte makes it super easy for us to create custom proposals. In no time an offer is ready, sent and approved online. In Offorte we can also see exactly which proposals have yet to be sent, are online, have been approved or have been rejected. Offorte saves us time and gives us an overview."
Yvonne van Hemert
Owner, BFA-Advies
Proposal information
All information regarding the subject of proposals can be found in the "Create proposal" section.
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Software
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Latest from the blog
I see the formal language question appear in my inbox a few times every year. It is also a very legitimate question. After all, you don't want to hurt or offend anyone and certainly not in your proposals! Fortunately, it's not as difficult as it seems, just look.
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!
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 compliance sector
Compliance companies are often required to follow a number of regulations. It’s important that they can show how they are complying with all of these regulations at all times. They also need to be able to document their activities and processes in an organized manner. Good proposal software can help with this and will keep you compliant at all times. Compliance is not always an easy industry to operate in, and a lot of companies have come and gone over the years. The only way to stay ahead of the competition is by doing everything right. This means having a good proposal system in place that will allow you to send quotes and proposals to your clients effectively.
It is a set of policies, processes and standards that is used to ensure a company complies with the laws and regulations. In other words, compliance ensures that a company does not break any laws. This is usually implemented to prevent a company from committing any acts of fraud or unethical practices. It's important to keep in mind that there are two different kinds of compliance: legal compliance and ethical compliance. Both of these types of compliance are important, as one affects the company's reputation, while the other affects its bottom line.