Name: Bob America Commercial Director Staffable Payroll
Item: Offorte
Rating: 4.5
Author: Bob America

Why compliance businesses use a proposal program 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 business proposal 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 business 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 a proposal program:

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

Ready to get started?

Try Offorte for free during the 14 day trial

Click here to start

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals

Software

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

Latest from the blog

Discounts in proposals: to do or not to do?
“The proposal looks good, but I'm afraid the price is a bit above our budget. Can we have a little talk about that?” We all experience it and may have asked for a discount ourselves. A discount in proposals is often a discussion point. That's why we've listed the most important pros and cons for you. Just to think about, to keep them in the light when making a proposal or as a handy tool for negotiation.

A good sales call is worth gold
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!

Make a Proposal? Know your customers' UBRs!
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.

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.

Back to the examples overview

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.

Jump to

Proposal example compliance