Name: Boyd Poulus Owner Quick Online
Item: Offorte
Rating: 4.5
Author: Boyd Poulus

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 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 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 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 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

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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

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.

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.

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Proposal example compliance