Name: Roy Hulst CEO People & Payment
Item: Offorte
Rating: 4.5
Author: Roy Hulst

Why energy efficiency businesses use Offorte instead of Microsoft Word

Many energy efficiency 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 quotation 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 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 proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals

If you're in the Energy Efficiency industry, or another niche vertical, we've got a free sample proposal template that shows how to create a winning document. You can easily download and edit our proposal software template for any of your projects. With our innovative customer relationship management (CRM) tools and project management software you'll be able to increase your sales by streamlining your proposals with free templates.

Advantages of Offorte:

Unique and beautiful convincing

Automate sales process and improve lead time

Win more deals with smart 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

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 energy efficiency sector

Most businesses in the Energy Efficiency industry struggle to create professional and impressive quotes and proposals. The companies that are succeeding are using software that allows them to create sales documents in minutes. Instead of using cumbersome templates, these companies are creating fully custom quotes and proposals that are tailored to their audience. This is why it’s important for a company of type Energy Efficiency to send quotations and proposals using proposal software.

Energy efficiency is a measure of how effectively a device, system, or facility uses energy to perform a task. Energy efficiency is closely related to energy intensity, which is the amount of energy consumed per unit of economic output. The higher the energy efficiency of a device, the lower the amount of energy required to perform a given task. For example, an LED light bulb is more efficient than an incandescent light bulb because it uses less energy for the same amount of light. Energy efficiency describes the relationship between inputs and outputs (in units of work), as opposed to the raw materials, labor, capital, and waste factors associated with production. Energy efficiency can be increased by utilizing energy sources more efficiently, or by using more efficient technologies. Energy efficiency is also commonly increased by using renewable sources, which have the benefit of being plentiful and renewable. The level of energy efficiency is often determined by the technology being used in a product. For example, LED light bulbs are more efficient than fluorescent lights; they both produce the same amount of light for a fraction of the energy used by fluorescent lights. Energy efficiency can also be improved by installing special devices that increase the utilization of primary energy sources or using alternative sources such as solar power or wind power. Energy efficiency can also be improved by better organization of production facilities such as through improved logistics or inventory management systems.

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Proposal example energy efficiency