Why field support businesses use a proposal tool instead of Microsoft Word
Many field support 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 business proposal after sending.
With the use of a proposal tool 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 proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals
A Field Support company can use our free sample proposal template to get started on creating successful quotes and proposals. The scope of the proposal includes sections and you can add more as needed for different services. Our templates are completely customizable with professional design options, including themes, logos, color schemes, fonts, images, descriptions of services offered by the Field Support company. Add your own logo and colors to this free proposal template today.
Advantages of a proposal tool:
Impressive innovative solutions
Start sending smart proposals with greater chances of success
Increase conversion rate by sending 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 field support sector
A Field Support company can use proposal software to get the job done. Proposal software makes it easy to create and manage quotes and proposals that are visually appealing, accurate, and impress prospects. It’s one of the last chances you’ll have to make an impression before the client makes a decision to choose you for their Field Support activities. Creating the perfect quote or proposal for Field Support services is not easy. There are so many things to consider. Of course you need accurate content with zero errors, but you also need a compelling design that represents your company’s core values and ideals. Quotes that are easy to read and comprehend make the decision to say yes simple for your clients and prospects. In today’s fast-moving, mobile world, plain and boring Excel spreadsheets no longer make the cut.
Field support is a job position in which you work at a client's office or on site to solve their IT issues. For example, if a computer at a company does not boot up properly, you will go to the company and fix the problem. You will have to diagnose the issue and find the best solution. If it is hardware related, you might have to replace it. If it is software related, you might have to update or reinstall the software. You are usually working with different technologies. Some of the technologies that you might work with are computers, servers, operating systems, printers, databases and networks. These are common things that companies use on a daily basis. As a field support engineer, you should have some knowledge about these technologies. Field support engineers are usually employed by the same company that provides the client with field support services. Sometimes it can be an external company that takes care of this for them. In most cases field support engineers are sent out on short notice. This means that they have to respond quickly when they get a call from a client. They might have to go there straight away and solve the problem before the client can start their work day properly again. There are companies that also send out field support engineers regularly during daytime hours for preventive maintenance or installations. In these cases they will have more time to prepare for their trip and they will know when they will go to the client. They might have gone there several times before and therefore have experience with what kind of issues they might run into at the client's office or on site location. In most cases field support engineers report directly to their own supervisor and sometimes also directly to their own project manager. If they get sent out regularly, they report daily back to their supervisor.