Proposal example fintech

To bring quality, price, experience and good service back in a proposal is sometimes quite spicy. However, these are distinguishing factors that make a customer choose for your fintech company. So important! This fintech example will help you on your way to the perfect proposal. You can use this template to quickly and vigorously present your service. Tailor the content to the specific wishes of the customer and surprise with a modern proposal. The smart software keeps you informed during the proposal process and makes the drawing process a lot easier because this is done digitally.

All proposal examples can be customized to any company, brand and project. The templates can be found in the quotation program and there is more that makes the quotation process improved and more fun. Sign up without obligation to access this accounting example and start making digital quotations that make an impression today. The smart tool helps to achieve more with less time.

The example proposal fintech template is 100% customizable and available within Offorte
View the online business proposal example:Innovative proposal

Why fintech businesses use a proposal tool instead of Microsoft Word

Many fintech still use Microsoft Word or some other word processor to create their quotations. 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 quotations with the right tool: Read more why Microsoft Word is not the best way to create proposals

If you're a FinTech company offering innovative payment solutions, our template is a great example of how to get started with proposal software. The scope of the document includes sections that allow clients to easily understand the proposed solution and provides all of the information they need to make a decision. Our templates are completely customizable and include sign-off technology, making it simple for your prospects to make decisions fast. Sign-up for free today and start creating better business proposals in minutes.

Advantages of a proposal tool:

Modern proposals that impress the customer

Invest time now to save much more time when making quotations

Create a higher conversion with sending better proposals

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"Offorte helps us to distinguish ourselves in our market. Because we can issue a beautiful proposal digitally, we lower the threshold for the customer to sign. It also helps in ease, they can sign from home without having to physically come to the store. That's great!"

Petrit van der Spoel
Online Marketeer, De Vloerenman

Read more customer reviews

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

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.
Start Gamification for more sales
More and more companies are applying gamification in their sales process. Gamification gives your sales a decent boost! What am I saying? I've come across cases where there was more than a doubling. That alone is reason enough to devote a blog to it. So, are you ready to play?
Top 5 proposal blunders
This time a blog about proposal blunders. Not to point the finger or to laugh at the creators, certainly not. Besides, I also have a few in my name, number 3 for example, been there, done that. No, this blog is mainly meant to prevent you from commuting these flaters and just get lots of orders!

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.

Why smart software is important for businesses in the fintech sector

FinTech is one of the fastest growing industries in the world and it’s growing at a rapid pace. However, because it’s so competitive, it can be hard to stand out from the crowd. A solid marketing proposal can help your business reach its goals by impressing new prospects and communicating your value to current clients. When you have a reliable marketing proposal software in place, you’ll be able to create effective quotes and proposals quickly and easily. These documents are essential to the success of your business, but they’re also time-consuming and tedious to create. That’s why many FinTech companies turn to professional software that will help them make a great impression.

FinTech is an abbreviation for Financial Technology. It is a relatively new term, and refers to the technology used in the financial sector. In recent years, this term has become very popular. There are many software companies in this sector, some of which are very innovative. The FinTech sector is growing very rapidly. This is because technology can be used to optimize many processes and make them more efficient. This way, FinTech has the potential to change the financial sector completely. The FinTech sector consists of two main branches: 1) Business to business (B2B) and 2) Business to consumer (B2C). These two branches are often considered separately. However, they are increasingly becoming interlinked, as software companies find ways to use their products in both the B2B and B2C branches.

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