Why personal finance businesses use proposal software instead of Microsoft Word
Many personal finance 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 proposal software 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
If you're a Personal Finance company offering financial planning services, our free sample proposal template shows an example of how to pitch your services. The scope of the proposal includes sections and allows for online signatures for faster sign-off. All of our templates are completely customizable to suit your company, your brand, and your projects. Sign-up for free to get access to the personal finance proposal template and start creating smarter proposals today.
Advantages of proposal software:
Innovative beautiful winning proposals that will impress you
Start sending smart proposals with a higher chance of success
Achieve higher conversion with sending smart proposals
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Try Offorte for free during the 14 day trial
"As a design agency, we were looking for a quick and easy way to draw up our offers visually appealing. With Offorte we can now draw up, personalize and monitor our proposals online."
Creative Director, Brûlée
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 personal finance sector
In today’s world, financial services are becoming more and more complex. So it’s no surprise that so many people are turning to a personal finance company for help. A personal finance company is the best option when you want to manage your money effectively and in a way that allows you to spend less time worrying about your finances and more time enjoying life. Of course, there are many different kinds of personal finance companies out there, so it can be hard to choose the right one for you. This is why it’s important to find a company that has the tools you need to be successful. At Financial Company Inc., we’re committed to helping our clients succeed and saving them time. That’s why we use a state-of-the-art proposal software solution to create professional proposals that look great and are easy to read. With our proposal software, we can create quotes and proposals in just minutes!
Personal finance is a term used to describe the management of an individual's financial resources. It is also commonly referred to as personal money management. It can be related to an individual or a family, and the activities being managed may include the acquisition of assets, savings, investments, taxation, insurance, retirement planning, and real estate.