Proposal example sales automation

This sales automation proposal is aimed at anyone who wants to make good proposals and can be adapted to your wishes in the proposal program. It provides a good foundation for your company so that the services and products fully meet the needs of the customer. Be sure to include case studies, reports, and customer experience so that potential customers can be confident that they choose your service. Show customers how your strategy and implementation positively reinforce the prospect's business. Are you missing another part? No problem, you can completely customize this preview and save it as your own proposal template.

All quotation templates can be adapted to any company, brand and project. You can find the examples in the quotation program and there are more templates to make the journey better and more interesting. Sign up now to access this sales automation example and start creating impressive digital quotations right away. Smart online software will help you achieve more goals in less time.

The example proposal sales automation template is 100% customizable and available within Offorte
View the online business proposal example:Online proposal

Why sales automation businesses use a proposal application instead of Microsoft Word

Many sales automation 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 application 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

Sales Automation offers clients a solution that helps them automate and streamline sales processes. With customizable quote templates and proposal examples, the business is able to attract new leads while giving current customers faster service.

Advantages of a proposal application:

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."

Bob America
Commercial Director, Staffable Payroll

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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.
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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.

Why smart software is important for businesses in the sales automation sector

Sales Automation has a higher chance of winning new business with proposal software. 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 marketing activities. Creating the perfect quote or proposal for 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.

Sales automation software streamlines sales and marketing processes to save time and increase efficiency. These software programs automate the tasks that marketers, sales representatives, and executives usually have to do manually, allowing them to work faster and smarter. Sales automation software usually helps manage your company's entire sales funnel, from lead generation to post-sale customer service.

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