Why accountants use a quotation program instead of Microsoft Word
Many accountants still use Microsoft Word or some other word processor to create their business 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 quotation program 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 a perfect business proposal with the right tool: Read more why Microsoft Word is not the best way to create proposals
Advantages of a quotation program:
Modern business proposals that impress the client
Invest time now to save much more time afterwards when creating business proposals
Create higher conversion with sending smart business proposals
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"Where we used to work with Word and Excel, we now use Offorte. Using Offorte makes it super easy for us to create custom quotes. In no time an offer is ready, sent and approved online. In Offorte we can also see exactly which quotations have yet to be sent, are online, have been approved or have been rejected. Offorte saves us time and gives us an overview."
Yvonne van Hemert
Owner, BFA-Advies
Functionalities
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
How great would it be if you knew the ideal proposal structure? That you always had a blueprint that you only had to adapt to the customer with each request. A blueprint with the right structure that puts the customer in the right mood doubles the chance of an agreement. The following must-knows guarantee an ideal, successful construction. Take advantage of it and create your own proposal blueprint!
Most proposals focus on the best product or the most suitable service. That is fine and often very successful, especially if you highlight all the benefits and your proposal looks tip-top. And yet it can be even better. How? By giving a prospect or customer different options. Find out how to do this and increase the conversion rate of your proposals (and your turnover!).
Timing is everything, also when making business proposals and following them up. If you are too fast, you may seem too eager. If you are late, this can be interpreted as disinterest. And then the follow-up: when do you call a (potential) customer to ask what he thinks of your proposal? Dilemmas, tips, how-tos - you can read everything there is to know in this blog. In just a few minutes you are fully aware of all options and you know what works and what doesn't!
Several new proposal examples have been added to the marketing website. They can also be used directly as a template when you create new proposals with the proposal software.
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.
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 quotation view, whether it is a colorful style or very dark, with the quotation 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 quotes with a quotation 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 quotation 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 quotation content.
Quotations 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.