Why sales managers use a proposal program instead of Microsoft Word
Many sales managers 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 quotation after sending.
With the use of a proposal 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 quotation 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 quotation with the right tool: Read more why Microsoft Word is not the best way to create proposals
Advantages of a proposal program:
Beautifully convincing quotations with distinctive character
Automate the sales process & save time creating quotations
Win more assignments with smart quotations
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"Offorte makes it possible to draw up and send quotations in an innovative and digital way. Just as we like to work, that's why it suits our organization so well! In addition, the quotations are interactive and they look professional, we often get nice reactions from relations. By properly arranging the templates, colleagues can prepare a quote within minutes. They no longer have to go through lengthy texts, but quickly arrive at a professional end product. Finally, you can see when someone has looked, super useful for the follow-up!"
Marketing & Communications, Vermetten
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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 quotation 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 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.