Proposal Automation Using Tools You Already Know

Tools used for proposal automation save you numerous hours stressing over a proposal bid or any type of proposal needed to be submitted. Whether you’re a freelancer, a consultant group or agency, shifting the way you make proposals into the 21st century has never been easier with the various new software and tools available on the market.

If you haven’t tried any type of proposal automation yet, it’s time you do. This software will make it easy to build, tailor and tweak proposals which can really help you stand out from your competitors. It can all be done quickly, which is the major factor since time is of the essence when it comes to submitting bid proposals and not wanting to miss out on a deal.

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Here, let’s cover some of the features found in these programs that will undoubtedly benefit your sales team and streamline the entire process of a proposal from start to finish.

Templates: You will have the ability to create multiple templates that create quick access to be able to respond quickly to different types of RFPs (request for proposal). Once a template is set up, you only need to edit various items to present an attractive appearance that looks like a custom-made proposal. No need to worry about rigid formatting restrictions that you often find in the traditional document creation software. Most templates look nice and professional and are appropriate to many common business needs.

Mobile-ready: Sales teams are doing their work often out of the office reaching out and talking to clients. Using Proposal Automation to increase sales is the objective behind proposal automation, and any sales member can easily insert important information through their phone in the shortest time. Platforms are usually user-friendly so even your least tech-savvy salesperson will be able to use it.

Centrality: When anything is stored centrally, it makes for easy access to those permitted to use the software. With more and more people working from home or elsewhere, storing information in the Cloud is becoming crucial, which most proposal software does. This allows members of a team and even clients to easily access, and sign without issues or delays. You can follow-up and see if your clients have even opened the proposal and which pages they looked at.

Collaboration: Different experts from different departments can also pass their ideas by logging into the system at any time. Likewise, you can involve suppliers to a discussion board. This helps to ensure your proposal terms are within your and your vendor’s capacity.

Now that you know some of the benefits, here are some software names you can look into that you might have heard of already:

  • Docsend: The software features document control, advanced document tracking technology and team management and reporting designed to help users manage presentations and other sales content simply.
  • Bidsketch: Some of its powerful features include: Reusable content, design templates, optional upselling, landing pages, automated new client workflow and online signatures.
  • Proposify: Ideal for smaller businesses, Proposify has features that include: Unlimited templates, unlimited clients, unlimited users, third party integrations, notifications and auto follow ups, metrics, and PDF export.

Save Time, Effort And Increase Conversions

Saving lengthy hours on creating proposals is valuable, but will only be that if your bids do not generate conversions which is your foremost aim at a business. The technology is there, all you have to do is use it. Not so long ago, you wouldn’t even know if a client has looked at your proposal or not. All this has changed now, so don’t get left behind in the dark while others are creating deals.

If you are interested in even more business-related articles and information from us here at Bit Rebels, then we have a lot to choose from.

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