Creating and managing proposals has never been a simple task. It is usually a tedious and uphill undertaking, irrespective of the area of interest. You spend a lot of time drafting one, and when done, another one awaits. Fortunately, the new age has witnessed the development of distinctive tools and software that has completely revolutionized the proposal creation and management process. In turn, they have extended the competitive advantage to users both in small and large scale.
Here are some of the best proposal tools:
Proposify
Proposify is one of the tools suited for the creative industry. Proposify is equipped with a differentiated interface that simplifies the process of adding sections to your proposal documents. Moreover, it assists you in the customization of your proposal with an InDesign editor, which enables you to add animations, text, and images.
If you seek intensified analytic capability, you need a reliable proposal management software that will help you meet your unique needs. The leading proposal tools have potent analytic features that help users to see the most-viewed sections of their proposals. This helps you identify the deal-breaker in proposals and adjust accordingly. Besides, the unique tools also assist in the tracking of proposal performance over time. As a result, utilizing it places your firm in a better position to understand closing rates regarding different timelines.
Quote Roller
This tool stands out from the rest due to its distinctive pricing feature. Making use of this software helps users to calculate each project’s profit margin, discounts to be applied, and offers viewers the capability to select items on a la carte basis. If you seek to engage your clients in real time, then Quote Roller suits you best as it enables you to discuss both your packages and pricing. In turn, this saves you time that would otherwise have been used to go over clients’ emails. Furthermore, it has workflow approval that ensures your proposals are well created and approved before they are sent.
PandaDoc
This software utilizes smart collaboration tools integrated with CRM and a content library to enable users to develop customized easily and branded proposals. With this, your firm is better equipped to address probable business questions and concerns. Also, users can keep tabs on their clients by activating its custom notifications that pop up anytime a client opens the proposal document. Better yet, PandaDoc helps in the HR solution to align the process of recruitment and contract renewal. This ensures that your firm is better organized and runs more efficiently.
Qwilr
If your firm operates on online platforms, then Qwilr is an indispensable tool for you. It helps users to create web-based business proposals that are both clean and exquisite. Besides, it has a document editor that has features with the ability to include additional interactive content on your documents like videos and maps. In addition, it tracks and provides reports on what clients choose to view on your proposal and also measures the level of engagement.
The proposal development and evaluation process are complicated. In order to ensure that yours is efficiently created and managed, utilizing the above tools comes in handy. They will help bolster your project performance and also cut the time spent on proposal drafting and designing.
