8 things every sales proposal software must have

8 things every sales proposal software must have

Introduction

When you want to create a sales proposal quickly, sales proposal software would be your go-to solution for various reasons. For those who are into the sales business, a sales proposal generator is something which they rely on heavily. However, the choices available for choosing a proposal software are in overabundance and hence it becomes confusing as to which one should you select. Before going ahead let us first look at what a sales proposal software is, for those who are not fully aware of it.

What is sales proposal software?

Sales proposal software is a system that enables you to create or build proposals and quotes for your clients. A great proposal software would not just enable you to create and modify your proposals but it would also help you to provide them to your clients, take opinions or suggestions, make the necessary changes and allow eSignature of the same with minimal effort.

Most of the business sales proposal software is standalone, though there are a few that allow you to integrate with the email provider to keep a track of the mails and eSign providers to get the client signatures. However, most of them would require you to download a PDF that you can make use of for further processing.

Why use proposal software?

Efficiency: Most proposal software would allow you to save templates of past proposals and specific elements within their system. It ensures that the salesperson efficiently uses elements from various proposals and a unique one for their customer. thus leading to a better turnaround time and performance.

Faster closures: Proposal software would enable the salespeople to utilize the predefined templates and saved elements to create proposals.

They come with various collaboration features as well, allowing clients and salespeople to share, modify, make changes to an online doc and get responses in real-time, and thus leading to faster closures of deals.

8 THINGS EVERY SALES PROPOSAL SOFTWARE MUST HAVE

ACCESS TO VARIOUS MEMBERS OF THE TEAM

Real-time contributions can be discussed and developed by the various members associated with proposal churning.

PERMISSION-BASED ACCESS

Defining roles and allowing permissions to the members associated or concerned would ensure that only those with permissions to edit or view the proposal can access it.

QUOTING APPLICATION

If there ever comes a day when a multi-tier system of approval is needed, sales proposal software would allow a clear hierarchy definition. The days of looking for your head for approval are gone, thanks to the introduction of a sales quoting application.

SIMPLIFY THE WRITING PROCESS With the presence of various customizable template choices, create a proposal that serves to be unique to your customer. Depending upon the choice of your software, a room is allocated to experiment with aesthetics and language. The software would be likely to provide support and guidance to make the best possibles sales proposal as well.

CLOUD-BASED SOFTWARE The software must be a cloud-based one. It means that the software should be accessible on the Internet. Web-based quoting solutions would ensure that the tedious task of installing software every time a client wants to use it is eradicated.

INTEGRATE WITH CRM AND OTHER THIRD-PARTY APPLICATIONS A great proposal software must have the ability to have integrations with CRM and other relevant applications. This integration is extremely crucial to carry out the various processes of your business easily and without creating many errors or wasting time. Integration with third-party applications would ensure that productivity increases by notches are you channelize your energy into converting leads into sales.

ALLOW THE ACCEPTANCE OF ONLINE PAYMENTS Your proposal software integrated with an online payment system would enable the client to make the payment right away. Hence, ensure that the quoting and proposal software has an online payment processing system, that would simplify the client's payment method. Therefore, there should be a link that is present in the quote itself and would let the customer place the order easily.

SUPPORT PRICING RECOMMENDATIONS

Various organizations utilize different strategies for pricing their products (such as volume-based, cost-based, or value-based pricing). Hence, the proposal software must support various pricing methods and strategies so that business be carried out in different ways according to your strategy and requirements.

CONCLUSION With the support of a renowned eCommerce solution, all your quoting needs and requirements can be taken care of. eCommerce solutions tend to be the go-to solutions for every B2B enterprise and hence it is only likely that you should be in touch with one for yours as well.