CONTEXT

Imagine this: You’ve just had a great pitch meeting. The client is excited, and you feel this deal could really boost your business. But now comes the tough part—creating a proposal that matches your pitch. It’s late, you’re tired, and using old methods like Word docs feels like a headache.

Now picture this: You open a simple tool that makes creating proposals easy. A few clicks, some automation, and presto! A sleek, compelling, tailored proposal ready to impress your client.

Teams using proposal software submit 34% more proposals each year and 42% of small companies see ROI in under 6 months.

This means saving time and earning more money.

61% of sales proposals lack personalization and fail to address clients’ unique needs. So if you want to win and keep clients, keep reading…

THE TOOLS

PandaDoc: This tool makes the whole proposal process easy, from creating to signing.

Key Features:

• Template Library: Pick from many customizable templates to get started quickly.

• E-signatures: Built-in e-signatures make it easy to get deals signed without printing.

• Analytics: Track when your proposal is viewed, so you know when to follow up.

🤔 How much time could you save if you didn’t have to chase signatures anymore?

Learn more here!

Better Proposals: This tool helps you create stunning proposals with little effort.

Key Features:

• Drag-and-Drop Editor: Customize your proposals easily.

• Interactive Elements: Add videos, pricing tables, and images to make engaging proposals.

• Payment Integration: Let clients pay right in the proposal to get paid faster.

🤔 Imagine how your cash flow would improve if clients could pay as soon as they accept your proposal.

Learn more here!

Qwilr: This tool turns your proposals into interactive web pages that leave a lasting impression.

Key Features:

• Interactive Proposals: Make your proposals look like beautiful web pages.

• Analytics and Tracking: See when your proposal is viewed and what parts interest your client the most.

• CRM Integration: Works well with your existing CRM tools for a smooth workflow.

🤔 How much more impressive would your proposals be if they were interactive and easy to navigate?

Learn more here!

THE ART

The magic of these tools is how they turn a boring task into something creative.

Here’s how businesses are making the most of these tools:

• Personalization: Use the data these tools provide to tailor each proposal to your client’s needs. Personalized proposals stand out.

• Engagement: Adding interactive elements like videos and pricing tables makes your proposals more engaging. An engaged client is more likely to say "yes."

• Efficiency: Automating tasks like adding client details and setting up e-signatures saves time and makes sure you don’t miss anything.

My suggestion:

• If you want a professional look, go with Better Proposals.

• For interactive proposals with great analytics, try Qwilr.

• For an all-in-one solution, PandaDoc is your best bet.

WHY IT WORKS

Businesses using proposal software reported up to 60% faster proposal creation times​​.

Additionally, teams that use proposal software are said to improve revenue by up to 12% each year.

By using modern proposal tools, you not only make your workflow smoother but also improve the quality and impact of your proposals.

These tools help you create professional, engaging, and personalized proposals that clients love, increasing your chances of closing deals.

So why not give them a try?

Use these tools to make creating proposals easy, saving you time and boosting your bottom line.

Happy Canada Day!

Shawn

P.S. Need help making your proposals more personal and effective? Reach out for tips and personalized advice on integrating these tools into your workflow! Book a private, 45-min tech coaching session with me. Learn more and view my availability here. Spots are filling up!