The face of business proposal creation is changing. And it seems to be evolving to a more web-based platform. Not only do web-based business proposal templates offer more convenience but they’re also more beneficial to both the client and the pitching company or freelancer.
Starting your business proposal using a customised template ensures you hit the ground running and finish up quickly with as few errors as possible.
Why Move Away from Static Proposals?
Traditionally, most business proposals are created as either a PDF or Word document. Today, viewing these files on mobile devices such as smartphones and tablets have become a clunky affair. Zooming in just to read a section is tedious, and sometimes it doesn’t translate well on a smaller screen.
Sticking to PDF makes you miss out on key features that could impress your potential client such as interactive price tables and off-ground editing to ensure your business plan stays responsive and error-free. Adding external links can prove to be a recipe for disaster with PDFs, but it becomes a seamless experience on web-based proposals.
What’s more, a master template ensures you won’t have to spend as much time crafting an entirely new proposal from the ground up for your other future clients. A streamlined proposal that’s easy to view can be all that’s needed to impress your client and land that coveted agreement.
Here are some of the advantages of moving to a more modern way of creating business proposals.
1. Optimised Viewing On Any Device
Nowadays, you can’t expect your clients to find a laptop just to view your business proposal. Put your best foot forward by optimising your proposal so that it’s clear and viewable on any device, whether a smartphone, an iPad or a 2-in-1. This way, your prospective clients won’t have to zoom or pinch every so often, which makes for a better experience.
2. Embedding Multimedia
Why settle for plain text when you have the tools to make it more engaging?
Web business proposals have a variety of options on what you can add, e.g., videos, tables or spreadsheets to make your point without having to lead them to a separate landing page or site. What’s more, you can include demos, case studies and product specs to give your business plan a well-rounded shine so your clients can sign the contract right away.
3. Open and Read Notifications
It may sound simple in practice, but getting notifications when potential clients have opened or read your business proposal can give you an edge over the competition. For instance, you can immediately follow up with a phone call, or a timely, well-written email, to discuss the salient details and offer to explain the plan in greater detail, which gives you a higher chance of approval.
There are business proposal tools out there where you can even have the notification sent to any business platform, such as Slack or automate with Zapier to get notified via Microsoft Teams, Yammer, or Salesforce Chatter.
4. The Addition of Live Chat
A live chat function added at the end of the proposal gives your clients the option to contact you. The sooner they fully understand the proposal, the higher the margin of success.
Adding live chat is extremely easy in web-based templates and save you invaluable time and money.
5. Online Signature Function
Online signing is one of the best innovations that have come with newer business proposal technology. It infinitely makes your client’s work easier compared to traditional Word or PDF models.
All your client does is to affix his or her signature to the web-based proposal and send it back to you. There’s no more printing, physical signing, and scanning or sending via courier. Your clients can choose to sign on compatible devices such as their smartphone, tablet, or laptop.
Proposal templates that have audit trail are better as the digital signature becomes fully binding and within applicable e-signature regulations.
6. Easy Payment Methods
Add convenient payment methods and your client can pay via credit card on full or partial instalments. You get the funds transferred straight to your bank account in the process.
7. Value Pricing Tables
Get the most out of each interaction with a future client by adding interactive pricing tables to your digital proposal. Depending on what you’re offering, you can add email marketing, social media, or SEO packages for an extra cost. On your client’s end, all they have to do is tap on the packages they like along with the main proposal. At the end, the costs are tallied up and they can pay with their preferred method.
8. Don’t Forget Analytics
Analytics is so important because it gives you an idea of where and what you should improve moving forward. Real statistics, data and information, such as seeing where the client went, what they clicked, and what device was used are all helpful in fine-tuning your digital business proposals. This leads to a more impressive business proposal that will wow future clients.