Best Software for Online Proposals
Creating and sending proposals is one of the most important sales activities for a freelancer or new business owner. A meticulously written proposal can be the first point of contact a prospective client has with your overall company and must impress them.
Prospero is a relatively recent entry to the proposal software niche and targets businesses with a simple pricing structure. Their proposals are designed to look great on mobile devices.
Prospero
Prospero is a proposal software that allows you to send high-quality proposals that are easily editable. Its features include drag-and-drop templates, product and service packages, e-signatures, and an integration with Stripe for digital payments. It also provides reports on client responses and approvals, which can help you close more deals.
Its templates are designed for a variety of industries, including design agencies, freelancers, and other businesses. Users can customize the proposal and include their own branding and logo. They can also save repeating content to create new proposals faster.
Its mobile-friendly proposal templates make it easy for clients to accept the offer on any device. The software also includes a tracking feature to ensure that the proposal has been seen by the client. In addition, it can be used to collect deposits and partial or full payments. It can also be integrated with other programs to streamline the process.
RFP360
Designed to help businesses seal the deal with professional-looking proposals, this platform has many great features. These include e-signature capabilities, an online catalog to organize documents, and engagement metrics to track when your proposal is read, viewed, or signed. You can also organize teams to ensure careful collaboration and manage permissions with a dashboard. It also provides a variety of templates that make it easy to create a proposal for any industry.
What is the Best Software for Online Proposals?
The platform is ideal for medium- to large-sized businesses with multiple sales and marketing teams. Its centralized proposal library helps teams streamline the quoting process, which reduces quote-to-cash cycle times and improves customer relationships. It can be integrated with a variety of CRM and invoicing software.
While PandaDoc has a good reputation for being an excellent proposal creation tool, it falls short in terms of the user experience and design polish of more modern competitors like Qwilr. However, it has a few key features that may appeal to small businesses and freelancers. For example, it integrates with popular CRM software and can automate quoting processes.
Venngage
Venngage is a user-friendly design tool that lets even the most design-inept create stylish content. Its templates include infographics, reports, charts, posters, and more. It also features a variety of image editing tools that allow you to customize the designs and add text and images. Its brand kit feature allows you to specify your company’s colors, fonts, and logos to ensure consistency across all of your creative work.
It offers several pricing plans, including free and premium, to suit different needs. Free plans are ideal for freelancers who create fewer designs per month. However, paid versions come with additional features that can increase your productivity.
Other options for creating online proposals include PandaDoc, Qwilr, and Better Proposals. All of them offer excellent features but differ in terms of ease of use and visual appeal. PandaDoc and Better Proposals are lightweight, easy to use, and offer a modern look. Qwilr, on the other hand, is heavy on the corporate side and can be a little dated in some places.
PandaDoc
PandaDoc is a popular software solution for creating customized, branded proposals. It also helps users create contracts, forms, and other important documents. Its onboard document editor allows for the customization of text and images, as well as the use of electronic signature tools. Additionally, it offers a massive template library and a drag-and-drop editor.
The platform is designed to help businesses close more deals faster. Its user interface is straightforward and intuitive, making it easy for anyone to learn how to use the program. Moreover, the software provides real-time notifications when proposals are opened, viewed, and signed.
The software also offers customizable templates, allowing users to customize their proposals for each client. This makes it easy to create proposals that are unique and professional-looking. Its document repository feature lets users store documents in a single location. The platform can also be integrated with other sales tools, such as CRMs.
HoneyBook
While they don’t offer a full suite of tools like other solutions they do have a few key ones. You can use their platform to create proposals, collect legally binding e-signatures and engage with clients in real time. The platform also allows you to set highly nuanced pricing terms and track customer engagement.
The solution’s proposal function allows you to create an end-to-end client process that includes documents, contracts, and payments all in one place. This speeds up the booking process, and it also makes it easier for clients to accept your terms and sign online.
The solution also allows you to embed an inquiry form on your website and automatically create a new project when someone fills it out. You can even customize the form to match your brand. The only drawback is that the software does feel a bit dated at times, but it is still an excellent choice for those who want a straightforward way to create and send high-converting proposals.
Better Proposals
Unlike other proposal software solutions that are complex and cluttered, Better Proposals has a simpler user interface and helps you create beautiful business documents within minutes. It also supports 40+ integrations, enabling you to automate the entire sales process.
It is a relatively new product in the market and seems to cater to freelancers and web professionals who want to make functional proposals quickly. The pricing structure is quite simple and they offer a free trial.
PandaDoc has a wide range of templates and some of them are absolutely world class, while others seem like they haven’t been given as much attention. Some of the key features include eSignatures, cloud storage and engagement metrics which catalog when your proposals are opened, viewed, signed and so on.
The most important feature is its ability to integrate with CRMs. This allows you to automatically pull in customer details, customize templates and build campaign funnels. You can also track sales with the sales pipeline and nurture leads in real-time.