{"id":3160,"date":"2023-06-02T09:56:29","date_gmt":"2023-06-02T09:56:29","guid":{"rendered":"https:\/\/salesmachine.stryfes.com\/proposal-tools\/"},"modified":"2024-04-16T09:48:10","modified_gmt":"2024-04-16T09:48:10","slug":"proposal-tools","status":"publish","type":"post","link":"https:\/\/salesmachine.stryfes.com\/en\/proposal-tools\/","title":{"rendered":"Proposal Tools"},"content":{"rendered":"\n<p>It&#8217;s time again for another Tuesday Tool Alert! Today, I want to talk to you about Proposal Tools. What are they? What can you do with it? And when is it interesting to use one? Read on quickly for all the answers.<\/p>\n\n<h2 class=\"wp-block-heading\">What is a Proposal Tool?<\/h2>\n\n<p>As the name suggests, a Proposal Tool is a tool that allows you to create quotations. It&#8217;s like a word processor++, so for anyone who still makes their quotes in Word or Docs&#8230;. pay attention!<\/p>\n\n<h2 class=\"wp-block-heading\">What can you do with it?<\/h2>\n\n<p>In the B2B world, we make a lot of quotations. It takes time to tailor a quote, and it is often a challenge, especially in larger sales teams, to consistently deliver top quality. A Proposal Tool can help you create faster and better quotes. This allows you to do more simultaneously, and your offers have a higher conversion rate.<\/p>\n\n<h2 class=\"wp-block-heading\">When is a Proposal Tool interesting?<\/h2>\n\n<p>It is important to note that these tools are not free. So you must also get something in return. A Proposal Tool is exciting for:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Teams that produce quotations regularly (more than 10 per week).<\/li>\n\n\n\n<li>Situations where you are dealing with a Decision-Making Unit (DMU) rather than a single decision-maker. In these cases, what you put on paper comes down even more. A Proposal Tool may be worthwhile if you make about five quotes monthly.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">How does it work?<\/h2>\n\n<p>You start by creating a template (or several) and adding various short texts. In addition, insert intelligent objects, such as the customer&#8217;s company name, so you only have to type it once. When you want to create a quote, go to the tool and start a new one. Choose the correct settings, add specific information, and you&#8217;re done!<\/p>\n\n<p>The richer your templates and texts are, the faster you can create quotes.<\/p>\n\n<p><strong>Pro tip:<\/strong> Link your Proposal Tool to your CRM. That way, you can start the quotation creation from your CRM and have even more information filled in. In addition, your CRM then automatically records a signature and moves the deal forward in your sales funnel.<\/p>\n\n<h2 class=\"wp-block-heading\">What tools are on the market?<\/h2>\n\n<p>There are many different Proposal Tools available, but I will mention three:<\/p>\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.proposify.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Proposify<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.pandadoc.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pandadoc<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/qwilr.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Qwilr<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/betterproposals.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">Better Proposals<\/a><\/li>\n<\/ul>\n\n<p>Some CRM systems already have Proposal Tool functionality built in. This includes <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">HubSpot<\/a>, <a href=\"https:\/\/www.zoho.com\/nl\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho,<\/a> and <a href=\"https:\/\/www.odoo.com\/nl_NL\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo<\/a>. Other CRM systems offer add-ons for this feature, which can also be helpful. Note that a quote is different from a quotation. A quote is a quotation in which there is little room for text and no extensive knowledge base of short texts.<\/p>\n\n<p>Are you already using a tool to create your quotes?<\/p>\n\n<p><a href=\"https:\/\/www.linkedin.com\/posts\/hannekevogels_salestech-salestechnology-proposal-activity-7003255003754680320-WAYp\/?utm_source=share&amp;utm_medium=member_desktop\" target=\"_blank\" rel=\"noreferrer noopener\">Link to the original LinkedIn post.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It&#8217;s time again for another Tuesday Tool Alert! Today, I want to talk to you about Proposal Tools. What are they? What can you do with it? And when is it interesting to use one? Read on quickly for all the answers. What is a Proposal Tool? As the name suggests, a Proposal Tool is [&hellip;]<\/p>\n","protected":false},"author":1002,"featured_media":2999,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","wds_primary_category":0,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-3160","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"acf":[],"_links":{"self":[{"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/posts\/3160","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/users\/1002"}],"replies":[{"embeddable":true,"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/comments?post=3160"}],"version-history":[{"count":0,"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/posts\/3160\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/media\/2999"}],"wp:attachment":[{"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/media?parent=3160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/categories?post=3160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/salesmachine.stryfes.com\/en\/wp-json\/wp\/v2\/tags?post=3160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}