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April 10, 2019

How to Create Professional Sales Proposals to Impress Any Client

Building great proposals is tough. 
Your team spends hours putting sales proposals together, and only a handful of opportunities come back with a “yes” from clients. It’s clear that the process of having skilled workers manually enter data into a Word document over and over again is outdated, but a simple online search for sales proposals turns up thousands of articles. Every author claims to have the key to fixing your proposal process in “10 easy steps.” Of course, you want to save time and close more deals. But all this content is overwhelming, and it's hard to know what’s worth your time to change or adopt. 

Instead of continuing to add to the mountain of information, we’ve scoured the internet for our top three tips to help you save time, clean up your proposals, and add process automation to your team’s workflow. Here are three ways to make sure you’re sharing the best possible proposals with your clients as quickly as possible.  

1. Keep it short.
This is a top tip from sales experts, and you’ve probably seen it before. But it's worth repeating here. Keep your proposals short! The majority of proposals are just too long. If potential new clients don’t take the time to read the entire document because it’s several pages, they could be missing critical information. Your team may add price cuts or an incredible list of subject matter experts to sweeten the deal, but it won’t matter if your clients don’t read far enough into your proposal to find out. 
Make sure to answer any specific questions your client has laid out, but as a rule of thumb, try to keep your typical sales proposal under three pages. To streamline your proposal, answer just a few key questions for your clients: 
  1. How do you plan to resolve your client’s problem?
  2. How is your company and its solution different than other offers your client might receive?
  3. How long will it take to execute your proposed plan? How long will it take to produce results?
  4. How much is your solution going to cost?
  5. Has your organization successfully completed a project similar to the proposed project in the past?
Shorter proposals tend to only share information that's relevant to the client. You don’t need to share a detailed list of your company’s amazing work. Clients are requesting proposals from you because they already know! Sticking to the highlights ensures your clients are getting the most out of the proposals they receive and helps you to start closing more deals! 

Read More: Automatically Generation Sales Proposals with Airtable

2. Customize your sales proposal template.
We all want to speed up our processes. If your staff can build proposals faster, they have more time to create innovative solutions to problems, start new projects, and make deeper connections with clients. Preparing a sales proposal template for your team to consistently use saves time and money. But if you’re cutting and pasting the same data across all of your proposals, you’re probably including information your clients don’t need and creating opportunities for your staff to make mistakes on repetitive actions.   

Take the time to customize your proposals to fit your client. Customizing your proposal is a simple way to engage with your clients and make them feel heard and valued. Of course, some information will stay the same across certain types of clients. For example, clients from a specific industry—such as healthcare—might all have similar requirements for your product or service—such as HIPAA compliance. Show your clients that you understand their problems by tailoring your proposal to their unique needs and concerns. You’ll end up with a proposal that’s more persuasive and effective. 

Read More: Automatically Populate Sales Proposals with Wufoo

3. Update your processes with proposal automation. 
Now, this step is arguably the most important of the three. Drafting customized proposals for each of your clients is great, but it’s also incredibly time-consuming. If you can’t set up an entire team to analyze each of your clients and create precisely tailored proposals for every one, don’t worry! WebMerge works for your organization as a proposal generator. With WebMerge, you can take information from your CRM, form builder, or project management software and automatically populate that data straight into your sales proposals. 

Automating your proposals saves time for your team and ensures that you’re always sending out consistent, well-made proposals to your clients. Now, you won’t need to assign a skilled employee the task of manually entering data into a Word document or PowerPoint presentation. Once your proposal is automatically generated, your staff can spend their time making meaningful adjustments to the proposal to create a tailored experience for your clients. 

But WebMerge isn’t just an online proposal tool! With WebMerge, you can automate your document creation processes from your sales team to your HR department. WebMerge has dozens of integrations so you can start populating proposals with data from your favorite tools right away. If we don’t already integrate with your preferred CRM or data collection tool, it's easy to build your own connection using Webhooks or Zapier. 

Start automating your team’s workflows today with a free trial from WebMerge. 

6 min read

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