When it comes to generating branded proposals, there seem to be endless options out there for proposal software. But how do you know what the best proposal software for your business is and what are the most important features to look for? We’ve pulled together a guide to choosing the right proposal software and what exactly it should include.
Read more: How to Choose the Best Proposal Software for Your Business
What is Proposal Software?
When finding the best proposal software for your business needs, it helps to start with the basics of what proposal software is. Proposal software is a piece of software that handles proposal writing, bid management, and sales process, all from one application for your business. It can help streamline the customer quoting process and is an incredibly useful tool when it comes to sales. The difference between a quote and a proposal is all in the details and proposal management software can help you manage that as well as keeping all the information you need all in one place.
How to Choose the Best Proposal Software for Your Business
So what is the best proposal software? When choosing the best proposal management software for your business, it all comes down to what you need from your software. Using a one-size-fits-all approach is a sure-fire way to finding sub-standard software that underperforms.
Do you need personalised templates that carry your company branding? Does your sales proposal software need to be accessed from multiple locations via the internet? Make a list of need-to-haves when finding the right proposal tool for you.
Think of the Added Benefits
Each proposal platform will offer something different but are there any, such as Quintadena’s proposal management software, that offer some extra perks that would help improve your team’s efficiency?
Take a look at things such as custom integrations, branded documents, real-time edit tracking and more to make sure you get the most out of your new proposal software.
Finding the Best Proposal Software for Small Businesses
Small businesses offer their own unique set of challenges and requirements that some of the bigger players might not consider. Whether you are looking for sales proposal software for your manufacturing business or online proposal software for your IT company, think about how your chosen provider caters to smaller businesses.
Do they offer proposal software training to help your team get to grips with their platform? How is the product support for smaller teams? It is cost-effective for smaller departments? How does the best proposal software provider onboard new clients and help them set up?
Small business proposal tool providers such as Quintadena encompass all of this in our personalised service making sure your small business has everything it needs to hit the ground running. We can even work with your team to create custom integrations that make the most of the systems you already use to build one all-in-one software that streamlines your proposal process and works for your business needs.
Using Integrations to Build a Custom Proposal Management System
When it comes to streamlining your sales proposal systems, having the right software for you is imperative. Quintadena are specialists in creating custom modules and integrations that can make your quoting systems run like clockwork, fully integrated into your customer management system. If you have something specific in mind for your ideal proposal software, talk to our team about custom integrations to see how we can bring your ideas to life.
Talk to the Experts
Want to find out more about the best proposal software out there? Contact our team now to find out more and get started. Alternatively, find out more on our dedicated sales proposal software page.