Manage the end-to-end proposal and sales process from an integrated CPQ platform from Quintadena.
Our customisable software solutions let you create detailed and accurate sales proposals, reducing the admin burden on your sales team and improving transparency throughout your sales process.
What is proposal software?
Most businesses depend on compelling proposals to win new clients, generate revenue, and expand their markets. Proposal software helps businesses manage the full proposal writing, bid management, and sales process from one application, while also automating many of the manual and repetitive tasks involved with the process.
Salespeople can collaborate with colleagues in the marketing, financial, production, and customer service departments to issue personalised proposals from wherever they are based, with integrated workflows that provide up-to-date information to all stakeholders from any Internet-enabled device.
Follow-ups, amendments, and customer communications are all logged within the system and updated in real time, avoiding duplications, delays, and human error.
Integrated quotation and proposal management
Although they are commonly used interchangeably, quotes and proposals are different terms.
A quote is a cost-centred document that provides a general breakdown of equipment, materials, and labour cost estimates associated with a project or service. It typically features a limited number of variables, characterised by facts with little room for interpretation.
A proposal is more client-centred and provides a detailed project outline in response to a customer’s requirements. An ideal proposal should contain:
- A scope of work that describes the project
- A list of milestones, dates and how to achieve them
- Similar information contained in the quote
- Client objectives, benefits, and results
- Company credentials and proof of performance
Quintadena are UK supply partners for two of the world’s leading quotation and proposal software platforms: QuoteWerks and ITQuoter.
Our tailored software solutions allow businesses to manage the entire quotation and proposal process within the same interface, leading to significant efficiency and productivity benefits within their sales strategy.
How our proposal software solutions can streamline your sales process and help grow your business:
- Save time
Preparing proposals from scratch is time-consuming for your sales team. Dedicated proposal management software provides easy-to-use templates that enable users to generate proposals quickly and easily.
- Create personalised proposals
A good proposal management platform can help you add a personal touch to your proposals. This is essential in developing an instant connection with your target market and cultivating a relationship of trust.
- Track proposal metrics
It is essential to monitor your proposal’s performance metrics to make strategic sales decisions. For that reason, our solutions have inbuilt monitoring and analytics tools that help you track the progress of each proposal, and the actions and points of engagement associated with each customer.
What should be considered when purchasing proposal software: 3 ways that Quintadena help you maximise your ROI
Our proposal software solutions integrate the latest software trends to futureproof your investment and provide the best value for money.
1) Integration capabilities
Proposal software should work in collaboration with your existing systems to drive sales. We can tailor your implementation and product build to easily integrate with your CRM, accounting platform, invoicing software, and other business systems.
2) Customisable to the needs of your team and customers
Templates are essential in hastening the creation of professional-looking proposals. Our proposal software platforms all come equipped with several high quality, customisable templates for various business needs.
Every feature can be modelled to meet the needs of your customers, the working practices of your sales team, and your business objectives.
3) Advanced software algorithms/AI
AI-based proposal writing software allows users to generate content automatically by harnessing the power of various AI tools, such as deep learning and natural language processing. Proposal software leverages these tools to analyse business data, customer behaviour, and sales forecasts to provide accurate proposals that meet the precise needs of your target customers within your margin targets and business capabilities.
Find out more
To find out more about proposal software and the benefits you could experience by investing in QuoteWerks or ITQuoter through Quintadena, please call +44 121 669 1111 today, or click here to send us a message.