﻿Proposals are an important element of any small business. The goal of these persuasive sales
documents is to sell the benefits of working with your company, set you apart from the competition,
demonstrate the value you’ll bring to the job, and ultimately, help you win new business.
If you’re in the lucky position of having to juggle several proposals at a time in different
stages of deal completion, then one of the most valuable investments you can make is
in good proposal management software to help you optimize and streamline the proposal process.
In this video, we’ll look at the best proposal management software tools across a range of
use cases, from a single-person business owner or freelancer to large companies
and organizations. So let’s get started.
1. Prospero Prospero is a professional
proposal platform that allows you to easily create beautiful proposals, share them with
your prospects, and turn them into clients. It offers a wide selection of pre-made content
and templates that are highly customizable depending on your needs and niche.
The platform lets you add your logo, images, videos, tables,
and personal touch to any proposal. Besides creating impressive proposals,
Prospero also lets you track their performance so you’ll know how many times your clients opened
your proposal and how long they looked at it. You’ll also get notified by email when your client
opens your proposal for the first time. In addition, the platform allows your prospects
or clients to sign and approve the project from any device.
Prospero proposals use legally binding digital e-signatures so you can rest easy knowing that
if anything does go wrong, the contract and signatures will hold up in court.
You can choose whether you want to make it quicker to sign or a bit more secure.
The platform lets you add users and manage roles and permissions on your team’s account
to limit and control access across the team. You can also see your team’s proposal status
and set visibility depending on the roles. Prospero integrates with FreshBooks, QuickBooks,
Stripe, Integromat, and Zapier, so you can generate an invoice and get paid with one
click. You can also install 3rd party scripts like Google Analytics, heatmaps, and live chats.
Plus, Prospero offers a 14-day free trial where no credit card is required.
2. Jotform Jotform is a simple and stress-free
solution for creating proposals. It allows you to collect relevant data like contact information and
get e-signatures on proposals. You can create a winning,
professional-looking proposal in minutes using one of Jotform’s free proposal templates. You’ll
be able to add sections like objectives, strategy, and budget information.
Additionally, Jotform offers consulting proposal templates with form fields for
company and customer details, project description, company background, objective, the scope of work,
start date, completion date, consulting rates, payment terms, and signatures.
Jotform Sign makes it easy to track any proposal you create and send. All signatures you collect
with Jotform Sign are legally binding, so you never have to use another product
to collect proposal signatures. Proposal submissions will automatically
be converted into PDFs that are easy to print, pitch, and present.
Jotform also offers a free project proposal form, commonly used by an organization’s
project team or by a research company to convince customers or clients to approve
the proposed project or research. And finally, Jotform’s 300+ free table
templates are ideal for team projects and when you need to create a database for tracking and
managing proposals. All data is stored securely in your Jotform account, which
you can access seamlessly on any device. If this sounds appealing, below this video is a
link to Jotform’s completely free plan. 3. Better Proposals
Better Proposals is a proposal management and quoting software that helps businesses
create, share and organize custom proposals and cover pages.
The platform includes customizable templates, which allows organizations to design personalized
documents with custom logos, colors, or introductory video to establish brand
identity with clients. The interactive editor in Better
Proposals enables enterprises to write, edit or remove content, modify themes
and add background images to proposals. It offers a host of features such as password
protection, multilingual content, custom domain, content library, user permissions,
approval management, and more. Additionally, administrators can define
recurring pricing, request digital signatures from clients, and receive notifications about status
updates, approvals, and follow-ups. Better Proposals supports integration with various
third-party applications like Stripe, PayPal, Basecamp, Trello, HubSpot CRM, Zoho, and more.
4. PandaDoc PandaDoc allows you to easily create
customized, on-brand proposals quickly through smart collaboration tools, integrations with
several CRMs, and a content library so your new business team has everything it needs to address
the prospect's concerns and questions. You can enable custom notifications so you
know when your client opens the document, how much time they spent reading, and when they sign.
In addition, you can use PandaDoc for contract renewals and the HR solution to streamline and
simplify recruiting and onboarding, making your entire agency more efficient and organized.
5. Bonsai Bonsai is one of the best self-employed
product suites which helps freelancers and small businesses create client proposals, manage ongoing
projects, track development time, generate payment invoices, and estimate taxes.
The platform lets you create high-quality proposals in seconds with your project
details and payment options. You can send it off for electronic approval or copy the
secure link to send it yourself. Along with flexible proposal editing,
you can offer single or multiple service options for your clients to choose from.
You can track when your proposal has been viewed and make accepting
as easy as possible with package selection. Besides the proposal maker, Bonsai offers various
features such as multi-currency and project billing, reporting, accounting, questionnaires,
and expense tracking. Bonus: Copy.ai
Creating a successful business proposal involves writing a lot
of persuasive copy, which is no small task. The good news is that it has been more accessible
than ever to generate quality sales copy at scale with the advent of AI and tools that are unlocking
its true potential. ‍
Copy AI is a suite of such tools that democratizes AI for copywriting at scale.
Copy AI makes it super easy and free to try it out for yourself and supercharge the way you
write copy for your business proposals. You can use this AI writing tool to get some
ideas and create a draft for our business proposal using the freestyle tool.
All you need to do is to provide some information like why they should choose your business,
details about the service you’re offering, and how much it's going to cost.
Here you can be as specific and detailed as possible. Actually,
the more specific you are the better results. Once you provide all the information, Copy AI
will generate a professional business proposal for you within seconds.
So if you want to access over 90 AI copywriting tools including
tools for blog content, digital ad copy, eCommerce copy, or social media content,
check out the link in the description and get access to the Copy AI free plan.
So these are the best proposal management software available in the market.
We hope this list will help you choose the right software for your business.
If you are undecided about which tool to choose, in the video descriptions you’ll
find free trials and the latest discounts to all of these platforms, so I highly recommend
checking them out and doing your own research to see which platform suits your needs best.
Thanks for watching, and see you in the next video.