Sales Proposal Software Templates

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Software purchase proposal template

Sales Proposal Template. Our reusable templates allow your sales to make beautiful proposals in no time at all. Our drag-and-drop interface makes it easy to include images, videos, pricing, and more. Save your sales team time and give them the tools they need to not only generate proposals but also complete the sale. Marketing Proposal. Selling marketing services can be tough. On one hand, you have to put forward.

You don’t have a template for my industry!Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you. Can I edit your templates?Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go. Do you need my credit card number?Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan. Are my proposals secure?Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else. Will my clients see your logo?That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your proposals, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals. Can I change my plan after purchase?Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want. I’m not a designer. How do I make my proposal look presentable?Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along. What about custom plans?Enterprise users can send unlimited proposals and every plan allows you to add as many users as you need, so you have ultimate flexibility. Can you answer another question not listed here?Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

The more appealing a proposal is, the more likely you'll be to win the job. Seems simple enough, doesn't it?

But, creating proposals that are professional, detailed, attractive and on-brand isn't easy. Especially when you're trying to do it quickly.

Related: How to create engaging assets for your sales team

The good news is that proposal management software can help you speed up and improve the process.

In this post, we're going to look at 5 tools that can help you, as well as explore the benefits and key features of proposal software.

The benefits of proposal management software

Central location

Store everything in one central, cloud-based location and access it from anywhere you get online. Assign access to multiple team members as necessary and collaborate in real time.

Software purchase proposal template

Act quickly

With templates and automation, creating proposals is much faster. Generate pitches, proposals and presentations quickly and simply, and make the most of opportunities as they happen.

Streamline the entire process

When you can create, collaborate on, approve and distribute your proposals in one neat system, it removes the need for complicated processes that use multiple pieces of software.

Notable features of proposal management software

Searching for proposal management software can be overwhelming. There are so many options on the market, each with varying features.

To help you make the right choice, consider the 4 elements below and decide which would be most beneficial for your situation.

1. Branded templates & pre-filled forms

Proposal creation takes time, but with ready-made templates and automation that allows you to pre-fill forms, the sales process will move much faster.

Even the most basic proposal automation software should carry this feature, but it's the extras—like being able to brand and fully customize the templates—that will give you that professional edge.

2. Mobile-ready

If your sales team spends a lot of time in the field, proposal generator software that works on mobile devices could quickly put you ahead.

When a sales rep can input key information while on the road, at a meeting or on-site, a professional proposal can be turned around in days rather than weeks.

Also, being able to give on-the-spot estimates straight from a handheld device means the conversation can progress more quickly. If this is important to you, you might want to consider software that can integrate with or replace your CPQ (computer pricing quote software).

3. Customer relationship management

From the minute an RFP starts to form, a CRM process should be initiated for tracking purposes. The better your sales team is at nurturing leads and following up after proposals have been sent, the higher your chances of success.

Proposal automation software that comes with CRM features will empower your sales team to make the most of every opportunity.

4. Smart reporting

Where time and money are being put into drawing up proposals, the return on investment should be measured. The better you get at analyzing the data, the more refinements you'll be able to make to your sales process.

Some proposal automation software will come with built-in reporting tools, though this could just as easily be managed with a spreadsheet. Software might offer an expanse of reports, but it needs to be easy to learn. If it's overly complicated, it won't be as effective as it could be.

5 proposal automation & management tools

To find the right proposal generation software for you, you'll need to weigh up your requirements against the features on offer.

Consider the 4 elements we've listed above as well as any other functionality you're looking for. Do any of the following proposal management tools seem to offer the ideal solution?

1. Bidsketch

Bidsketch allows you to make customized proposals using saved sections that can be combined to build a full document.

Features include:

  • Templates & reusable content
  • Optional fees (for upselling additional services)
  • Client landing pages
  • Automation & workflows
  • Electronic signatures
  • Analytics

2. Nusii

Proposal management software Nusii lets you personalize templates and track the proposal process.

Features include:

  • Proposal notifications
  • Unique branding, domain & email
  • Reusable content
  • Reporting

3. RFPIO

Compared with the proposal management tools we've looked at so far, RFPIO is more advanced. It's likely to be a better fit for larger organizations with a lot of activity.

Free Sales Proposal Templates Best

Features include:

  • Import & export data
  • Answer library
  • Intake forms
  • Project management
  • Collaboration & commenting
  • Recommendation engine
  • Integrations

4. PandaDoc

PandaDoc handles proposals, quotes and contracts. It also integrates with popular CRMs like HubSpot and Salesforce.

Features include:

  • Templates
  • Content library
  • Brand customization
  • Electronic signatures
  • Pricing tables
  • Collaboration & commenting

5. Lucidpress

Lucidpress is a brand templating platform for businesses that want to align sales & marketing and manage brand consistency, while also empowering their people to customize materials quickly.

Software

Its features include:

  • Fully customizable proposal templates
  • The ability to lock elements within a template (e.g. fonts, colors, logos)
  • Smart fields for pre-filling data like names & contact details
  • Automatic data population
  • A central storage location
  • Real-time collaboration
  • Instant digital sharing
  • In-app printing & mailing

Using Lucidpress to create on-brand proposals

Sales Proposal Software Templates Free

Of course, we have a favorite. With Lucidpress, it's easy to create quick proposals that are on-brand.

Proposal

Put another way, Lucidpress is a design platform with brand management capabilities. It's a tool for designing sales & marketing materials, with plenty of additional features that make brand consistency achievable.

The benefits of Lucidpress include:

  • One central storage system that's cloud-based, meaning it can be accessed from anywhere.
  • An intuitive design tool where templates can be created from scratch or imported from InDesign.
  • Templates where key elements (such as logos, brandmarks & crucial text) are locked in.
  • Document automation, to save time on tedious tasks like importing data or filling out frequently used information.
  • Customization options that allow team members to personalize templates as needed.
  • Easy distribution via instant online sharing or an in-app printing & shipping service.
Proposal

How to create proposals in Lucidpress

To give Lucidpress a try for creating and automating proposal generation, follow the short guide below.

1. Design the template

Build a template from scratch (or import from InDesign) using the intuitive drag-and-drop design tool. Customize it completely to mirror other assets and keep your proposals on brand.

(Not sure where to start? Check out our library of proposal templates for inspiration.)

2. Add smart fields

Free Sales Proposal Template

Reduce admin time with smart fields in Lucidpress. Use them to auto-populate your proposal template with things like names, email addresses and contact details.

When a sales representative begins to customize your template, it'll auto-fill with their details. My old website www..com was hacked emv software download.

3. Lock brand elements

Before you make your template available to others, though, you should lock in the crucial elements.

Fix logos, brand names, and essential elements in place to maintain control over the brand and the way the document is structured.

4. Empower your team to customize

Next, make the template available to colleagues. Give them access to the central document store in Lucidpress.

Teach them how to customize the template so they can generate professional, on-brand proposals in minutes.

5. Distribute to potential clients

Use Lucidpress to share proposals instantly online, or to order & deliver printed versions. It offers a number of digital and print-ready file formats, so you can share documents with anyone anywhere.

Key takeaways

The primary benefits of proposal automation software include:

  • central storage
  • a streamlined process
  • the ability to work faster

There are hundreds of proposal automation tools on the market. Before you invest, you need to understand which features are most important to you.

Software Proposal Template Word

Lucidpress can help you protect your brand and align sales & marketing content. With lockable proposal templates that are stored centrally and easily customized by sales reps, you can streamline and speed up your proposal process.

Software Purchase Proposal Template

Ready to knock your next proposal out of the park? Learn more about how Lucidpress can streamline the sales process.