Presenting Proposals with Modern Tools

Modern technology provides the opportunity to present your proposals to clients much more efficiently and attractively. Using interactive proposals not only makes sales more effective, but also significantly improves the client experience.

What is an interactive proposal?

An interactive proposal is a web-based responsive page that can be comfortably viewed even on our phone. It enables businesses to get real-time information about their sent proposals.

Interactive Proposal vs PDF

Most businesses still don't utilize the opportunities offered by modern technology and stick to proposals sent via email. However, this method has numerous disadvantages, as our proposals become practically untraceable, depriving us of information that could help with sales.

In contrast, interactive proposals provide the opportunity to track in real-time when and how many times clients opened the proposal, and how long they viewed it. We can also include images, videos, animations, and other dynamic elements that make our proposals not only more informative but also visually more attractive. Last but not least, we can display items that the client can select if they want and accept the proposal along with them (thus increasing our basket value).

What questions will you get answers to from an interactive proposal?

• How much time passed between sending the proposal and the first opening?
• How much time passed until the client decided whether to accept the proposal?
• How many modifications did they request on the proposal, and how did these affect the final amount?
• What feedback did the client have regarding the proposal?

If you get answers to these questions, you can continuously create better proposals that will be guaranteed more successful and more likely to be accepted.

Additional benefits of interactive proposals

• Accept with one click: the client can accept the proposal with a single click.
• Secure access: proposals are only accessible with URL knowledge and can be password protected.
• Brand customized: proposals appear on a clean, beautiful interface where we can use the company logo and our own domain name, enhancing the professional appearance.
• Follow-up: automated reminder emails or even complete email sequences can be set up for proposals.

Today's technology therefore already enables us to get answers to important questions regarding our business success, so why not take advantage of it? Moreover, such web-based proposals are also more attractive in clients' eyes. It's worth replacing the outdated PDF and sending interactive proposals to your clients instead!