Sales Proposal Software
Quick definition
Software that lets you quickly create professional, interactive sales proposals that you can track and optimize.
Detailed explanation
Sales proposal software helps you create a proposal in 15 minutes that looks like your design team worked on it for a week. Instead of Word documents or PDFs, you create interactive web pages with videos, pricing tables, cases, and digital signatures. The big advantage: you see exactly when your prospect opens the proposal, which pages they view, and how long they linger. That gives you valuable information for your follow-up. Tools like PandaDoc, Proposify or GetAccept let you work with templates, so you don't start from scratch every time. You fill in variables (company name, amount, contact person) and the tool automatically fills your entire proposal. On average, companies shorten their sales cycle by 25-30% through use of proposal software, because you quote faster and sign digitally easier.
Synonyms
Examples
A software company uses PandaDoc for all proposals. Their account executives see that prospects visit the pricing page 3x on average before signing. They adjust their follow-up: at the third visit they call immediately with "Saw you were still looking at pricing, can I clarify anything?"
A consultancy builds 5 standard proposal templates in Proposify. What used to take 2 hours (formatting, making PDF, sending) they now do in 20 minutes. Their proposal-to-close rate increases from 32% to 47% through more professional proposals.
When to use this?
Use proposal software when you send more than 5 proposals per month, or when your sales cycle is longer than 2 weeks. It especially pays off at higher deal sizes (€5K+) where a professional proposal makes the difference between winning and losing.
Match-day approach
We help you choose between PandaDoc, Proposify or GetAccept based on your CRM and workflow. Then we build your first 3 templates and train your team. We connect the tool to your CRM so data is automatically transferred. After 1 month we analyze which proposal elements give the highest conversion.
Related terms
Customer Relationship Management (CRM)(CRM)
Software for managing all interactions with prospects and customers throughout the entire customer lifecycle.
Sales Enablement
Strategically equipping your sales team with the right content, tools, training, and processes to sell more effectively.
Sales Automation
The use of software and tools to automate repetitive sales tasks and increase sales efficiency.
Learn more
Wil je weten hoe je sales proposal software effectief inzet in jouw organisatie? Neem contact op met Match-day.
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