Old Style Sales Proposal Creation

Ability to get new customers can truly make or break a business. Creating sales proposal and other proposals is one of the most important functions of the business development team for winning new business. However, it’s a tedious job limiting the time available to sales reps in engaging with potential customers and generate Sales proposals. Often time available to produce a winning proposal is limited thus putting further pressure on sales teams. Manually filling of proposal templates with cut-and-paste data is expensive, slow, and often error-prone. Delete a wrong clause or forget to change customer name and the entire proposal process can go off the rails.

Imagine a sales guy, who creates new proposal by changing 10-15 fields in the old proposal such as customer name, pricing table, proposal conditions etc. to create a new proposal. Missing a single change can ruin the entire hard work and even threatening organization’s brand reputation.

Existing Proposal Automation Solutions 

Solution to the problem lies in automating proposal generation through proposal automation systems. A proposal automation system presents user an online form for entering dynamic fields (Ex: Client Name, Pricing) values to generate new proposal thus eliminating cut-and-paste errors. In addition, these tools reduce amount of time salespeople devote to compiling, writing and reviewing sales proposals.

But lack of simplicity in these tools is limiting large-scale adaptation. Some of them are so complex that even for small changes in templates, business users have to seek IT support. Almost all of them force users to junk existing proposal formats and create brand new templates in their systems again before embarking on automation. Any changes in formats require rework. For a small organization, it amounts to lot of upfront costs.

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