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Marketing Tips

The Key To Hassle-Free, Professional Business Proposals

By October 9, 2013April 11th, 2019No Comments

 

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Does creating business proposals often mean too much time spent using word processors or spreadsheets only to feel less-than-satisfied with the result? If you answered “yes,” you and your business should consider trying the proposal software Clarity Quest—along with thousands of other companies all over the world—uses to fix this business problem.

It’s called Quote Roller, and it has answered our prayers by allowing us to efficiently produce uniform, impressive, and highly effective healthcare technology marketing proposals that look and function much better than our old business proposals created in Microsoft Word. Not to mention, Quote Roller saves an average of two hours on each proposal created, sparing us precious time that should be spent growing our own business and working with our existing clients.

Perhaps one of the most valuable aspects of Quote Roller is its built-in analytics for online proposals. This feature allows us to see if the client opened our proposal as well as which sections they are spending the most time viewing. Then, Quote Roller’s Dashboard helps us to track clients’ comments on our proposals, the performance of our proposals, and our win rate all at once. Using this data, we can actively improve upon future business proposals and better target them to clients’ needs. Such a dynamic approach to the traditional business proposal has ultimately enabled us to optimize our win rate, exemplified by the 18% increase in closing rates Quote Roller’s clients experience.

We imagine that any business would also appreciate Quote Roller’s user-friendliness as much as we do. Not only does the software provide a more desirable proposal creation process on our end, but it also makes it quick and easy for clients to review, digitally sign, and accept quotes online. Additionally, Quote Roller integrates with popular apps that businesses already use. We can integrate PayPal, for example, right into an online proposal.

A quick note on data security: all business proposals created through Quote Roller are sent using secure encrypted links, and no data can be seen by third parties. This is critical because, like all businesses, our data is our livelihood.

Interested in using Quote Roller to streamline your proposal process? Click here to learn more or sign up.

Author: +Brian Shilling

Brian Shilling

Author Brian Shilling

Brian is our Executive Vice President of Client Operations with experience leading diverse teams of marketers and designers in strategic marketing, content creation, and crafting comprehensive messaging and positioning platforms for our healthcare and tech clients. To learn more about Brian's experiences and qualifications, visit our leadership team page.

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