Why consulting businesses use a proposal program instead of Microsoft Word
Many consulting still use Microsoft Word or some other word processor to create their proposals. A previously created template is modified manually and then sent as a PDF. Sounds easy, but in practice this takes a lot of time, the chance of errors is high and you no longer have insight into your proposal after sending.
With the use of a proposal program it has become a lot easier and better for entrepreneurs. You still use templates as a basis, but now you have a full content library in which you can search and reuse texts. The chance of errors is minimal due to smart automation. And after sending you can still adjust your proposal and you will get insight when your customer views the proposal. The modern interactive presentation options make an impression and the option to digitally sign makes it very easy for a customer to agree.
The following blog will elaborate on how to make perfect proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals
If you're a consulting company offering service, then our free sample proposal template is ideal for presenting your services. The scope of the proposal includes sections and allows for online signatures for faster sign-off. All of our templates are completely customizable to suit your company, your brand, and your projects. Sign-up for free to get access to the consulting proposal template and start creating winning proposals today.
Advantages of a proposal program:
Beautiful convincing proposals with distinctive character
Automate your quotation process & save time when making proposals
Invest some time now and save much more time afterwards. Start sending proposals with a higher chance of success
Why smart software is important for businesses in the consulting sector
If you’re looking for the best Consulting proposal software, then it’s important to think about your target audience. A great proposal and sales document should be designed to appeal to your audience. For example, a professional services firm will want a proposal that is easy to read, while a technology company will want something more visual. It’s also important to take into account the people who will be using the proposal software. If you’re creating a proposal for a sales team, they’ll want something that is fast and easy to use. However, if you’re creating quotes for clients, you’ll want something that looks professional and shows off your company’s brand and personality.
Consulting refers to an industry or field that provides professional advice to companies. A consultant may work with the company's managers and executives, or provide specialized services to the business' employees. The consultant may also assist the company's board of directors with advice on corporate strategy, management, or other issues. Consulting is often divided into categories: Management consulting focuses on strategy and leadership development; Strategy consulting focuses on broad goals for an organization; Information technology consulting is for IT-related projects; Financial consulting provides expertise in financial issues such as budgeting, accounting, and taxation; Human resources consulting focuses on organization design and compensation. The reason for using a consultant is to bring expertise that the company doesn't have in-house.
Proposal software for consulting business
Unlock business potential with AI-driven proposals.
As a consulting firm, you understand the importance of delivering high-quality proposals that accurately reflect your capabilities and the value you offer to clients. Our AI-powered proposal software is designed to help you craft targeted, persuasive proposals that address the unique needs of each client. This innovative solution integrates seamlessly with your existing workflow, freeing you from tedious manual tasks and lengthy revisions.
Ready to get started?
Try Offorte for free during the 14 day trial
Knowledgebase
All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about winning deals
Online Proposals
What are the benefits for you and your company when you make quotes with software?
Check all the benefits
Latest from the blog
You want to stay on the radar and increase the chances of a yes. I took a look at Robert Cialdini's 7 Principles and here are five creative and effective ways to track your proposal and increase your chances of success.
Since launching Offorte in 2010, our software has evolved significantly. While we’ve continuously added value over the past 14 years, one thing that hasn’t changed is our pricing—we’ve never increased our prices. Now, to keep innovating and growing with you, we’re adjusting our prices for the first time.
Coolblue's' journey 'is one to enjoy! really another inspiring entrepreneurial story that starts with a couple of friends in a dorm room. Read more and get inspired!
View one of the other proposal examples
A template that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important.
You make an offer by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the proposal gives direction to the collaboration.
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must.
You can extend the entire corporate identity into the presentation, whether you opt for a colorful or dark appearance. The settings offer the flexibility to adjust everything to the image of your company.
Busy days and complex schedules are part of a handymen company. Save some time by making your offers with a quotation tool. You also immediately distinguish yourself from the competition and show your customer friendliness.
The playing field of marketing is largely online these days. With online sales you tailor the customer journey and surprise your customers.
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
View a sample proposal from a SaaS company that has developed an app for the travel industry. This provides a clear picture of how to present a complex project in an accessible and professional manner.
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the content.
Sales documents from web design companies often contain a mix of standard components and customization. With a content library it becomes much easier to put together a convincing offer.
Quality, price, advice, experience, knowledge and excellent service are crucial differentiators for companies. Make sure these are clearly expressed and convince the customer.