Why wholesale businesses use a proposal tool instead of Microsoft Word
Many wholesale still use Microsoft Word or some other word processor to create their quotations. 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 quotation after sending.
With the use of a proposal tool 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 quotation 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 quotations with the right tool: Read more why Microsoft Word is not the best way to create proposals
The most important factor in any business is the ability to create a great impression. This is why, if you’re a Wholesale company, it’s so important to create proposal software that your customers will love. Your prospects need to be able to easily read your quotes and proposals. They need to understand what you’re offering them and they need to know that you’re the best choice for their needs. Creating proposals in one of our customizable templates is a surefire way for wholesalers and direct-sales companies alike increase leads and revenue opportunities through improved service offerings and greater collaboration with valued partners.
Advantages of a proposal tool:
Modern proposals that impress customers
Take your time now to save more time when making quotations
Increase conversion rate by cleverly sending quotations
Why smart software is important for businesses in the wholesale sector
One of the most important factors in any business is the ability to create a great impression. This is why, if you’re a Wholesale company, it’s so important to create proposal software that your customers will love. Your prospects need to be able to easily read your quotes and proposals. They need to understand what you’re offering them and they need to know that you’re the best choice for their needs. Quoting and proposal software has revolutionized the way businesses handle sales documents. Instead of using a tedious Word document or even an Excel spreadsheet, companies are now able to use dedicated software to create quotes and proposals that are interactive, engaging, and full of great information.
Wholesale is a term used to describe the sale of a product in large quantities to another business or to a retailer, rather than to the end user. Wholesale trade refers to the sale of goods to other businesses. This is in contrast with retail sales, which refers to the sale of goods directly to the end consumer.
Proposal software for wholesale business
Optimize your wholesale business with AI help.
Wholesalers have to craft persuasive, accurate proposals that capture the needs of their clients and demonstrate the unique value they bring to the table. Our AI-powered proposal software is designed to help you achieve just that. By integrating into your existing workflow, our solution saves time and reduces costs while enhancing efficiency and accuracy.
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Knowledgebase
All information regarding the subject of proposals can be found in the "Create proposal" section.
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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.