In the business world, sending and receiving proposals is part of the everyday operations. The traditional way of sending proposals by mail or in PDF format, however, isn’t always the most convenient. Thankfully, there are services that offer cloud proposal software to make your life a little easier. Here are five ways that using proposal software is better than sending proposals in PDF format.
- Clean and Streamlined Proposals
While sending a proposal in PDF format is often better than sending one via mail, it can still come across as messy. The spreadsheets that typically accompany PDF-formatted proposals aren’t always the most intuitive to read. Cloud proposal software gives you an all-in-one program that can analyze, create and deliver proposals for you. Best of all, you don’t have to deal with a confusing PDF-formatted document that may require a special program to open.
- App Integration
We live in a digital era, so there are tons of helpful apps for companies to use to manage their business. Wouldn’t it be great if your proposals could integrate with those apps? While sending proposals in PDF format can’t do that very well, using cloud proposal software can. Cloud-based proposal programs are designed to work with apps such as
- Zapier,
- Microsoft Dynamics,
- Salesforce, and
- Capsule.
- Teamwork
When dealing with a typical PDF-formatted proposal, it can be difficult to get your entire team together to go over it. Cloud proposal services offer a solution to this by making the proposal available online. Now, you can give your team members access to the proposal with just the click of a button. It’s never been easier to get the input of your entire team on one proposal.
- Viewing Across Multiple Devices
With PDF format, you’re limited to viewing documents on devices that only have access to and can open PDF files. With cloud proposal software, you can access the proposal from any device that connects to the internet, including smartphones, PCs and tablets. That’s because the software needed to view the proposal is built into the browser. You no longer have to worry if your clients can open the proposals that you send. They can view and sign them electronically right from their browsers.
- Expert Analysis
While PDF-formatted proposals are effective in delivering proposals to clients, they do little to help you keep up with analysis and give you flexible estimates. Cloud proposal software has these tools built right in. This means that you have access to a real-time sales dashboard at your fingertips. You can even get sale event notifications sent directly to your phone. There are no PDF proposals that can do all of that.
Don’t waste your time with messy PDF proposals. Grow your business by making the proposal process as streamlined as possible. Cloud based proposal software allows you to use modern technology to improve your overall proposal process.