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5 Reasons to use an Online Sales Proposal Tool

5 Reasons to use an Online Sales Proposal Tool

The world of SaaS is changing in many ways for different types of industries. For those of you unfamiliar with the term SaaS (Software as a Service) this is a term used to describe an online tool that is paid for on a monthly subscription basis. Many SaaS companies are focused on targeting small businesses such as:

  • Landscapers
  • Marketing & Advertising Agencies
  • Service Providers
  • Travel Agents
  • Web & Graphic Designers
  • Software Developers
  • Event & Wedding Planners
  • Software Companies
  • Insurance Agencies
  • Construction Companies
  • Human Resources & Recruiting
  • & dozens more industries

These ‘applications’ can help you with many aspects of your businesses such as marketing, accounting, sales management and in our case, proposals. These services help you scale your business so you can grow and focus on your core offering, rather than waste time and money trying to build and maintain your own solution.

Here are 5 reasons why the traditional email with the “Word Document” attachment is falling by the wayside:


Your ability to provide a sales proposal in minutes rather than hours (in some cases days), gives you an advantage over your competitor as it shows that you are prepared and organized to help them with their needs. ProposeIT gives you the ability to organize your proposals through a well organized library of templates. This will help you keep your master templates organized by product, industry or whichever type of filter you’d like. If you have multiple people creating proposals, you can also share proposals with other users.


Automation goes hand in hand with efficiency. Having the ability to know which customers are interested and what concerns they have before speaking to them is a powerful tool. We’ve incorporated analytics to help you understand which customers are interested in your products or services based on their interaction. Your Online Sales Proposal must have the ability to engage your customer and you should be able to break down exactly what they looked at so you can prepare your next call to action.


If you’re going back and forth with emails, making changes to proposals and trying to come up with the final estimate you’re lacking efficiency. Your Online Proposal Tool must have the ability to communicate within the proposal. This way the entire process from procurement to closing is attached to the final proposal.

Quicker Close

Having a “Call to Action” is your by far the #1 rule in sales. Giving your customers the easiest way to close a sale is a must. Using the ProposeIT e-signature and online acceptance feature gives you this ability. No longer do you have to fax or scan documents to get them signed and cause further delays.

Brand Messaging

It’s crucial to look and feel professional at all times. Using an online proposal and quoting software such as ProposeIT gives you the image of a large and well-organized company. Not only will you look good, but you’ll blow your competition away while they send a clunky Word document or attachment that will probably go unread. Providing a link and a method for them to engage with your brand helps you close more deals.