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One question a lot of companies ask is “what tool should I be using for my proposals?”
My answer to this question: it depends on your proposals.
So if you often send out non-RFP proposals, I’d like to share what I like about Pandadoc for proposals, what I don’t, and how to determine if it’s a good fit for your company.
Read MoreWhen working on a proposal, so much consideration goes into how to phrase your offering, what to include as examples, where to place your pitch, and how to reduce jargon so the reader better understands your solution. With so much focus on the actual words on the page, it can be easy to overlook the design of your proposal. While most companies have a modern, updated template, if yours is not, it can hurt your company’s credibility and authority no matter how well you write your content.
To avoid getting stuck in the “no” pile, follow these simple design tweaks to create a proposal design that helps your company stand out in the best way.
Read MoreWhether a prospect asked you to send over a proposal or you have a formal RFP on your desk, you’ve likely encountered recommendations to include a cover letter and/or executive summary in your proposal. If you’ve read instructions on how to write either, then you may be left wondering, “What’s the difference?”.
While these two sections have many similarities, there are key differences between cover letters and executive summaries, including when and how you should use them.
Read MoreWhen I drafted my first proposal, I had zero business writing experience. I knew very little about what would actually help sell within the proposal, and my general idea was that business writing had to be dry, technical, and to-the-point.
Like most people, to figure out what I should do, I turned to Google for answers. Our proposal template at the time started with a cover letter, and many cover letter examples (and even proposal examples) had similar opening sentences:
Read MoreA top concern for many sellers is keeping proposal content clear, direct, and to the point. While clear and concise proposals are essential for selling, if you keep your proposal too short, you might be leaving out key information that can help you sell. Read on to learn key information to add to your proposals, and what you should remove.
Read MoreMost proposals follow a similar structure. They might start with a cover letter or an executive summary before moving into the project scope, solution overview, and so on. Sellers concisely lay out product descriptions, team overviews, and pricing to show buyers exactly what they will receive and when.
Despite all of the perfect summaries and clear explanations, many proposals miss out on one critical component.
That missing piece?
Read MoreThere are three main approaches to creating proposals. The first one is to write from scratch every time, which can be time consuming, frustrating, and inefficient. The second approach is to copy and paste from past proposals. This is more efficient but leaves room for error and repeated mistakes. The last, and best option, is to use a content library to save time and avoid mistakes. Let’s take a look at how you can implement this in your business.
Read MoreA well-designed proposal makes it easy for evaluators to better understand your offering and why they should choose you. Unless you’re a designer, however, knowing how to get started with designing your proposal can be overwhelming. The first decision is what tool you should use. For most organizations, that decision becomes choosing between Adobe InDesign and Microsoft Word. Read on to learn which one is the best option for you.
Read MoreEveryone has a different approach to creating proposals. If you’ve heard the terms point-by-point, narrative, or question & answer but don’t know where to begin, then read on to learn more.
Read MoreWhen you’re asked to create a proposal for a new project, you likely have no idea where to start. Whether it’s an internal project or a project for a potential client, there are a few key sections to include in your proposal.
Read MoreIf you’ve created a few proposals, you’re probably ready to have a template that you can reuse for each potential client without having to start from scratch each time. Creating a reusable proposal template will save you time and energy, but it is important to make sure that it still speaks to your audience’s specific needs.
Read More“What if our proposals don’t look professional?” is a fear of many small business owners who are competing against larger companies. The truth is, it doesn’t require advanced design knowledge to make your proposals professional enough to stand out from the competition. In this blog post, we cover a few beginner proposal design best practices that you can apply to your proposals today.
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