| Proposal generator – a fast and convenient solution for traders
The proposal generator is a tool that allows salespeople to generate an offer in a single document in a few simple steps. It allows, in most cases, to include in the offer an assortment and descriptions of products and/or services offered by the company, or a final cost calculation. The main task of the available generators is not only to speed up the proposal process, but most importantly to increase conversions from the conducted proposal activities.
| What benefits does the offer generator provide?
Among the online programs that are used for efficient creation of commercial proposals, one can find a wide variety of functions: from creating databases of contractors, to tracking the customer’s path within the offer, to exercising control over payments, and so on. Thanks to the varied possibilities offered by proposal generators, it is possible to choose a tool that will meet the trader’s desired features.
What advantages of proposal generators are most often scored?
- Developers of available software for generating commercial proposals in the form of PDF files often very clearly emphasize one benefit. Namely, the speed of creating offers, often within minutes. Such solutions certainly reduce the time for constructing commercial offers, on which traders often spend several hours or even several days.
- Generators, thanks to ready-made templates, allow to partially organize and automate the previously time-consuming processes of creating commercial offers. This functionality allows to increase the comfort of work and improve the operation of the sales department.
- Available commercial proposal generation programs, due to their uncomplicated design, are usually easy to use. This is an aspect that is particularly important for people for whom creating commercial offers seems to be a complicated and difficult process.
| Available tools to create commercial proposals
If you type the phrase “proposal generator” or “proposal software” into your browser, you will notice that there are many solutions available. Each system provides different options for creating commercial offers, from less to more complex. We decided to take a look at some of the publicly available quotation programs and point out their most important pros and cons.
MaxSote
+ The above generator is a very affordable solution for traders, as its price does not exceed several hundred zlotys for a period of 12 months,
+ The application is an easy-to-use tool that gives you the ability to create a sales proposal for a customer with just a few computer mouse clicks,
+ It has several useful functionalities that facilitate the work of the merchant: adding an unlimited number of offered products, manipulating product prices, or partial editing of the created PDF document,
– The tool is an add-on that only MaxSote business customers can install,
– The program does not provide the ability to create commercial offers for services, which limits its use by service providers,
– In addition, the application is only used to generate offers in the form of a PDF file. It does not allow you to manage the status of the proposal or observe the interest of a potential customer in the proposal.
Generator Ofert 3.0
+ The software is available “off-the-shelf”,
+ It allows you to quickly create proposals for products and services, promoting time savings,
+ The software’s database contains several hundred ready-made texts that automatically generate descriptions for products, replacing the work of a copywriter (from observation, there can be frequent mistakes requiring corrections),
– Unfortunately, after generating a commercial proposal, salespeople do not receive feedback on the customer’s interest (only if the purchase is finalized).
– In addition, the created proposals lack personalization features, information about the person/company presenting the proposal, or at least an attractive and aesthetically pleasing design,
– The software may not work well for companies offering products or services in B2B.
Bitrix24
+ Bitrix24 software is a subscription solution, with prices ranging from several hundred to several thousand zlotys per month, and which depends on the available functionality,
+ The developers of the program offer a lot of useful features: configuration of fields, management of trade offer statuses, or price manipulation,
+ In addition, the generated proposals are visually attractive,
– Bitrix24 does not allow you to purchase only the offer generator. It is an optional tool that is part of the entire software, which is used for comprehensive business management. Although it performs well in creating commercial offers, a merchant cannot use it as a standalone program.
Better Proposals
+ The program offers a large number of proposal templates with an attractive, modern design and layout that can be easily edited,
+ Better Proposals provides ample opportunities to personalize proposals by adding elements such as company logo, font or colors,
+ Once the proposal is created and sent to the customer, the merchant receives information about opening the proposal, sending it, or signing it (the program allows electronic signing of commercial proposals),
– The program may encounter difficulties in integrating with Polish tools.
And what does the SellStorm+ system offer?
+ It is a customized quoting system, created for business needs. It gives you the ability to create attractive and interactive offers with a few clicks, in the form of dynamic web pages,
+ Thanks to its interactivity, the quoting process can accelerate the customer’s movement through the buying journey by selecting the scope of the offer, approval or even payment of advances,
+ The system provides salespeople with information about the customer’s interest in the offer and the ability to forecast sales, and sales managers with formation about the effectiveness of the sales team,
– Nevertheless, due to the time-consuming process of developing the system, resulting from a long implementation path and a large team effort, it is undoubtedly an expensive solution,
– In addition, designing according to individual customer needs makes it not a solution available under the “Buy Now” button.
