Custom proposal management software is about more than creating efficiency or reducing busy work. It’s also about increasing revenue by closing more deals and reaching new customers. 

What Is Proposal Management Software?

Proposal management software is a program that allows your company to create, organize, and archive business proposals and contracts. You can easily track your current projects, review old ones, and start new ones, all from an easy-to-use interface. 

Proposal management software also provides a platform for your team to collaborate on projects. Every team member will be able to work on documents simultaneously, identify and solve problems regarding projects, and track project progress. 

How Do You Automate A Proposal? 

Business process automation is the future of efficient companies. Automating proposals involves using templates containing standard information that only require minor changes for when you’re ready to use them. Common content to include in your automated proposal includes company information and history, qualifications, resumes, program descriptions, and examples of past projects. By adding these to your template, they’re easily ready every time you go to start a new proposal. 

What Are The Benefits Of Proposal Software?

Proposal software offers several benefits to small and medium-sized businesses alike. 

• Save time. Your employees won’t have to spend hours putting together a proposal. Instead, they can easily pull up a template and fill in the necessary information.

• Standardize and track contract terms. Managing a variety of different contract terms across a large body of work can be very challenging. By using custom-built software to generate proposals, you can limit and track any unique terms.

• Impress your clients. Your clients will be impressed by sending them a personalized and professional proposal. Proposal management software can also track your clients’ communication preferences, letting your employees know their preferred contact method. 

• Obtain signatures electronically . Most proposal software programs allow you to draft contracts that require electronic signatures, making them binding legal documents. 

• Stay on top of projects with clients. Project management software allows you to easily see the status of every project you have with all your clients. You can also make notes, add comments, and communicate directly with clients. 

• Send automatic reminders. By staying on top of your projects, you can automate your proposal software to send reminders to clients, so you have one less thing to worry about.

• Track metrics. Use your proposal software to track strengths and weaknesses in your proposal process. That way, you can analyze metrics to identify areas of improvement.

Proposal Software Integrations

Your proposal management software can’t exist in a vacuum. To get the most out of it, make sure it can easily integrate with your company’s other systems and processes. What should your proposal software integrate with?

• Logistics Software
• Vendors and Suppliers
• Customer Relationship Management system
• Marketing Programs
• Enterprise Resource Planning 
• Finance and Accounting software 

Build Your Custom Proposal Management Software

Custom software improves your business because it is tailored to your needs. It’s also scalable and can grow as your company does. Custom proposal management software benefits your business by streamlining your entire proposal system without giving you anything you don’t need. You’ll increase efficiency, automate processes, and close more deals. 

At DHx Software, we have years of experience developing customized software solutions for small and mid-sized businesses in Phoenix that drive efficiency and change. Schedule a call with a member of our team today to talk about the benefits of custom proposal management software for your business.