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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 MoreWhen you search for proposal tips, you’ll find endless lists of rules to follow and recommendations on how to write your proposal. While all of these rules are full of good intentions and will make your proposal stronger, there are a few that you can maybe ignore.
Here are the top 5 proposal “rules” that I love to break.
Read MoreI started writing proposals in response to RFPs, and while RFPs have many cons, knowing what they want to see in the proposal is typically not one of them. Many RFPs detail the exact format to send as your bid, making my job a lot easier.
This isn’t always the case, unfortunately.
I remember the first time I had to create a proposal that wasn’t an RFP. It landed on my desk, and I asked my boss at least four times, “But how do I organize it?”
In the years since that stressful moment, I’ve worked on more and more proposals that don’t have a specific structure (including creating my own proposals as part of my business). In that time, I’ve developed a proposal structure that works no matter what you’re selling.
Let’s take a look at how you should organize your proposal in a few different situations.
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 MoreWhen people think of proposals, a lot of focus is on the content. While that is an essential part of creating your proposal, an often overlooked section is your proposal design. Many small businesses don’t have a professional designer on staff, so the design often falls to the seller or business owner to create the design. If this is you, never fear! It is possible to create a branded, well designed proposal even if all you have is a company logo.
Read MoreEveryone knows to include the main sections of your proposal: pricing, solution description, company overview, etc. However, including not-so-common content can help your proposal stand out and connect with the customer. One type of content that is often overlooked in proposals is client testimonials.
Read MoreOut of all of our clients, about 90% cite a fear of having an unprofessional proposal as the reason for seeking help. If you’re in a similar situation, there are a few steps you can take today to make sure your proposals look professional.
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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