The average buyer won’t spend very long looking at a business proposal.
In fact, 55 percent of people spend fewer than 15 seconds actively on a page, according to Tony Haile, CEO of Chartbeat.
To really capture an audience, proposal writers need to jazz up their presentation.
Here’s a look at some of our best templates and the features that make them interactive and rich:
1. Compelling visuals of your product or service
Boost conversions and drive leads with higher quality content that's interactive, dynamic and creative. PandaDoc bridges the gap between sales and marketing when it comes to influencing decisions at the middle-to-low funnel.
Marketing can create and manage content blocks -- interactive videos, success stories, polls, graphic designs, or competitive matrixes. Sales can easily drag and drop these blocks into proposals they send out.
Also, our templates and customizable layouts allow users to easily change the the look and feel of documents, even allowing for data capture forms and HTML content blocks to display interactive mock-ups, visual banners, or slideshows. These features help ensure your sales content is always polished, professional, and inspires action.
2. Cover page customization
Nothing draws the eye like a cover page with a beautiful image. Our templates feature cover pages that can be customized to include engaging content beyond just a title and a logo. Capture a reader’s attention with a stunning image or an exciting video.
3. Configurable pricing tables
Providing quotes has never been easier. Product and pricing data can be auto-filled or merged directly from your CRM into a polished table. Sometimes, clients want to get straight to the numbers. These tables allow them to add up costs quickly, and see how adjustments such as quantity and discounts change the quote immediately in real-time.
With this information at hand, clients can receive the information they need to make decisions faster -- helping you close deals faster.
4. Data personalization
This template is taking advantage of data personalization through tokens and fields. At late stage discussions with your clients, it’s important to both recap project goals and timelines.
Why are Tokens useful?
Token fields can fill with data from your CRM or you can create these on-the-fly.
Tokens can also be configured on-the-fly to autofill personalized data and project details.
Business proposal writers can build templates with highlighted token fields like the ones pictured and customize them for each new project bid to minimize rework and duplication of effort.
Why are Fields useful?
Fields can be assigned to clients to easily guide them through the components of your document that need input, initials, or a final eSignature.
Fields (such as drop down lists or check boxes) can quickly capture input on what your clients preferences are
Here are a couple examples of fields being used to gather actionable feedback from the client instead of relying on email or several meetings to determine important milestones, incorporating these components into your proposal can cut your review cycles in half!
This template design is clear, easy-to-read, and draws the reader’s attention to the most important information.
5. Scope of work
A typical humdrum business proposal doesn’t help the reader read through it. The reader is met with several paragraphs of text sandwiched together with a few section headers denoted by numerals on the side, but that doesn’t tell the reader what’s important to look at or what the objectives are.
This example shows how our proposal templates present information in an organized, visual way that encourages readership. Clickable section headers allow readers to choose to read about one thing at a time. It’s almost as if the document guides readers through itself.
A business proposal doesn’t have to be boring, and sales doesn’t have to risk losing brand image consistency using a template builder. Use a template builder that will allow you to build personalized templates with engaging visuals and materials that keep your brand image looking sharp.
What are some challenges you have when building a business proposal?