Contents
Updated 26/02/2020
Swiftly generate dynamic, consistent and compliant business proposals for your customers that they’ll always say yes to – as good as a shiny diamond ring. People can waste countless working days preparing proposals for their clients when a program can save time for everyone involved.
Pop out proposal after proposal, problem free
It’s possible to fully automate your proposal documents by applying logic to your document templates – you could generate letters, invoices, reports and much more at the click of a button, all by implementing your current documents into your system workflows. Get proposal documents out, quick and easy, from their (secure) place in the cloud to your clients and staff members. Automation software also allows your proposals to produce different content depending on the answers given in your workflow process, or even based on anything relating to the users attached to that task. Perfect if you want only a particular element like a sentence, table, image, signature, graph, or more, to show up in your report under specific criteria – want to show a paragraph on your proposal exclusive to a particular service type you are offering your client? The document can be configured to use logic that can identify this and make the selective content adjustment itself, saving you the admin time attached to writing and preparing the document manually. No more fumbling with Word templates or Excel spreadsheets. A document generation tool allows you to add images, graphs, signatures and more, depending on the configuration of the template you use. This method alone can obliterate the time sink of administration and even sometimes completely remove the need for human intervention, which is the dream, right?
Remember to recycle (it’s good for the environment as well)
Avoid risking administration error by cutting down on the amount of redundant information you need to input. Recycling the information you’ve already used and stored increases compliance and takes away all the arbitrary administration by standardising your documents.
Time is of the essence
A dazzling proposal is no good if you don’t deliver it on time. If you want to win the job rather than lose out to a timelier competitor, use an SLA tracking system like RAG (Red Amber Green) to alert you when a task is falling behind or has gone over the limit, ensuring proposal generation does not fall behind schedule. When priorities inevitably change, your whole team will know without you telling them; your administrators and managers can just flag tasks as urgent, and the system can send alerts of this as well.
Track it, convert it, bop it
Tracking the status of your proposal is something you should do if you can. And you can, with an intelligent dashboard that lets your staff, managers, and if the situation calls for it, clients have a comprehensive overview of their task progress so they can gain the clarity and control they deserve. If you receive no response, automatically following up your proposal after an allotted time is easy and ensures that leads aren’t lost in the prospect pile. For multiple outcomes to a task, log the conclusion of your proposal. This makes it easy to apply conversion rate statistics to reveal what can be improved in the process for future reference. Depending on the result of your proposal, you could convert it into another task, carrying over all the information you have previously entered into the next job or decline, where you could dynamically set a reminder for a follow-up in a few months’ time, or whenever. With this technology, you can have your own back.
Ready to automate your workflows?
SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.