The Tour

With a single investment of time, not more than you would take to assemble any single proposal, you can set up your initial proposal and template through Proposal Pad. You can then look forward to saving countless hours preparing all future, customized proposals, and make quick response an asset to your new business opportunities.

Here are the steps:

  • Set up your first or template proposal.
  • Spend less time creating proposals from now on!

Top features:

  • Easy to use interface consistent from section to section.
  • Fast creation and customization of content within pages and format.
  • Print and email proposal upon completion, at the click of a button.
  • Client sign-off (pro version)
  • Website widget allowing your clients to pick up/download their proposals.(pro version)

The Proposal

The Cover

The first thing your prospects will see is the cover page. The cover gets right to the point by stating the title of the project and the preparation statement; both clearly defining that your document is a custom proposal made just for them. There is placement area on the cover for your logo, your customer's logo or any other graphic or copy you would like to use.

On the bottom of the cover page you can also feature your affiliations with professional organizations, non-profits, list of awards, or that you accept credit cards.

Intro Letter

Every good proposal, or resume, starts with creating a good first impression. Your intro or cover letter is the tool to make the right introduction, including personalization that conveys your research and knowledge of the client's business, and key attributes you would like to offer, whether requesting an opportunity, or responding to the client's RFP. It needn't be long, but should set the stage for your core offering and the proposal created and detailed on their behalf.

Services

Set up all your products and services in advance with your detailed description and pricing. Pricing and units for each item can be defined. Once you have all your services set up creating the proposal just takes checking a couple boxes next to the service or product you want to include and changing some text for a custom proposal. You get custom results in a fraction of the time.

Your Portfolio

List your accomplishments and previous work on your portfolio pages. By uploading any image and the ability to add text you can feature any kind of product or project that is pertinent to your presentation. You can add your own affects to the images in your portfolio before you upload them for the style and associations that are meaningful to your client. Some of the more popular applications include:

  • Side-by-side before and after images.
  • Screenshots of a product.
  • Website screenshots and logos.
  • Text only.

References

Get you references in order, list them here and add your logo to build your image and professional credentials.

Testimonials

Present testimonials to convey client perspectives that convey and build your reputation. Testimonials can offer more than assurance of quality work and your expertise. They can be assets communicating the character and personality of your working relationship with clients.

Terms

Provide clients with your terms and conditions and how you work. Outline business terms defining scope of work or project category, procedures, time-lines, and payment terms.

Credit Cards

Provide your customers with option to pay by credit card. It makes life much easier, for you and the client. To the latter, it may afford you the opportunity to close the deal while the client is focused on your proposal and the ease to move forward with you in the interest of his/her needs.