Sales proposal automation software is a productivity system that aids sales professionals to easily create personalized and exact proposal documents. They can then deliver the proposal to clients as a paper copy, an electronic file, or through a link to an online proposal. Some applications also scan proposal documents to ensure brand and legal compliance. The benefit of this software is you don’t have to create proposals from scratch or copy standard proposal language and associated details into a new document. Proposal software also manages formatting using templates or branding rule logic to enable you to create professional files without spending time on layout, spacing, fonts etc. Thus, the software gives both brand consistency and convenience.
Sales proposal automation software is essentially a database that contains standard language about organization procedures and products. One element of the database is logic/rules, which assist with workflow automation, and the other element is a library of content to populate proposals. Both tools help ensure consistent messaging across client services, marketing, and sales.
First, be clear about the reasons why you wish to use a SaaS product. You should also have a good understanding of your existing infrastructure and business procedures. This information will help you to smoothly integrate the SaaS program with your existing infrastructure without any difficulty.
The second consideration is a follow up to the first one. Ask yourself what you want the SaaS solution to do for your organization. Then, be clear about the features the app should have. For instance, if you want improved data collaboration between different business units you need a platform that can be accessed by multiple users. However, if you need a competent app that is similar to an on-premise platform, you need to invest in a SaaS product that can be accessed by only a few users at a time.
After you pick a suitable provider, do not sign an agreement before you take a good look at the Service Level Agreement (SLA). The SLA will clearly define what the SaaS vendor is offering and the reparation they will pay if they do not deliver the agreed services. Read and comprehend the SLA thoroughly to recognize what you are getting into and to avoid problems later.