About Proposal Builder
Proposal Builder is a new innovation launched within the Vendasta platform designed to help B2B sellers generate slick and customized proposals quickly. It’s included in every Vendasta subscription at no extra cost.
The problem
Experts serving local businesses often face the manual toil of painstakingly piecing together custom proposals for each and every prospect they’re hoping to partner with. With an average sales win rate of 47 percent across industries, more than half of that time will go unrewarded.
The solution
Unlike other sales proposal software, Proposal Builder is fully integrated with the Vendasta platform, so prospect details from a partner’s CRM and any custom pricing or packages they’ve created will be pulled from the same platform. This saves local business experts time and money, while reducing the risk of inaccuracies that is present when data is sourced from external systems.
Instead of creating something custom for each potential client, Proposal Builder gives me templates that are easy to drag and drop. It has really put the polish on the presentation of my proposals.
Results
Partners who have adopted the use of Proposal Builder are now taking only minutes to produce proposals that, in the past, would have taken them hours to craft and customize. Promoticon LLC has been a super user of the tool since it was released to testers in December of 2021. Here are some of the early successes Owner Julia Manaraze has realized since.*
I’ve had 17 proposals approved using the tool in only a few short months. The way I’ve found success with Proposal Builder is to nurture that relationship with the prospect first. Then, I will get on a call with the client and send the proposal during the call, so I can confirm they’ve received it and they can approve it right then and there.