Proposal Automation: What’s Possible in 2022?

Simon Islam
Simon Islam

Are you tired of spending hours writing proposals, only to have them rejected? Do you dread writing out a compelling project brief? If so, proposal automation may be the answer you’ve been looking for.

It’s 2022 – between Siri, Alexa, and Google, don’t we have a robot assistant that can help us with our proposal creation?

The good news is: Yes! You have many options of proposal software offering a variety of automated functionality. With proposal automation, you can streamline the process and create high-quality proposals quickly and easily. In addition, automating your proposal writing process will make your proposals look more professional and help you in the follow-up process.

If you are ready to take your proposal writing to the next level, let’s dive into proposal automation and see how it can benefit your business.

What is proposal automation?

In short, proposal automation is the process of using software to streamline the creation of proposals. By automating your proposal writing process, you can create high-quality proposals quickly and easily, without spending hours on the task. In addition, automating your proposal process will make your proposals look more professional and help you in the follow-up process.

What are the benefits to automating the proposal process?

As you can see, there are many benefits that come with automating your proposals, including saving time, increasing efficiency, reducing errors, and making follow-up easier. In addition to these general benefits, there are also several benefits that are specific to certain parts of the proposal writing process. For example, automating your research can save you a significant amount of time by allowing you to quickly reuse information from previous proposals. And automating the sending process can help you eliminate paper waste and save time by not having to print out and mail physical copies of your proposals.

There are a number of benefits that come with automating your proposals, including:

Saving time

If you’re a business owner who regularly sends custom proposals to your prospects, then automating the proposal writing process can save you a LOT of time. By automating the process, you can quickly and easily create high-quality proposals that are tailored to each individual prospect, without having to start from scratch each time. This means that you can spend less time writing proposals and more time working on other aspects of your business.

Increasing efficiency

In addition to saving time, automating your proposal writing process also makes you more efficient. With an automated system in place, you can easily reuse information from previous proposals, which cuts down on research time and ensures that all of your proposals are consistent with one another.

Reducing errors

When you write proposals manually, there’s always a risk of making mistakes such as typos or forgetting to include important information. However, when you use proposal automation software, these errors are much less likely to occur since the software does much of the work for you, and allows you to reuse previously tested and approved content sections.

Making follow-up easier

If you’re a business owner who sends custom proposals to your prospects, you know sending a proposal is not the end of the process and the follow up is crucial.

Proposa’s automated proposal software makes follow up easier by allowing you to see when and where your prospect has viewed your proposal. With Proposa, you can see how much time they spent on each section, which is powerful information.

This heatmapping functionality is useful because it allows you to see, for example, if the prospect speeds right past the detailed scope you crafted and goes right to the pricing. If they do, you know they are very concerned about the project budget and may be making their decisions based on cost rather than your skills or the project details.

Proposa heatmap feature: two screens are shown - one is pink, indicating "hot" and the other is purple, indicating "cold".
Proposa color coded heatmap: pink indicates “hot” and purple indicates “cold”.

In addition, Proposa will soon include built-in CRM functionality, which makes it easy to keep track of all of your prospects in one place, and communicate effectively with them.

Finally, automating your proposal writing process can also make follow-up easier by eliminating the standard back-and-forth of a manual sign-off process. Once a prospect has received your automated proposal, they can easily sign off on it electronically without having to print it out or scan it back to you. This not only saves them time but also makes it more likely that they’ll actually follow through with signing the contract since there’s no extra effort involved on their part.

What parts of the proposal can you automate?

Proposal software can automate many elements of the proposal process, from template libraries and content reuse to spell check and grammar check, analytics and open notifications, signing and payment workflows.

What makes Proposa unique is its integrated AI writer, which is fine-tuned to the type of writing needed for sales proposals. This allows you to create high-quality proposals quickly and efficiently, without sacrificing quality or accuracy.

Research

When you automate your proposal writing process, you can easily reuse information from previous proposals, which cuts down on research time. In addition, many proposal automation software programs come with built-in research tools that make it easy to find the information you need without having to search for it yourself.

Writing

The actual writing of your proposals can also be automated. Many proposal automation software programs come with templates that you can use to quickly create high-quality proposals. In addition, these programs often include spell checkers and grammar checkers to help ensure that your proposals are free of errors.

Proposa includes AI copywriting functionality which makes use of Open AI’s GPT-3 machine learning to actually write copy for you. This means that you can get high quality copy written for you by simply entering a small amount of suggested text.

Proposa edit screen with AI content writing panel on the right side.
The AI writing assistant in Proposa is available for any section.

Proposa also allows you to build an unlimited library of reusable segments that are simple and easy to repurpose. Build it once; reuse it again and again. This not only saves time on future proposals, but also increases consistency and reduces errors, even when you have multiple team members involved in the proposal process.

Formatting

Once your proposal is written, formatting it correctly is vital to making sure it looks professional. With an automated system in place, you can easily format your proposals so they look their best before sending them off to clients.

Proposa includes a number of gorgeous, professionally designed templates that will wow your prospect. You are sure to find something appealing, no matter who your target industry is.

Proposa template interface, showing a featured image on the right with style options on the left.
Proposa templates are gorgeous as-is, or you can edit them to match your brand and style preferences.

Sending

After your proposal is written and formatted correctly, all that’s left to do is send it off to clients. And thanks to electronic signing capabilities, most proposal automation software makes it easy to do just that. By automating the sending process, you can eliminate paper waste and save time by not having to print out and mail physical copies of your proposals.

What elements of sales proposal creation should NOT be automated?

There are some elements of the sales and proposal process that should not be automated. These include the development of relationships with prospects, the personalization of proposals, and the understanding of customer needs. While proposal automation can save time, it is important to remember that the human touch is still needed for these elements.

Automation streamlines the process, but it does not fully replace human involvement altogether.

Are you ready to automate your proposal process?

Automated proposal management software can be a game-changer for business owners or sales teams who send custom proposals to their prospects. By automating repetitive tasks, it frees up time to focus on more important aspects of the sales process.

Proposa clients have seen firsthand how proposal automation can streamline workflows and improve team collaboration. In one case, a client saw a 70% reduction in the time it took to create proposals. Many other users are able to win more business by being able to create custom proposals quickly and easily.

If you would like to save time and improve the efficiency of your proposal creation process, give Proposa a try today for free.

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