Professional Proposal Creation with Software Proposal Portal

My friend, Herb, develops custom software for a wide range of industries. He belongs to a number of freelance consultant bidding sites. In addition, his website receives traffic from his blog, articles and paid ads.

He typically works on small contracts, or subcontracts to another developer. Now, he has an opportunity to provide a solution for a larger contract. If this proposal is successful, Herb will hire 5 people to help him with the design, development, and implementation.

While a good developer, he tends to rush his proposals, making mistakes and missing important points. Despite the rush, he finds creating proposals occupies many hours of his day.

This one needs to be perfect.

Herb created a file, containing a basic proposal template. He tried 'cut and paste' from this into the proposal he sends to his prospective Client. While he tends to get most of the important points included, he sometimes includes information from a different client.

With failure to win the most-desired contracts, Herb searched the Internet for a software solution, to help him create a professional proposal for this bid. At this time, he found SWPP - Software Proposal Portal. Within a few minutes of signing in for a trial, he realized this is exactly what he needed.

Easy Proposal Creation

SWPP allows the use of Customized proposal templates, freeing Herb to concentrate on the important parts of the proposal. He only needs to enter the details for this project, including tasks and subtasks, estimated man-hours, delegate responsibilities to admin, technical or sales experts.

The software supports distinct technical and sales sections to allow the specialists to complete their respective parts of the proposal. Thus, Herb can focus on each section in turn. For this current project, he can hire those specialists and permit them to manage those sections using SWPP facilities

Using SWPP, the vendor can monitor the status of each proposal. In addition, proposals can be edited and modified to meet changing requirements.

Step-by-step and easy to use makes creating proposal a smooth, effortless process:

Integrated CRM Capabilities

SWPP seamlessly integrates project proposals with the built-in CRM. Herb now sees all events and documents associated with a Client.

It all begins with defining the Client by completing a simple Client Card. This contains general information about the Client and contact details. Other information can be added later, such as status and history of proposals for that client, history of communications, and any files associated with the Client.

As negotiations proceed regarding a proposal, meetings can be scheduled with the Client. The vendor can monitor all facets of the proposal and proactively determine if any corrective action is required to win the contract.

Over a period of time, as history for a Client accumulates, Herb builds a better relationship with that Client. By reviewing all interactions with the Client, he can provide more winning proposals, and anticipate Client needs.

Timely Scheduling

Using the online scheduler functions of SWPP, create appointments, meetings, tasks, and proposal creation, making more effective use of time.

Most Clients set a deadline for project completion. For any vendor, all resources required to meet the deadline must be available and scheduled. As an independent consultant, Herb can check his schedule and determine f he can work on a project and finish on time.

Each person working on a project can create their own schedule.

Summary

Working with SWPP has given herb the ability to easily create professional quality proposals for his Software Development business.

He defined his Client, completed the financial and technical sections of the proposal, and generated a PDF. He easily creates proposals to win contracts.

Software Proposal Portal is a unique software projects proposal creator, integrated with a functional CRM and on-line scheduler. An easy, fast, and professional way to generate and manage elegant proposals for software development projects.

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