octobernovember2022 - 33
MARKETING YOUR FIRM
Boost Firm Efficiency With Proposal Software
By Becky Livingston
IF YOU HAVE spent time writing a client proposal, you
know it's not easy. It's downright tedious. You might start
from an outline, collect prospect information, and include
relevant graphs from various departments. I am here to
tell you that there is an easier way.
Rather than manually writing
each proposal or taking bits and
pieces of Word documents of
previously-crafted slide decks and
creating new documents, leverage
a proposal software tool.
WHY USE PROPOSAL
SOFTWARE
In addition to the amount of data
you can collect, such as metrics,
pipeline views, interactive pricing
tables, and more, here are 10
additional benefits:
■ Simplifies the sales process
■ Speeds up negotiation and objection
handling
■ Seamlessly collaborates and tracks
the process in a CRM
■ Updates documents and proposals
quickly
■ Revives inactive deals
■ Grows revenue
■ Saves time with templates
■ Increases your document hit rate
■ Accepts secure and legally-binding
electronic signatures
■ Sets automatic reminders for
clients and prospects
TRIED-AND-TRUE
PROPOSAL
SOFTWARE TOOLS
HubSpot recently shared its list of
favorite proposal software tools.
None are free. Each has unique
features.
■ PandaDoc: easily create customized,
on-brand proposals through
collaboration tools, integrations
with several CRMs, and a content
library.
■ RFPIO: using artificial intelligence,
it suggests responses from your
content library that best answers
the RFP.
■ FastSpring IQ: easily incorporates
videos, customer testimonials, and
other supporting assets, acting as
a modern alternative for lengthy
slide decks and PDFs.
■ Proposify: easily add different
sect ions to your document,
customize a proposal with an
InDesign-like editor, add text,
images, and videos.
■ Venngage: an extensive library
of proposal templates with a
drag-and-drop editor to create
eye-catching proposals in minutes.
■ Qwilr: embed interactive content,
such as video, maps, interactive
dashboards, and Google Sheets,
while tracking what people view
and click.
■ Bidsketch: create proposals by
combining sect ions or using
the company's sample proposal
language; plus, indicate optional
fees to take advantage of upselling
and cross-selling opportunities.
■ Loopio: pull from your content
library to auto-populate a proposal
and integrate it with tools, including
Salesforce, Microsoft Dynamics
365, Google Drive, OneDrive, Slack,
and many more.
■ Proposable: use drag-and-drop
creation tools, email and SMS
notifications, and analytics for
a deeper understanding of your
sales pipeline.
■ RFP360: centralize requests for
proposal (RFP) answers in a
knowledge library, saving you time
and effort by importing RFPs and
using AI to suggest responses.
its drag-and-drop
■ Prospero:
interface for images, videos, icons,
backgrounds, and texts, plus an
easy signature method.
PROPOSAL TABLE OF
CONTENTS
PandaDoc
FINAL TIPS
Hinge Marketing offers these proposal
tips for professional services firms:
■ Use fewer words
■ Organi ze content for easy
skimming
■ Never use words when a picture
will do, e.g., graphs
■ Propose a better way for the client
to achieve their goals (versus what
they asked for)
■ Consider video to capture case
studies, client evaluations, or
testimonials
provides a sample
proposal template that you can
download for free. It includes the
following sections.
■ Cover letter
■ Sender/Company Background
■ Service(s)Bookkeeping
■ Payroll
■ Financial Analysis
■ Tax Preparation
■ Regulatory Compliance
■ Financial Consulting
■ Pricing
■ Acceptance
■ Surprise them with industry
research and backup assertions
with data
■ Offer something extra
When it comes to proposals, do
you want to spend time writing them
or signing the prospect? Now is the
time to invest in a proposal tool that
will take your firm to the next level
and increase its efficiency. ■
Becky Livingston is the President
and CEO of Penheel Marketing, a
NJ-based firm specializing in social
media and digital marketing for
CPAs. Learn more about Becky and her
firm at https://Penheel.com.
OCTOBER/NOVEMBER 2022 ■ www.CPAPracticeAdvisor.com
33
https://www.Penheel.com
http://www.CPAPracticeAdvisor.com
octobernovember2022
Table of Contents for the Digital Edition of octobernovember2022
From the Editor: What's for Dinner?
From the Trenches: Your Firm and Your Cloud
The Pros & Cons of Offsite Data Storage
Now's the Time to Engage in Thought Leadership
40 Under 40 Accounting Leaders & 20 Under 40 Influencers
Finance Pros Can Be a Powerful Defense Against Cybersecurity Threats
2022 Digital Security & Cybercrime Update
The Staffing & HR Advisor: Strugging to Recruit Top Talent? Start Re-Recruiting!
The Leadership Advisor: 5 Alternative Work Schedules to Replace Your 9-to-5
4 Steps to Successfully Implement and Manage Change in the Workplace
Converting an S Corp to a C Corp
The Millennial Advisor: Change is Hard
The Labor Law Advisor: Review Your Exempt Employees: Manager & Supervisor Pay
The ProAdvisor Spotlight: Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies
Cyber Insurance for Accounting Firms
Data Security: What Could Go Wrong?
9 Tips to Thwart Cyber Thieves Coming for Your Firm's Data
Marketing Your Firm: Boost Firm Efficiency with Proposal Software
AICPA News: A round-up of recent association news and events
Bridging the Gap: Exploring New Roles and Positions in Your Firm
octobernovember2022 - 1
octobernovember2022 - 2
octobernovember2022 - 3
octobernovember2022 - From the Editor: What's for Dinner?
octobernovember2022 - 5
octobernovember2022 - From the Trenches: Your Firm and Your Cloud
octobernovember2022 - 7
octobernovember2022 - The Pros & Cons of Offsite Data Storage
octobernovember2022 - Now's the Time to Engage in Thought Leadership
octobernovember2022 - 40 Under 40 Accounting Leaders & 20 Under 40 Influencers
octobernovember2022 - 11
octobernovember2022 - 12
octobernovember2022 - Finance Pros Can Be a Powerful Defense Against Cybersecurity Threats
octobernovember2022 - 14
octobernovember2022 - 15
octobernovember2022 - 16
octobernovember2022 - 17
octobernovember2022 - 18
octobernovember2022 - 19
octobernovember2022 - 2022 Digital Security & Cybercrime Update
octobernovember2022 - The Staffing & HR Advisor: Strugging to Recruit Top Talent? Start Re-Recruiting!
octobernovember2022 - The Leadership Advisor: 5 Alternative Work Schedules to Replace Your 9-to-5
octobernovember2022 - 4 Steps to Successfully Implement and Manage Change in the Workplace
octobernovember2022 - Converting an S Corp to a C Corp
octobernovember2022 - The Millennial Advisor: Change is Hard
octobernovember2022 - The Labor Law Advisor: Review Your Exempt Employees: Manager & Supervisor Pay
octobernovember2022 - The ProAdvisor Spotlight: Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies
octobernovember2022 - Cyber Insurance for Accounting Firms
octobernovember2022 - Data Security: What Could Go Wrong?
octobernovember2022 - 9 Tips to Thwart Cyber Thieves Coming for Your Firm's Data
octobernovember2022 - 31
octobernovember2022 - 32
octobernovember2022 - Marketing Your Firm: Boost Firm Efficiency with Proposal Software
octobernovember2022 - AICPA News: A round-up of recent association news and events
octobernovember2022 - Bridging the Gap: Exploring New Roles and Positions in Your Firm
octobernovember2022 - 36
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