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  • Aaron Beashel

Increase your website proposal conversion rate and win more work with one simple trick

You may have clicked on this article looking for tips on what content to include, what structure to use, or to get some design inspo for your website proposal to optimize your conversion rate. Although all of these are crucial aspects of a stellar proposal, let’s focus on something that isn’t as big of a part of the discussion: the medium. Hubspot’s State of Inbound report found that 71% of salespeople wish that they could close more deals. With an average close rate of 19% across all industries, sales teams across the board could use a lift. One of the…

You may have clicked on this article looking for tips on what content to include, what structure to use, or to get some design inspo for your website proposal to optimize your conversion rate. Although all of these are crucial aspects of a stellar proposal, let’s focus on something that isn’t as big of a part of the discussion: the medium.

Hubspot’s State of Inbound report found that 71% of salespeople wish that they could close more deals. With an average close rate of 19% across all industries, sales teams across the board could use a lift.

One of the main problems that drives lower close rates for sales teams is the dependence on offline sales content. Sending your proposals in PDF form could be one of the major reasons you aren’t closing more deals.

For years, businesses have been using PDFs to create and present their proposals (this could even be you!). However, the digital revolution has afforded sales teams an upgrade with the advent of digital proposal software, the landscape has dramatically changed prospect’s expectations as far as proposals are concerned. 

These digital proposals come in the form of webpages and allow you to create a more interactive and engaging experience for your clients by including video, interactive pricing blocks, live chat and more. Not only are these documents easier and more efficient to create, research has found that online proposals are 18% more likely to convert meaning they could very well win you more work!

Why is this? Here are a few reasons why digital proposals are outperforming archaic, traditional paper and PDF documents.

Fast to Create

If you’ve ever written a website proposal, you know exactly how tedious it can be. Online proposal tools like Qwilr make it extremely easy to create digital proposals. If you are pressed for time, you can utilize the free templates we have available or even sign up through our Document Generator to get started immediately with a pack of personalized, branded documents.

Templates are created to be easily adjusted to fit the brand and product of your organization, providing a clear structure to act as a guideline so that you can jump right in.

You can even customize your own proposal templates and link Qwilr to your CRM with integrations like HubSpot or Salesforce, allowing you to automatically create proposals by using client information already stored in your customer database.

Making the proposal creation a more efficient process allows you to send out more proposals, landing you more work. Or you could use all that free time to work on other priorities for your business!

Cross-Device Compatibility

Digital proposals are web-based documents that can automatically adjust to and viewed on various devices; computers, tablets, or phones. In comparison, PDFs aren’t responsive to different devices, resulting in a terrible experience for the prospect they’ll have to zoom in and swipe left and right like a mad person just to read the document.

And let’s face it, we’re becoming more of a mobile-driven world, which presents the need to create proposals that can be viewed on multiple devices.

Interactive and Engaging Content

Have you ever tried to embed video or other interactive content into a regular old PDF proposal? How about pricing that dynamically updates when a client selects a package? Chances are, you haven’t because it’s too difficult to do. You can do all of the above and much more, including features such as live chat, embedding calendars to set up meetings with an online proposal, which makes for an interactive experience that engages the prospect, ultimately translating into higher close rates.

Sign and Pay Online

If you’ve ever used Word or sent your proposals as PDFs, you would know that teams waste a ton of time sending around documents for signing and approving before the deal is even secured. 

That’s the bad news. The good news is that online proposals get accepted much faster than traditional proposals, which means less time wasted waiting and chasing up clients for a response.

Web Based Proposals Are Editable

Let’s set the scene: you send a proposal and realize you forgot to update something. With a PDF proposal, you’d have to open the document, make the change, re-export it and, if you already sent it off, you have to admit the mistake to the client and resend. 

With an online proposal builder, you can make these changes on the fly covertly and the document updates in real time. So the next time you find a typo in your proposal, you’ll be able to quickly and easily fix it up like it never even existed.

Try Out An Online Proposal Builder

Now that you know how great online proposals can be, get started now with the website proposal template. Or check out this article to find out how to save time by creating a proposal on Qwilr.

Ultimate Guide to Proposals

Learn the 7 sections you need to have in your proposals to close deals.

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