How Quote Automation can help you to capture more Leads?

Quotes and proposals are integral to generating leads for many B2B businesses. Creating them for each prospective client can be incredibly time-consuming, especially if you are dealing with a large number of leads on a regular basis.

Quotes and proposals should be as detailed as possible, tailored to the specific needs of each potential customer. The more you customize, the more time you have to invest in each quote/proposal, and your workload increases.

So what’s the answer?

The sweet spot between efficiency and quality in today’s marketing landscape lies in automation — and we’re going to show you how to automate quotes and proposals in this article.

Why automate quotes and proposals?

The goal of any automated marketing strategy is to cut out repetitive tasks. With the technology we have available today, repetition means you’re wasting time on tasks that could be automated — time that could be better spent elsewhere. The most basic way to automate quotes and proposals is to use a sales quoting solution that has built-in templates, for example, so you’re not creating documents from scratch every time you pitch to a client.

You can take automation much further, though.

Having the right quoting applications at your disposal allows you to generate quotes and proposals instantly without having to do anything. By programmatically adjusting parameters based on the information your prospective clients provide, you can tailor your proposals to meet their specific needs and automate the entire process. This means you can have a single automated quote/proposal strategy that generates leads from a dozen different target clients.

Aside from saving time on each proposal, automated quoting software makes it easier to separate the leads that are worth pursuing from those that aren’t — all without wasting time creating proposals for projects that are not a good match with your company.

Automating quotes and proposals

Marketing is being transformed by automation, which eliminates repetitive tasks like proposal drafting, and the tools available are improving annually. A sales quote management software is a popular option for automating the proposal/bidding process.

With a range of templates and reusable content features, the software promises to speed up your proposal process. Additionally, you can include optional add-on fees in your proposals to boost your profits, automate the next-step process for your prospects, and close the deal instantly with electronic signatures.

WorksLeader is a more comprehensive automation tool that helps businesses close 28% more deals. By combining templates and reusable content blocks, you can create proposals in a matter of minutes with minimal customization. You can also see how effective your proposals are using WorksLeader analytics to see how long prospective clients spend on each section of your proposal and tweak your templates to improve results.

Quoting and proposal software tools are great options and they’ll speed up proposal creation to no end. But you can take things even further and automate the entire proposal/bidding process so you don’t have to do anything at all. You simply concentrate on generating those initial leads and let your automated proposal system take care of the rest.

Setting up the webhooks requires some development work, but the end result is an automated proposal/bidding system that closes deals with clients while you focus on tasks that cannot be automated.

Pretty incredible.