Breaking News & Updates
Receipt Scanning and Digital Capture training course now included for free in Xero, MYOB and QuickBooks Online COMPLETE training courses: bookkeepercourse.com.au/produ…
‘Seal the deal’ with a beautiful proposal
FOR MANY BUSINESSES sending quotes and estimates to prospects doesn’t accurately describe the work you’ll be providing them.
Sometimes it’s because you’ll be providing an ongoing service or solution to a business problem — property management, content marketing, bookkeeping — and other times it’s because your business will be competing with others in a public tender.
In these instances, you’ll need to send a proposal to potential clients to explain your value proposition and how you’ll solve their business problem. Rather than sending a proposal in a Word document that you can’t track, use a cloud-based document management platform.
Here are some popular Xero CRM Integrations.
Now powered by PandaDoc, Quote Roller lets businesses create proposals and quotes quickly and uniformly, using templates and pre-set content blocks.
The platform’s real selling point is its back-end analytics that provides insights. For instance, you can see how long a prospect has spent reading each section; prospects can also ask questions in the built-in messaging tool and sign electronically.
Quote Roller integrates with Salesforce, Zoho CRM, Basecamp, time management app Harvest and cloud accounting software Xero.
Professional plan pricing starts at $19 per month, per user; business plans cost $39 per month, per user. Enterprise plans can be tailored to your business needs.
Quote Roller alternatives
PandaDoc acquired Quote Roller in 2015, but the two still provide fairly different services. Quote Roller is a basic solution for businesses wanting to automate and monitor their documents using analytics; PandaDoc, on the other hand, provides a robust tool to generate proposals, contracts and quotes.
It integrates with Salesforce, Microsoft Dynamics, Hubspot CRM, Oracle, Zoho CRM, Zendesk, Dropbox, Google Drive, and Xero.
Professional plan pricing starts at $19 per month, per user, and business plans cost $39 per month, per user. Enterprise plans can be tailored to your business needs.
Proposify promises to help you create beautiful proposals that close deals. It’s where design meets business, with a gallery of free, customisable templates that get the full electronic treatment — document analytics, electronic signatures, messaging.
Proposify also integrates with a boatload of third party apps, including Salesforce, Zoho CRM, Hubspot CRM, Harvest, Basecamp, and the cloud accounting apps Quickbooks, Xero and Freshbooks. Next on the list: PayPal, Dropbox, Trello, Slack, Asana, and more.
Pricing begins at $25 per month for individuals (5 active proposals) or $75 per month for unlimited users (50 active proposals).
Better Proposals will help smaller businesses create beautiful proposals, just like Proposify; they’ll also close deals. The difference? Template design is limited, the analytics aren’t as in-depth, there’s no messaging built into the platform, but the pricing is more affordable. You get what you pay for.
It’ll integrate with Salesforce, Hubspot CRM and Zoho CRM, as well as payment provider PayPal; no accounting software integrations, though.
We will help you keep abreast of new and emerging technologies for doing business better. As part of our Updates and Additions policy, any new content we add is yours’ FOR FREE as a current EzyLearn student.
Interested in finding out about more Xero-integrated apps to help you manage your project more efficiently? See our recent blogs where we review for you and come up with a list of pros, cons and prices: Best Xero-Integrated Time Management Apps and Best Xero-Integrated Project Management Apps.
Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. All EzyLearn courses are accredited by the Institute of Certified Bookkeepers (ICB) and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses.
-- Did you like what you read? Want to receive these posts via email when they are published? Subscribe below.