How to create highly customized proposals with Propfire -301

One of the greatest features of Propfire is that you can use it to create proposals super fast. But it’s also a great tool for creating highly customized proposals when speed is not your objective.

Just today I had to create a proposal to win a potential client worth around $60k for the year. Of course I used Propfire — I mean, hey, I built it after all. But I didn’t want to use my content snippets because I wanted the proposal to be highly customized. I felt that I needed to start from scratch to make sure the proposal was just right. Hey, 60k is nothing to sneeze at!

The way to use Propfire without using your content snippets is to create a blank proposal. You can watch this video to learn how to do that. Then I simply typed (and pasted) my content into the new proposal form.

Even though I didn’t take advantage of the content snippets, I still got the benefits by using Propfire over Google Docs:

  1. My logo and company info was already in the system.
  2. The formatting of the proposal was done automatically.
  3. I could embed the proposal on my own website.
  4. My client could sign the proposal on my website.
  5. I now have the proposal stored on Propfire and can easily duplicate and then modify it for a similar client.
  6. The process was much faster and less stressful!

Here’s a video on this:

Try Propfire Free for 14 days!
(no cc required)

by

Create Digital Marketing Proposals Faster and Easier

If you’re a digital marketing agency owner or a freelancer or consultant offering digital marketing services, you probably have a list of different services you offer, including web design, seo, social media, email marketing, content marketing…and more.

When you sit down to create a proposal to present to your client, the content of that proposal will vary based on the needs of the particular client. Some clients might only want seo, while others might want all or some combination of your services. This makes using a single template for all of your proposals impracticable. And you definitely don’t want to have to create a proposal from scratch for every new client.

What you really need, as a digital marketer, is to have a way to easily select and include the specific services your client wants and automatically generate a proposal from it.

As a digital marketing consultant and agency owner myself, I totally understood the need to mix and match specific services for different client proposals and I felt the pain of having to spend hours or even days creating these proposals on Google Docs.

That’s why I created a way for digital marketers to easily select the services they want to include and then generate a proposal automatically.

Here’s how it works:

You initially input each of your services and categorize them. For example, you would create the category of SEO and then input something like – “Perform extensive keyword research.” I call these content snippets.

To speed up the process I’ve created a whole set of content snippets for digital marketers that includes web design, seo, social media, content and ppc. You can easily import the relevant content snippets with a click of a button and then modify them as you like.

Once you have all of your content snippets inputed, you are ready to rock.

When you find out what services your client wants, you simply check off each category (like SEO, Wed Design etc.).

You can then select or eliminate specific content snippets within each category to make sure you’ve got the right services for the client.

After that you’ll only need to add a timeframe and pricing, and BOOM…you’ve got your customized proposal!

Of course, you can then print it out or share it as a pdf or as a link.

But best of all, you can actually embed your proposal into your own website by just copying a few lines of code and adding it to one of your web pages. Then you can share a link to your own domain with your own branding.

It’s really that simple.

Here’s a video that quickly goes through the process:

For more videos please go to our support section here.

 

by