Offorte needs no installation, it simply runs on all web browsers. This means you will always be up to date with the latest version.
The proposal overview gives you easy access to all your proposals and allows you to see what's in your proposal pipeline.
Often-used pages and paragraphs can be organised in the favourites library and inserted easily into new proposals. Handy!
When a prospect is viewing a proposal, you can ask them a question from within the proposal itself. Acceptance of a proposal is also done online and you are automatically notified when this happens.
In the proposal details you can see when and how often a proposal has been viewed by a prospect. When a proposal is viewed for the first time, or is viewed after some time of not being accessed, you will be notified by email.
Templates can be created within the system to match your company's branding. Offorte ensures that all your proposals from that point on are created with the same formatting, for maximum consistency.
Do you have a question or request? Our friendly support team will help you, quickly and efficiently. Your feedback and user experience are extremely important!
Online and pdf
When a proposal is sent, it is viewed online by the prospect. Your prospect also has the option to download the PDF version of the proposal and print it. This PDF version is created automatically.
The proposal templates available within Offorte provide a good starting point for new proposals. The new proposal is automatically populated with the contents of the template of your choice and easily adjusted to suit the specific needs of the prospect.
Within the contents of a proposal, automatic tags containing client details can be inserted. When the proposal is viewed, these tags are replaced with the correct client details. This ensures the wrong client name is never accidentally used.
Often a prospect will request changes to a proposal once it has been reviewed. Version management enables you to create a new version of the proposal directly within the proposal itself, giving you more control and keeping you informed of the big picture at all times.
Different paragraph types
A proposal from Offorte consists of pages and paragraphs. There are several types of paragraphs available which allow you to benefit from the online capabilities. At this time, these include: several text and picture combinations, tables, price table, YouTube video, Slideshare presentation, photo gallery.
Offorte offers the option of creating standard letter templates, which can be attached to new proposals as cover letters.
An Offorte account can be set up to include multiple users. This encourages teamwork and the sharing of information within sales teams.
Read more about the strength of creating your proposals online with Offorte
No costly investments. Start using Offorte from 10 euro a month