This is a question nearly every company asks when implementing Octiv.

In fact, it’s quickly becoming my favorite question from new clients because it reveals possibly the most valuable part of an Octiv implementation: building a consistent, repeatable experience for every proposal that goes out the door.

Reinventing the wheel with each new proposal is exactly what makes the traditional process so painful and inefficient — a major time-suck for sales people and a cat-herding exercise for marketers. For many companies, Octiv implementation is the first opportunity to craft a knock-’em-dead proposal experience for every sales scenario. Remember, it’s the last thing a prospect will see before selecting you… or someone else.

A good proposal will:

  • Reinforce the value your company has promised to deliver
  • Remind the prospect of your unique value proposition
  • Summarize the specific terms of your offering to the prospect
  • Initiate a mutually beneficial, legally binding contract

To that end, this outline is a good starting point for building your Octiv proposal, including content sections and the types of content appropriate for each:

‘Introduction’ or ‘About Us’

  • Cover Letter — customized with the prospect’s name, a brief summary of recent conversations and a note of thanks
  • Company Information — the good stuff like your story, your leadership or service team and your values
  • Remember that amazing marketing video you spent so much time and money to create? Put it to work here, where it counts.

‘Our Services’ or ‘What We Do’

  • Insert a piece of content for each individual product or service you provide, maybe even those the prospect isn’t purchasing. This will remind anyone who views the proposal what you offer and why it’s so great.
  • If you have a video demonstrating your product or process, insert it in this section. If you don’t have a video, include a product datasheet.

‘Your Package’ or ‘Pricing & Terms’

  • Create either a table or a text layout to be customized for each proposal, naming the products / services specific to your agreement and their corresponding prices. Don’t forget a page or two for the small print and legal jargon.
  • If offering more than one service package or product, be sure to create a separate page for each. You’ll see which page the customer views the longest in your Octiv reporting and analytics.
  • If payment by credit card is required or available, insert a form here to collect payment information up front.

‘To Sign or ‘Accept this Proposal’

  • Traditional proposals conclude with a dotted line to sign. In Octiv, signing a document is as simple as clicking the button at the top of the screen and following the prompts to sign online.

Want more advice on structuring your Octiv sales proposals? Let us know! If you’re not already a user, request a demo to learn more about how Octiv can transform your sales process today!