Recently, we have undergone some changes with the way we generate and present proposals for our current and future clients. This is all in an effort to drastically cut back on our paper usage and allow people to quickly and efficiently receive requested proposals. While many proposals have already been delivered in this format, we would like to highlight a few of the great attributes this software has to offer!
The software we use, Paperless Proposals, is “a cloud-based presentation and tracking software” (as stated on www.paperlessproposals.com). This program allows us to create and deliver personalized proposals in a timely manner, while allowing the convenience of editing quickly if requested.
The process is easy:
- We receive a request
- Draft a proposal; and
- Send it out to you
It will be delivered to you as an email that will contain a set of instructions to follow in order to view your requested proposal. Once you click on the link in Step 1, you will be prompted to a page like this:
Once you enter your email, you will have access to view your proposal. You can use the “next page” and “previous page” buttons at the top of the document viewer to navigate through the document. As well as, click on the table of contents on the right hand side to quickly move around the proposal. Each section in the table of contents may have multiple pages.
With this program you will also have the ability to share this proposal easily with colleagues and fellow decision makers.
If the proposal meets your needs and you are ready to agree, you can electronically sign and it will send it to us, after which, we will contact you and proceed to scheduling. It’s that easy!
We try our best at A&S Total Cleaning to provide a simple yet effective experience for all of our current and prospective clients. We believe that the implementation of this software will make that experience even more seamless.
If you have any questions or would like to request a proposal, please feel free to give us a call, 954-570-1165. You can find a full description of all the services we provide by visiting our website, www.totalcleaning.com. We look forward to hearing from you!
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