Proposal Builder helps Vendasta partner win 17 new contracts

The problem

“We’ve heard from many of our partners that they spend hours building a single proposal with no guarantee the client will come
onboard. So my main consideration when we approached the design phase of an in-platform proposal builder was ease-of-use and the
ability for our partners, who sell ecommerce and digital sales and marketing solutions to local businesses, to create something in as littletime as possible,” says Vendasta Product Designer, Loni Goff.

Traditionally, B2B sellers have used programs like Word, Adobe Acrobat, and PowerPoint to manually adjust messaging, branding, pricing, and strategy for each prospect. This process can be clunky and prone to inaccuracies. What’s more, the proposals created take up valuable time and resources to craft.

If an agency owner, media provider, or IT services professional does use a dedicated proposal software, it often lacks integrations with their existing operations. As a result, users are still required to manually populate standard elements like account names and pricing.

“Creating proposals is a full-time job in an agency setting. In my experience, that workload falls onto the plates of the agency owners, and that ends up being hours and hours spent outside of your regular work to get these proposals complete,” says Director of Marketing for Vendasta Partner Wikads, Dane Whitney.