Formal proposals will always have a place in sales.
When we started off in sales, there was no computer. So everytime we needed to create a proposal, we needed to do it from scratch. Even if there was some sort of a company wide archival of “best in class proposals”- leveraging them for future proposals was tough.
Now with the internet enabled sales tools, there is no reason why you can’t share and leverage each other’s proposal within the the company. Creating sales proposal templates ensures you are able to do that, effectively.
Benefits of using sales proposal templates
Leverage of work done once: Share the benefit of the hard work done by a team member. Any good proposal can be selected and leveraged companywide.
Situational: Create proposals for all occasions e.g: one for company introduction, one for sharing contact information after the first meeting, another for accompanying a formal quote etc.
Product specific or industry specific: Create proposals which talk about your leadership in a certain product category or in a certain market segment.
Of course, while creating the proposal templates, it is good to embed the personalization tags as appropriate, so that when someone mails them out to their customer contact, the email goes out personally addressed and also mail merges other information to create a great experience.
Professional sales proposal templates go a long way in establishing you as a reliable vendor. Invest time and resources to creating and maintaining a rich body of well cataloged templates.