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Today’s selling world is more competitive than ever before. In light of that fact, can your company really afford even one poor quality sales proposal? As buyers become more sophisticated, they are looking for cold, hard facts, and positive proof that a product or service will deliver on its promise. Rather than being just a sales tool, however, an effective sales proposal helps prospects make a buying decision. At the same time, a proposal like the one that can be created in our on-premises System Integrator (SI) solution can sell in the absence of the sales professional by communicating all the aspects of the deal in writing. Here at D-Tools, we understand the value in customizing your proposals. That is why I would like to talk about the D-Tools SI Standard Report Designer.

With SI Standard Report Designer, we have the ability to modify your cover page for your proposals tailored to your needs, as well as any other client report. To help save you time, and focus on the sale, D-Tools provides you with specific reports available including:

  • Legacy Proposals
  • Management Reports
  • Installation Reports

These reports can be quickly downloaded here.

On the other hand, if you are looking to dive deeper into customizing your own reports catering to your specific client needs, instructions on creating your reports are available here.

For additional information on report customization and the Report Designer, click here to read an in-depth tutorial provided by our Professional Services Group.

Making the proposals more attractive and professional will provide you the edge required to win more contracts. A client-focused proposal will differentiate you, it will sell you in your absence, and it will let the customer know exactly what it is you are going to do for them. In this manner, customer-driven proposals help close the gap between buyer and seller expectations. More importantly, they set the right expectations for all parties from the get-go. With SI’s Standard Report Designer, you have the ability to make your first impression a lasting one.