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Proposal software is a game-changer until it isn’t. If you’re still chasing down signatures, dealing with slow approvals, or waiting on payments long after the deal is closed, you’re not using it to its full potential. The right tweaks can turn your proposal software into a deal-closing machine. Here’s how.
Automate follow-ups like an expert
Sending a proposal is only half the battle; the real challenge is getting it signed. Instead of manually checking in with prospects (and feeling like a nag), let automation do the heavy lifting.
How to do it
- Set up automated email reminders for unsigned proposals at strategic intervals (24 hours, 3 days, and 7 days later).
- Use in-app notifications and SMS follow-ups for high-priority deals.
- Enable real-time tracking so you know when a client opens the proposal; perfect timing for a well-placed nudge.
If your proposal software integrates with CRM tools like HubSpot or Salesforce, sync reminders to your sales pipeline so no deal slips through the cracks.
Get real-time approvals with e-signatures
If your approval process still involves printing, scanning, or waiting for multiple stakeholders to sign off, you’re slowing yourself down. Most modern proposal software includes e-signatures but are you using them efficiently?
How to do it
- Enable multi-party signing so all decision-makers can sign simultaneously instead of sequentially.
- Set required fields so no one forgets critical information (like payment details or contract terms).
- Use a mobile-friendly signing experience to eliminate delays because no one wants to sign a PDF on their phone.
Some platforms allow conditional approvals, meaning certain clauses can be auto-approved based on pre-set rules. This reduces back-and-forth and accelerates the sales cycle.
Close deals faster with instant payments
A signed proposal is great, but money in the bank is even better. The problem? Traditional payment methods (ACH, checks, and even some credit card transactions) introduce unnecessary delays. That’s where Forwardly can help.
How to do it
- Integrate Forwardly with your proposal software to enable instant payments once a proposal is signed.
- Offer flexible payment options, including Real-Time Payments and same-day ACH transfers, so clients can pay however they prefer.
- Set up automatic invoicing and payment links within the proposal itself; no extra steps, no chasing payments.
Forwardly eliminates the need to pre-fund accounts or share sensitive banking details, making it a seamless and secure way to get paid faster.
Proposal software should do more than just generate documents. It should streamline your entire sales process, from the first pitch to the final payment. By automating follow-ups, leveraging e-signatures, and integrating instant payments with Forwardly, you can close deals faster and eliminate unnecessary friction. Because the best proposal? It’s the one that turns into revenue fast.
Ready to get paid faster? Sign up for Forwardly for free today and take the hassle out of payments!
