Dr. Gleb Tsipursky – The Office Whisperer
Nirit Cohen – WorkFutures
Angela Howard – Culture Expert
Drew Jones – Design & Innovation
Jonathan Price – CRE & Flex Expert
Time is one of our most valuable assets. Yet, countless professionals across industries spend an inordinate amount of it on tasks that could be streamlined or automated. One such task is the creation of proposals—a process that, while essential, often consumes more time than it should. Whether it’s a cost estimate, service agreement, or partnership proposal, these documents are essential for securing deals and formalizing relationships. But the process of creating these proposals is often manual, time-consuming, and prone to errors. Â
The Proposal Time Sink
According to Salesforce’s research, sales representatives spend just 28% of their time selling. A significant portion of their time (about 9%) is consumed by drafting proposals and quotes.Â
This highlights a significant issue: businesses are dedicating substantial resources to a process that could be streamlined.
Time spent on drafting proposals is time not spent on strategic planning, client engagement, or innovation. This misallocation of resources can hinder business growth and competitiveness.
I’ve observed firsthand the inefficiencies that plague this process. It’s time to ask: How much time are businesses wasting on manual proposal creation, and how can automation help?
There’s a Better Way to Build Proposals
I’ve seen countless customers (operators and their sales teams) struggling to manually create an impactful proposal document.Â
Often, the process starts by copying an old document—then replacing the customer name, offer details, and images—over and over again. But sales managers are not graphic designers, and they don’t have time to waste. The result is a document even they’re not happy with.
Once the proposal is accepted, the next challenge appears: how do you transfer all that manually added information into an agreement or contract—accurately and efficiently? That manual handoff introduces more room for error and further delays.
We saw this gap and built an automated proposal system inside UltraSoftBIS. Once set up, it allows users to define how they want their proposals to look—branding, layouts, pricing structures, and more. Then, with just a few clicks, they can select the services, add any discounts or promotions, and the system auto-generates a stunning PDF proposal and a ready-to-send email. It takes less than a minute, and saves hours.
Beyond saving time, it improves your brand’s image and ensures the information seamlessly carries over into the next steps of the sales process. Because what’s in your proposal—discounts, pricing, terms—should automatically flow into your contract and billing, not be retyped manually. That’s the power of automation.
The Cost of Manual Proposal Processes
The manual creation of proposals introduces several challenges:
- Time Consumption: Drafting proposals from scratch is time-intensive, often leading to delays in submission and missed opportunities.
- Inconsistency: Without standardized templates, proposals can vary in quality and content, potentially affecting the client’s perception.
- Resource Drain: Significant human resources are dedicated to a process that could be automated, diverting attention from more strategic tasks.
- Error Prone: Manual processes increase the likelihood of errors, which can damage credibility and client trust.
- Version Control: Prospective customers and the sales team naturally aim to secure the best deal, which often results in multiple versions of offers and poor version control.
The Case for Automation
Automating the proposal process offers numerous benefits:
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- Efficiency: Automation can reduce proposal creation time by up to 90%. For instance, CRM integrations have significantly accelerated the proposal process.
- Consistency: Standardized templates ensure uniformity in proposals, enhancing professionalism and client trust.
- Cost Savings: By reducing the time spent on manual tasks, businesses can reallocate resources to more impactful activities.
- Scalability: Automated systems can handle increased proposal volumes without a proportional increase in resources.
Real-World Impact
A sales representative spending at least 10% of their day on proposals dedicates about 4 hours weekly. Over a year, this amounts to 208 hours.Â
Automating this process with tools like UltraSoftBIS can free up significant time for client engagement and closing deals.
Conclusion
The time and resources currently spent on manual proposal creation are unsustainable. Businesses must recognize the inefficiencies inherent in traditional methods and consider automation softwares as a viable solution. By doing so, they can not only save time and money but also enhance their competitiveness and growth prospects.
It’s time to recognize the value of our time and invest in solutions that optimize our workflows.
