Sales Proposal Templates Feature Available on ClientSky

Do you find yourself frequently creating the same type of sales proposals?  Why recreate the same work every time?  ClientSky offers sales proposal templates which allow users to quickly and easily save their work into templates in order to save time on future proposals. ClientSky already eases the sales proposal process by seamlessly swapping out client information (name, logo, etc.), but using templates will ensure you can generate a neatly completed proposal in minutes!

Sales Proposal Templates

ClientSky has two types of sales proposal templates:

Sales Proposal Templates are completed proposals that you can easily create a new sales proposal from.  If your scope of work rarely changes, this is the ideal solution for you!  Using the feature will quickly swap out client information and you can quickly respond to your client with a complete and professional sales proposal.

Section Templates allow users to save previously created sections that can easily be dropped into any proposal.  If you have drafted the perfect “About Us” section that may rarely be changed, this feature is perfect for you.  You simply start a new proposal, drop in the saved section template and then complete the other sections as you normally would.  ClientSky’s consistent formatting will leave your proposal looking sharp and ready for delivery to your client!

ClientSky believes in making the sales proposal process as efficient as possible.  There are template variables available for Company Name, Company Abbreviation, Company Address and Contact Name.  You can drop these variables into any proposal or template and upon previewing or sending, ClientSky automatically fills in the correct information for your client!

ClientSky has created these sales proposal templates as well as other dynamic features with your business and your clients in mind.  Sales proposals no longer have to be a chore and you can concentrate all of your efforts into gaining new business!

Duane Campbell is a Global Accounts Manager for Jaroop, a web application development company that develops business intelligence, social interaction and client services for businesses. Jaroop is also the creator of the cloud based sales proposal application ClientSky, an online platform for professional service firms to generate, send and track sales proposals online.  Duane can be reached at 860-357-2060 ext 302 or dcampbell@jaroop.com.