A proposal is a document you send to a prospective client outlining the services you plan to provide and how much it will cost. Proposal management helps you keep all these proposals in one place, track which ones have been sent, opened, or accepted, and even automate parts of the proposal-creating process

Here’s a simpler 5-step guide to writing a persuasive project proposal:

1. Explain the Problem or Opportunity

• Clearly describe what needs to be fixed or improved, or what chance you want to take.
• Use simple facts or examples to show why it matters.

2. Share Your Solution

• Outline your idea or plan to solve the problem or take advantage of the opportunity.
• Highlight why your approach is the best

3. Show the Benefits

• Explain how your project will help, such as saving money, improving efficiency, or solving a big issue.
• Add facts or numbers to make it more convincing.

4. Outline the Plan and Costs

• Briefly share the steps to complete the project and how long it will take.
• Include the budget and what resources you’ll need.

5. End with a Clear Ask

• Summarize your proposal in a positive way.
• Clearly ask for approval, funding, or any other support you need.

To write a persuasive project proposal, focus on clearly identifying the problem or opportunity, presenting a strong solution, and demonstrating the benefits. Keep your plan detailed yet simple and be transparent about the costs and resources needed. End with a confident call to action, asking for the support required to bring your project to life. 

By following these steps, you’ll create a proposal that’s clear, compelling, and more likely to gain approval!

Steps on How to create a proposal in Oriza CRM software:

Navigate to Sales and select Proposal, then click New Proposal to create your proposal.

Fill in the required details in the fields provided,

Then scroll down to add the services and the prices you are offering. Once completed, you can choose to either save the proposal or Save and Send it directly to the customer.

The benefit of a proposal depends on its context and purpose. Generally, a proposal offers several advantages, such as:

• Clear Vision: Explains ideas and goals clearly.
• Team Alignment: Gets everyone on the same page.
• Resource Justification: Shows why resources are needed.
• Problem-Solving: Offers solutions to key issues.
• Planning: Ensures thorough preparation.
• Approval Support: Helps gain approval easily.
• Accountability: Sets goals to track success.

Quotation

A quotation is a formal document provided to a potential customer that outlines the cost of goods or services, along with specific terms and conditions.

Here’s what to include in a clear and professional quotation:

1. Your Business Information

• Company Name
• Contact Information (phone number, email, website)
• Address
• Business Registration Number (if applicable)

2. Customer Information

• Customer’s Name or Business Name
• Contact Information
• Address

3. Date and Quotation Number

• Date of the quotation
• Quotation Number for easy reference and tracking

4. Description of Products or Services

• Clear breakdown of what you’re offering (e.g., product names, service descriptions)
• Quantity and unit price for each item or service
• Any optional add-ons or upgrades

5. Total Cost

• Subtotal for each item or service
• Taxes (e.g., VAT or sales tax)
• Total amount due

6. Payment Terms

• Payment Method (e.g., bank transfer, credit card, cheque)
• Payment Schedule (e.g., deposit required, due upon completion, net 30 days)
• Late Payment Penalties (if applicable)

7. Validity Period

• Expiration date of the quotation to ensure the prices are valid for a limited time (e.g., 30 days)

8. Terms and Conditions

• Delivery details (e.g., lead time, shipping charges)
• Warranties or guarantees (if applicable)
• Return or cancellation policy
• Liability and disclaimers (if relevant)

9. Additional Notes or Special Instructions

• Any other relevant details, such as special offers, discounts, or customization options.

10. Signature and Authorization

• Space for the customer’s signature to confirm the quotation and agreement (if required)

Including these elements will ensure your quotation is comprehensive, professional, and clear, helping customers make an informed decision while protecting both parties.

Steps to create A quotation in ORIZA

Navigate to Sales and select Quotation, then click Create New Quotation to create your quotation.

Fill in the required details in the fields provided,

Then scroll down to add the services and the prices you are offering. Once completed, you can choose to save the quotation.

A clear and professional quotation not only strengthens customer relationships but also protects the business by clearly defining the terms and conditions. It allows for better decision-making, reduces misunderstandings, and increases the likelihood of closing a deal.