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Business Proposal Software v MS Word Templates?

Should you use Business Proposal software to write your next proposal or use a set of Microsoft Word templates?

Each offers different advantages and limitations. Here are some points to consider when choosing Business Proposal Software for your next project.

Business Proposal Software – Key Features

The advantages are as follows:

  • Web-based systems - share the Business Proposal software with teams in remote locations.

  • Security – set access rights to the Business Proposal so only your team can write, edit and review the material.

  • Format – instead of using Microsoft Word templates, which may be free but temperamental, you can ensure the final document is professional.

  • Boilerplate material – most Business Proposal Software provides sample text to get you started. Ideal for beginners.

  • Audit Trails – see who made what change to the document and monitor the changes as they arise.

  • Version Control – you can roll back to different versions if necessary and/or merger sections.  

The disadvantages are as follows:

  • Web-based systems – These are not fool-proof. Others can break in if they wish. Also passwords can be lost letting others in to see the documents.

  • Security - Only as strong as the person using it. If they lose their password, laptop or CDs, then you're back to square one.

  • Format – Microsoft Word templates can be styled so that it blends nicely with your corporate branding. This may not be so easy with your software.

  • Boilerplate material – the sample text may be so generic that you have to write it again anyway, making it slightly redundant.

  • Platform – some planning software is PC only and will not run on Mac, which creates issues with team efforts.

  • License – depending on the number of seats you require, this can add up very quickly.

Conclusion

When selecting Business Proposal Software remember your end goal. This is to have a system in place that gets the best Business Proposal over to clients on time.

If you can do this with your Microsoft Word templates, then stick with these and define a workflow that works across your team.

If you need to expand and move to web/mobile collaboration, then invest in Business Proposal software that works across platforms and has a proven track record.

PS: you can download Business Proposal Software here and Marketing Planning Software here.



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