What to do to create a winning B2B SaaS Business Proposal

Jul 7, 2022

Traditional B2B SaaS proposals are badly in need of an overhaul. Since consumers continue to browse online, are learning different buying processes, and realize how smooth an ideal buyer experience must be, now is the time for B2B companies to change their strategies.

Proposals are not working. Yet, proposals remain crucial for the B2B buying process. Their overall buying experience heavily affects the buyer's purchase. The most effective sales proposals focus on the client, their pain points and solutions to their issues.

What does a winning proposal look like now? How can a customer-focused proposal help you close more deals? What can you do to regain control over the process of submitting proposals?

Challenges that Cause B2B SaaS Proposals to Flop

The B2B SaaS buying experience isn't as smooth as buying online an t-shirt. It's a bit clucky and lengthy for both buyers and sellers. Proposal processes currently face these challenges:

  1.   Version control can be complicated  
  2.   Proposals are often confusing for users to understand  
  3.   Traditional proposals lack interaction to your potential buyer, as well as you, the seller  
  4.   Pricing is among the most essential parts of an B2B SaaS proposition  
  5.   Proposals may contain full of data  
  6.   Prospects know how to purchase  

The Anatomy of a Great B2B SaaS Proposal

It's the time to let go of the past and welcome the future. Do not write lengthy proposals, as the odds are not that anyone is likely to be able to comprehend 100% of the words. Make sure you consider your customers prior to creating an effective B2B sales proposal. Develop a sales proposal that addresses every question they have and shows that your solution will address their problems. The new approach to B2B proposals:

  1.   A High-Level Summary  
  2.   The Solution You Highlight  
  3.   Pricing  
  4.   Optional Add-Ons  
  5.   E-signature & Direct Payment  

Want to compare the traditional format against the current format? We made that effortless for users. Download the Guide for Writing Proposals B2B that close deals faster.

How to Write an A-Grade B2B SaaS Proposal

  1.   Organize your key details  
  2.   Speed-up workflow  
  3.   Design with intent  
  4.   The focus is on the customer  
  5.   Highlight your solution  
  6.   Make it engaging and interactive  
  7.   Create it into an work  
  8.   Make sure you understand your message  
  9.   Watch your tone  
  10.   Be approved  
  11.   Proofread and polish  
  12.   Monitor engagement  
  13.   Make a plan for your follow-up strategies  

Level-up Your Proposals

Anna Mroczkowski   Anna is the Community Engagement Specialist at . If Anna isn't writing blog content and scrolling through social media , you can find her in front of the TV or eating oysters and walking around wearing a sweatshirt that matches to Savage Garden.