Preparation of a commercial proposal

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Mimakte
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Joined: Sun Dec 22, 2024 3:27 am

Preparation of a commercial proposal

Post by Mimakte »

Pay attention to the presentation of the commercial proposal. Design affects sales growth. It should meet the following criteria:

Easy perception of text information . If this is an email newsletter, then the font, its size, and the presence of paragraphs play a big role. The text is readable if a sans-serif font is used, there is justification, and indents. Be sure to work out the paper version of the commercial proposal. The design should be consistent in style.

Structuring the text . Standard recommendations: the title of the commercial proposal is centered and highlighted in bold and/or large font. Avoid long titles. It should take up one line. It is easier vietnam telegram for the addressee to perceive the text if each paragraph contains one statement. You can highlight the main theses or words. For example, design them in a different color.

Minimalism . Keep in mind that the design should be laconic. A design that is pleasing to the eye contributes to a positive perception of the information presented. Do not use too bright colors or flashy elements. This is not a suitable option for a commercial proposal. In addition, use a maximum of 2-3 fonts and colors so as not to create visual noise. The client will want to read such a commercial proposal.

Visual presentation of information . You can use 1-2 photos and infographics. This will simplify the perception of complex data and will not distract from the meaning of the sentence.

Corporate identity . This is a kind of visual code of the company, by which the client recognizes it. Individual style helps to form a positive attitude towards the brand. This is not only about graphics, but also about the structure and stylistic design of the commercial proposal. At the stage of developing the corporate identity, it is recommended to analyze competitors, highlight the pros and cons.


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The best option for sending a commercial proposal is PDF format. Its advantages:

Attractive appearance.

In this format, it is easy to create a high-quality commercial proposal with design elements.

Correct display of text and document design.

This format does not have wavy underlines for possible errors, as in .docx and doc. This interferes with the perception of the text.

The format allows for the integration of professional design.

PDF is optimal for reading on smartphones. The design looks brighter than other options.

Often a price list is attached to a commercial offer. Of course, you need to monitor the relevance of prices. It is recommended to duplicate the design and layout option in Microsoft Word. Just make adjustments to the document and save it in PDF for mailing.

Preparation of a commercial proposal

Source: shutterstock.com

Please note that the larger the file, the more time it will take for the client to download and view it on a mobile device.

Many modern companies have special technical equipment and software that can be used to format documents into PDF after scanning. Some organizations use high-quality digital printing on company letterheads with a "wet" signature.

These are common elements of a formal document. Companies face the problem that the CP is saved upside down. It is unlikely that customers will take such a commercial proposal seriously. Be sure to check the document before sending it out.


Actions after drawing up a commercial proposal
Having created and formatted the CP, you can send it to the addressee. If this is a hot client, it is important to clarify in advance where to send him the CP. Companies also write a cover letter for the commercial proposal to refresh the recipient's memory of the agreement. Greet him and indicate your last name, first name, patronymic, position and the reason for the message.

Next, briefly outline your agreements with the client. This will make him more loyal to the commercial offer. Please note that the proposal and cover letter should contain the contacts of a specific specialist. The client will know who he is talking to and who he can contact to clarify the terms.

Actions after drawing up a commercial proposal

Source: shutterstock.com

Let's say he opens a coffee shop. He needs professional equipment. It would be best for a specialist from a supplier company to write a cover letter like this: "Good afternoon, Alexander Semenovich. This is Anna from the company "World of Coffee". The day before yesterday we agreed with you on the delivery of equipment for a coffee shop. You said that you needed 2 professional coffee machines and 3 coffee grinders. I checked the availability of the goods in the warehouse and am sending you our commercial offer."

What actions to take after sending? It depends on what kind of CP it is and what audience it is intended for:

Cold mailing - if the company sent a standard template of a commercial proposal and received a weak response, then the text and design need to be worked on. For example, an analysis of the questions asked by clients may show that they need cases. Add them to the CP.

Hot mailing - if the recipient does not respond after a few days, you need to call him and work through all the existing objections. An additional discount or installment plan will help stimulate the client. If you need to close the deal, you will have to make concessions.

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