How to Create a Winning B2B SaaS Proposal -

Jul 7, 2022

Traditional B2B SaaS plans are in serious need of an overhaul. As buyers continue to browse online, are learning different buying processes, and realize how seamless a buyer experience must be, it's necessary for companies in the B2B space to be able to keep up.

The state of proposals is at present ineffective. But, they are essential for the B2B buying decision. Their overall buying experience heavily affects the buyer's purchase. The most effective sales proposals focus on the client, their pain points and how you'll solve their issues.

What does a winning proposal look like now? How can a customer-focused proposal make deals more quickly? And how do you reclaim control over the process of submitting proposals?

Problems in B2B that Lead SaaS Proposals to Fall

The B2B SaaS purchasing experience isn't as smooth like shopping on the internet for an t-shirt. The process currently is slow and a hassle for buyers and sellers. The proposal process currently faces the following challenges:

  1.   Version control is challenging  
  2.   Proposals may be difficult for users to understand  
  3.   Traditional proposals lack interaction to your potential buyer, as well as you, as the seller  
  4.   Pricing is among the most essential parts of a B2B SaaS proposal  
  5.   Proposals can be full of data  
  6.   Prospects are aware of how to purchase  

The Basics of a Successful B2B SaaS Proposal

It is time to leave behind the past and welcome the future. Don't bother with lengthy documents; the odds are not that anyone is reading all of what you write. Make sure you consider your customers first when building a winning 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.   High-Level Overview  
  2.   Mark Your Solutions  
  3.   Pricing  
  4.   Optional Add-Ons  
  5.   E-signature and Direct Payment  

Do you want to see a comparison of the original format to the new successful format? We've made it effortless for those of you. Download our Guide for Writing Proposals B2B that close deals faster.

The Steps to Create an Outstanding B2B SaaS proposal

  1.   Organize your key details  
  2.   Speed-up workflow  
  3.   Design with purpose  
  4.   The focus is on the customer  
  5.   Highlight your solution  
  6.   Engage and engaging  
  7.   Create it into an actionable  
  8.   Clarify your message  
  9.   Pay attention to your tone  
  10.   Approved  
  11.   Polish and proofread  
  12.   Monitor engagement  
  13.   Create a follow-up plan  

Level-up Your Proposals

Anna Mroczkowski   Anna is the community engagement specialist at . When Anna isn't working on blog content and scrolling through social media for  the latest news, she's in front of the TV, eating oysters, and walking around wearing a sweatshirt that matches to Savage Garden.