Choosing the right web-based application for your business can feel overwhelming. With so many options out there and new tools popping up every day, it's hard to know where to start.
Here are four important things to think about when picking web-based proposal applications.
1. Time and effort to set these applications up
Setting up new applications takes time, and that's a cost people often forget about. Traditional proposal applications need a lot of work upfront. You'll need to move your old quotes, create templates, configure workflows, and set everything up before you can even create your first proposal.
This is where Wonit changes everything. Instead of spending hours on setup, you just have a conversation with AI. Tell it what you need and you get a complete, professional proposal in seconds. Wonit also lets you add your company documents, website links, or CRM data once to build your knowledge base, and the AI grabs all the information from your CRM automatically.
2. Service and support
The quality of support you get can make a huge difference. If your business is in the UK and your application provider is in San Francisco with "business hours" support, you might only get two hours when both of you are working. That's not great when you need help fast.
Wonit puts support right inside your proposals. When your client visits your proposal, they get an AI chat widget that answers their questions 24/7, acting like an AI sales rep.
3. Costs and pricing
Understanding what applications really cost means looking at more than just the monthly price. Many proposal applications use pricing that gets expensive as you grow. Most platforms charge for each team member, which can get really expensive when your team grows. Some applications also charge transaction fees, monthly fees, or both.
Wonit takes a different approach with transparent, straightforward pricing that doesn't punish you for growing your team. It's designed to be much cheaper than complicated alternatives while being easier and faster to use.
4. Integrations and connecting your tools
Your application needs to work well with your other tools. When systems don't talk to each other, you end up doing extra work and making mistakes. Good integrations should automatically create proposals when you add a deal in your CRM, not force you to copy everything manually.
Wonit offers smart integrations that do more than just copy data. You can pull client details from HubSpot to create personalized proposals automatically, or even create proposals from Slack with simple commands. The AI finds all the important information and interactions from your CRM so you don't have to manually transfer anything.
Making the right choice
Picking the right proposal application affects your team's productivity and budget. Wonit solves the problems of traditional tools (complicated editors, steep learning curves, and endless setup) by using conversational AI to create professional proposals in minutes. With deep CRM integrations, built-in AI chat, white-labeled deal rooms, advanced analytics, and transparent pricing, you can close deals faster without getting punished as you grow. If you're ready to stop fighting with complicated applications, it's time to try Wonit and see how conversation turns into won deals.