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: "create a marketing proposal for a SaaS company, $50K budget, 3-month timeline" and you get a complete, professional proposal in seconds. No templates to build, no complex configuration, just instant results.
Wonit also lets you add your company documents, website links, or CRM data once to build your knowledge base. After that, creating new proposals is super easy. You can just say "create a proposal for @hubspot:DealName" and the AI grabs all the information from your CRM automatically.
Quick tip: Some applications ask for your credit card before giving you a free trial. Set reminders so you don't forget when the trial ends and get charged.
2. Thinking about service and support
The quality of support you get can make a huge difference. Here's what to look at:
Time zones: 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.
Built-in help: 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. No need to be online all the time, the AI handles basic queries automatically, acting like a 24/7 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.
Charging per user: Most platforms charge for each team member, which can get really expensive when your team grows. Think about what you'll pay now and what it might cost later.
Extra fees: Some applications charge transaction fees, monthly fees, or both. Add these to your total cost.
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, entering the same information twice, and making mistakes.
Check how well things connect: When you add a deal in your CRM, does it automatically create a proposal, or do you have to copy everything manually? Good integrations save you time and keep your data correct.
Test it yourself: Don't just trust what companies say about integrations. Try it with your own workflow. An application might say it connects to your CRM but only sync basic contact info when you need deal history and notes.
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. Plus, with webhook and API support, you get flexibility for custom connections as your needs grow.
Making the right choice
Picking the right proposal application is an important decision that affects how productive your team is and your budget. Traditional proposal tools waste hours of your time with complicated editors, steep learning curves, and endless setup work.
Wonit was built to solve exactly these problems. With conversational AI, you create professional proposals in minutes instead of hours. Deep CRM integrations mean no manual data entry. Built-in AI chat engages your clients 24/7. White-labeled deal rooms and advanced analytics help you close more deals. And transparent pricing means you don't get punished as you grow.
If you're ready to stop fighting with complicated applications and start closing deals faster, it's time to try Wonit. Get early access and see how conversation turns into won deals.