Blogs

Business proposals are important sales documents that are necessary in today's sales processes. A business proposal is basically a promise by you (freelancer/agency/business) to do certain work or deliver a product to a client. That's the key word here - promise. But what stops you or the client from not doing what you promised in the proposal? The answer is simple - terms and conditions.This important part of a business proposal is not just something nice to have. It's something you need to keep everyone protected. Keep reading to learn more about why it matters.What are terms and conditions?In any business deal, the section called "terms and conditions" explains the legal part of the agreement. In simple words, it tells everyone involved how the product or service will be delivered. It also explains who is responsible for what, and what happens if the business doesn't deliver on their promise or if the client doesn't do their part.The main purpose of terms and conditions is to give legal protection to your business proposal. It makes sure that if something goes wrong, everyone is protected. This is a section that many people skip, like when you install new software. But it's the most important section when things don't go as planned.Do I need a terms and conditions section in my business proposals?Yes, you definitely need one. Even if you think you don't need to protect yourself, it's still a necessary part of every proposal. Think of it like insurance - you hope you never need it, but it's good to have.A potential client will feel much safer signing your proposal when they know they have some protection if things go wrong. If they're thinking about whether to sign or not, a good terms and conditions section could be the thing that pushes them to say yes and sign right away.What does a terms and conditions section talk about?This part of your business proposal covers the most important details about the work or product you're delivering. Here are some things that can be included:Price and payment: how much the client pays, when they need to pay, and under what conditions.Cancellations: what happens if either you or the client decides not to continue with the project.Privacy: what you do with the client's information while you're working and after the work is done.Intellectual property: who owns the rights to the materials, designs, or ideas that you use or create.Delay fees: what happens if you can't finish by the deadline mentioned in the proposal.Kill fees: what happens if either you or the client stops the project completely and who has to pay for it.Use simple words that everyone understandsLegal language can be confusing and full of words that regular people don't understand. Sometimes there are special terms about copyright and laws that you don't have to explain.But you should explain the words and terms that are specific to your business and that might confuse your clients. For example, explain what a "content strategy" means, what "website redesign" includes, what "event planning" covers, etc.These might be common words to you, but when you use them in your terms and conditions, your clients will know exactly what you mean. The more specific and simple your explanations are, the fewer questions you'll get and the easier it will be to handle any problems if they come up.How do I add terms and conditions to my business proposals?There are a few ways to do this. If you want to do it the old way, you can download a template from the internet and add it to your PDF or Word document. There are many websites where you can find templates. Just copy and paste it and you're done.You can also use a terms and conditions generator tool. These are online tools and they don't cost much - usually between 5 to 20 dollars. But the problem is they're web pages, so you have to put them into your proposals, which can be difficult if you only use PDF or Word documents.With Wonit, adding terms and conditions to your proposals is super easy. You can use our simple drag-and-drop editor to add T&C sections to your proposals without needing to know design or code. You can also download your proposals as PDF or HTML, which makes it easy to include your terms and conditions in any format your clients want.Do I need to hire a lawyer?It depends on your situation. If you're really worried that something could go very wrong, or if the client wants a lawyer to create the terms and conditions, then go ahead and hire one. A good lawyer will cost you a lot of money though. So only hire one if you really need it to close a big deal.For most situations, a basic terms and conditions section will protect you in about 95% of cases. In normal business situations, it's enough to give both you and your client peace of mind. You don't need a lawyer for this in most cases.But remember - no template can replace a real terms and conditions section that's written by a real lawyer.ConclusionA terms and conditions section is a must-have for every business proposal. It protects both you and your client, and it makes you look more professional. With Wonit, creating proposals with complete terms and conditions is simple and quick. No expensive lawyers, no complicated tools - just drag-and-drop ease and AI-powered help to write your content.Ready to turn weeks of proposal work into minutes? Get early access to Wonit today and start building stunning proposals with built-in terms and conditions, AI-powered content, and everything you need to close deals faster.

If you run a service business, you've probably heard this line many times: "Could you send me a proposal?" It sounds exciting because it could mean a new client and more money. But at the same time, you know it might take hours to prepare a proposal that never gets accepted. While many things affect whether a proposal wins or not, one thing can help right away:Automating your RFP process. Here are five clear signs that it's time to make the switch.1. You don't know what happens after you send a proposalOne of the worst parts of sending proposals manually is not knowing what happens next. You hit send and wait, hoping for a reply, but you have no idea if the client even opened it. When you send a PDF or Word file, the best you can track is whether your email was opened, and that's it.Wonit AI changes your proposals into smart web pages that you can track in real time. You can see how much time the client spent reading, which sections they viewed most, if they opened it again, and whether they signed or not. You also get instant notifications for every action, so you always know what's going on.2. You can't track or measure your proposal resultsIf you're sending proposals without tracking, you're just guessing what works and what doesn't. You don't know which sections attract clients or which parts make them lose interest. With automation tools, every proposal gives you useful data. You can see what people read, what gets the most attention, and which proposals perform best. This helps you learn what works and improve future proposals. Instead of guessing, you'll make decisions based on real data.3. You spend too much time creating proposalsMaking proposals by hand takes a lot of time. You have to review client notes, find case studies, write content, add prices, and make the design look good. This can easily take 2 to 3 hours per proposal, sometimes even more.Wonit now make this process super easy. You just describe your project and the system builds a full proposal with sections, pricing, and design in seconds. It can also pull client information directly from your CRM, so you don't have to fill in details manually.If you currently spend 20 hours a month making proposals, automation can reduce that to just one hour, saving you 19 hours for more important work.4. Too many people are involved in your RFP processIf it takes multiple people to finish one proposal, your process is too complicated. A salesperson, designer, pricing expert, and manager shouldn't all need to be involved just to send one document. With automation tools, one person can handle the whole thing. AI can design, write, and organize everything in minutes. And if you need feedback, team members can leave comments right inside the proposal, no more endless email chains. This means faster proposals and fewer delays.5. Your sales team spends more time writing than sellingYour sales team should be closing deals, not writing documents. If they're spending hours formatting proposals, they're losing valuable selling time. For example, if a salesperson earns $75 per hour and spends 10 hours a week writing proposals, that's $750 wasted on admin work, plus the deals they could've closed instead. Automated proposal tools create ready-to-send documents with design and layout handled automatically. Your salespeople can focus on talking to clients and building relationships instead of doing paperwork.ConclusionSending RFPs should be simple, not stressful. If your proposal process feels slow, confusing, or time-consuming, it's holding your business back. By automating it, you can save time, get better insights, and close more deals. The right tool will give you speed, smart tracking, and easy integration, turning your proposals into a powerful advantage for your business.Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals in minutes, not hours.

Every sales professional knows the benefits of proposal automation. When you automate repetitive tasks in your work, you can invest more time in the creative parts and direct communication with potential clients. Business proposals are a big part of the sales process, so finding a reliable tool to help you is natural.The proposal process can be tough. You have to answer requests for proposals quickly. This means creating high-quality documents in a short time. Once you send the proposal, it still needs to be approved, signed and paid for. The follow-up process can drag out if you don't have the right information to help you.That's why proposal automation is essential for your sales process. In this article, we'll cover the most important benefits of sales automation and give you actionable tips on how to create better-converting proposals.How does proposal automation work?Proposal automation means using a tool or technology to handle parts of your proposal process. The tool helps you with proposal creation, agreement and signing, payment process, and follow-up. A proposal automation tool helps you streamline the sales process. When you integrate all your sales tools, you'll see which potential clients requested a proposal, which proposals were accepted and which leads need more attention. For your proposal tool to work and speed up the process, it needs to be easy to use. It shouldn't need any coding or design experience.Automation brings you more consistency. Once you set up your proposal process and onboard your team, you'll quickly create branded documents that look great and help you sell more. That's why choosing the right proposal tool matters. It should be reliable and help you with as much of the proposal process as possible. That's why you should use Wonit.Key benefits of using WonitWonit is a powerful proposal tool that speeds up your sales process. We know how hard finding new clients can be, so we built an AI-first platform to help you create proposals easily. Here are the most important benefits of our tool.1. Conversational AI creationCreating proposals from scratch is hard. You need to figure out how much text to write, when to include pictures and how to structure everything. That's why we built conversational AI that creates proposals in minutes. Just describe your project, and our AI generates a complete, professional proposal instantly.You can say something like "create a marketing proposal for a SaaS company, $50K budget, 3-month timeline" and watch AI create a stunning proposal with pricing tables, project phases, and professional design in seconds. Our AI structures proposals so they're easy to read and includes all necessary information.Keep your documents focused. Avoid fluff and content that doesn't bring value. Our proposals are web-based, sent as secure links. There's no need to print them out. Your clients won't need to print documents, which speeds up the process.2. Knowledge-based proposalsWonit takes personalization to the next level. Add details about your company by importing documents, your website link, or CRM data. This becomes your knowledge base. When you create a new proposal, provide specific info about it like an RFP or prospect research, then let AI create a beautiful, personalized web proposal that closes leads faster.3. Digital signaturesOur web-based proposals come with digital signatures. They're a secure and encrypted way of signing documents. Digital signatures are legally binding and accepted worldwide. Every digital signature is a unique copy linked to a specific document, making them impossible to fake.Digital signatures are secure and speed up your sales process. Just send your proposal to the client and they sign it with our built-in e-signature feature. No one needs to print, scan or mail anything. Once they sign, the document becomes legally binding and can't be changed.4. Making changes to your proposalsSometimes clients want changes to your proposals. With Wonit, making changes is easy. Our drag-and-drop builder offers simple editing like Notion. You can edit any section, add or remove blocks like pricing tables, timelines, testimonials, and case studies with a few clicks. You can change proposals until they get signed. Share proposals with your team and get comments like in Figma for better and faster feedback.5. Payment optionsClients can sign proposals with a digital signature and pay through the document itself. You can add Stripe payment links that redirect to payment after e-sign and after clicking the "Pay now" button. This makes your proposal complete, it explains your solution, shows timescales, and can be signed and paid in a few clicks.6. Conversational AI SDRHere's where Wonit stands out. When your client visits the web-based proposal, they get an AI chat widget on the bottom right that helps convince them to accept the proposal. The AI acts like a 24/7 sales rep, connected to your proposal and knowledge base. Clients get answers about your company or proposal instantly. You don't need to be online all the time. The AI chatbot handles basic questions while you focus on closing other deals.7. Proposal trackingOur proposal tracking helps your follow-up process. With advanced analytics, you get block-by-block insights about when the client viewed the proposal, for how long, and what sections they saw. You'll know when your proposal was opened, by who, how much time readers spent on each section, and which parts engaged them most.This tells you how to approach them in follow-up. Clients who opened your proposal and went straight to pricing are looking for a cheap option. Clients who spend time on your timescales need an email explaining your process in detail. The more information you have on a client, the easier it is to build your follow-up strategy.8. Real-time notificationsGet notified the moment buyers engage with your deal. Set up notifications via email or integrate with Slack to get updates about your live proposals. You can even create proposals by giving prompts in Slack using @mention to our Wonit AI chatbot.9. CRM integrationStreamline your sales process by integrating Wonit with your CRM. We support HubSpot now, with Salesforce and Pipedrive coming soon. This is where proposal automation shines. Pull client details from your CRM and let AI create personalized proposals for your contacts in seconds. From lead generation to sales and nurturing relationships, make sure your clients get the same quality of service at every turn.10. White-labeled deal roomsTake proposals to the next level with custom white-labeled deal rooms. Make branded, interactive data rooms in seconds and get advanced analytics to track engagement and build trust with prospects.Best practices for high-converting proposalsOnce you start sending quality proposals, you'll notice not all bring the same results. These common mistakes might be why. Make sure your pricing section is called ROI or Investment. If you name it Price, you'll cheapen your proposal by making it look like an invoice. Use a name that creates positive emotions. Send your proposals as soon as possible for a better chance of converting. But don't send it on a Friday, that will slow down the sales process.ConclusionProposal automation helps sales teams work faster by removing repetitive tasks and speeding up the sales process. With Wonit, you get AI-powered proposal creation, a conversational sales assistant, detailed analytics, and CRM integration in one place. Traditional proposal tools take hours to customize and format, but Wonit creates professional proposals in just 5 minutes. Our AI handles all the design, layout, and structure work automatically, so you can focus on closing deals instead of fighting with software.Get early access to Wonit and experience the future of proposal automation. It's 2-3x cheaper than complex alternatives, and 10x easier and faster to use.

You just landed a new client but you are not sure about the paperwork. Will they actually pay you? Can you secure a retainer deal?As a business owner, you spend a lot of time finding new clients. But when you find a good lead, you need to protect yourself before starting work. The worst thing is putting in all your time and money upfront, only to have the client disappear when it is time to pay.To avoid this, you need both a proposal and a contract. Many people confuse these two documents, but they serve different purposes. Let us break down the differences and show you how to protect your business.Why do you need a proposal?A proposal is your first chance to win a client's business. It shows you understand their problem and have the right solution. Here are three key reasons why every business needs strong proposals.Makes your offer stand outWhen a client is looking for services, you are probably not the only option. Your competitors want the same business. You need a strong proposal to win them over.With Wonit, you can create beautiful web proposals in minutes using AI. Just describe your project in simple words, and AI handles all the design work. Your proposals look great on phones, tablets, and computers automatically.Shows the value you bringThis is where proposals differ from contracts. A good proposal focuses on your client's problems and shows how you will solve them. It highlights your skills and experience to prove you are the right choice. Your proposal should make the client think "yes, this is exactly what I need."Wonit makes proposals even better by connecting to your CRM and company files. Add details about the deal, and AI creates a custom proposal that speaks directly to that client's needs.Sets clear expectationsA well-structured proposal answers questions before the client asks them. It explains your work process, your rates, and how long the project will take. This gives the client a complete picture of what working with you looks like.How proposals and contracts work togetherThese two documents serve different purposes, but they complement each other to protect your business and build trust with clients.They remove confusionThe worst situation for any business is spending time and resources on a project, then hearing "this is not what we wanted." You need everything in writing from day one. This keeps everyone on the same page about what the project includes. When you write a contract, be clear about how many changes the client can request. Without this, you might spend months making endless revisions and lose money.Here is the simple breakdown: the proposal explains your strategy and how you will solve their problem. The contract lists all the project details. Both documents create clarity and trust between you and your client.They prevent payment problemsMany businesses trust the wrong clients and regret it later. A good proposal might win you the work, but without a contract, you are taking a big risk. Without a contract, clients can walk away after you finish the work, and getting paid becomes nearly impossible.Even if you find them, they can argue about paying you, especially if they have more business experience. A contract protects you in these situations. The proposal shows the work and rates, but the contract gives you legal protection if money disputes come up. When you have both documents signed, you have much better protection for getting paid.What makes a contract?Every legal contract has three essential elements that turn a simple proposal into a binding agreement. Understanding these components helps you protect your business properly.An offer or proposalA proposal is the base of every contract. You cannot have a contract without first making a proposal. One side offers a service that the other side needs. The proposal can include basic terms of the deal.ConsiderationWhen the client offers something in return for your service, that is called consideration. This usually happens before the final agreement, but both sides must see real value in working together.Acceptance and agreementAfter you send the proposal and the client responds, both sides work out the final terms. Either side can still say no or ask for changes if they are not happy. Once everyone agrees, you create a formal contract for both parties to sign. This makes it legally binding.Can a proposal become legally binding?Many people wonder if a signed proposal has the same legal power as a contract. The answer depends on specific elements and language used in the document.A contract needs four things: An offer, something given in return, acceptance of the offer, and signatures. A signed proposal is not always a contract. If someone signs just to discuss terms, it is not legally binding because it misses key legal elements.A proposal by itself is just an offer to buy or provide services, not a commitment. But you can turn a proposal into a legal contract by changing the language to include all contract elements.When you tell the client to date it, sign it, make payment, and follow the terms, the proposal becomes legally binding.Wonit makes this easy with built-in digital signatures. Clients can sign from any device. You can track when they view and sign your document with detailed analytics. After they sign, integrated payment links take them straight to payment. The whole process from proposal to payment happens smoothly in one place.ConclusionWhen landing a new client, remember you need both documents. Think of the proposal as your first step that shows you understand their needs and you are the right fit. But nothing is final until the contract is signed with agreed deliverables, payment, and deadlines. With Wonit AI, you can create beautiful, personalized proposals in minutes instead of hours, handle signatures and payments in one place, and get instant notifications when your client views your proposal.

Storytelling is a powerful tool that helps us share our experiences and ventures. It allows us to build strong relationships with people, including our customers. In business, you can use this principle to tell your company's story, your mission and vision, your value, or your current campaigns.Letting your audience know more about you makes them more interested in your business and helps build a bond with your brand. But to connect with customers, you have to be smart about how you share your message. This is where business storytelling comes in. You have to improve your storytelling skills to grab attention and make people respond to your call to action.What is business storytelling?The best storytellers bring a story to life by moving audiences with emotion and inspiration. Business storytelling is more than just telling your business's journey or listing your product features. It's turning information about your business into something people can relate to. You have to build context, organize a flow, and help them picture what you're saying.You may have marketing campaigns and ads ready, but how do you make sure you're sharing these well with your customers? You have to learn good business storytelling for that.The power of context over featuresIf you're selling a mobile phone, you can tell customers all about its great processor or high-quality camera. However, that won't make an impact if they don't understand why they need such features. Tell it in a way that shows how it helps them. Remind them of the trouble of having a slow smartphone, and why getting the best processor makes sense. Tell them the value of capturing memories with loved ones, and how having a great camera would be worth it.Using business storytelling for growthLearning business storytelling is useful for planning growth. Whether you plan to launch new products or expand operations, you'll be dealing with different audiences. These could be your customers, employees, or potential investors.Business storytelling helps you connect deeper with all of them. Employees that understand why the business is moving forward will be more motivated to work. Investors who clearly see your company's vision will be more open to trusting you. Customers are especially important as you grow. They'll become your brand supporters if your business is meaningful for them.Elements of business storytellingTo share your message well with your audience, you need to know the important parts of business storytelling. These three elements will help you connect with people better. If your storytelling doesn't have these, your customers might feel neutral about your brand.1. SimplicityYour message and the way you share it shouldn't be too complicated. If a story is confusing, people won't understand it. To keep your story simple, have one main message you'd like your audience to remember. You can create supporting messages under that but always come back to your key message. This will keep your story focused on one point and avoid confusion.This will be easy if you've set a clear direction for your business. You and your team can align on the business goal and organize what you want to say to customers. A smooth flow helps your audience see how everything connects. A simple story also makes it easier for customers to share with others. If they really like your products or service, they'll recommend it to their friends and family.2. Emotional connectionHumans are emotional beings. We do things based on our feelings, motivations, and goals. We are moved by stories if there's an emotional connection with us. In business storytelling, you need to find that emotional trigger for your audience. Find out what will spark interest or touch the hearts of your customers then find common ground with your business's story. When your stories create such feelings, customers will find it easier to connect with you.A good example is using case studies and testimonials in your proposals. When you create proposals with Wonit, you can add testimonial blocks that show how your solution helped a previous client. The reader gets the full story, not just numbers, but real impact. The testimonials aren't just numbers that show ROI and sales growth. It's a story of a person or company that got benefits and can now hire more people, enjoy more free time, or grow their business.3. BelievabilityPeople are careful with stories that seem too good to be true. No matter how good the story is, it has to be believable. A believable story builds trust towards the brand. This trust is important for creating an emotional connection and building credibility. If many people trust your brand, they're more likely to listen to your stories, recognize your campaigns, and buy your products.If you're going to make product claims such as being the most preferred brand in a category, you need to back that up with proof. Keep records of your business performance to support your claims. Do proper research to make sure you're giving correct information.How to engage customers and build connectionsCustomers see hundreds of ads and marketing messages in a day. They can't pay attention to all of them, so they'll ignore those that don't matter. As a business owner, you have to find a way to cut through the noise and make customers listen to you.Just getting noticed isn't enough. You have to engage your customers by making them react and do something. Take it a step further by making a lasting impression so that even if time passes, they'll remember your brand. You can use the following strategies to make your stories more appealing and meaningful for customers.1. Tell stories that arouse curiosityIf a story makes someone curious, they'll stay and listen. Make your target market curious about your business, so they'll want to know more. Instead of pushing your products onto customers, draw them in. Create stories that will interest them. Don't give out all the information at once, just give them enough to make them want to know more.You can show positive customer reviews on your marketing materials. Collect testimonials that highlight your business strengths. When people see this, they'll wonder what made these customers enjoy your product or service so much.2. Stories that reflect audiences' aspirationsPeople are driven by their goals in life. As a business owner, you can connect with customers by showing them how you can help them reach their goals. Find out the common hopes and dreams of your audience and position yourself as part of that journey. When customers see your value in helping them succeed, they'll consider you an important part of their life.Being visual helps reflect your audience's goals better. Show, don't just tell. For example, if you run a university targeting medical students, showcase your labs, facilities, and teachers. Share stories of successful doctors who graduated from your university and how their experience helped them succeed. This helps potential students picture their own journey and realize why they need you.3. Demonstrate empathyFor customers, it's important to feel seen and understood. They buy products and services to fulfill a need or want. If your business doesn't address those, your customer might stop buying from you and switch to a different brand. It's important to show empathy with your audience at all times. You have to show that you understand them and what they're going through. If your stories deliver this message, your customers will trust you completely.To create customer-focused strategies and messages, do good customer research. Learn who they are and what they care about. Run surveys, focus group discussions, and interviews so you get real stories from them.In closingBusiness storytelling is a skill you need to learn if you want your business to grow. Stories offer something personal and emotional. If you tell them well, you can build a deep and lasting connection with your customers. It will take effort to create powerful stories that connect with your audience. You need to give it flow and structure by doing customer research, creating key messages, and finding the right communication strategies. When you learn these principles of business storytelling, you change from just another vendor into a trusted partner in your customers' journey.Get early access to Wonit and create stunning, personalized proposals in minutes that help your stories close more deals.