If you've sent out business proposals, you've most likely used Microsoft Word. This text processing app is a household name and many sales professionals use it to write and design their business proposals and other sales documents.
However, Word business proposals are a horrible idea and we're here to explain why. Here's why you should never send your proposals as Word docs and what to do instead.
Limited design options
Microsoft Word is just a text processor. You can add some visual elements like backgrounds, headers and footers, different fonts, but it does not have the capability of an advanced design tool. For the average Word user, creating anything but a basic document is difficult. You can try downloading a template and editing it, but as you've probably seen yourself, editing a design in Word can be a real nightmare.
Wonit lets you create stunning proposals in minutes using conversational AI. Simply tell the AI what you need like "create a marketing proposal for a SaaS company, $50K budget, 3-month timeline" and get a beautiful, professionally designed proposal instantly. No templates to fight with, no design decisions to make.
The formats are limited
When creating a proposal in Word, you have two choices:
A4 size
Letter size
If you look at the finished proposal on your PC or Mac, you probably like how it looks. Problem is, your client will likely open it on anything but these devices.
When a client opens your Word proposal on their phone, they'll get a stretched out document they cannot read properly. They'll have to zoom in and out to capture all the data and spend more time fighting with the format than understanding your offer.
Wonit makes sure all your proposals are mobile responsive automatically. Proposals look perfect on any device without any extra effort.
At the end of the day it's just a Word document
Besides having a great offer, another thing that convinces clients to sign is treating them properly and giving them special attention. By creating a Word doc, you will not give the impression that you care much. Anyone can create a document in Word, so what makes your proposal special?
By sending a personalized web based proposal through Wonit, you're showing the client that you care for them and that you have high professional standards. You can even import data from your CRM and let AI create a fully personalized proposal for a specific lead in seconds.
You're stuck with plain text and images
Sometimes words are not enough. If you want to impress clients by adding videos to your proposals, it's not easy in Word. At best, you can insert a link which takes the client to a video page in their browser, taking their attention away from where you want it - the proposal and your offer.
With Wonit, you can use professional blocks like:
Pricing tables
Timelines
Testimonials
Case studies
The drag and drop editor makes it easy to add rich content that keeps clients engaged.
No option of tracking
Even the most beautiful Word documents are just that - documents. Once you send out a proposal created in Word, all you can do is wonder what happened with it. At most, you can see whether the client opened the email.
Wonit gives you advanced analytics that show exactly what happens after you hit send. Track who viewed what sections and for how long, get block by block analytics about when the client viewed the proposal and what sections they spent the most time on. You'll receive real time notifications the moment buyers engage with your deal.
Word proposals are not easy to sign
Suppose all went well and the client loved your Word proposal. They liked your offer and they're ready to sign. Now you have a problem.
They cannot sign directly in Word, so your options are:
Send them to an external website to sign, which adds friction
Use external software like DocuSign
Have the client print a page, sign it, scan it, and email it back
Either way adds unnecessary steps and pushes them further from signing.
Wonit has built in e-signature capabilities so clients can sign directly within the proposal in seconds. No redirects, no extra tools, no friction.
Conclusion
If you want to impress your clients and show them you care, stop using Microsoft Word for business proposals. It's slow, not effective, not practical, and poorly optimized. Switch to Wonit and create stunning, trackable, web based proposals that close deals faster - in minutes, not hours.
Get early access at wonit.ai and turn your proposal writing from a multi-hour headache into a five-minute conversation.