The PDF looks presentable.
PDF allows you to create high-quality document layouts with graphic elements.
The PDF displays the design and text correctly and without any glitches.
PDF does not have wavy underlines like .docx and doc. This indicates possible errors in the text and alerts the client.
It's easier to integrate professional design into PDF.
PDF is ideal for reading on mobile devices. Visually, the design looks brighter than in other formats.
Often, a price list is sent along with a commercial offer from a company, which needs to be regularly adjusted. Therefore, it is better to make a similar version of the design and layout in MS Word. Change the data and save it in PDF format to send to clients.
The heavier the PDF document, the more time it takes to open and download, especially on mobile devices. This should be taken into account when sending your CP to clients.
Many companies now use special equipment penetration data and software that allow scanning documents and immediately formatting them into PDF. This method is convenient for printing commercial offers on company letterheads with a wet signature and seal. This is the attribute of an official appeal. It happens that when scanning documents are saved upside down. It is unlikely that a potential client will take such a commercial offer seriously. Therefore, be sure to check how the document was saved after scanning.
Tips for sending a commercial proposal
Tip 1: Send a CP only after calling a potential client
This also applies to proposals sent by email. Conduct negotiations over the phone and find out what is important to the client. The following questions need to be answered before sending the CP:
What products or services are of interest to the potential client?
In what form would it be more convenient for a client to receive a commercial proposal?
What additional information should be sent to the client along with the commercial offer?
What information needs to be reflected in the CP?
What parameters are important to a client when choosing a company for cooperation?
Having conducted telephone negotiations with a potential client, it will be easier for you to create a personalized CP that takes into account his requests. It is best to send the CP in PDF document format. An exception can be made only if you are developing a corporate HTML template for the company's mailings.
This system in the sales funnel can be called a "hot" commercial offer. You can also periodically use the "warm-cold" interaction tactic, when you send a commercial offer to customers who have already purchased the company's goods or services. There is a high probability that their loyalty level is high, which means they will read your CP.
Another tactic is a periodic newsletter. From time to time, you can include relevant CPs in it.
When asked for a commercial proposal, send only what the client asked for. Do not attach a full set of marketing materials, presentations, customer reviews, etc. to the letter. This kind of information can be played out in the text of the commercial proposal in a single PDF file.
