Smart Pricing Table is an interactive proposal and scope of work (SOW) software designed to streamline the proposal creation process for agencies, firms, and professional service providers. By offering reusable components, customizable templates, and interactive options, it enables users to build detailed, client-driven proposals efficiently, reducing the time spent on proposal generation by up to 90%.
Key Features and Functionality:
- Reusable Line Items: Create a library of pre-defined services that can be quickly inserted into any proposal, ensuring accuracy and scalability.
- Powerful Templates: Develop ready-to-use templates for common project types by combining content blocks and service packages, facilitating rapid proposal assembly.
- Interactive Proposals: Allow clients to select optional add-ons and upsells through interactive checkboxes, enhancing engagement and increasing deal sizes.
- Price Visibility Controls: Customize what clients see by showing or hiding individual line items and sections within the proposal.
- Discounts & Price Adjustments: Easily apply discounts, rush fees, or adjustments to accommodate project complexities without disrupting the proposal structure.
- In-App Proposal Sending: Send proposals directly from the application or via custom links, providing a seamless and branded client experience.
- CRM Integrations: Integrate with platforms like HubSpot, Pipedrive, Zoho CRM, and Salesforce (beta) to synchronize data and streamline workflows.
Primary Value and Solutions Provided:
Smart Pricing Table addresses common challenges faced by service providers, such as time-consuming proposal creation, scope creep, and limited client engagement. By leveraging reusable components and interactive features, it reduces the time spent on drafting proposals, minimizes unpaid work, and empowers clients to customize their service packages, leading to higher conversion rates and increased revenue. The software's user-friendly interface and integration capabilities ensure a smooth workflow, allowing businesses to focus more on delivering value to their clients.