Proposal Strategy
June 6, 2025

Why Proposal Software Isn’t a Luxury — It’s Leverage

Joe Ardeeser
Founder & CEO, Smart Pricing Table

Proposal software isn’t just a tool — it’s your sales lever.

For many agency owners and professional services firms, proposal software still feels like something you “might get around to later.” You’ve probably thought:

“We can just use Google Docs.”
“Our team already has a template.”
“It’s not worth the subscription.”

But here’s the reality: you’re not saving money — you’re losing leverage.

The real cost of DIY proposals

Let’s run some back-of-the-napkin math:

  • You spend 2–4 hours creating each proposal
  • Your team cobbles together line items from past docs
  • You tweak pricing, format, and terms manually
  • You send the proposal... and hope it closes

What’s happening here? You're reinventing the wheel every time — and it’s burning time, eroding margins, and increasing the chance of errors or scope creep.

Meanwhile, every delay gives your prospect time to second-guess.

The right proposal software doesn’t just make you faster — it makes you look better.

You get:

  • Modular components and pricing catalogs
  • Defined scope with upsell opportunities baked in
  • Faster turnaround from discovery to deal
  • A polished, branded experience that signals professionalism
  • Tracking to see who viewed what and when

This isn’t just convenience — it’s leverage. You can close faster, price with confidence, and scale your offering intelligently.

But we’re not just talking about software

We’re talking about changing how your business sells. Your proposals aren’t administrative. They’re strategic. They’re the thing standing between maybe and money.

Investing in your proposal process isn’t optional. Not if you want to win more work, with less effort, and higher margins.

Want to see what that leverage looks like in real life?

Check out SmartPricingTable.com/features to see how we help agencies and service firms build modular, scalable proposals.

You might also like:
👉 Stop Customizing Everything: Why Every Agency Project Should Start from a Template

👉 Learn more or book a no-obligation demo

Recent Posts