Offorte

Offorte Proposal Software for business growth & sales automation is an automated proposal platform designed to help professionals create, send, and track proposals quickly and professionally. It emphasizes conversions, streamlined workflows, AI-assisted drafting, and seamless integrations with existing tools to shorten sales cycles and increase win rates. The product targets small businesses, agencies, consultants, and solo founders who want polished proposals without the complexity of enterprise tools.

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How it works

1. Create or customize proposals using ready-to-use templates or from scratch with brand-consistent design and rich media.
2. Automate workflows for creation, approvals, tracking, and follow-ups, so proposals move through the pipeline with minimal manual effort.
3. Present and sign proposals with built-in presentation and signing capabilities to close deals faster.
4. Track engagement in real time and receive intelligent follow-up prompts based on prospect activity.

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Key Use Cases

• Small businesses, agencies, and consultants that need fast, persuasive proposals.
• Teams that want to standardize branding and messaging across all proposals.
• Organizations seeking to accelerate sales cycles through automation and integrated analytics.

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Features Overview

• Proposal creation, design, and templates tailored for various industries.
• Automated workflows for creation, approvals, tracking, and follow-ups.
• AI-assisted drafting to speed up the writing process while preserving your voice.
• Branded templates and rich media integration (images, videos, interactive elements).
• Real-time engagement analytics to optimize proposals and timing of follow-ups.
• Presentation mode and built-in e-signature for fast closing.
• CRM, invoicing, and web form integrations via Zapier & API.
• Flexible automation with manual input when needed.
• Clear, transparent pricing with no hidden costs.

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How to Use Offorte

1. Start a free trial (14 days) and explore templates or create from scratch.
2. Add content: input client details, scope, pricing, and terms; insert rich media.
3. Automate: configure automatic approvals, reminders, and follow-ups.
4. Send and track: share with clients, monitor engagement, and follow up at optimal moments.
5. Sign and close: leverage built-in signing to finalize deals quickly.

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Templates & Proposals

• Ready-to-use, industry-tailored proposal templates (fully customizable).
• Quick-start templates to accelerate drafting while preserving branding.
• Example proposals and a Proposal Wiki for best practices and optimization tips.

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Integrations & Extensibility

• Native integrations with CRM, invoicing, and web forms.
• Zapier & API access for seamless automation and customization.
• Designed for professionals across freelancing, consulting, marketing, accounting, web design, and more.

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Safety, Privacy & Compliance

• Proposals are stored securely with standard industry protections.
• Branding and data remain within your control; configure access and permissions as needed.

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Pricing & Trial

• Transparent pricing without hidden costs.
• Free 14-day trial to explore features, templates, and automation.

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Why Offorte

• Proposals that impress, convert, and reinforce your brand.
• Smarter automation that saves time and accelerates deals.
• Real-time insights to improve proposal effectiveness and win rate.
• A focused tool designed specifically for proposals, not a bloated all-in-one platform.

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Core Features

• Start a free 14-day trial (no credit card required)
• Automated proposal creation, tracking, and follow-ups
• AI-assisted drafting to speed up writing while preserving your voice
• Branded templates and rich media integration
• Real-time engagement analytics and insights
• In-built presentation mode and e-signature
• Zapier & API integrations for CRM, invoicing, and web forms
• Flexible automation with manual input where needed
• Clear, transparent pricing with no hidden costs