Re:Ask HN: How do you send proposals to your clients?
by OnlyMateo on Thursday April 13, 2023 @12:35PM
(#35558121)
Yeah I really agree about MS Office + PDFs. I just want to find some online service:
1) where I can put the proposal (and where can the client download it from)
2) where the client can view the proposal without downloading (as I think it saves a lot of time)
3) and, may be, where the client can make some comments or leave some questions
I don't care about someone steals the proposal I just want to give my clients and my team the best way to communicate.
Re:Ask HN: How do you send proposals to your clients?
by HomeDeLaPot on Thursday April 13, 2023 @10:07PM
(#35564670)
Sounds like there's no need for clients to log in. Maybe all you need is something like Google Drive or DropBox that allows you to create an unguessable sharing link for a folder. (Not sure if either of those do, though. Also not sure how commenting/feedback would work.)
As a buyer of advertising services, I need your support in helping my stakeholders (approvers, internal customer, procurement, legal etc) understand why we should hire you.
Their workflow is usually based on MS Office + PDFs. I would go nuts if every agency came with their own customer portal that I (and everyone else) needs to logon to.
If you want to know what people value / read in your proposals, I would set up a call or better a in-person meeting with them, even if you lost.
Creative theft is of course always a risk, but I don’t see a technological solution for that.