iBase Digital Asset Management Blog

Organise and improve your sales proposals

18th August 2015

Unless you’re selling things that are completely unique to each prospect, the most efficient and best way to create sales proposals is to have a range of preprepared templates and materials that can be easily and quickly slotted together as a seamless whole.

Organise and improve your sales proposals

An iBase digital asset management system is the ideal way to organise and manage your templates and materials.


The benefits of using preprepared templates and materials include –

  • It takes far less manpower than creating proposals from scratch each time.
  • Responses and proposals can be sent to prospects far more quickly.
  • You can be sure of consistency in proposals.
  • Using preprepared templates and materials makes it very unlikely that anything that should be included in a proposal will be overlooked.
  • Whenever a change or addition to a proposal is recognised as something that will or might be needed in future proposals, it can be added to the template materials ensuring that inclusion of it will always be considered.

How an iBase digital asset management system can be used to organise and manage sales proposal materials

There isn’t just one way of using iBase digital asset management to organise proposal materials, but here are some of the powerful things that it can do –

  • Restrict by roles and permissions who is able to edit the materials, ensuring no unauthorised changes.
  • Groups and parent / child relationships can be used to combine items in as many ways as needed for your proposal requirements. in short, what goes with what.
  • Any one item can belong to as many groups as are needed.
  • Groups and parent / child relationships can be used to ensure that all parts required for a proposal are included.
  • Multiple items can be saved in temporary sets for ad-hoc requirements.
  • Groups of items can be permanently stored under a prospect’s name, making it very easy to check back and see what was sent to who.
  • Using an item in multiple groups and sets doesn’t mean there will be many copies of it. The item isn’t replicated, it’s all done with relationship links looked after by the iBase digital asset management system, and so nothing for users to be concerned with and no waste of storage space.
  • The powerful search mechanism in the iBase system enables all users to quickly find what they need.

Try the iBase DAM system for yourself

Find out more: For more information about iBase digital asset management and multi-media library systems, please get in get in touch with us at sales@ibase.com or +44 (0)1943 603636. We look forward to hearing from you.

Brand asset management
digital asset management
Sales proposal management