Proposal Presentation: How to Present a Proposal By Video (Tutorial)

Learn how to create a proposal presentation video with Proposeful and Soapbox (Free)

Sending online business proposals doesn’t have to mean you miss the chance to talk to your customer face to face and do a proper proposal presentation.

Here’s an example of how you could send a proposal presentation for your clients using Proposeful and Soapbox:


In this tutorial you’re going to learn how to present a proposal remotely, creating a personalized video on Soapbox (free) that will link to your proposal on Proposeful, our proposal management software.

You’ll also learn how to insert video proposal presentations on your proposals so you can guide clients on each part of your business proposal.

Why Proposal Presentation Videos Can Be a Great Sales Technique

One of the biggest difficulties inside sales teams and remote sales team face is communicating with clients. Creating proposal presentations by video is a great way to create a memorable experience for your client and communicate better with them.

A proposal presentation video will let you go through each part of your proposal and present it to your client in a more friendly manner. It can replicate a lot of the benefits of face-to-face meetings without having to invest time meeting clients or booking meetings.

On top of that, creating a proposal presentation video will show your client you’ve invested time on them, helping you build trust and create a buying experience few competitors will be able to match.

What is Proposeful and Why Send Online Proposals

Proposeful is a online business proposal software that lets you write, send and track online proposals.

Proposals on Proposeful are sent as links by Email, Messenger and any other app you’d like. All visits to your proposals are tracked and clients can accept proposals in seconds using only an email address.

This makes Proposeful the perfect tool for creating proposal presentation videos, as you can either include these videos in your proposal or link to your proposal at the end of the video.

If you’re not using Proposeful yet, you can sign up here.

What is Soapbox and How To Use It For Proposal Presentations

Soapbox is a free Chrome extension you can plug into your browser. It will allow you to record videos of yourself and your screen at the same time, making it perfect for creating video proposal presentations with Proposeful.

How to Create a Proposal Presentation on Soapbox

First, install Soapbox on your browser. You’ll notice a new icon shows up next to the address bar.

Click the icon to start recording

When clicking it, a timer will begin and the extension will being recording using your webcam and your browser screen. You can now present your proposal to your client by scrolling through it and speaking to the camera.

When you’re done, you can review your video and create a customized thumbnail for it by selecting a frame or taking a picture with the camera.

Change proposal presentation video thumbnail

You can insert a link at the end of your videos on Soapbox, which lets you link the video to your Proposeful proposal. To do that, click the “Call To Action” option in the “Customize” tab.

Change proposal presentation call to action

If you’re happy with your proposal presentation, you can go ahead and send the video link to your client.

How to Insert Proposal Presentation Videos in Proposals on Proposeful

You can create shorter proposal presentations and insert them on different parts of your proposal. This will let you present each part of your business proposal and guide your client as if you were right next to them.

First, record your video with Soapbox. When you’re happy with it, click the “Share” tab and click “Copy URL and Thumbnail Image”.

Copy proposal presentation video link

Now go to your Proposeful account and click to edit your proposal where you want to insert the video.

Edit proposal on Proposeful

Scroll to the block where you want to insert your proposal presentation and click on the content. This will open the editor toolbar. Now, click the “Source Code” button.

Edit source code on Proposeful

This will show you the source HTML code for the block. Press CTRL + V to paste the link you copied from Soapbox at the end of the source code and click “Ok”.

Paste proposal presentation video on your HTML code

You’ll see a image that links to your video now is displayed in the block. You can remove the text link below the image, resize the image and drag and drop it to reposition it where you want it in your content.

Your client can now watch the proposal presentation from Proposeful

That’s it! Your client will now be able to watch your proposal presentation from your proposal on Proposeful.

You can create shorter presentations like this for each part of your proposal.

Ready to Start Creating Proposal Presentations?

You’re now ready to take advantage of this incredible integration to present your business proposals to clients. This will allow you to communicate better with them and create more memorable experiences.

This way of presenting business proposals is specially effective for remote teams and inside sales teams as they allow you to replicate the experience of a personal proposal presentation without needing invest time visiting clients or scheduling meetings.

If you’re interested in creating better proposals and amazing proposal presentations, Proposeful and Soapbox are the tools you need.

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