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Drag and drop interactive proposal builder.

sumout.com

sumout

Challenge

Putting together a proposal for complex, creative or non-standard quotes has been tedious, messy and slow, inviting inaccuracies, delays, and lower approval rates.

Our Approach

When we started quoting projects for clients in the tech/design industry, 24 years ago, we questioned the efficiency of creating proposals the conventional way: choose a template, write, attach to an email, wait for the best.

We realize the key to create better proposals was to write less and build more. This way, we could deliver an interactive app instead of a static document with every proposal, giving clients better ways to interpret, discuss and approve our quotes.

Sumout is the first drag-and-drop web software to create complex interactive proposals in the fraction of the time compared to conventional quotes.

Features

  • Drag and drop proposal builder
  • Easy to align with the way creatives, freelancers and agencies work
  • Clients can edit, add, remove and recalculate the proposal deliverables
  • Reusable proposal assets built in-house or from our premium library, adjustable when used on each proposal
  • Simple to create bundled or subscription packages
  • Live total cost calculation
  • One-click proposal replication
  • Easy to create discounts and time-sensitive specials
  • No sign-in required for access/sharing/approval
  • AI assistant helps clients understand context and more granular details of deliverables
  • Track when proposals are accessed and areas clients interact the most

Differentiation

  1. Proposals are not static documents but live interactive applications
  2. Clients have better ways to understand how the project will be built
  3. Creating proposals take 80% less time than conventional template-based documents
  4. Approval rate is 25% faster than conventional proposals
  5. Less friction negotiating large price tag proposals
  6. More freedom to include engaging elements beyond text, tables and static graphics

Validated idea

  • 98% approval rate using Sumout proposals
  • 65% faster approval time for projects over $10,000
  • Reduced proposal creation time from 2 days to 45 minutes

Roadmap

  • Investment to launch Sumout as a subscription SaaS
  • Promotion of third-party services and providers adjacent to proposal deliverables
  • Content creation ecosystem for deliverables and interactive proposal features
  • Enterprise integration of Sumout for full proposal workflow customization