How to Add an E-Signature to Google Docs for Free [3 Ways]

Cold Calling Advice From a 16-Year Sales Vet

Talking to people on the phone is easy, right?

In a world enamored by text, phone calls aren't as common as they used to be, making it all the more awkward when you have to run outbound calls as part of your job. Add in prospect resistance, and you've got a recipe for a very difficult day.

But cold calling still offers an amazing opportunity to drive leads, which is why most B2B businesses still practice it regularly.

So, how do you succeed?

To get expert cold calling advice, our VP of marketing Nadia Milani sat down with Tom Slocum, a 16-year sales veteran and GTM consultant at The SD Lab. He shared some smart tips to guide you no matter your experience or comfort level.

Keep reading for the top highlights from our recent installment of The Closing Show Live or watch the full video.

(Or, skip to minute 24:02 to hear playbacks and reviews of real cold calls.)

15 PandaDoc Alternatives: Which One is Best for You?

These PandaDoc alternatives do it all: send proposals, automate workflows, collect e-signatures, and process payments.

But which one is right for you?

Maybe you want to help your sales team send proposals in a fraction of the time. Or, maybe you’re hoping to get contract features inside a client operations platform.

Whatever your motivation for seeking out a PandaDoc competitor, we’ve got you covered with tips on how to choose the right one plus a list of the top 15 options.

What’s in this guide:

• Why look for a PandaDoc alternative?

• How to vet PandaDoc alternatives

• Top 15 PandaDoc alternatives for 2023

How to Create a Killer Sell Sheet [+ 5 Great Examples]

Sell sheets are a great way to ace that first impression. Short, sweet, and designed to promote the best of your business in a concise one-page package, a killer sell sheet goes a long way in nailing those all-important early interactions with a prospective customer.

The days of six-panel brochures are long gone; here’s how to create and send winning sell sheets using Proposify.

7 Customer Research Tips from “The Customer Whisperer”

In 2014, Katelyn Bourgoin founded a peer-to-peer mentoring platform for female entrepreneurs. She was VC-backed and convinced she was going to be the next big thing. In 2017, it all crashed down around her.

Why? Despite doing 300 customer interviews, her approach was all wrong. “We built the wrong thing,” Katelyn admits.

In a fortunate turn of events, one of her VCs asked her to consult on marketing for their portfolio of startups and her obsession with customer research was born. Since then, she’s interviewed thousands of customers as part of her consulting services at Customer Camp and taught startup leaders how to run interviews themselves.

During a recent episode of The Closing Show Live, our VP of Marketing Nadia Milani sat down with Katelyn to get her very best customer research tips.

Watch the full interview or keep reading for her top-notch advice.

How to Write a Proposal Letter for Any Use Case [+ Templates]

Whether you’re writing a business proposal, project quote, or sales pitch, you’re going to need a top-notch proposal letter.

This letter provides context to the recipient, sets the tone and style for the proposal, and encourages the recipient to review your complete proposal.

But…writing is hard work!

To make things easier, we’ve got a simple 5-step process to help you craft your letter.

Below, you’ll also find 3 unique templates with an example proposal letter for each.

What’s in this guide:

• What is a proposal letter?

• 5 steps for writing a proposal letter

• Proposal letter template #1 (Sales pitch)

• Proposal letter template #2 (Project quote)

• Proposal letter template #3 (Business partnership)

Emails for Proposal Submissions: 4 Methods With Samples

You’ve written all the essential sections for your proposal. The design looks great. Now…all you need to do is craft the perfect email to submit your proposal to your prospective client.

But, writer’s block is settling in. You’re not quite sure what to write in your proposal submission email.

Don’t fret. To help you cross this task off your to-do list, we’ve rounded up 4 unique methods for writing proposal submission emails. Plus, we’ve got email samples for each method.

All you have to do is copy and paste your favorite email sample and customize it to your needs. Let’s do this!

What’s in this guide:

• Why your proposal submission email matters

• 4 methods for writing proposal submission emails [with samples]

• Must-have email templates when submitting proposals

The Easy Guide to Online Contracts [+3 Templates]

In today’s business world, online contracts are common. But are they legally binding? And how do you know what to include in your contract so it protects all parties?

In our easy guide to online contracts, we answer your burning questions, offer a step-by-step process for collecting e-signatures, and share our 3 favorite templates.

You’ll get that agreement signed in no time.

What’s in this guide:

• What is an online contract?

• How to collect electronic signatures

• 3 online contract templates to try

Looking for professional proposal, contract, and quote software? Get started with Proposify’s contract templates.

Expert Tips to Revamp Your Revenue Operations Strategy

In today's fast-paced world, it's crucial for companies to be as efficient as possible to stay competitive. This is where RevOps comes in. RevOps, short for revenue operations, is a holistic approach to aligning sales, marketing, customer success, and operational functions to drive revenue growth. It's the engine that helps everything run smoothly, from top-of-funnel to revenue through expansion.

Nadia Milani, Proposify’s CMO and the host of The Closing Show Live dove into all things RevOps on a recent episode. She sat down with special guests, Rosalyn Santa Elena, founder of The RevOps Collective, Adam Pelley, marketing operations manager at Proposify, and Colin Tanner, revenue operations manager at League to discuss the value that RevOps brings to the table and how to craft a winning strategy for RevOps implementation.

Watch the full episode here or keep reading for their hottest takes.

How to Align Your B2B Sales and Marketing Teams

With more metrics, more channels, and more trends, B2B marketing and sales alignment isn’t going to get any easier in 2023.

So, we chatted with Jessie Lizak, CMO at BDEX, and Eddy Bahnam, Founder and Sales Consultant at EB3.

This dynamic duo cohosts Whiskey Wednesday, a weekly evening podcast that brings sales and marketing together like never before.

Jessie and Eddy work on improving sales and marketing alignment within their in-house roles. PLUS they collaborate together to grow Whiskey Wednesday (with Jessie bringing the marketing expertise and Eddy bringing the sales swagger), regularly chatting with experts in both fields on their podcast.

Needless to say, they’re really in the trenches.

Keep reading for their hot takes or catch the full episode here:

How to Create a Partnership Proposal [With Free Template]

When embarking on a business partnership, expect challenges. Partners have different personalities, working styles, daily schedules, and initial investments. You need to juggle working together (possibly for the first time) while addressing market needs and differentiating yourself from competitors.

A partnership proposal can help make those challenges a little less daunting by clarifying the details of your collaboration before you even launch your business. It can get everyone on the same page, reducing the risks of detrimental disagreements later on.

But drafting such a proposal is no small task.

To help you on your journey, we’ve got step-by-step instructions and a helpful partnership proposal template.