Jennifer Faulkner

Electronic Signatures: 4 Ways to Get Your Contracts and Docs Signed

Printing, signing, scanning, and sending back your proposals was a pain.

But, if we’re being honest, eSignatures can feel like a pain sometimes, too.

In this article, we aim to explore step-by-step how to get electronic signatures on your documents with a handful of main tools. No matter if you’re using Microsoft Word, a PDF, Google Docs, or Proposify proposal software, this article covers how to implement an electronic signature on each.

Read the Article

How To Write A Proposal: Data-backed Best Practices For 2022

Business proposals are sometimes perceived as a necessary evil in sales. Whether you're writing a proposal for a huge new contract or simply pitching to a potential lead, writing sales proposals can be daunting.

After all: with how hard you've worked to get the potential customer to this part of the process, a lot rides on your ability to get them to cross the finish line.

What if we told you that writing a smart, data informed business proposal could be the highlight of your sales process that also helps you to close more deals and increase revenue?

Read the Article

Proposify Gains $13 Million Investment

This investment from the Canadian Business Growth Fund and Innovacorp marks a huge milestone in our mission to help salespeople around the world revolutionize their closing process and double their close rate.

Read the Article

How To Write a Winning Business Proposal

While a successful business proposal can lay the foundation for a prosperous relationship, writing it can be downright daunting. But once you understand what makes a winning proposal, the whole process becomes a lot less scary and a lot more effective.

Read the Article

How To Write an Executive Summary

An effective executive summary can mean the difference between a client win and the recycle bin. It's arguably the most valuable component of any business proposal, but many people get confused when it comes time to put pen to paper.

An executive summary is not actually about summarizing at all; it’s about selling. Here’s how to write a proposal executive summary that seals the deal, including the 5 key components you need and some helpful dos and don'ts.

Read the Article

How to Structure a Proposal

Starting a new proposal can be daunting, especially if you’re starting from scratch. What do you include? How do you organize it? Find out how to structure a proposal that will help you seal the deal.

Read the Article

Proposify Makes Latka 250 Fastest Growing SaaS Company List

It’s hard to believe that amidst the wild ride that was 2020, Proposify grew 57% and made the Latka 250 Fastest Growing SaaS Companies list. But in the wise words of Journey, we won’t stop believin’!

Read the Article

Proposify Awarded Deloitte Technology Fast 50™ Ranking 2020

Read the Article

The Latka 100 Names Proposify Among Top SaaS Companies in Canada

We’re unabashedly proud that we made the #26 spot of this esteemed list that analyzes 10,000 different software companies around the world to select the top 100 in each country.

Read the Article

Proposify Earns Coveted Spots on G2 Best Software Lists 2020

We don't need to remind everyone it's a challenging time for business. We're all hustling to maintain momentum and morale. That's why the news from G2 that Proposify ranked on four of their Best Software Companies 2020 lists is not only exciting, it's a lift to spirits we all needed.

Read the Article

Blogging for Agencies: How to Beat 93% of the Competition

We all know that content marketing is valuable, yet surprisingly agency blogs are few and far between. Here’s why your agency needs a blog and how to get started.

Read the Article

If You Don’t Shorten Your Sales Cycle, Your Competition Will

Everyone — from sales managers to sales reps — wants to shorten their sales cycle, although not everyone agrees on the best way to do it. Where there is no debate is about the fact that shortening the sales cycle is the best way for your team to improve performance, hit revenue goals, and keep the competition at bay.

Read the Article

Stop Your Sales Team From Chasing Dead Sales Leads

As a sales manager, you need to help your team recognize when to leave a cold lead on the table and instead invest their time in a warm and convertible prospect. Here are 6 signs that they need to move on.

Read the Article

The Successful Sales Manager’s Guide to Better Sales Forecasts

The idea of calculating an accurate sales forecast can strike fear in even the most seasoned sales manager. But, a few simple adjustments to your process can bring alignment to your whole team, and transform your projections from the realm of flaky fortune-teller to a more educated and precise prediction.

Read the Article

10 Documents You Can Make in Proposify That Aren’t Proposals

We weren’t kidding when we promised to streamline your entire sales process. With Proposify, it’s easier to make all the documents you need to create, send, and close more deals, not just proposals. These 10 templates make it quick and easy to create all the sales documents you need, from agreements and contracts to estimates and statements of work.

Read the Article

Create a Sales Culture that has Everyone Filling Your Funnel

If you want to increase revenue, profits, and growth, you need to get everyone in your business thinking about how they can contribute to sales, not just your sales team.

Read the Article

How We Repurposed Content to Create a 175-page Ebook Lead Magnet

Lead magnets are a valuable form of content marketing. In exchange for high quality content, your ideal customer provides information like an email address so that you can retarget them about your product or service. Here’s how we upped our lead magnet game by repurposing our existing content into a comprehensive business book.

Read the Article

Protect Your Business with Proposal Terms & Conditions

No matter how well you think you know your clients—both new and existing—you need to protect your business and your client relationships with clearly defined and signed proposal terms and conditions. Here’s how.

Read the Article

How to Create Business Proposals Faster

Proposals that get to clients faster, close faster, so you don’t have any time to waste. You need to get that proposal out before your big deal moves on to your competition. Here's how.

Read the Article

Beyond the Binge: 4 Business Lessons from Stranger Things

Netflix’s hit series, Stranger Things, may tap into everyone’s inner '80s fan, but there’s also some great business advice to be taken from the land of the Upside Down.

Read the Article

9 Tips to Win More Proposals with Case Studies

If you’re not including case studies in your proposals, you’re missing out on a huge opportunity. When it comes to winning new work, sales case studies are more than the icing on the cake, they’re the proof that’s in the pudding.

Read the Article

The Difference Between Business Ownership and Business Leadership

Maybe you own a business — you hire the staff, you pay the bills — but are you truly leading your business? Understanding the difference between business ownership and business leadership can have a big impact on your bottom line. Here's how to truly take care of business as a leader.

Read the Article

How to Create Buyer Personas

Buyer personas transform the hard facts about your target audience into ‘living’ people who can help inform important decisions about marketing, advertising, content creation, product or service development, customer support, public relations, pricing, and sales. Here’s how to create buyers personas that will bring your business to life.

Read the Article

The Non-Annoying Guide to Social Selling in 2017

When you hear the term “social selling” what comes to mind? No doubt it’s the spammy, cold messages that come in your inbox from LinkedIn or Twitter every day. And if you’ve discounted it as a way to generate leads, I get it. But it doesn’t have to be that way. Social selling can be an extremely effective business development tool.

Read the Article

How to Prevent Scope Creep & Keep Your Projects Profitable

The term ‘scope creep’ can strike fear in the hearts of project managers, business owners, and even clients. It can mean the difference between a profitable project and a business loss. Here's how to prevent scope creep from taking over your next project.

Read the Article

When to Fire a Client and How to Do it Right

Most clients are awesome. But sometimes you end up with a client so difficult that, to protect your company, you need to show them the door. Here’s how to fire a client as painlessly as possible so you can get back to business.

Read the Article

How to Sell When You Think You Hate Sales

If you hate sales, you’re not alone. But you will be alone when your business fails because you couldn’t sell your service or product. A simple attitude adjustment is all it takes to go from cold call coward to confident closer. Here’s how.

Read the Article

Tips for Writing Better Business Proposals: Language, Tone, and Style

Writing is often the most challenging part of the business proposal process. I’m sharing my guidelines to help you communicate more clearly, more persuasively, and more effectively in every section of your proposals.

Read the Article

It’s Closing Time with Five New Free Business Proposal Templates!

We launched five new free sales proposal templates! They’ve been written and designed to help streamline your proposal process, and now they’re ready for you to download and customize to suit your business and client project.

Read the Article

What I Learned from Buying a Business for My Side Hustle

Most people start their side hustle from scratch. They have an idea, they work to make it happen, and turn it into a business. I did things a little differently. For my side hustle, I bought an existing business, one someone else had started. Here’s what I learned from buying an established business and running it on the side.

Read the Article

Your Client Said NO to Your Proposal: What to Do After Lost Sales

Rejection is a normal part of the sales process, but most people don’t know quite how to deal with losing a sale. Should you push ahead? Pull back? Or maybe cry in the corner? Understanding the reasons behind the no, and what to do about it, can be the secret to closing your next deal.

Read the Article

Our Rebranding Process Revealed: How We Positioned Proposify for Success

Your brand is one of the most important assets of your business. No matter how great your product or service is, if your brand is weak or misguided, you’re going to have a hard time differentiating yourself in the market and connecting with your target audience. We just recently rebranded here at Proposify and we want to share the what, why, and how we did it.

Read the Article

Closers Rejoice! We added 6 new free business proposal templates.

Check out our six new free sales proposal templates to help jumpstart your proposal process! And don’t forget, all our templates are 100% customizable so you can tailor them to fit your business, brand, and client.

Read the Article

How Knowing Your Competition Can Be Your Competitive Advantage

Some businesses have a head-down-straight-ahead-don’t-look approach to their competition while others go crazy chasing and comparing every move. But smart businesses know how to monitor their competition effectively, learn productively, and thrive successfully.

Read the Article

How to Lose a Proposal in 5 Ways: What Not to Do

When you write a lot of proposals, it can be easy to fall into the habit of doing things the same way every time. But some of those habits might actually be hurting your chances of closing the deal. Here’s my checklist of what NOT to do when writing a business proposal.

Read the Article

So You Made a Mistake: 5 Steps to Save the Day and Your Business

Your business made a mistake that affected a client negatively. It happens to the best of us. The important question is, what are you going to do about it? Here’s how to help save your client relationship and your business in the face of a mistake.

Read the Article

Summer’s Over: 10 Ways to Get Back to Work After Summer Vacation

It’s September and the air is rife with that back-to-school feeling of fresh starts. Here are ten tips to transition your business from the lazy days of summer to make the grade this fall.

Read the Article

5 Ways to Align Your Marketing and Sales Teams

While the legendary marketing and sales rivalry may be older than the cold call, aligning their activities is critical to improving business performance, and profit. When sales and marketing work together, they can impact ROI, productivity, and growth. Here's how to align your teams.

Read the Article

The Art of Persuasion: How to Write Proposals that Convince and Convert

Your business may have the smartest smarty-pants in your industry but if you can’t convince potential clients of that, then none of it matters. The whole point of a proposal is to persuade your prospect to say yes. Here’s how to write a business proposal that convinces clients and converts like a rainbow-pooping unicorn, with compelling examples from the masters of persuasive writing: advertisers.

Read the Article

6 Ways Your Customers Behave Irrationally & What You Can Learn From It

According to behavioural economics, we’re all irrational consumers, making poor decisions that make no sense. Understanding the motivation behind how your customers will behave predictably irrationally could give your business a competitive edge.

Read the Article

Stop the Millennial Madness: Why This Generation Isn’t as Mysterious as You Think

Demographics can be valuable to marketers and business owners but the obsession with Millennials as either saviour or sinner can actually stagnate your growth and blind you to new opportunities.

Read the Article

Beyond the Brainstorm: How to Be a Better Collaborator

Effective collaboration is essential to the success of your business. It can lead to new solutions, skills, products, services, and bring your team closer together.

Read the Article

What I Learned About Business From My Single Mom & Entrepreneur Dad

My parents have had very different careers. But I've learned valuable lessons from them both in terms of how I approach work, business, and entrepreneurship.

Read the Article

From Freelance to Full Time: My Return to the Office

There’s a lot of advice out there about making the jump to freelance. How to set yourself up, the highs and lows. Fewer people talk about what it’s like when you go from freelance back to full time. I did it and lived to tell.

Read the Article

Shaking Hands & Kissing Babies: Networking for Introverts

You may think it’s a bit old-school, but meeting new humans face-to-face is still a valuable, viable activity to move your business and career forward. Here’s how to ease the pain so you become a pro.

Read the Article

What Your Client Wants (What They Really, Really Want)

You may think your agency specializes in digital marketing or web design, but what you actually specialize in is making your clients happy. And while there are some days when it seems like an elusive goal, it’s actually not that much of a mystery. Here's how to give your clients what they want and need from your company.

Read the Article

Are You Really Listening to What Your Lead is Saying?

People want to be listened to. It makes them feel important, respected and understood. Making clients feel like they’re being listened to will strengthen your relationship with them, and help you close more deals.

Read the Article

How To Upsell and Cross-Sell Effectively

If you’re trying to increase your agency’s revenue (and who isn’t), upselling and cross-selling to your existing clients should be a no-brainer. If done right, it can strengthen your relationship with clients, establish your credibility as a valued partner, and improve your profits. Done wrong, and you’ll be viewed as a seedy salesman in a polyester suit.

Read the Article