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How Proposal Software Can Help Save Time and Increase Efficiency

Almost every sales team has inefficiencies that clog up their sales pipeline. Some teams are slow at writing proposals, while others spend too much time chasing down info from their product teams or searching for the right version of the proposal document. Sound familiar?

We get it. The sales cycle is complicated and there’s plenty of room for error, so there’s no judgment if your process isn’t perfect. But that doesn’t mean that you should learn to live with your inefficiencies, especially when there’s a solution that can help you avoid them: proposal software.

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What’s An Optimization Call and How Can It Increase Your Proposal Software ROI?

What’s the best way to get the most out of your proposal software? Having an expert to guide you through the tougher stuff, like improving your workflow, updating your template strategy, or simply customizing your settings, can make all the difference. Here’s how an optimization call with a customer success specialist can improve your proposal software ROI, plus a simple 4-step guide to what to expect on the call and what you can do to maximize the value you get from it.
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sales leader with social proofs

Beyond Case Studies: How to Use More Social Proof in Your Business Proposals

What do Jennifer Aniston, McDonald’s, and chewing gum have in common? They’re all in this post. Oh, and they’re great examples of how to use social proof. Social proof builds trust. It’s why we check product reviews or ask for recommendations from our friends. So, how can you capture that crowdsourced feeling in your proposals? I’m sharing 8 ways to kindle more confidence and persuade your prospects by adding some of these 5-star examples of B2B social proof to your proposals.
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saying thank you in business

How to Say ‘Thank You’ in Business

Gracias. Merci. Danke. Obrigado. Grazie. However you say it, ‘thank you’ is one of the most important phrases in your vocabulary and an effective tool for your sales team to build relationships AND revenue. In this post, I’m expressing why you should tell your clients and customers how much you appreciate them and showing you how with a simple message formula and 8 example thank-you notes. (Including some proposal- and RFP-specific ones.)
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