Proposify logo Proposify logo
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
    • How Fern Grew Revenue 200% with Proposify
      How Fern Grew Revenue 200% with Proposify
    • How Proposify Removed the Barriers to this Consulting Firm’s Growth
      How Proposify Removed the Barriers to this Consulting Firm’s Growth
    • How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
      How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
    Image{width=238,height=87,url='https://5261428.fs1.hubspotusercontent-na1.net/hubfs/5261428/Menu%20Icons%20New/logo.svg',altText='logo',fileId=193110358456}

    State of Proposals 2025 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read more
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
  • Proposals
1 min read

Quiz: Take a Business Trip & Find Out How to Fix Your Proposal Process

July 2, 2019
Lauren d'Entremont Lauren d'Entremont
  • Share
  • Share
  • Tweet
  • Copy

    Is your proposal process cramped in coach when you’ve got first-class quotas to hit? Stow your table tray, bring your seat to a fully upright position, and prepare to take off for the land of upgraded proposal creation with our quiz. 

    What does your proposal creation process have in common with a business trip?

    More than you’d think.

    You put a fair amount of planning into them. 

    You want to provide a great presentation for your clients. 

    You’re focused on outcomes, like a newly closed deal or closer ties with a current customer.

    And both business trips and business proposal creation can become convoluted, delayed, and ineffective, no matter how much time and effort you and your team put into organizing them.

    While I can’t tell you how to improve your business trips, I can point you in the right direction for improving your proposal creation process. Take our quiz and plan a hypothetical business trip. Then see where your proposal process needs a route recalculation and find out the steps you can take to get back on track and create more winning proposals.

    Conclusion

    Your proposals can have killer content and design and a perfected pricing scheme. But without a strong, straightforward, and scalable proposal creation process, your sales team is just winging it. 

    Invest in the tools, tactics, and strategies your sales team needs to make your business proposal creation take off and help them land with more satisfied clients.

    Lauren d'Entremont
    Lauren d'Entremont

    Subscribe via Email

    Related Posts

    15 PandaDoc Alternatives: Which One is Best for You?
    Tools 14 min read March 23, 2023
    15 PandaDoc Alternatives: Which One is Best for You? These PandaDoc alternatives do it all: send business proposals, automate workflows, collect e-signatures, and process payments.
    Read Post
    Choosing the Best Proposal Software: Features, Benefits, and Tips
    Sales 17 min read October 26, 2021
    Choosing the Best Proposal Software: Features, Benefits, and Tips Business proposals are your reps’ best, and sometimes final, chance to seal the deal. They help prospects see the value in your offering, explain why …
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Compare
      • PandaDoc
      • DocuSign
      • Qwilr
      • Better Proposals
      • Conga
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2025 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    Basic

    Start free trial

    Team

    Start free trial

    Business

    Book a demo

    Brand customization

    Unlimited templates

    All accounts allow unlimited templates.

    Content library

    Create and share templates, sections, and images that can be pulled into documents.

    Embed images & videos

    Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

    Custom domain

    You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

    Content authoring

    Basic Team Business
    Online signatures

    All plans allow you to get documents legally e-signed

    Interactive quoting

    Allow prospects to alter the quantity or optional add-ons

    Client input forms

    Capture information from prospects by adding form inputs to your documents.

    Document Sends

    You can create unlimited documents but some plans limit how many you can send per month.

    info

    5 sends / mo

    Unlimited

    Unlimited

    Collaborator seats

    Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

    info

    1 collab seat included

    3 collab seats included

    5 collab seats included

    Visibility

    Basic Team Business
    Notifications & metrics

    Get notified by email and see when prospects are viewing your document.

    PDF export

    Generate a PDF from any document that matches the digital version.

    Reports

    Get a full exportable table of all your documents with filtering.

    Integrations & API

    Basic Team Business
    Payments

    Connect your Stripe account and get paid in full or partially when your proposal gets signed.

    Integrations

    Integrate with popular CRMs, invoicing, and project management tools.

    Automations

    Set up automations using pre-built connectors or customize using the workflow builder

    Single sign-on (SSO)

    Our SSO works with identity providers like Salesforce, Okta, and Azure

    Salesforce integration

    Use our managed package and optionally SSO so reps work right within Salesforce

    $9/user/mo

    Aspire integration

    Import contacts and field data from Aspire into documents in Proposify

    $9/user/mo

    Process & control

    Basic Team Business
    Custom fields & variables

    Create your own fields you can use internally that get replaced in custom variables within a document.

    Auto reminders

    You can automatically remind prospects who haven't yet opened your document in daily intervals.

    Roles & permissions

    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

    Approval workflows

    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

    Workspaces

    Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

    API Access

    Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

    Customer Success

    Basic Team Business
    Email & chat support

    Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

    Phone & Zoom support

    Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

    Success manager

    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

    Premium integration support

    Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

    Custom template design

    Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

    info
    Learn more Learn more Learn more

    Subscribe via email