We’re pleased to announce Proposify’s successful completion of the 2020 System and Organizational Controls (SOC) 2® Type 1 examination in consultation with 360 Advanced, a professional and independent third-party audit firm.
What does it take to write a proposal that resonates with your prospects? As a writer, I’d argue that good business writing needs the right amount of emotion, context, and proof. I’m sharing my tips for calibrating all three in your proposal writing.
There’s nothing like automation for freeing you and your sales team from time-consuming tasks like data entry. But can there be such a thing as too much of this tech in your sales docs? Here’s how to avoid overloading your proposal process with automation and turning off your customers.
Updating multiple templates can be tricky and time-consuming. Here’s how Proposify’s new template batch updating feature makes it quick, easy, and consistent.
If you’re not sure how to start improving your proposal process, I’m sharing 5 simple things you can do today to analyze, organize, streamline, and automate your sales team’s workflow.
One out of every four salespeople say connecting their sales tools is the most frustrating aspect of using their tech stack. Here's how integrations link the sales tools your team already uses—like Salesforce, Stripe, and Slack—with proposal software for better tracking, invoicing, collaboration, project management, and more.
Spoiler alert: none of these misconceptions about signing proposals online are correct. But believing them could be hurting your sales team’s close rate. From mobile to multiple signees to free esignature tools, here’s the truth about how electronic signatures work to give your sales team more control and insight into your closing process.
Keeping your content castle beautifully intact can come with a lot of pressure and high standards. Learn how to wear the crown with confidence and meet the newest member of your royal entourage.
How many times have you bought a piece of sales software and it ended up sitting unused gathering digital dust? Or you never quite found the best way to get set-up and running smoothly? Well, never again with these foolproof tips for getting started the right way from our customer success pros.
What do most sales calls look like? They’re a back-and-forth of questions, answers, tangents, and discovery. What do most sales call coaching sessions look like? Linear, do-this-then-that checklists that don’t fully prepare sales reps for the messy reality of a successful sales call. Here’s how Proposify’s VP of Sales uses proposals to train his salespeople on the practical skills that help them tell the story of the sale and win with it.
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