The best tips for winning sales docs, straight from the proposal experts to your inbox.

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Guide to a Career Path in Sales [+ 6 Options for Growth]

Your career path in sales can follow a common trajectory…or take you on a wild adventure. It's all up to you.

Will you specialize in selling technical products? Train a team of 50 reps? Or maybe become a Chief Revenue Officer someday?

Starting your career in sales opens up a world of potential for new life experiences and high earnings. (And all of this potential makes the downsides of cold calling and cold emailing people totally worth it.)

But with so many different industries and roles at your fingertips, it can be hard to know which way to turn.

If you want to take your sales career into your own hands, then keep on reading.

We've got a list of common sales positions, the main options for career growth, and tips to help you advance your career at any stage.

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What Is Revenue Operations? Benefits, Functions & Ways to Improve

Today’s business leaders favour a holistic, aligned approach to driving revenue—forsaking the old-school siloes where sales, marketing, and support teams work separately and rarely talk to one another.

The act of joining these different customer-facing teams together is known as revenue operations.

It’s a growing field in terms of both internal roles and outside consulting.

Companies want to work more efficiently, win over more customers with a stellar experience, and optimize revenue.

In this guide, we dive into what revenue operations is exactly and how you can audit and improve your own.

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Smart Sales Discovery Questions

30 Smart Sales Discovery Questions [+ The Ideal Call Structure]

The goal of a discovery call isn't to get the person on the other end of the line to say “yes” to working with you.

The goal is to accurately diagnose their problem and present the next best step for them to take.

To do that, you need to ask the right sales discovery questions.

But what do you ask? And when?

We’ve got all of the questions you need, plus tips on how to structure your discovery sessions.

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How to Add an E-Signature to a PDF Document [4 Easy Ways]

Need to sign a PDF? No problem.

There are several different ways to go about this—keep scrolling for simple tutorials.

We've rounded up 4 easy methods for adding e-signatures to PDF documents.

Methods 1 and 2 are totally free and are perfect for adding a signature doodle to a PDF.

Methods 3 and 4 are better for business use, as you can be sure that the signatures are legally binding. These methods aren't free but they are low-cost. They also offer important business features like smooth client experiences, document templates, document tracking, client activity tracking, and secure online document storage.

Read on for details on all 4 methods. Plus, grab our tips on how to streamline your e-signature process and take the client experience to the next level.

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e signature for google docs

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

If you want to add a signature to a Google Doc, you have a few different options.

You could use Google Drawing, try Google’s new e-signature tool, or upload a photo of your signature to your document. All of these methods are free and easy.

But they don’t provide an ideal experience for you or your client (which is why we’ve included a bonus method!). For a more professional look and full visibility into the signing process, you might want to consider proposal software.

Keep reading for tutorials and pros and cons on each method

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Tom Slocum's expert cold calling advice

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.)

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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.

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.

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how to make a sell sheet

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.

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Katelyn Bourgoin profile picture. "Customers can't tell you what product to build. but they can tell you what they wish they could achieve.

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.

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