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

Page 4

Writing a proposal letter graphic

How to Write a Proposal Letter for Any Use Case [+ Templates]

Whether you’re writing a business proposal, project quote, or sales pitch, you’re going to need a top-notch proposal letter.

This letter provides context to the recipient, sets the tone and style for the proposal, and encourages the recipient to review your complete proposal.

But…writing is hard work!

To make things easier, we’ve got a simple 5-step process to help you craft your letter.

Below, you’ll also find 3 unique templates with an example proposal letter for each.

Read the Article
Proposal emails graphic

Emails for Proposal Submissions: 4 Methods With Samples

You’ve written all the essential sections for your proposal. The design looks great. Now…all you need to do is craft the perfect email to submit your proposal to your prospective client.

But, writer’s block is settling in. You’re not quite sure what to write in your proposal submission email.

Don’t fret. To help you cross this task off your to-do list, we’ve rounded up 4 unique methods for writing proposal submission emails. Plus, we’ve got email samples for each method.

All you have to do is copy and paste your favorite email sample and customize it to your needs. Let’s do this!

Read the Article
Graphics for online contracts

The Easy Guide to Online Contracts [+3 Templates]

In today’s business world, online contracts are common. But are they legally binding? And how do you know what to include in your contract so it protects all parties?

In our easy guide to online contracts, we answer your burning questions, offer a step-by-step process for collecting e-signatures, and share our 3 favorite templates.

You’ll get that agreement signed in no time.

Read the Article
Closing Show Live: Colin Tanner, Rosalyn Santa Elena, and Adam Pelly talk revenue operations

Expert Tips to Revamp Your Revenue Operations Strategy

In today's fast-paced world, it's crucial for companies to be as efficient as possible to stay competitive. This is where RevOps comes in. RevOps, short for revenue operations, is a holistic approach to aligning sales, marketing, customer success, and operational functions to drive revenue growth. It's the engine that helps everything run smoothly, from top-of-funnel to revenue through expansion.

Nadia Milani, Proposify’s CMO and the host of The Closing Show Live dove into all things RevOps on a recent episode. She sat down with special guests, Rosalyn Santa Elena, founder of The RevOps Collective, Adam Pelley, marketing operations manager at Proposify, and Colin Tanner, revenue operations manager at League to discuss the value that RevOps brings to the table and how to craft a winning strategy for RevOps implementation.

Watch the full episode here or keep reading for their hottest takes.

Read the Article
Closing Show Live Episode 11: Eddy Bahnam and Jessie Lizak talk metrics and communication

How to Align Your B2B Sales and Marketing Teams

With more metrics, more channels, and more trends, B2B marketing and sales alignment isn’t going to get any easier in 2023.

So, we chatted with Jessie Lizak, CMO at BDEX, and Eddy Bahnam, Founder and Sales Consultant at EB3.

This dynamic duo cohosts Whiskey Wednesday, a weekly evening podcast that brings sales and marketing together like never before.

Jessie and Eddy work on improving sales and marketing alignment within their in-house roles. PLUS they collaborate together to grow Whiskey Wednesday (with Jessie bringing the marketing expertise and Eddy bringing the sales swagger), regularly chatting with experts in both fields on their podcast.

Needless to say, they’re really in the trenches.

Keep reading for their hot takes or catch the full episode here:

Read the Article
Graphic showing two individuals shaking hands and starting a partnership

How to Create a Partnership Proposal [With Free Template]

When embarking on a business partnership, expect challenges. Partners have different personalities, working styles, daily schedules, and initial investments. You need to juggle working together (possibly for the first time) while addressing market needs and differentiating yourself from competitors.

A partnership proposal can help make those challenges a little less daunting by clarifying the details of your collaboration before you even launch your business. It can get everyone on the same page, reducing the risks of detrimental disagreements later on.

But drafting such a proposal is no small task.

To help you on your journey, we’ve got step-by-step instructions and a helpful partnership proposal template.

Read the Article
January Product Update Proposify

Coming Soon to a Proposal Near You: January Product Update

Jumping on the bandwagon of ‘setting intentions’ for 2023, “New Year, New Proposify” feels like an apt theme for what we have planned over the next 12 months and into 2024. And wow, has our team ever taken this resolution seriously judging by the amount they’ve already accomplished!

Here’s a sneak peek of what we’re working on. Best of all? Nothing about this resolution requires us to give up sugar, gluten, or (gasp!) coffee.

Read the Article
Graphic depicting individuals analyzing their metrics from Social Selling

Social Selling Guide: 7-Step Process & Recommended Tools

With nearly 5 billion people using at least one social media platform, your target audience is at your fingertips. Social selling takes this opportunity and runs with it.

You can use social selling to connect with hard-to-reach decision makers, drive pipeline, and stay in touch with leads.

But social selling is complicated. If you’ve been asking these questions, you’re in the right place…

How do we find the right people to sell to on social media?

How can we get our company on board?

What software should we be using?

The answers await. In this guide, we dive into social selling techniques, examples, platforms, and more.

Read the Article
AI writing ideas

7 AI Writing Ideas to Speed Up Your Next Sales Proposal

Marketers, sales professionals, and business leaders are all talking about the power of generative AI.

AI writing assistants are already being used to craft blog post headlines, outlines, and even paragraphs.

But what about proposals?

Is it possible to use AI to create a better proposal in less time?

We ran some experiments to find out how AI can help you write a proposal today—not guesses about the future (though we have some of those too).

Keep reading for our favorite ways to use AI to your advantage, pitfalls to watch out for, and free and affordable AI tools.

Read the Article
Business proposal ideas

30 Deal Closing Business Proposal Ideas [With Examples]

Want to increase your closing rate?

We’ve got expert ideas to help you take your business proposals to the next level.

Say goodbye to boring, stale proposals. We’re going to bring your pitch to life so that prospective clients can’t help but say “yes.”

From video embeds to editable pricing tables to high-quality image galleries, you’ll find tons of smart ideas to apply to your unique services.

Read the Article
Proposify's mascot, P, in a blue suit. Coffee is for closers

Ready to make every deal a closed deal?

Get started with a free Proposify 14-day trial. No credit card required. Just more closed deals.