Process

15 PandaDoc Alternatives: Which One is Best for You?

These PandaDoc alternatives do it all: send 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.

What’s in this guide:

• Why look for a PandaDoc alternative?

• How to vet PandaDoc alternatives

• Top 15 PandaDoc alternatives for 2023

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.

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.

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.

Contract Lifecycle Management (CLM) Explained

If you want to know which contracts are in effect (and what stage they’re at), then you need to manage contracts throughout their lifecycle.

Unfortunately, we’re often too busy to manage contracts effectively. Managers and business owners simply save the PDF contract in their downloads folder, and forget all about it. But this paves the way for legal and financial risks.

Sellers need to improve their proposal and contract operations, while buyers need to rework how they track contract fulfillment, compliance, and renewals to be sure they’re maximizing every contract.

In this guide, we dive into the key stages of contract lifecycle management and showcase smart tools to help you manage your contracts proactively.

How to Write a Proposal for a Project (With Examples)

An excellent project proposal should address the client’s main concerns and goals, sell your unique approach, and clarify the project process.

If the project is crystal clear to both you and your client, you can reduce confusion, scope creep, and complaints.

In this guide to writing proposals for projects, we dive into what this type of proposal must include and how to write one. Plus, we showcase excellent examples to copy and data-driven best practices to follow.

What’s in this guide:

• What is a project proposal?

• What to include in a project proposal

• How to write a project proposal

• Examples of project proposals

• Tips for writing a project proposal

Looking for proposal templates, automated follow-ups, and closing insights? Get a custom Proposify demo.

4 Tips That Will Make Any Proposal More Likely to Close

You’ve based your recommendations on your client discovery process. You’ve added all the essential sections to your proposal. You’re ready to hit send on the proposal and hope it will close.

But what if there were just a few simple tweaks you could do to make sure to increase the chances that it will close?

We researched over 1 million proposals that were sent with our software last year to discover what great closers do before and after they hit send.

Below, we’ve pulled out some of the best tips from this research to help you in the final stretch.

Get all of our research. We’ve included dozens of simple, data-driven proposal tips in The 2022 State of Proposals.

7 Essential Tips for Expert Proposal Follow-ups

Follow-ups are a normal part of sending proposals. But wouldn’t it be better if clients just said “yes” straight away?

Unfortunately, it doesn’t work like that. Proposals with reminders are more likely to close.

We analyzed over 1 million proposals sent with our software to get to the bottom of whether or not follow-ups really work, how to send effective follow-ups in less than a minute, and what you can do to close deals quicker with no follow-ups required.

Get all of our data-driven proposal tips in The State of Proposals 2022.

How to Create a Business Proposal That Closes Deals

When it comes to business proposals, there’s always room for improvement.

Small tweaks can make a big difference towards whether or not a client says “yes”—and how quickly they sign off.

Last year, over 1 million proposals were sent with our software, and we analyzed them to uncover trends. We dove into the details of what successful proposals have in common, as well as best practices that our users rely on.

We found out that winning proposals are interactive and feature multimedia content. In this post, we cover smart tips for creating proposals, based on our research.

For all of our the best proposal strategies, download The State of Proposals 2022.

Winning Proposal Structure Tips (What The Research Says)

We have the data on what actually improves the chances of a business proposal being accepted.

1,026,891 business proposals were sent with our proposal software in 2021, and our data team analyzed them to find out what successful proposals have in common.

We discovered both the proposal structure and the design elements that winning proposals share—including a way to boost your closing rate by an impressive 72%.

So keep reading for our data-driven tips on creating better proposal content.

To get all of our data-driven proposal strategies, make sure you download The 2022 State of Proposals.