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How Proposal Automation Can Streamline Your Sales Process

How is your sales team creating and sharing proposals right now? Word documents? PDFs? That probably means they're creating every new proposal from scratch, taking up a lot of time they could be spending finding new prospects and closing new deals.

There's an easier way. Proposal automation can streamline the sales process from beginning to end, saving your team time and standardizing the way they create and send proposals. It's the solution you didn't know they needed.

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Franchise proposal process

Top 5 Bottlenecks in Your B2B Franchisee Proposal Process and How to Overcome Them

Franchisees are on the frontline of your business.

They form the barrier between customers and your brand—and obviously, you want them to represent your tone of voice, values, and pricing the right way. When they do this, you make more money.

But the more franchisees you add to the mix, the more it can feel like herding cats. One franchisee might run full steam ahead in one direction, and another might go rogue down an entirely different road.

To get them back on the same path (and avoid diluting your brand), it’s human nature to try and take back the reins. You can do this by personally reviewing every single proposal or overseeing each step of the proposal process in minute detail… but do you want to spend your time micromanaging the people you’ve trusted to expand your business?

Sure, checking and approving every individual proposal might slap a band-aid over the immediate problem, but it’s not a long-term fix. It might feel like you’re creating some semblance of consistency and control. But, in reality, you’re just adding obstacles that can force the entire proposal process to grind to a halt.

Here are some of the most common bottlenecks we see in the B2B franchisee proposal process and how you can overcome them.

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Graphic depicting two people using eSignatures in Word

How to Insert a Signature in Word [4 Simple Methods]

Are you tired of printing out documents just to add your signature?

Well, you're in luck.

Today we're diving into four super easy methods to add a signature to your documents without the hassle of pens, paper, printer ink, scanners, and the like.

We've got some smart tricks up our sleeves, with signing methods that will work for any use case.

Need to sign a document for personal reasons? Methods 1 and 2 are totally free.

Need to collect a legally binding signature on a business contract? Skip to Methods 3 and 4

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Qwilr Alternatives

Top 15 Qwilr Alternatives in 2024: Proposal & E-Signature Tools

Qwilr is a platform for creating and sending proposals that can be used by sales teams, marketers, customer success managers, and recruiters.

And while there are several different use cases that Qwilr succeeds at, it does have some serious downfalls that can really affect the speed of your proposal workflow and your closing rates.

In this article, we cover why it’s worth switching to a Qwilr alternative, what to look for in your next proposal tool, and the top options to consider.

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Revenue operations blog header image

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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Pandadoc alternatives image

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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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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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.

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