Process

How Proposal Software Can Help Save Time and Increase Efficiency

Almost every sales team has inefficiencies that clog up their sales pipeline. Some teams are slow at writing proposals, while others spend too much time chasing down info from their product teams or searching for the right version of the proposal document. Sound familiar?

We get it. The sales cycle is complicated and there’s plenty of room for error, so there’s no judgment if your process isn’t perfect. But that doesn’t mean that you should learn to live with your inefficiencies, especially when there’s a solution that can help you avoid them: proposal software.

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How to Structure a Proposal

Starting a new proposal can be daunting, especially if you’re starting from scratch. What do you include? How do you organize it? Find out how to structure a proposal that will help you seal the deal.

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There’s a ‘Black Box’ in Your Sales Process. Here’s How to Remove It

You wouldn’t send leads through your marketing site without tracking and analytics, right? So why are you still in the dark about what happens in your sales process after your reps send a proposal? I’m sharing the two critical things SaaS sales leaders need to shine a light on to optimize your closing process.

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4 Tools Already in Your Sales Tech Stack You Can Integrate With Proposal Software

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.

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4 Smart Ways to Boost Your Sales Team’s Proposal Collaboration

Teams that collaborate are five times more likely to perform better. But yet sales teams still maintain their silos and shy away from it when creating their sales docs. Here’s how to get smart about proposal collaboration and make it the not-so-secret agent in your sales team’s success.

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Working Remotely: 5 Tips and Tools to Keep Your Business Proposals on Track

Remote work has increased more than 1.5x since 2005 and, especially in light of recent events, this trend shows no sign of slowing down. In this post, I’m sharing five ways to keep your proposal process productive no matter where your sales team is signing on from, plus members of Team Proposify weigh in with their top tips for working from home.

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What’s the Best Proposal Content Management Strategy for Remote Sales Teams?

How can you improve collaboration in your remote sales team’s proposal creation process—without creating a free-for-all? How can you increase productivity without losing control of the end product? I’m outlining the three most common proposal content management strategies for remote teams and franchises and how to implement the only one that offers organization, scalability, and insight.

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The Biggest Mistake Sales Leaders Make When Buying Proposal Software

What Bill Gates, Lucille Ball, and Proposify’s Customer Success team can tell you about the best way to consider, buy, implement, and use proposal software to improve your sales doc workflow’s efficiency.

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Why You Need to Simplify Your Sales Doc Workflow

How many steps does your sales doc creation workflow have? 15? 20? More? Who knows??? That’s dangerous, because a bloated workflow and the doc creation chaos it creates will have your sales team adding their own step to the process—job hunting. Here’s why and how you should fix your cumbersome process now.

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7 Ways to Knock Out Your Sales Doc Workflow Bottlenecks Now

Is part of your sales doc process punching the lights right out of your sales team’s productivity? Here’s how to find out what’s dragging your workflow down, change up the process to something that actually works for everyone, and get high-quality proposals, contracts, sell sheets and other sales docs in front of prospects faster.

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