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Proposals

How to Ask Clients “What’s Your Budget?” Before Writing a Proposal

When you’re trying to close a deal, having to ask "what's your budget?" can cause both sides to sweat. But knowing your prospect’s budget up front is essential to qualifying them as a lead, developing the scope of the project, and managing expectations on results. Here’s how to get your potential client to open about their budget and set yourself up for a successful proposal and project.

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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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proposal executive summary

How To Write an Executive Summary

An effective executive summary can mean the difference between a client win and the recycle bin. It's arguably the most valuable component of any business proposal, but many people get confused when it comes time to put pen to paper.

An executive summary is not actually about summarizing at all; it’s about selling. Here’s how to write a proposal executive summary that seals the deal, including the 5 key components you need and some helpful dos and don'ts.

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data driven closing tactics from the state of proposals

State of Proposals 2021 is Here: Data-Driven Tactics to Dominate Your Deals NOW

The numbers are in: 2020 is a wrap and we’ve salvaged the most important trends and tactics from the wreckage. In this post, we’re giving you a sneak peek at the findings of the State of Proposals 2021 research report, and outlining 5 actionable, data-driven strategies you can implement into your closing process right now to help your reps dominate their deals in 2021.
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3 ways to future proof your proposals

How To Future-Proof Your Proposals: 3 Things Your Sales Docs Need Now (and Always)

Even in a weird year like 2020, more than half of all sales teams still hit quota. What were they doing that those other teams weren’t? According to sales leaders from LinkedIn, HubSpot, and Gong, the teams that won more deals embraced three vital things in their sales process. Here’s how to use them in your proposals to reach your revenue goals in 2021 and beyond.
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