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Proposals

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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State of Proposals 2021 document with data driven closing tactics

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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2021 future outlook for business 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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a waste of time and money

How to Solve Your “Proposal Creation Takes Too Much Time” Problem Without Spending Money

Creating proposals can take too long. But does it feel like reimagining the process will take even MORE time (and possibly money)? It doesn’t have to be that way. Here’s how to get to the root of what’s slowing down the most important part of your sales cycle—the close—and fix your proposal creation workflow woes once and for all.
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