Proposals

The Hidden Benefits of Proposal Automation [Infographic]

When it comes to proposals, it’s no secret that automation is the way of the future. Why spend time putting together docs manually when you can automate the process to skip the hassle, reduce room for error, and get proposals out the door sooner? In this post, we make the infographic argument that proposal automation is the only way to go if you and your team are serious about sending impressive proposals that get deals done—without the agonizing admin.

How To Choose the Best Proposal Software

Business proposals are your reps’ best, and sometimes final, chance to seal the deal. They help prospects see the value in your offering, explain why your solution is the best one, and lay down a clear path towards a successful working relationship. With so much hinging on getting them right, sending proposals manually is no longer sufficient. In 2021, there’s no excuse not to be using proposal software.

Proposals and Contracts and Quotes, Oh My! New Templates Hot off the Press.

Do your proposal templates need a polish? Contracts need a clean up? Quotes a quicken? We've got you. Our team of pro designers have been hard at work creating brand new templates purpose-built to help you expedite your closes—and look good while you're doing it.

How To Track Leads From Proposal To Close and Beyond [Infographic]

From software to analytics and beyond, many companies spend significant resources measuring and tracking their top-of-funnel activities. And that’s great, because the top of the funnel is essential for generating quality leads and it only becomes more effective when decisions are backed by data. But it’s not so great when they neglect the bottom of the funnel — you know, the part that’s crucial for generating revenue.

Proposal Best Practices Backed by Data from Millions of Proposals

Your business proposal can be one of the most valuable assets to help you get deals over the line. But even at this late stage in the sales cycle, you’re probably not the only one competing for your prospect’s business. If you want to stand out in a crowded business deal, your proposal needs to shine. These data-backed proposal best practices will help take yours from average to ace.

Why You Should Integrate Proposal Software With Your CRM (and How To Do It)

Your CRM is one of the most powerful sales tools in your tech stack. Whether you use HubSpot, Salesforce, or any other platform, popular or niche, it’s your sales team's single source of truth and numero uno for managing customer information and deal stages. With so many potential applications, it’s no wonder over 91% of companies with 10+ employees now use a CRM. But as powerful as it may be, it becomes even more impactful when you bring other tools, like proposal software, into the mix.

How to Prevent Sales Leader Burnout

In the world of sales, there are few things more scary than the word “burnout.” We've all seen it. Reps struggling to get through each day, showing up exhausted, and unmotivated -- or not showing up at all. Whatever the underlying cause may be, it’s your job as a leader to help them get back on their feet.

But what about you?

On top of the pressure you receive from above, the constant focus on hitting metrics, and your ongoing drive to break sales records, you’re tasked with keeping your reps on track. It all adds up, and sometimes it can be too much. Sales burnout is a real problem, and it affects everyone on the sales team, including sales leaders.

7 Business Proposal Writing Tips to Better Convey Your Message

As a salesperson, you need to be convincing in order to win prospects over. While this might sound like an opportunity to flaunt your knowledge and expertise, sales aren’t made by showing your prospect how smart you are. In fact, using too much jargon or technical language can actually have the opposite effect.

Why Every Sales Team Needs Proposal Management Software

If you’re in any way involved in the sales process, you already know how big of a deal proposals are. They’re your best—if not your only—shot at convincing prospects to choose your product over the competition. And yet, they’re still treated as an afterthought.

Like it or not, Microsoft Word isn’t meant for designing proposals, and combing through multiple versions of each sales document isn’t exactly efficient. Enough is enough. It’s 2021 and the world’s gone digital, so it’s about time you drop those archaic proposal practices and start using proposal management software to take back control of your sales process.

6 Ways to Stop Wasting Time and Start Increasing Sales Productivity

As a sales rep, your work week is jam-packed with various sales activities. Finding time to prospect new leads, complete follow-up tasks, hit your sales targets, and plan ahead for your next week can sometimes feel impossible. If you feel like you need more time in your week but you can’t seem to find it, there’s a good chance it has to do with your sales productivity. With a few pointers on how to stop wasting time and start increasing sales productivity, you’ll be crushing sales in no time.