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Sales

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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The Best Cold Email I’ve Ever Received (and How to Write Successful Cold Emails)

'Cold email' is an ugly term. No one wants to send them, no one wants to receive them. But, when used correctly, cold emailing can be a powerful lead generation tool for your business. In this post, I break down one of the best cold emails I've ever received, the reasons why it worked so well, and my top tips for writing and sending your own effective cold emails.

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sales is the most stagnant profession in the world

Sales is The Most Stagnant Profession in The World. Here’s Why—and Why That Has to Change

In 2020, every little advantage matters. It’s time to really look at how we’re approaching sales. It’s time to disrupt sales from the inside before it gets dismantled by outside forces. Here are the problems Proposify VP of Sales Daniel Hebert sees in the industry and how to start moving the profession forward—before it’s too late.

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how to use proposals in sales coaching

The Story of the Sale: How to Use Proposals in Sales Call Coaching

What do most sales calls look like? They’re a back-and-forth of questions, answers, tangents, and discovery. What do most sales call coaching sessions look like? Linear, do-this-then-that checklists that don’t fully prepare sales reps for the messy reality of a successful sales call. Here’s how Proposify’s VP of Sales uses proposals to train his salespeople on the practical skills that help them tell the story of the sale and win with it.
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how to increase roi with optimization calls

What’s An Optimization Call and How Can It Increase Your Proposal Software ROI?

What’s the best way to get the most out of your proposal software? Having an expert to guide you through the tougher stuff, like improving your workflow, updating your template strategy, or simply customizing your settings, can make all the difference. Here’s how an optimization call with a customer success specialist can improve your proposal software ROI, plus a simple 4-step guide to what to expect on the call and what you can do to maximize the value you get from it.
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remote onboarding best practices

The 3 Words Driving Our Pivot to Remote Onboarding for New Sales Hires

Like many organizations and events, Proposify is a fully remote company for the time being. But we’re also a growing company, which means that our new hire training and onboarding is now virtual too. In this post, our HR Advisor Emily weighs in on translating in-person into online and our Director of Sales Daniel talks about how he’s onboarding within a rapidly changing sales landscape, the analog tool he misses most, and what’s been working so well remotely that we’re keeping it even once we’re all back in the office together.
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P blue suit coffee is for closers

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