Create reusable templates

Proposal templates speed up sales. Use PandaDoc or DocuSign to create master templates with merge fields, pricing tables, e-signature and approval workflows.

Create reusable templates

Introduction

Conclusion

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4

Automate proposal generation

Proposal automation eliminates manual work. Connect HubSpot to PandaDoc so won deals trigger quote generation, add manager approval workflows and route for e-signature automatically.

Playbook

Proposal & quotes

Build proposal structure that wins. Present pricing effectively with clear tiers. Create reusable templates with dynamic fields. Automate generation from CRM. Track when prospects open proposals.

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Proposal & quotes
Tools

Relevant tools

PandaDoc
Tool

PandaDoc

Proposal and document tool with templates, pricing tables and e signature that speeds closing.

DocuSign
Tool

DocuSign

E signature platform with robust templates and audit trails, trusted for closing deals cleanly and quickly.

Dropbox Sign
Tool

Dropbox Sign

Lightweight e signature tool with easy templates and clean UX, good for small teams that need fast signatures.

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