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Support your sales team by improving how proposals are written and structured. Use proven copywriting and persuasion principles to turn more proposals into signed deals without endless revisions.
Proposals are often treated like admin work. A salesperson writes some bullet points, drops them into a doc, and hopes the client gets it. But if you’re in marketing, this is one of the biggest missed opportunities to make a difference.
In this playbook, I’ll show you how to apply conversion and copywriting principles to your proposal templates. You’ll learn how to structure and write proposals that feel like the natural next step instead of a confusing PDF with a pricing table.
This isn’t about being slick. It’s about clarity, persuasion and consistency. Your proposals should align with your funnel, reinforce your positioning, and make it easier for buyers to say yes.
We’ll also look at how to use reusable building blocks so sales can move faster and stay on message. Done right, proposals stop being a bottleneck and start becoming a closing asset. This playbook shows you how to make that shift.
Set up a repeatable proposal framework that’s fast to build and easy for clients to understand and approve.
Write proposals that are easy to say yes to by removing fluff, framing outcomes and setting expectations.
Use layout, spacing and visual structure to make your proposal easier to read and more persuasive.
Address common client doubts inside your proposal so you close faster and with less back-and-forth.
Sends, signs and stores contracts with full compliance. DocuSign is trusted by legal and sales teams worldwide.
Collects signatures without email ping-pong. Dropbox Sign turns contracts into smooth, trackable workflows.
Sends proposals and contracts that clients can sign instantly. PandaDoc replaces PDFs with interactive, trackable docs.
Hitting sales targets feels impossible, because more traffic doesn’t work (anymore). Everyone’s busy, but you don’t know what’s working.
