Proposal templates

PandaDoc

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

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35

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DocuSign

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

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14

per month

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

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45

per month

A method for clear writing and slides. Lead with the answer, group logic well and make recommendations easy to approve.

A practical guide to shaping offers that convert. Translate ideas into pricing, guarantees and copy you can test this quarter with real customers.

A clear walkthrough of Situation, Problem, Implication, Need payoff with examples that match complex deals.

Pipeline doesn't fill itself. These tools help you identify who to target, reach them at scale, and create content that earns attention in crowded markets.

The wrong tools create friction. The right ones multiply your output without adding complexity. These are the tools I recommend for growth teams that move fast.

Deals slip through cracks when your sales stack doesn't work together. These tools keep your pipeline visible, your follow-ups timely, and your process tight.

Acquiring customers is expensive. These tools help you keep them longer and grow their accounts so your acquisition costs actually pay off over time.

Traffic means nothing if it doesn't convert. These tools help you capture leads, nurture them automatically, and understand what's actually working in your funnel.

HubSpot is powerful when configured properly and a mess when it's not. Set up your instance correctly from the start so your data stays clean and your team trusts the system.