Playbook for B2B marketers

Proposal & quotes

Use clear templates that pull data from the CRM, add price and terms blocks, automate approvals and e signature, and track status so deals move forward without copy and paste work.

Proposal & quotes

Introduction

Chapters

Chapter
1

Create your proposal structure

Set up a repeatable proposal framework that’s fast to build and easy for clients to understand and approve.

1
Chapter
2

Clear proposal copywriting

Write proposals that are easy to say yes to by removing fluff, framing outcomes and setting expectations.

2
Chapter
3

Proposal design improvements

Use layout, spacing and visual structure to make your proposal easier to read and more persuasive.

3
Chapter
4

Handle objections with proof

Address common client doubts inside your proposal so you close faster and with less back-and-forth.

4
PandaDoc
Tool review

PandaDoc

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

DocuSign
Tool review

DocuSign

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

Dropbox Sign
Tool review

Dropbox Sign

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

No items found.

Wiki articles

Go to wiki
No items found.

Further reading

You’re not growing fast enough and it’s time to fix that.

You’ve hit a ceiling. You need a structured approach that moves the needle without overwhelming your team.