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

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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.

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Wiki articles

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Further reading

Upskill to a full-funnel marketer in 90 days

Learn the system that connects every part of growth and compounds results month after month.