How to set up proposals and quotes

PandaDoc

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

DocuSign

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

HubSpot

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

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.

Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.

Capture mechanisms turn anonymous traffic into known leads you can follow up with. Make it easy for prospects to signal interest at any moment in their journey without creating friction or annoying people.