Are your proposal creation and tracking workflows costing you time, leads and, money?
At PandaDoc, we’ve spent years involved in the proposal creation and tracking industry. And we can say with 100% certainty that automation is the future. On average, after implementing our solution, our clients save upwards of ten hours per employee per week and see a close rate increase of 28%.
Many of the problems associated with “traditional” proposal workflows – whether it’s time-consuming approval from managers and legal teams, difficulty with signing, or an inability to track client actions – can be overcome with a single, comprehensive automation solution.
The testing and analytics tools associated with this functionality allow you to further improve automated processes, incrementally streamlining your whole workflow going forward.
This eBook is a comprehensive guide to transitioning from your “legacy” proposal workflow to a fully paperless, automated one.
In particular, we cover:
How to streamline creation with templates, content libraries, personalization features and more.
How to automate approvals, gate content and set appropriate permissions.
How to monitor prospect behavior and increase the likelihood of a successful close. We also cover how to utilize time-saving tools like eSignatures and which metrics to use to gauge success.
We also talk a little about how the industry is changing and what you can expect from the future.