PandaDoc

Increase sales productivity with a SMART proposal workflow

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Infographic

Routine, process-driven tasks form an essential part of any business. Nowhere is this more apparent than when it comes to proposal creation. Creating, sending and tracking a proposal is usually an involved process requiring multiple inputs over several days or weeks.

Is your tech outdated?

But the simple truth is that most businesses are relying on outdated technology and practices, and key outcomes associated with their proposals – open, response, and close rates – are suffering because of it.

In this infographic, we compare a traditional proposal workflow with a modern one, automated and improved by technology like PandaDoc. It will help you pinpoint the inefficiencies in your own processes and make tangible improvements.

What’s a streamlined workflow worth to you?

At PandaDoc, we’ve worked with thousands of clients. Invariably, they see a higher, close rate. Clients sign up more often and with greater speed. In fact, after implementing these time and resource-saving tips and transitioning to a modern workflow, they often save upwards of 12 hours per week per employee and see a 28% boost in their close rate.

A modern workflow process is centered around innovations that:

  • Speed up the proposal creation process with templates and automated team collaboration features.
  • Allow teams to access important tools – like electronic signature software and cloud storage – from one platform.
  • Cut out unnecessary manual tasks like printing and signing documents.
  • Utilize “libraries” of resources to save time.

The maximum amount of time needed to complete proposals with this workflow is around 3 days (often taking less than a few hours) whereas traditional processes often take close to 30 days.

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