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Top insights to improve your proposal workflow in 2018

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Are you using a data-backed approach to proposal creation? If the answer is no, you could be leaving a large number of deals on the table. The reality for most businesses is that just a few changes can lead to increases in close rates of several percentage points.

At PandaDoc, we’ve tried everything under the sun when it comes to creating, sending and tracking proposals. We’ve also measured every single step.

Data is your secret tool for boosting your proposal close time and rate

There’s only one way to really know what works and what doesn’t. We’ve analyzed proposals sent by over 10,000 customers, and developed a complete set of best practices for achieving an optimal conversion rate.

Our clients built these practices right into the templates they use to create proposals, and in almost all cases they experience a boost in the number of signatures on their proposals. What’s more, the average time taken to respond to a proposal is usually significantly reduced.

The most important proposal questions answered

With just a few simple tweaks, you can dramatically boost your close rates. In this infographic, we cover several important points. They include:

  • The best days to send your proposals.
  • When to include images and videos in your proposals.
  • The ideal length of proposals.
  • How often to send reminders.
  • When to use integrations like eSignature software and payment options.

If you’ve ever wondered if your own proposal creation processes could be improved, then this infographic will provide you with a definite, data-backed answer.

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