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Stop sending PDF proposals

Stop sending PDF proposals

In this episode, Patrick might offend some of you. Don’t take it personally. He just knows that PDF proposals can create a process that’s broken and scattered. They can also waste the sender’s time and the recipient’s time. When you’re part of a startup, you need to save all the time you can.

In this episode we discuss:

  • How to save time when writing a proposal
  • How to collaborate with the recipient of a proposal
  • Using CRM integrations to make the proposal-writing process a cinch