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Episode Info: How To Get More Proposals Signed Faster With Pandadoc   Have you heard about PandaDoc and how it can help you get more proposals signed faster? If you definitely want to learn more from this podcast. This episode will talk about PandaDoc and how you can use it to improve your sales journey.   Nate Gilmore is the chief revenue officer at PandaDoc and his job is to grow the company. It is    their goal to help small businesses increase their sales and revenues. He has spent almost 20 years in the small business industry and most of those years were in software.    The idea of proposals  Salespeople can send out proposals and not get a reply for days or even weeks. This  experience is a common challenge for many sales reps. Salespeople need to understand that the entire workflow of the business depends on how well they’ve gotten to know the customer. Having insight into how their organization works, their timeline, and what their needs are will improve the content of what you send and get the right data to send out.    PandaDoc makes each stage of getting information to your client much easier.    Creating your proposal PandaDoc has created a template that pulls in customer data from your CRM which makes the workflow much more efficient. If you don’t have a CRM, the template will do it for you. With the customer data within the template, you now have a customized proposal that was done in less time. PandaDoc saves you time in creating the proposals since it already has a template that sales reps can work with right away.    Sending your proposal When you send your proposal depends on the workflow and process of your company. You may have to send it to someone internally first or you may be able to send it to your client immediately. Once sent,  the speed in which your proposal works lies with your customer.    The right time to use the proposal Sales reps can use the proposals in two ways: in the pitch or the marketing. When someone receives a proposal that’s been generated through PandaDoc, sales reps can see when the document is opened.    The best time to send a proposal is after the discovery phase when the customer has consented to receive the information and is looking for it.  At this point, you know someone who is interested and could potentially champion your product in front of decision makers. If possible, embed demos in the proposals to make it more effective and customized. Proposals generated by PandaDoc offer these types of unique features so every client feels they are receiving a document made especially for them.    Every step is part of the sales process and it’s the responsibility of each salesperson to do discovery ahead of time in order to make the process as efficient as possible. Discovery should reveal the needs of your customers and let your customer know they are being heard. PandaDoc has your client relationship in mind with their customizable templates. The program revolves around the workfl...
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