annonsales profile picture
annonsales profile picture

annonsales

Sales Development Representative

Opinionated
Contributor
Fire Starter
+1

Do you use proposal generators? If so, which one?

Looking into options for proposal generators. In the process of migrating to Salesforce and I know they have CPQ which can generate proposals.


However, still looking at other options...


Drop your recs. What have you had the best success with?

👑 Sales Strategy
📈 Closing
🧠 Advice
4

6 comments

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1nbatopshotfan
Politicker
1
Sales
We use RPIO and I like it. Pretty easy to use. Benefits from good info in. 
annonsales
Opinionated
1
Sales Development Representative
Did you mean RPFIO?
1nbatopshotfan
Politicker
2
Sales
Lol rfpio sorry about that. 
softwaresails
Politicker
0
Sales Manager
I don’t know if this is what you are asking but we’ve been using PandaDoc for the last little bit and they I integrate with salesforce. 

Tokens pull over info you’ve previously entered into Salesforce which helps save time. 
annonsales
Opinionated
0
Sales Development Representative
I'll check it out. Thanks. 
CuriousFox
WR Officer
0
🦊
I do not.

Related posts

4

Did a couple discovery meetings, sold the value, gaged interest, submit proposal ----> GHOSTED!

Question
👑 Sales Strategy
14
24
Members only

Do you think putting out the price in the first meeting where a demo is shown , is recommended? Would it add value or loosen the deal or interest?

Discussion
👑
☁️
📬
50
Pricing in 1st demo ?
10% No idea.
33% Yes, here is the reason (in comments)
16% No, here is the reason (in comments)
42% 50-50% split
159 people voted
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