What’s in between a ‘yes’ and a signed deal? It’s the proposal. The proposal is an opportunity to cement the deal or possibly lead it astray, so it’s crucial to get it right.

In this episode of Closing Time, Insightly’s Chip House is joined by Keith Rabkin, CRO at PandaDoc. With more than 50,000 customers, the team at PandaDoc has some insights into what works – and what doesn’t – when it comes to proposals. Keith and Chip talk through the 4 keys to successful proposals (timing, format, customer focus, and analytics) that are proven to better engage customers and increase close rates. Watch the episode on YouTube.

 

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Connect With: 

• Keith Rabkin: LinkedIn

• PandaDoc: LinkedIn // Instagram // Twitter // YouTube

• Chip House: Twitter // LinkedIn

• Insightly: Instagram // Facebook // Twitter // LinkedIn // YouTube