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How to Create Sales Documentation: Guide, Examples & Free Template

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Sales documentation is often overlooked and under-utilized. Follow this guide to prepare and implement sales documents at every stage of the sales funnel.

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How Using a Document Library Can Improve Your Sales Process

Hubspot Sales

For many organizations, figuring out how to distribute sales content is a challenge. In fact, sales reps spend up to 15% of their time on administrative tasks including responding to emails and looking for resources and documents. This is why having a central document library is a must for effective sales teams.

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How to Run Virtual Sales Meetings

Janek Performance Group

While the industry was already shifting toward normalizing a remote-friendly environment, stay-at-home orders and limited in-person capacities have forced people to adapt to having virtual sales meetings and learning how to sell virtually at a quicker rate. Sharing the meeting agenda and any corresponding documents ahead of time.

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5 Document automation software (and how to choose)

Bigtincan

If you’re regularly creating the same type of documents such as contracts, proposals, quotes, or monthly reports, you may be facing these problems: Manually pulling data from multiple sources, performing elaborate calculations, and creating visuals to represent the information is a long and time-consuming process.

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Invoice vs. billing: Synonyms or distinct document types?

PandaDoc

Essentially, both documents are: Created to show proof of payment request. So, it’s established that in the Venn diagram of payment-related documents, invoices and bills merge together in many ways. Here, we’re detailing for our readers exactly what bills and invoices are, and how to differentiate between the two.

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How to use a virtual data room for M&A 

PandaDoc

These documents are private and must be kept in a safe place for the duration of the deal, while still allowing appropriate access to all stakeholders involved in the transaction. A virtual data room is a secure, online repository to store and share relevant company documentation required for all parties involved in mergers and acquisitions.

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How to Create and Scale a Document Management System in SharePoint (Without Hiring Extra Help)

Bigtincan

Tell me if this sounds familiar: you have a Microsoft SharePoint document management system set up for your team, and it’s working for the most part, but it’s taking a surprising amount of time and energy to maintain. Plus, you’re getting more emails every day from people asking where “that one slide deck we used last […].

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