article thumbnail

From leads to deals with CRM quoting software

PandaDoc

It automatically applies relevant discounts and promotions, guaranteeing that your customers receive fair and competitive quotes. Configurator This client-centric feature allows sales reps to configure products or services to meet your customers’ needs. PandaDoc’s unified customer database is more than just a repository, though.

article thumbnail

Everything You Need to Know About Data in Sales

Hubspot Sales

Read through these to see how your sales team can start following the same approach. A data-driven sales team is aligned on everything — from big objectives to day-to-day goals. This alignment is the responsibility of sales managers to communicate and execute. 1) They align on goals and mission statements.

Data 113