The playbook

Level up your sales strategy, management approach and tactics.

Featured posts

a purple background with the words `` accept recurring payments in qwilpay '' on it .
3 mins
NEW: Effortlessly accept recurring payments via QwilrPay
Guy Hall|Aug 20, 2025
a purple background that says we 're officially launching automations
Product updates•4 mins
NEW: Use Qwilr's Automations to handle your team's admin
Guy Hall|May 26, 2025
an ad for acme that says " engage new product signups with a personalized welcome page "
Marketing•8 mins
Playbook: Engage New Product Signups With a Personalized Welcome Page
Brendan Connaughton|Nov 10, 2024
a blue and purple background with the words `` new pipedrive automations available '' .
3 mins
NEW: Use powerful Pipedrive automations to reduce manual work
Aug 12, 2025

All posts

a purple background with the words `` how to write an addendum to a contract '' written on it .
Sales management•23 mins
How to Write an Addendum to a Contract
Kiran Shahid|Mar 6, 2026
How to Break Out of a Sales Slump text on a purple gradient background.
Sales management•18 mins
How to Get Out of a Sales Slump: 11 Field-Tested Strategies
Taru Bhargava|Mar 5, 2026
a screen shot of a software agreement with terms and conditions
Sales management•18 mins
How to Write a Contract: 14 Steps for Drafting Clear Agreements
Kiran Shahid|Mar 3, 2026
HOW TO Write an Audit Proposal That Clients Trust on Sight, on a purple gradient background
Sales management•15 mins
How to Write an Audit Proposal Clients Trust on Sight
Kiran Shahid|Feb 26, 2026
HOW TO Send 30 On-Brand Quotes Per Week Without Burning Out
Sales management•11 mins
How to Send 30 On-Brand Sales Quotes Per Week Without Burning Out
Taru Bhargava|Jan 28, 2026
Text on a purple background says "How to Improve Pipeline Visibility."
Sales management•14 mins
How to Improve Pipeline Visibility With a Framework that Works
Brendan Connaughton|Jan 6, 2026
a purple background with the words best e-signature software
Sales management•26 mins
7 E-Signature Tools to Remove Signing Friction
Marissa Taffer|Dec 16, 2025
Top Sales Automation Software with logos for Salesforce, Gong, HubSpot, and Qwilr.
Sales tech•40 mins
10 Sales Automation Software That Save You Hours
Kiran Shahid|Dec 16, 2025
a poster explaining what is a sales methodology
Sales management•25 mins
17 Sales Methodologies & How to Choose the Right One
Kiran Shahid|Dec 16, 2025
ULTIMATE Sales Automation Guide.
Sales enablement•20 mins
Sales Automation Guide: Benefits, Tips & Tools
Kiran Shahid|Dec 11, 2025
a purple background with the words `` enterprise saas sales '' written on it .
Sales techniques•18 mins
Enterprise SaaS Sales: How to Build a Winning Strategy
Kiran Shahid|Dec 10, 2025
Text: "HOW TO Build a Scalable Proposal Process" on a purple and blue gradient background.
Sales management•15 mins
How to Build a Scalable Proposal Process: Lessons From Sales, RevOps, and CS Pros
Taru Bhargava|Nov 27, 2025
The Sales Discovery Questions You Should Be Using
Sales management•17 mins
9 Sales Discovery Questions That Uncover Real Pain Points
Brendan Connaughton|Nov 3, 2025
Adobe Sign vs Docusign: Which is the Right Tool for You?
Sales management•9 mins
Adobe Sign vs Docusign: Which is the Right Tool for You?
Brendan Connaughton|Oct 27, 2025
Text: Why Workflow Automation Breaks in Enterprise Sales
Sales management•11 mins
Why Workflow Automation Breaks in Enterprise Sales (And How Proposal Control Fixes It)
Taru Bhargava|Oct 24, 2025
Sales management•8 mins
How to Send a Quote to a Client (and Why Smart Businesses Don’t Use PDFs Anymore)
Taru Bhargava|Oct 22, 2025
Are Electronic Signatures Legal? (YES, THEY ARE)
Sales management•9 mins
Are Electronic Signatures Legal? Yes — and They’re Changing How Deals Get Done
Taru Bhargava|Oct 22, 2025
a purple background with the words `` how to write accounting services proposal '' written on it .
Sales techniques•12 mins
How to Write a High Performing Accounting Services Proposal
Brendan Connaughton|Oct 9, 2025