The playbook

Level up your sales strategy, management approach and tactics.

Featured posts

a woman is signing a document on a purple background .
Product updates•3 mins
2025 Product Highlights
Tania Clarke|Dec 16, 2024
a computer screen with the word pivotal marketing on it .
Product updates•2 mins
NEW: Enhanced editor styling controls
Guy Hall|Dec 13, 2024
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
an aicpa soc logo on a purple background
Product updates•2 mins
Qwilr is SOC 2 Type II Compliant – What This Means for You
Guy Hall|Dec 13, 2024

All posts

Black text says 'signed'
Sales management•6 mins
3 Types of Electronic Signatures & When to Use Them
Brendan Connaughton|Feb 18, 2025
a master services agreement with a table of contents
Sales management•13 mins
How to Write an Addendum to a Contract
Brendan Connaughton|Feb 17, 2025
a 3d rendering of a glowing graph with an arrow pointing up .
Sales management•14 mins
Sales Win Rate: A Guide for Modern Sales Teams [+ Tools]
Brendan Connaughton|Feb 17, 2025
a screen shot of a non-disclosure agreement
Sales management•9 mins
How to Write an NDA That Protects Your Sales Pipeline
Kiran Shahid|Feb 17, 2025
a screen shows a signature for acme corp
Sales management•5 mins
Wet Signatures in the Digital Age: What You Need to Know
Kiran Shahid|Feb 10, 2025
a screenshot of a software agreement and a quote summary .
Sales management•9 mins
Amendments vs. Addendums: Understanding Contract Fine Print
Brendan Connaughton|Feb 10, 2025
a computer screen shows a man signing an electronic signature
Sales management•11 mins
Are Electronic Signatures Safe for Your Business?
Brendan Connaughton|Feb 7, 2025
a diagram showing the breakdown of the bant method
Sales enablement•17 mins
What is BANT? 14 Essential BANT Questions to Qualify Leads
Marissa Taffer|Feb 5, 2025
digital marketing contract prepared for [ client ] prepared by [ representative ]
Sales techniques•7 mins
How to Write a Contract Proposal That Closes Deals [+ Template]
Kiran Shahid|Jan 31, 2025
it services proposal prepared for your client name prepared by your company name date ( date )
Sales management•15 mins
How to Write a Technical Proposal that Sells [+Template]
Brendan Connaughton|Jan 31, 2025
a screen displays an electronic signature and says accept
Sales management•11 mins
Digital Signature vs Electronic Signature: What's the Difference?
Brendan Connaughton|Jan 30, 2025
a woman signing a document with the name jennifer on it
Sales management•13 mins
9 Electronic Signature Best Practices for Smooth Implementation
Brendan Connaughton|Jan 29, 2025
it services proposal prepared for your client name prepared by your company name date ( date )
Sales techniques•15 mins
Create a Business Proposal Presentation That Gets Instant 'Yes'
Tania Clarke|Jan 29, 2025
a purple background with the words product proposal on it
Sales techniques•13 mins
How to Write a Product Proposal That Locks it in [+ Template]
Tania Clarke|Jan 27, 2025
2 people brainstorming in a whiteboard
Sales techniques•16 mins
The Miller Heiman Sales Process Explained
Marissa Taffer|Jan 23, 2025
northern lights interior design proposal by leonardo quiller
Sales techniques•10 mins
How to Write an Interior Design Proposal that Sells [+Template]
Brendan Connaughton|Jan 23, 2025
a computer screen shows a man signing an electronic signature
Marketing•8 mins
7 E-Signature Benefits Your Sales Team Will Love
Kiran Shahid|Jan 23, 2025
a progress report is prepared for a client
Sales management•13 mins
4 Types of Business Reports Your Stakeholders Want [+Templates]
Dusty Martin|Jan 21, 2025