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 best e-signature software
Sales management•12 mins
7 Best E-Signature Software Tools to Use Today [2025]
Marissa Taffer|Oct 28, 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
a purple background with the words `` build a repeatable sales process '' written on it .
Sales management•10 mins
Eat, Sleep, Sell, Repeat: How to Build a Repeatable Sales Process That Actually Works
Brendan Connaughton|Oct 7, 2025
a purple background with white text that says sales process optimization playbook .
Sales management•11 mins
Sales Process Optimization Playbook (In an AI-Driven Market)
Taru Bhargava|Sep 30, 2025
proposal follow-up funnel : automation tactics for agencies
Sales management•15 mins
The Proposal Follow-Up Funnel: Automation Tactics for Agencies
Kiran Shahid|Sep 29, 2025
how to make a legal contract without a lawyer
Sales management•11 mins
How to Make a Legal Contract Without a Lawyer (and Actually Get it Right)
Taru Bhargava|Sep 19, 2025
a sales leader 's guide to proposal software adoption
Sales management•12 mins
From “One More Tool” to an Everyday Essential: Winning Proposal Software Adoption
Taru Bhargava|Aug 18, 2025
a blue background with white text that says mastering sales content management
Sales management•12 mins
Mastering Sales Content Management in 9 Steps (aka Actually Getting Reps to Use It)
Brendan Connaughton|Aug 14, 2025
a purple background with white text that says `` send me a proposal `` requests are draining your agency .
Sales management•13 mins
How "Send Me a Proposal" Requests Are Draining Your Agency and What to Do Instead
Kiran Shahid|Aug 13, 2025
the word service contracts is on a purple background .
Sales management•14 mins
Service Contracts: Why 44% of Service Providers Get Stiffed (And How Never to Join Them)
Brendan Connaughton|Jul 24, 2025
a blue background with the words best document automation software
Sales tech•33 mins
10 Best Document Automation Software For Every Team in 2025
Brendan Connaughton|Jul 18, 2025
a guide to document analytics is written on a purple background .
Sales management•7 mins
How Document Analytics Drives Smarter Sales Decisions
Jul 11, 2025
Sales management•22 mins
The Death of Static Proposals: What 1M Proposals Taught Us
Jess Tassell|Jun 24, 2025
a blue background with the words proposal vs invoice on it
Sales management•8 mins
Proposal vs Invoice: Can You Combine Them?
Brendan Connaughton|Jun 23, 2025