The playbook

Level up your sales strategy, management approach and tactics.

Featured posts

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
a purple background with the words `` get paid instantly with qwilrpay '' on it .
Product updates•3 mins
NEW: Introducing QwilrPay
Tania Clarke|Mar 27, 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 background with a few icons on it and the words `` powerful new automations available '' .
4 mins
NEW: Powerful Automations updates for HubSpot, Salesforce, Pipedrive and Slack
Jul 14, 2025

All posts

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 purple and blue background with the words business proposal ideas that close
Sales techniques•17 mins
13 Business Proposal Ideas Built to Close (Not Just Impress)
Taru Bhargava|Jul 17, 2025
a purple background with the words `` marketing proposal examples that convert '' written on it .
Marketing•29 mins
16 Marketing Proposal Examples to Convert Prospects
Marissa Taffer|Jul 15, 2025
how hyper-personalized proposals are eroding agency margins
Sales techniques•20 mins
How the Push for Hyper-Personalized Proposals Is Eroding Agency Margins—And What to Do Instead
Kiran Shahid|Jul 14, 2025
a proposal software for startups with logos on a purple background .
Sales tech•14 mins
7 Best Proposal Software for Startups in 2025
Brendan Connaughton|Jul 11, 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
a proposal software for small businesses is shown on a purple background .
Sales tech•14 mins
9 Best Proposal Software for Small Businesses That Want to Win
Taru Bhargava|Jul 10, 2025
a purple background with the words 'document automation benefits'
8 mins
10 Key Benefits of Document Automation for Businesses
Brendan Connaughton|Jul 7, 2025
a purple background with the words `` how to speed up proposal creation '' written on it .
Sales techniques•8 mins
How to Reduce Proposal Creation Time Without Losing Quality
Brendan Connaughton|Jul 7, 2025
a purple background with the words `` proposal automation playbook '' written on it .
Sales techniques•12 mins
Playbook: How to Automate Business Proposals With Qwilr
Taru Bhargava|Jun 30, 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
Best B2b marketing tools graphic
Marketing•32 mins
14 Best B2B Marketing Tools for the Ultimate Tech Stack in 2025
Marissa Taffer|Jun 20, 2025
a purple background with the words `` what is insight selling '' written on it .
Sales techniques•12 mins
Insight Selling: Win Deals By Thinking Before The Buyer Does
Brendan Connaughton|Jun 18, 2025
a purple background with the words `` how to master proposal management '' written on it .
Sales management•13 mins
How to Master Proposal Management by Thinking Like an Investment Manager
Taru Bhargava|Jun 18, 2025
a purple background with the words sales workflow 101 on it .
Sales management•14 mins
Sales Workflow: How to Fix Inconsistent Rep Performance
Taru Bhargava|Jun 6, 2025
how to write a fundraising proposal on a purple background
Marketing•11 mins
How to Write a Winning Fundraising Proposal
Brendan Connaughton|Jun 3, 2025
how to write a crm proposal on a purple background
Sales management•11 mins
How to Write a Compelling CRM Proposal for 2025
Brendan Connaughton|Jun 3, 2025