Tips to close more deals

Practical tips, guides, and best practices for writing better proposals and growing your business.

How to Write a Winning Business Proposal: The Ultimate Guide for 2026
Proposal Writing

How to Write a Winning Business Proposal: The Ultimate Guide for 2026

Learn how to write a winning business proposal in 2026 with a clear structure, persuasive messaging, transparent pricing, relevant proof, and a faster digital approval process.

5 min read
Jul 19, 2026
Sales Workflow

PropoBox is in Claude's connector directory: what you can ask it to do

You can now work on your PropoBox proposals from a Claude chat: see who to follow up with, draft a proposal from a template, and send it after you say yes.

5 min read
Oct 29, 2026
Six vague proposal lines, such as "Improve the website", next to the same lines rewritten as deliverables a client can check, such as "Home page and five service pages rewritten"
Sales Workflow

How to Write a Proposal Scope of Work Clients Can Understand

A scope of work is the part of a proposal a client can check later. How to write deliverables, exclusions, client duties and a change path that hold up, with examples and a fill-in outline.

8 min read
Oct 27, 2026
Bar chart of what a 3-person agency pays per month for proposal software, annual and monthly billing, from Moxie Teams at $32 to Qwilr and Proposify at $105
Agencies

Proposal Software Pricing in 2026: What a 3-Person Agency Pays

What proposal software costs for a team of 1, 3, 5 and 10 people, from the vendors' own pricing pages read on 13 October 2026, with the usage limits and renewal terms that change the real price.

9 min read
Oct 24, 2026
Three levels of proposal tracking data: opened or not, visits and time on the page, and time per section, with what each one tells you and its limit
Sales Workflow

Proposal Tracking Best Practices: What to Watch and What to Ignore

What proposal tracking can and cannot tell you, the three levels of data worth watching, and how to turn each reading pattern into a follow-up without making the client feel watched.

6 min read
Oct 24, 2026
A table matching six client behaviors to six follow-up notes, from "not opened after 2 days" to "deadline within 5 days"
Sales Workflow

How to Follow Up on a Proposal (With 6 Email Templates)

When to follow up after sending a proposal, and six email templates matched to what the client did: never opened it, opened it once, kept returning to the price, or is close to the deadline.

7 min read
Oct 24, 2026
How to Turn Discovery Notes Into a Client Proposal
Guides

How to Turn Discovery Notes Into a Client Proposal

Learn a human-reviewed workflow for turning discovery notes into a client proposal, separating facts from assumptions and finding scope gaps before you send.

10 min read
Sep 23, 2026
When Should You Send a Proposal After a Discovery Call?
Sales Workflow

When Should You Send a Proposal After a Discovery Call?

Learn when should you send a proposal after a discovery call, including a readiness check, timing guide, exceptions and a short recap email.

10 min read
Sep 16, 2026
Client Discovery Questions to Ask Before Writing a Proposal
Guides

Client Discovery Questions to Ask Before Writing a Proposal

Use practical client discovery questions to uncover goals, scope, decision criteria and timing before writing a proposal that feels specific and easy to approve.

7 min read
Aug 25, 2026
Service Proposal Template: How to Write One Clients Can Approve
Guides

Service Proposal Template: How to Write One Clients Can Approve

Use this service proposal template to define scope, deliverables, pricing, timeline and approval steps clearly for service-business clients.

10 min read
Aug 25, 2026
How Proposal Analytics Improves Sales Follow-Up Conversion
Sales Workflow

How Proposal Analytics Improves Sales Follow-Up Conversion

Discover how proposal analytics helps sales teams improve follow-up timing, identify buyer interests, address hidden objections, and create more relevant sales conversations.

5 min read
Jul 19, 2026
Why Clients Ghost You After Receiving Proposals - and How to Stop It
Sales Workflow

Why Clients Ghost You After Receiving Proposals - and How to Stop It

Learn why clients stop responding after receiving proposals and how real-time open notifications, page-by-page analytics, and better follow-ups can help you close more deals.

6 min read
Jul 18, 2026
5 Proposal Mistakes That Are Costing Your Agency Revenue
Agencies

5 Proposal Mistakes That Are Costing Your Agency Revenue

Discover five proposal mistakes that may be costing your agency revenue and learn how interactive, trackable proposals can improve follow-ups, approvals, and close rates.

5 min read
Jul 14, 2026
Proposal vs. Quote: Key Differences and When to Use Each
Guides

Proposal vs. Quote: Key Differences and When to Use Each

Learn the key differences between a business proposal and a price quote, when to use each document, and how to choose the right format for every sales opportunity.

6 min read
Jul 12, 2026
The Agency Sales Process: From Cold Outreach to Closed-Won
Sales Workflow

The Agency Sales Process: From Cold Outreach to Closed-Won

Learn how to build a repeatable agency sales process that turns targeted outreach into qualified opportunities, winning proposals, signed deals, and successful client onboarding.

4 min read
Jul 8, 2026

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