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Your CRM is one of the most powerful sales tools in your tech stack. Whether you use HubSpot, Salesforce, or any other platform, it's your sales team's single source of truth for managing customer information and deal stages. With over 91% of companies with 10+ employees now using a CRM, it's clear that these platforms are essential. But they become even more powerful when you connect them with other tools, like proposal software.Every team's sales process is different. Whether yours involves multiple products, locations, or pipelines, a smooth workflow is the key to success. When you connect your CRM with the right tools, you create a system that makes your workflow better and keeps deals moving forward while giving everyone what they need to close more deals.What is a customizable CRM?A customizable CRM is software that lets you add or change features based on what your business needs. It gives you the freedom to adjust pipelines, improve data collection, connect other tools, and more. This helps you make every stage of your sales process better.Why integrate proposal software with your CRM?Sales teams love investing in software that helps them at the start of the sales process, But when it's time to close the deal, many teams don't invest enough in the right tools. While your CRM can help you prepare for the close, it's not built to create, send, and track proposals and closing documents.These final stages are key to bringing in new business. But without the right software, there's a blind spot in your sales process. You can't see what's happening with your deals once they're sent to the prospect. No updates, no alerts when proposals are opened, nothing. This gap can put your deals at risk.The blind spot problemFocusing too much on the start of the sales process while ignoring the end creates a blind spot. That's where proposal software helps. It's the fastest and easiest way to see and control your deals. It lets you create perfect proposals with information from your CRM, send them to prospects, and track them from start to finish. When you connect your proposal software with your CRM, you fill the gap between deal stages and remove that blind spot.Benefits of connecting proposal software with your CRMConnecting proposal software with your CRM helps you send proposals faster and more accurately while getting more value from your CRM. Here are the main benefits:1. Sync your proposals with CRM dataOnce you connect your CRM to your proposal software, your contact lists will sync and update automatically. You can pull information straight from your CRM into your proposals, which means no mistakes. Your sales reps spend less time looking for deal details and more time selling.2. Move deals forward automaticallyOnce you link a proposal to a deal in your CRM, the deal will move through your sales stages automatically as the proposal moves forward. This means your pipeline stays updated without manual work.3. Get updates in real timeBeyond tracking proposal activity in your proposal software, the connection lets you see activity on your CRM timeline, including comments, proposal stages, and closed deals. Real-time updates mean you always know where your deals are.4. Stay in your CRMBetween LinkedIn, prospect websites, outreach platforms, lead tools, and the CRM itself, reps already have too many tabs open. By connecting your proposal software with your CRM, you can create proposals right in the CRM without jumping between different pages.5. Keep sales documents with your dealsWhile you can track all your sales documents in your proposal software, the CRM connection makes things easier. Once you link your proposal with a deal, you can attach any sales documents right to the deal so nothing gets lost.How Wonit connects with your CRM?Now that you know why you should connect your CRM with proposal software, here's how Wonit's CRM connection can change your sales process.Create proposals from CRM data with AIWith Wonit, you can create personal proposals by connecting your HubSpot account. Once connected, you can ask Wonit's AI to create a proposal for a specific deal and the app will grab all the important information from your CRM to create a fully personal proposal in seconds.Sync client data automaticallyWonit's CRM connection pulls client details from HubSpot automatically, removing manual data entry and reducing mistakes. Your team can focus on closing deals instead of copying information between platforms.Create personal proposals from CRMBy bringing your CRM data into Wonit's knowledge base, the AI can create proposals that fit each specific lead. The system understands your company details, past conversations, and deal background pulled straight from your CRM to create proposals that connect with your prospects and close deals faster.ConclusionYour CRM is what you make of it. By connecting proposal software like Wonit with your CRM, you create a smooth workflow that removes the blind spot in your sales process. With AI-powered proposal creation that pulls straight from your CRM data, you can turn weeks of proposal work into minutes while keeping your team focused on closing deals.Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.

Are your proposals an afterthought? Are they boring, one-page documents full of pricing that barely do the job? Or maybe they're bloated sales documents so copy-pasted together that nobody knows what's in them anymore? Sometimes the issues are more subtle. But if deals keep slipping away after you send proposals, something's broken. Let's figure out what's going wrong and how to fix it.Why deals disappear after sending proposals?One out of every four deals breaks down at some point in the sales process. It's a common reality that every sales team faces. Sometimes prospects stop responding for reasons you can't control. Their priorities shift, budgets get cut, or something urgent comes up that needs their attention.But your proposal should make it easy for them to say yes before any of that happens. Before they get distracted by new projects, tight deadlines, or a compelling proposal from your competitor. If deals consistently disappear right after you send proposals, that's a clear sign something's broken in your documents.Proposal problems that lose dealsEvery proposal you send represents hours of work, multiple meetings, and real money on the line. But common problems can undermine even your best sales efforts. Here are seven ways your proposals might be broken and how to fix each one.1. Proposals that fail to equip internal championsYour proposal needs to give your contact everything they need to convince their boss. Not just why your solution is great, but why saying yes helps their business. The problem is that people who approve deals are busy. They won't read through pages of text. Your proposal needs to get to the point quickly.That's where a good cover letter helps. Use it to explain your solution to decision-makers who weren't involved in earlier conversations. Keep it short, clear, and focused on why this deal makes sense. Think of it as a one-page summary that gets approvals moving.2. Too much information that overwhelms buyersYour prospect is busy. Their boss is busy. When you load the proposal with information they don't need right now, you're just slowing things down. And the longer a deal takes, the more likely it falls through. So what can you cut? Maybe they don't need a detailed timeline before they even sign. Or that technical section your engineer wrote could wait until the kickoff meeting.Keep your proposals focused. Only include what people need to make a decision. This approach can significantly speed up your close time.3. Poor user experience that creates frictionYour sales process is smooth and modern. But then you send a proposal that feels outdated. Think about the last time you had to print something, fill it out by hand, sign it, scan it, and email it back. That's how your prospects feel when your proposals are difficult to work with.Modern web-based proposals with built-in signatures make everything straightforward. No downloads, no printing, no friction. People can review and sign directly, which leads to faster closes.4. Inconsistent content that damages credibilitySmall errors matter more than you think. In a recent survey, over 200,000 LinkedIn users misspelled 'manager' as 'manger' in their profiles. It's just one missing letter, but it looks unprofessional and reduces trust. This becomes a bigger problem when each sales rep creates their own proposal using different designs and content. These proposals are usually pieced together from previous ones, which means they can have errors or missing information.The problems range from small typos to serious issues. If your reps include outdated product details or wrong pricing, your company might have to honor them. Think about what could go wrong if proposals have incorrect terms and conditions. Without oversight into what's going out, your proposals could be making promises you can't or don't want to keep.Smart templates and AI-powered content generation keep information consistent and accurate across all your proposals. Wonit's conversational AI maintains this consistency automatically, ensuring every proposal meets your standards without manual oversight.5. Missing engagement data that hurts follow-up timingIs the deal actually broken, or did your sales reps just not know when to follow up? When your sales team knows when the prospect is viewing the proposal, which sections they looked at longest, and how much time they spent overall, they can time their follow-up perfectly. They can reach out right when the prospect is in the document to answer questions in real-time.Wonit’s block-by-block analytics give you detailed visibility into exactly which sections prospects engage with and for how long. These metrics help you spot patterns that can improve your sales process. Research shows that proposals viewed two to three times by a prospect are more likely to close. The number of views matters more than total time spent viewing. Your metrics may be different, but you won't know unless you track them.6. Slow proposal creation that kills momentumSometimes there's nothing wrong with the proposal itself. The document looks great, the content is solid, everything checks out. The real problem is how long it took to create. Your sales team spent hours or days crafting a beautifully customized document, working with marketing on branding and design, going through multiple rounds of revisions.By the time the proposal is ready, the urgency around buying your product has faded. The prospect's attention has moved elsewhere. The slow creation process let the deal go cold. This is where AI changes everything. Platforms like Wonit turn hours of work into minutes, just describe your project and get a complete professional proposal instantly. This speed keeps you in sync with your prospect's buying timeline.7. Unanswered questions after business hoursConsider this scenario: Your prospect opens your proposal at 9 PM and has a few questions. Nobody from your team is available. By morning, they've moved on to other priorities or started looking at a competitor's proposal. Having an AI-powered assistant embedded in your proposal solves this problem. When prospects visit your web-based proposal, they get instant answers to their questions around the clock. The AI connects to your proposal content and company knowledge base, so prospects get accurate responses immediately.It's like having a sales rep working inside every proposal you send, keeping prospects engaged and moving deals forward even when your team is offline.Fixing what's brokenThe only response you want from prospects is YES. Fixing these common proposal problems will help keep your sales cycle moving smoothly and prevent deals from disappearing.Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.

"Purchase order" and "invoice" are terms you'll hear a lot in sales. But there's sometimes confusion about what they actually do. If you've been wondering what the difference is, which one to use when asking for payment, and how to handle them, you're in the right place!Purchase orders and invoices are both official sales documents that help your business manage money. They set clear expectations for both sides of a deal, but one is for ordering things, and the other is for asking for payment.That's the simple explanation! In this post, I'll explain what each one does, how they're different, and why they matter for your business.Purchase order vs invoiceA purchase order (or PO) is sent by a buyer to a seller, saying what goods or services they want to buy. An invoice is a payment request for those goods or services, sent by the seller to the buyer. The benefits are different too. Purchase orders help you track inventory and avoid ordering too much. Invoices help prevent paying twice and make it easier to manage budgets and taxes.The point of a PO is to confirm what's being ordered, and the point of an invoice is to get paid for what was sold. Another big difference is timing: purchase orders are created when the buyer places an order, while invoices are (usually) created after the order is completed.Why people confuse purchase orders and invoices?There are similarities between purchase orders and invoices. Both include order details, seller information, shipping information, and prices. Both are legally binding and help with budgeting and spending. Both are business documents about buying goods and services. Now let's look at what each one actually does.What a purchase order does?A purchase order is the first step in a business deal. The PO lists the details of the deal that both sides agreed to. This includes what's being bought, prices, and when it will be delivered.It's created and sent by the buyer's accounting team after the buyer and seller have talked. If the seller can provide what's listed in the PO, they can approve it, and it becomes a legal contract.Purchase orders help finance teams track spending and set budgets. Both parties can check this document anytime to verify details or answer questions. They also make it easier for sellers to pack and ship products.What a purchase order should include?PO numberDate of purchaseOrder details (what's being bought and how much)Buyer information (including shipping address)Payment termsSeller contact detailsTax informationA PO number is a unique number on every purchase order. When an invoice arrives with the same number, the buyer can easily check that they got what they ordered and approve payment. Both businesses can use this number to find the right document quickly.What an invoice does?An invoice is basically a bill that the seller sends after completing what was in the purchase order. The invoice confirms this and says how much money the buyer needs to pay. This means the products were delivered or the service was done.Invoices also track accounts receivable, which is the money people owe you. This matters for your balance sheet, and if you have investors, it shows them how fast you're getting paid.If you're the buyer, invoices help you track your spending. If you're the seller, invoices remind the buyer to pay you. Once it's marked as paid, everyone knows the payment went through. Either way, invoices make tax time much easier!What an invoice should include?Invoice dateInvoice numberPO numberSeller and buyer detailsDetails of goods or services providedAgreed priceAny discountsTaxes (if needed)Total amount duePayment schedulePayment methods acceptedSeller's signatureAlways include the original purchase order number on the invoice. This way, everyone can find both documents easily and make sure everything matches.How to manage purchase orders and invoices?Now that you understand the difference, here are some tips for handling your invoices and POs.Use the right technologySmall businesses might handle POs and invoices by hand. It's better to use digital tools that can create documents automatically, track their status, and make reports. But as you grow, this gets harder and you'll make more mistakes. Going digital means storing everything in the cloud instead of on paper that could get lost and cause problems during audits or disputes.Promote your brandLike anything your company creates, invoices and purchase orders are a chance to show off your brand. Adding your logo, branded headers and footers, and your fonts will help people recognize you and make your documents stand out.ConclusionPurchase orders and invoices are completely different documents, and salespeople need to understand how each works. What they have in common is that both prevent confusion between sellers and buyers so everyone knows what was ordered, when it's needed, and how much it costs. Instead of handling POs and invoices manually, you can save time and avoid mistakes with digital tools that help you grow your business smoothly.Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.

What comes to mind when you hear PowerPoint? Is it an urge to create some slides? A memory of so many great presentations you've sat through? Or maybe countless hours spent making, adjusting, and fixing slides?For those of us who are lucky enough to never have to create another slide deck in PowerPoint again, it's a distant memory we don't like to revisit. We remember the last time we had to create one as if it was a huge, life-changing event. Mine was in high school, the topic was amphibians, and nobody, including me, was looking forward to it. PowerPoint just makes everything feel like a boring seminar you can't wait to be over.We're still stuck with PowerPointYou have to give it to PowerPoint - for software that's been around for 36 years, it's still going strong. Estimates show that its 500 million monthly users create around 30 million presentations per day. But not everything created in PowerPoint is actually a presentation, at least not the way it was meant to be.When PowerPoint first came out, it was just supposed to be a simple presenting tool. An easier way of showing graphics and key information back when overhead projectors were the standard. But as computers got better, so did PowerPoint. Now you can add videos, images, links - way more than just text and simple graphics.And since PowerPoint comes with MS Office, everyone has access to it. That's why people started using it for way more than presentations. Graphics, full business proposals exported to PDF - you name it. People are using PowerPoint for things it was never designed to do. So yeah, no wonder it's such a pain to work with.PowerPoint actually messes with your brainYou could say PowerPoint only fails when you use it wrong. But even when you're just making regular presentations, research shows PowerPoint actually has negative effects on how our brains work.Your brain can't keep upEver notice how hard it is to watch slides and listen to someone talk at the same time? That's because your brain literally struggles to do both. You end up either reading the slides or listening to the speaker, but not really catching everything. The fix should be simple - just use PowerPoint for images and let the presenter do the talking. But PowerPoint makes it so tempting to throw in a few bullet points that most people just can't help themselves.It's boring by designIf you've ever zoned out during a PowerPoint presentation, don't feel bad - science says it's not your fault. Slideshows just go from one slide to the next in these repetitive sequences. It's predictable, it oversimplifies everything, and it basically puts your brain on autopilot. No wonder everyone gets bored.The story gets lostAnother problem with PowerPoint - it makes you squeeze your story into whatever fits on a slide. You end up turning complex ideas into these simple bullet points that lose all the important context. And then you're left wondering if anyone actually understood what you were trying to say.It's just what we're used toLook, most offices use MS Office, so we all just default to it. It's familiar. Or maybe there just aren't better options? Need a contract? Open Word. Business proposal? Word again. Or if you're tired of fighting with formatting, you'll probably just make it in PowerPoint and export to PDF. Let's be honest - it's just a habit at this point.Think about how you consume content today. Why do we all scroll through social media for hours? Because it's interactive, it's online, and you don't have to download anything. You just click a link and boom, there it is.So why are we still sending business documents like it's 1995?Nobody actually wants a PDFYour clients will download a PDF if they have to. Just like you'll make a PowerPoint if you have no choice. But you do have a choice now. Online document software exists. More businesses are switching to it every day. And if you're still sending PDFs and Word docs, you're getting left behind.There's a better way to do thisOld-school business documents just don't cut it anymore. People expect speed and convenience now - it affects their buying decisions. And PDFs? They offer neither.Modern proposals are different. They're responsive, interactive, and actually engaging. You can add pricing tables that work, e-signatures, videos, even instant payment options. It's what clients expect these days, and web-based proposals actually deliver on that.But it's not just better for your clients. It's better for you too. With tools like Wonit, you get real tracking and analytics - something traditional documents could never give you. You can see exactly who looked at your proposal, which sections they spent time on, and what caught their attention.That kind of data helps you get better at this. You start to see patterns in what works and what doesn't. Maybe your sales team needs training on a specific part of the pitch. Maybe your proposals need more consistency. Whatever it is, you've got the data to actually fix it instead of just guessing.

You're about to start using Wonit and you're no longer going to send proposals into the dark. Now you know exactly when clients open, read, and sign. You can also see how long each person spent on each section and which parts they looked at first.Want to know how to use this information to win more deals? Here's what your analytics are telling you.Finding your proposal tracking dataIn Wonit, you can see everything you've sent from your proposals dashboard. Just click on any proposal to see detailed advanced analytics about it. Once you click on a proposal, you'll see the activity page. Here you can see who opened your proposal, what device they used, how long they spent on each section, and what order they read everything in with engagement tracking.What your client's activity really means?Advanced analytics give you powerful insights to make your proposals better. It shows you how interesting your offer is and helps you spot which clients might need a little push to say yes. Let's make this simple. Imagine you sent a web design proposal to a client named Mike Thompson.Here's what the tracking might tell you:1. Time from sent to openedMike opened your proposal just a few minutes after you sent it. That's great! It means he's really interested in your web design services.2. Viewing orderMost clients do the same thing - they read the intro and then jump straight to pricing. That's normal. People want to know the budget before diving into details. But here's where it gets interesting with Mike After checking the price, he looked at benefits and timeline, then went back to pricing again, and then checked out your case studies. This tells us a few things:He might think the price is a bit highHe's comparing you with other companiesHe wants to see if your work is worth the money (that's why he checked the case studies)This is the perfect time to help him out. He clearly has questions. And this is where Wonit integrated AI chat helps you win. Right inside your proposal, there's a 24/7 AI chatbot that answers your client's questions instantly. It knows everything about your company and the proposal, so clients get answers even when you're sleeping.But if you see Mike is still unsure after a few visits, send him a personal message. Ask if he has any questions. This kind of service can be the difference between winning and losing the deal.3. Viewing timesWonit block-by-block analytics show you exactly how long clients spend on each section. This is super useful. If a section gets very little time, it means one of two things: It's boring or it's not relevant. Try making it better - rewrite it, make it shorter, or add some visuals. If people still skip it, just remove it.On the other hand, if clients spend a lot of time on a section, you're doing something right. Those are your best sections - make them even better with more details and examples.But watch out: If someone spends 30 minutes on your pricing section, that's not good. It means your pricing is confusing. Keep pricing simple and clear.4. CompletionWith Wonit block-by-block analytics, you know if clients read your whole proposal or gave up halfway. If lots of clients stop at the same point, your proposal is either too long or not interesting enough. Time to review and improve it. If certain sections are always ignored, either make them relevant or delete them.5. Number of opensThe number of times someone opens your proposal matters. If a client opens a proposal multiple times, it could mean they're really interested. That's good. But if they keep opening it and getting stuck on the same sections over and over? That's a red flag. They're confused or unsure about something. Reach out and help them figure it out.Data means nothing if you don't use itHaving advanced analytics is great, but only if you actually use them. The real skill is learning to read what the data is telling you and then doing something about it. Track your proposals, understand your clients' behavior, and use that knowledge to close more deals faster.Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.