The quote velocity guide for sales leaders

05/19/2025
10 min read

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When quote volumes surge, manual processes simply can’t keep pace—so sales ops teams often struggle. That’s where document automation comes in. Our quote velocity guide provides a framework to streamline and scale your proposal process fast. 

In this download, we'll cover:

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The clear difference between outdated quoting processes and an efficient workflow 

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6 common bottlenecks in the proposal process—and how document automation can help 

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A simple plan to handle increased quote volume with speed and efficiency 

In a competitive market, the ability to deliver timely, accurate quotes and proposals can be the difference between winning and losing a deal. 

In the deal velocity guide, you’ll find the tools you need to handle high volume proposals—without adding headcount— including:

  • A self-assessment quiz to see if your team is prepared to handle higher quote volume
  • A side-by-side comparison of manual quoting workflows vs. automated document generation
  • A breakdown of friction points that may be slowing down your quote velocity—and how to fix them
  • A 14-day sprint plan to guide your efforts to handle increased quote volume with document automation
  • A real-life example of how document automation helped a sales team transform high-volume quoting—and drive real business results

Download the guide for a practical look at high-volume quoting, the impact of document automation, and how the right solution can accelerate quote velocity.