Free resources to sell more and better
20+ downloadable guides, templates, checklists and kits. Everything you need to professionalize your quotes and close more sales. 100% free, no card.
Guides
12How to Set the Right Price for Your Services
Step-by-step guide to pricing your services correctly: costs, margin, market and perceived value. Stop leaving money on the table.
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How to Write Sales Proposals That Convert
A proven 8-section structure for B2B proposals that close more deals. Downloadable template + real examples.
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Break-Even Point and Profit Margin
Learn to calculate your break-even point, gross margin, net margin and contribution margin. Formulas, examples and an Excel template.
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10 Sales Objections and How to Rebut Them
The 10 most common B2B sales objections ('it's expensive', 'I'll think about it', 'we have a supplier') with proven responses.
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B2B Negotiation Without Discounting
7 B2B negotiation techniques to close deals without sacrificing margin. BATNA, anchoring, trade-offs and more.
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CPQ vs Excel: When to Make the Switch
Still quoting in Excel or Word? Discover the 7 signs your business needs a CPQ and how to make the transition.
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Strategic Discounts Without Losing Margin
5 types of discount that close deals without wrecking your margin. When to use them, how much to offer and how to structure them.
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Glossary of 40+ Essential Sales Terms
A downloadable dictionary of 40+ B2B sales terms: CPQ, pipeline, CAC, LTV, BANT, MEDDIC and more.
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The Perfect Follow-Up: Cadence and Messages
A complete B2B follow-up guide: how many touches, which channel, what message and when to stop. With ready-to-use examples.
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Multi-Currency and International Quotes
A guide to quoting international clients: currencies, taxes, Incoterms, payment terms and protection against non-payment.
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Sales Pipeline: From Lead to Customer
A complete guide to designing your sales pipeline: 7 stages, KPIs per stage, advancement criteria and how to spot bottlenecks.
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Essential Sales KPIs: What to Measure and How
The 10 key sales KPIs for SMBs: CAC, LTV, close rate, pipeline velocity and more. With formulas and benchmarks.
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Templates
47 Post-Quote Follow-Up Emails That Close Deals
7 ready-to-copy email templates: 2-day follow-up, reminder, re-engagement, close, last chance. Boost your reply rate.
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Terms & Conditions Template for Quotes
A ready-to-adapt template with the essential legal terms and conditions for quotes. Covers the 10 must-have clauses.
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Proposal Quality Scorecard
A 25-criteria scoring system to measure and improve the quality of your sales proposals.
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Professional Excel Quote Template
A ready-to-use Excel template with automatic calculations for discounts, VAT and totals. A professional design adaptable to your brand.
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Checklists
315 Mandatory Fields in Every Professional Quote
Free checklist with the 15 essential fields every professional quote needs. Avoid mistakes, build trust and close more deals.
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20 Checks Before Sending Your Proposal
The definitive checklist with 20 points to review before sending a quote or sales proposal. Avoid embarrassing mistakes.
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Electronic Signature: The Legal Guide
Everything you need to know about electronic signatures: types, legal validity, eIDAS, evidence and requirements.
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All of this, built into DealForge
Templates, automatic follow-up, electronic signature, pipeline and KPIs. Everything you see in our resources, ready to use in minutes.
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