How proposal software helps to boost win rates

Are your proposals helping you win - or holding you back?

Winning a deal is about delivering a proposal that engages, persuades, and drives action. Yet, too many sales teams lack visibility and streamlined workflows, making it hard to track engagement, prioritize deals, and close faster.

SalesScreen, a sales performance management company, faced this exact challenge. 

Without visibility into buyer engagement, their reps were stuck chasing cold leads, struggling with slow approvals, and missing critical follow-up moments.

By switching to GetAccept, SalesScreen doubled their win rate, streamlined collaboration, and prioritized the right deals.

In this article, we break down how GetAccept customers have improved their proposal process - and how you can do the same to boost your win rates.

Slow sales cycles & missed opportunities

SalesScreen helps sales teams stay motivated and hit targets through gamification and performance insights. But when it came to their own sales process, inefficiencies were slowing deals down and hurting win rates.

Here’s what was holding them back:

• Zero visibility into proposal engagement. Sales reps had no way of knowing if, when, or how prospects interacted with their proposals. This meant they were chasing cold leads instead of prioritizing warm opportunities.
  
  
• Follow-ups were based on guesswork. Without buyer engagement insights, reps couldn’t tailor their messaging, leading to poorly timed or ineffective outreach.
  
  
• Slow approval cycles created roadblocks. Disjointed workflows made it difficult to finalize deals. Sales reps had to juggle multiple tools for approvals, document edits, and eSignatures, adding unnecessary friction.

Without a centralized, data-driven proposal process, they risked losing deals to inefficiency. They needed a solution that could track engagement, streamline approvals, and create a more engaging buyer experience - and that’s when they chose GetAccept.

2. Streamlined collaboration & faster approvals

Instead of relying on scattered tools and email chains, SalesScreen centralized proposal creation, approvals, and communication within GetAccept.

• Internal stakeholders could review and approve proposals in one place, reducing delays.
• Sales teams and decision-makers collaborated seamlessly, ensuring proposals met client needs before being sent.

Automated workflows eliminated bottlenecks, keeping deals moving forward efficiently.

3. More engaging, personalized proposals

SalesScreen transitioned from static PDFs to customized proposals that increased buyer engagement. 

By including branded visuals, they maintained consistency and professionalism across every proposal. 

Embedded videos helped sales reps create a more personal connection with prospects, while interactive elements - such as links and dynamic pricing tables - made proposals more intuitive, engaging, and easier to navigate.

Increased sales performance and revenue growth

With proposal software, SalesScreen achieved significant improvements in their sales metrics:

• Doubled win rate: SalesScreen increased their win rate from 13% to 26% within nine months, surpassing their initial goal of reaching 25% within a year.
  
  
• Revenue growth: The company experienced a twofold increase in revenue in their enterprise sector over two quarters after transitioning to GetAccept.
  
  
• Improved accountability: The implementation of GetAccept improved accountability among sales reps, providing a scalable method to present business cases and mutual action plans.

These results show how effective GetAccept is in improving sales processes and driving business growth.

What tech teams can learn from SalesScreen

With GetAccept, SalesScreen improved team accountability, leveraged real-time analytics, and doubled their win rate.

Here are three key takeaways to help your tech sales team close more deals.

1. Accountability keeps deals moving

A lack of visibility can slow deals down, leaving reps unsure of their next step. SalesScreen solved this by creating a centralized proposal workflow that ensured every stakeholder was aligned.

Let’s say you’re selling enterprise software, and your proposal requires legal and finance approval before it can move forward. Instead of juggling email threads, you can track who has engaged, who hasn’t, and where the holdup is - so nothing gets lost in the process.

With clear accountability, your team knows exactly when to follow up and what’s needed to close the deal.

"It’s difficult as a sales leader to see that your reps are doing things with quality. When you sell enterprise, you can’t just sell generic – you have to sell custom, and that’s where GetAccept has been brilliant for us."

Remi Morken Senior Vice President of Sales, Salesscreen

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2. Data analytics help you focus on the right deals

Without insight into engagement, it’s easy to waste time chasing prospects who aren’t interested. SalesScreen used real-time tracking to focus on warm leads - those actively engaging with their proposals.

Imagine you send a proposal for a cloud-based security solution. If the prospect spends significant time on the pricing breakdown but skips the technical specifications, it’s a sign they need reassurance on ROI. 

Instead of a generic follow-up, you can send a tailored response with cost-benefit analysis and customer success stories to ease concerns and move the deal forward.

3. A stronger proposal process leads to higher win rates

SalesScreen didn’t just improve efficiency - they completely transformed how they engage with prospects, leading to a 100% increase in win rates from 13% to 26%.

By shifting from static, one-size-fits-all PDFs to proposal software, they created a more compelling buyer experience that encouraged faster decision-making.

Picture this:

You’re pitching an AI-powered analytics tool to a data-driven company. 

Sure, you could send a standard proposal…

But with GetAccept, you can:

• Send a personalized video walking through key use cases for their industry.
• Use live chat and commenting so decision-makers can ask questions in real time.
• Include interactive pricing tables that allow them to select the plan that best fits their needs.

Which buying experience would you prefer? 

"This is a way for you to control the narrative. To make sure your reps are sticking to the process, adopting the principles you’ve set, and helping your customers to experience value instead of just product pitching."

Remi Morken Senior Vice President of Sales, Salesscreen

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Smarter proposal workflows with CRM integration

SalesScreen made the proposal process effortless by integrating directly into Salesforce. With this seamless connection, their sales team can manage proposals, contracts, and approvals without ever leaving their CRM. 

Let’s say your team already tracks opportunities, pricing, and product details in Salesforce. Instead of manually transferring that data into a proposal, GetAccept pulls the necessary information automatically, ensuring accuracy and saving time. 

Once a proposal is sent, engagement insights flow back into the CRM, giving reps real-time visibility into buyer interactions. With automated workflows and a centralized hub for deal activity, CRM integration eliminates unnecessary admin work, reduces errors, and keeps your sales team focused on closing deals.

Remi had one word to describe the simplicity of the Salesforce integration: “Brilliant”. 

We can’t argue with that.

Conclusion

SalesScreen’s story proves that addressing common sales challenges - like a lack of visibility, inefficient proposal workflows, and untargeted follow-ups - can lead to dramatic improvements in win rates and deal velocity.

By using proposal software, they doubled their win rate, streamlined approvals, and prioritized the right opportunities. This shift not only accelerated their sales process but also helped them build stronger relationships with prospects.

Want to achieve similar results for your sales team?

Increase your win rates with GetAccept

With GetAccept, you can create engaging, trackable proposals that drive higher conversion rates and accelerate deal cycles.

Here’s how to get started:

• Increase accountability – Keep every deal on track with a centralized proposal workflow. Track engagement, follow-ups, and approvals in one place.
  
  
• Leverage real-time analytics – Identify which prospects are actively engaging with your proposals and prioritize the right deals with data-driven insights.
  
  

Double your win rate – Create interactive, personalized proposals that build buyer confidence and drive faster decisions.