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The 2022 remote sales playbook

2 min read

Apr 26, 2025

How to streamline the sales process in the remote world

Dropbox has been helping sales teams connect and communicate for years, and now, DocSend and Dropbox Sign complete that process—supporting internal and external collaboration from the first pitch to final signature.

Before

A new sales deck is ready to go, but nobody knows where it is. So you’re not sure how to tweak your pitch.

With Dropbox, you can…

  • Organize all your latest presentations, one-pagers, technical details, and more in one place
  • Make sure every salesperson has secure access, no matter where or when they’re working
  • Keep everyone on-message and up to date

Before

Your finance team tweaked pricing and your legal counsel added terms to your proposal. So everyone’s scrambling to find the most up-to-date version before your sales call.

With Dropbox, you can…

  • Store, share, and collaborate on any internal or external document
  • Keep everyone on the same page, no matter how many revisions or updates may happen
  • Ensure the latest version is available to all, so there’s never any confusion

Before

You send out your proposal (usually as an email attachment) and hold your breath as your leverage and best next steps go into a black hole.

With Dropbox DocSend, you can…

  • See where your prospect is spending their time (and where they aren’t).
  • If you have to make amends to your proposal or fix a typo after you’ve shared it, easily do this without worrying about version control.
  • Use page-by-page analytics to know if they stayed on one page of your proposal longer than any other.
  • Know if they invited other stakeholders into the decision process by using email capture or password protection.

Before

You hope the prospect takes the time to print, scan, sign, and email the contract.

With Dropbox Sign, you can…

  • Maintain momentum by eliminating all that pesky printing, scanning, signing, and emailing.
  • Make it simple for prospects to electronically sign, seal, and deliver the contract in a couple of clicks.
  • Track and answer client questions—right in the document.
  • Use built-in reminders to nudge them toward completion.

Ready to make life easier for your remote sales team, and keep your pipeline full? Check out our new ebook “Closing from Anywhere" for all the details.

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