Document Sections

A Sales proposal is a written offer from a “seller” to a prospective “buyer”. Sales proposals are often a key step in the sales process.

No matter what the maturity or ability of your sales people you need to consistently and concisely delivery the correct messages and objectives to your clients or potential clients quickly, efficiently, and with the correct branding all with the latest and most up to date content.

There are many parts to a sales proposal such as:

 Requirements Matrix
 Commercial agreements
 Executive Summary
 Technical section
 Title Page
 Table of contents
 Table of attachments
 Management section
 Pricing/financial
 Implementation plans and schedules
 A description of the seller's capabilities or products
 RFP responses
 Sign off forms
 Payment option
 Proposed solution
 A schedule for delivery of the products or services
 Testimonials from previous customers
 Descriptions of previous projects “proof”

Generating documents efficiently, an organization can maintain the quality and consistency of their message as it is presented to the marketplace. This includes ensuring your branding is up kept to the highest standard in the delivery to clients. Your organization's proposal process cycle should be designed to effectively monitor and manage all sales proposal activities to improve win ratios.