Proposal Process Checklist Template

Draft, review, send, and follow up on sales proposals and quotes.

This free sales checklist template includes 6 tasks organized into 2 sections. Use it to streamline your proposal process process.

Preparation

  1. Gather requirements and scope

    Collect all requirements from the client, including deliverables, timeline expectations, and success criteria.

    • Client Name (required)
    • Scope of Work (required)
    • Client Deadline

  2. Draft pricing

    Build out the pricing model based on the agreed scope. Include line items, discounts, and payment terms.

    • Total Deal Value (required)
    • Pricing Model (required) — Options: Fixed Price, Time & Materials, Retainer, Per-Seat / Subscription

  3. Internal review and approval

    Route the proposal through internal stakeholders for review. Ensure pricing, terms, and scope are approved before sending.

    • Approver Name (required)
    • Approval Status (required) — Options: Pending, Approved, Approved with Changes, Rejected

Delivery & Follow-up

  1. Send proposal to client

    Deliver the final proposal to the client via their preferred channel. Include a clear call to action and next steps.

    • Client Email (required)
    • Date Sent (required)

  2. Follow-up call

    Schedule a follow-up call within a few days of sending the proposal to answer questions and gauge interest.

    • Follow-up Date (required)
    • Client Feedback

  3. Handle objections and close

    Address any remaining objections, negotiate final terms, and secure a signed agreement to close the deal.

    • Objections Raised — Options: Price too high, Timeline concerns, Scope mismatch, Internal budget freeze, Competitor preference
    • Deal Outcome (required) — Options: Closed Won, Closed Lost, Negotiating, Stalled