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
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
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
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
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)
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
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