Proposal Checklist
A checklist to send strong, accurate proposals.
#Business goal
Send proposals that reflect discovery and pricing.
#When to use this
Before sending any proposal.
#At a glance
| Detail | Value |
|---|---|
| People involved | Whoever runs the routine |
| Departments used | Sales |
| Modules used | CRM |
| AI used | Sales Agent drafts; you review |
| Recommended timeline | Per proposal |
| Prerequisites | Relevant module access |
#Step-by-step process
1
Base scope on discovery
Tie scope to the discovery notes.
2
Check pricing
Confirm it is profitable and competitive.
3
Review internally
Have a colleague check it.
4
Send and log
Deliver it and log it on the opportunity.
#Approval points
Human approval required
- Proposals are reviewed internally before they are sent.
#Success metrics
- The checklist is completed consistently
- Nothing important is missed
#Best practices
- Tie scope to discovery.
- Review pricing before sending.
#Common mistakes
- Generic proposals.
- No internal review.
#Realistic example
In practice
Run through this before every proposal goes out so nothing sloppy reaches a client.
#Related documentation
Proposal Workflow
The playbook.
Send a Proposal
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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