Creating Proposals with Proposify Process Template

About Proposify

What is Proposify?

Proposify is a powerful platform for creating, managing, and tracking proposals, and is a valuable tool for our sales team. By following this standard operating procedure, the sales teams can use Proposify to create professional and effective proposals that align with the customer's needs and preferences, and that are consistent with the company's branding and style.

Creating Proposals

How to Create a Proposal

1. Create a Proposify account, and familiarize yourself with the platform and its features.
2. Identify the customer's needs and preferences, including the products or services they are interested in, their desired quantities and specifications, and their budget and timeline constraints.
3. Research the products or services, and gather any relevant information, materials, or resources that will be included in the proposal.
4. Choose a proposal template that aligns with the customer's needs and preferences, and that is consistent with the company's branding and style.
5. Customize the proposal template with the customer's information, including their contact details, the products or services, the pricing, and any additional details or terms and conditions.
6. Review and verify the accuracy and completeness of the proposal, and ensure that it is in compliance with the company's policies and guidelines.

After Creating a Proposal

After you create a proposal, be sure to follow these three steps:

1. Use Proposify's collaboration and approval features to share the proposal with the customer and any relevant internal stakeholders, and to obtain feedback and approval.
2. Use Proposify's tracking and reporting features to monitor the proposal's status and performance, and to identify any opportunities for improvement.
3. Follow up with the customer and any relevant internal stakeholders, and provide assistance or support as needed throughout the proposal process.