ProductIntegrationsSolutionsTemplatesPricingBlogContactAbout
Sign in
Sign up

Sales Proposal Creation

Step-by-step process for crafting and delivering winning sales proposals.

Start with this templateGet a demo
Sales Proposal Creation
Duration:2–5 days
Roles:Sales Rep, Sales Manager, Solutions Architect
Cadence:Per opportunity
GeneralMedium

Steps

  1. 1

    Qualify the opportunity

    Confirm budget, authority, need, and timeline (BANT).

  2. 2

    Gather requirements

    Conduct discovery call and document client needs.

  3. 3

    Design solution

    Map client requirements to your product/service offering.

  4. 4

    Build pricing model

    Create a pricing proposal with options and discounts.

  5. 5

    Draft proposal

    Write the proposal using the company template with tailored content.

  6. 6

    Internal review

    Get manager approval on pricing, scope, and terms.

  7. 7

    Customize presentation

    Create a client-specific pitch deck if needed.

  8. 8

    Deliver proposal

    Present the proposal to the client and handle objections.

  9. 9

    Follow up

    Send follow-up within 48 hours and schedule next steps.

Customize this template

This template is a starting point. Customize steps, owners, deadlines, and proof requirements to match your exact workflow.

Start with this templateGet a demo

Connect your operations to AI execution.

OKiDO structures your procedures, connects your systems, and makes human + AI execution visible, enforced, and auditable — across your entire organization.

Get a demo