Do you have a proposal template?

Last updated by Seth Daily [SSW] about 2 months ago.See history

A proposal Word template means that anyone in the company will be able to easily create a new proposal for a client following the standards. It can literally cut the time of proposal development in half.

When creating the template, remember to add instructions to the user in yellow (things to be edited/deleted) and check you are following Rules to Better Proposals.

Warning: ⚠️ Templates can be harmful. Don’t treat them as law - don't be afraid to delete irrelevant sections. Let your colleagues know which bits you deleted.

Ulysses Maclaren
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