Commercial proposal for services

Template

Manage the commercial proposal preparation workflow of your services with great kanban view. Define all involved expenses, allocate your team, it’s tasks and working hours. Also send the proposal directly from the card e-mail and negotiate it when necessary.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Proposal ID

  • 2. Company

  • 3. Company's contact

  • 4. Email

  • 5. Phone

  • 6. Website

  • 7. Service

    • Placeholder A
    • Placeholder B
    • Placeholder C
    • Placeholder D
  • 8. Comments

Start

  • 1. Assignee

  • 2. Contact date record

  • 3. Requirements specification

Expenses description

  • 1. Quantity

  • 2. Item description

  • 3. Unit cost

  • 4. Total cost

Team allocation

  • 1. Team member

  • 2. Activity description

  • 3. Work hours

  • 4. Total cost

Proposal

  • 1. Summary of activities

  • 2. Total price

  • 3. Proposal initial date

  • 4. Proposal expiration date

  • 5. Attachment

  • 6. Proposal ID

Client approval

  • 1. Assignee

  • 2. Was the proposal approved?

    • Yes
    • No
    • Negotiation
  • 3. Details

Negotiation

  • 1. Assignee

  • 2. New price

  • 3. New proposal date

  • 4. New proposal expiration date

  • 5. Attachment

  • 6. Proposal ID

  • 7. Was the new proposal accepted?

    • Yes
    • No

Won

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