Process · Submit proposal

Submit proposal

Record the outbound proposal conversation on the qualified opportunity.

Step by step

Review the offer context Sales Representative

Sales Representative reads the account, primary contact, opportunity lines, expected value and close date before communicating with the customer.
- Check buyer and working offer
- Updates Opportunities, Accounts, Contacts, Opportunity lines
Prepare the customer material Sales Representative

The representative checks quantities and offered prices and stores a relevant document or reference link with the opportunity when the team uses attachments.
- Keep item details and optional reference material
- Updates Opportunity lines, Record attachments
Send the proposal Sales Representative

Sales Representative communicates the offer through the agreed customer channel and records what response is expected next.
- Record the next customer step
- Updates Opportunities, Relationship activities
Run submission Sales Representative

Sales Representative invokes Submit Proposal. The workflow logs an email activity, moves the opportunity from Qualified to Proposal and writes an operation receipt.
- Move Qualified to Proposal with email activity and receipt
- Updates Opportunities, Relationship activities, Operation receipts
Follow the response Sales Representative

The owner schedules a call, meeting or task if the customer needs time to decide. Sales Manager reviews the account and close date when the proposal stays open.
- Track due work and expected close date
- Updates Relationship activities, Opportunities

Start free, then use Proto to change fields, steps and approvals before your team goes live.