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Sales Proposal Template Walkthrough

Sales Proposal Template Walkthrough


I’ve been asked by a few people about my sales proposal template. So, I thought I’d put a short walkthrough of the basic ideas together and post it to the web.

Update: I’ve removed the video and doc for the time being. It’ll be back in place soon with info from WebMedley.

If you’d like me to review your proposal style or upcoming proposal, just send a note or comment here.

If you are in business development, sales, or marketing, I’d love to hear from you on the format and order. This document can always improve.

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Bill DotsonSee the About page (linked at the top of this page)View all posts by Bill Dotson →

  1. NickNick07-01-2008

    Wouldn’t you only need initials if this was an actual sales agreement, not a proposal?

  2. Bill DotsonBill Dotson07-07-2008

    Nick,
    I like to play it safe and have a written signature. The initials are good for writing at the bottom of the page.

    My formula: read each page, initial the bottom, sign at the signature page, and then scan and store as a PDF.