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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Comments

  1. Nick July 1st

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


  2. Bill Dotson July 7th

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    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.


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Bill Dotson

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