Sales Proposal Creation & Approval Workflow

Use this Tallyfy template to create winning sales proposals with proper approvals. Estimated time: 2-4 hours per proposal. Difficulty: Intermediate. Recommended team size: 2-3 collaborators (sales rep, solutions architect, legal reviewer). Target audience: Sales teams, solutions architects, and legal reviewers who need a structured approach to proposal development with built-in approval gates.

7 steps 1 automations

Other proposal

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Process steps

Pre-proposal checklist

1 day from previous step

task

Complete this Tallyfy template checklist before starting: Confirm the RFP deadline, verify you have access to pricing tools, identify key stakeholders who need to review, and ensure you have the latest proposal templates and brand guidelines.

Draft the proposal document

2 day from previous step

task

Using your Tallyfy template, create the proposal document structure. Include executive summary, solution overview, pricing section, implementation timeline, and terms. Focus on clearly articulating the value proposition and differentiators.

Understand the opportunity

1 day from previous step

task

Before writing anything, get clear on what the customer actually needs. Review the RFP or request. Talk to sales. What problem are they solving? What are their decision criteria? Who are you competing against?

Gather content and pricing

2 day from previous step

task

Pull together case studies, capabilities, team bios, and whatever else you need. Get pricing from finance. Do not wait until the last minute - this always takes longer than expected.

Write and format the proposal

3 day from previous step

task

Create the document following your Tallyfy template. Lead with their needs, not your capabilities. Be specific about how you solve their problem. Keep it as short as possible while still being complete.

Internal review and approval

4 day from previous step

task

Have the right people review it - sales, technical, legal if needed. Check for accuracy, competitive positioning, and profitability. Fix issues before the customer sees anything.

Submit and follow up

5 day from previous step

task

Deliver the proposal by the deadline. Confirm receipt. Follow up to answer questions and address concerns. Track the decision timeline and stay engaged without being pushy.