What's happening
I keep rewriting the same proposal.
What you want
I can make a good proposal faster.
How I can help
I'll turn the parts you use every time into a simple template.
- 01
Mark what stays the same in every proposal.
- 02
Make the prices and choices easy to update.
- 03
Keep a final check before anything is sent.
You may be wondering
Questions about preparing proposals faster.
Can proposals stay personal if parts are reused?
Yes. The repeated sections can stay consistent while the customer's needs and your recommendation stay personal.
Where should pricing and terms come from?
They should come from one current list so old prices or wording do not slip into a proposal.
Will I still approve every proposal before it goes out?
Yes. Nothing needs to be sent until you have checked and approved it.