Create winning proposals with built-in approvals

Before you start, run through this quick checklist: confirm the RFP deadline, make sure you've got access to your pricing tools, identify who needs to review the proposal, and grab the latest proposal templates and brand guidelines. Don't skip this - it'll save you from scrambling later.

Set up your proposal document structure using your template. You'll want to include an executive summary, solution overview, pricing section, implementation timeline, and terms. Focus on clearly showing the value you're delivering and what sets you apart from the competition.

Don't write a single word until you're clear on what the customer actually needs. Review the RFP or request, talk to the sales rep, and figure out the real problem they're trying to solve. You also need to know their decision criteria and who you're up against.

Pull together your case studies, capabilities, team bios, and anything else you'll need. Get pricing from finance. Start this early - it always takes longer than you think, and waiting until the last minute will put you in a tough spot.

Create the document following your template. Lead with the customer's needs, not your own capabilities. Be specific about how you're solving their problem, and keep it as short as you can while still covering everything that matters.

Get the right people to review it - sales, technical, and legal if needed. Check for accuracy, competitive positioning, and whether the deal is actually profitable. Fix any issues before the customer sees anything.

Deliver the proposal by the deadline and confirm the customer received it. Follow up to answer their questions and address any concerns. Keep an eye on the decision timeline and stay engaged - just don't be pushy about it.