Free Sales Proposal Evaluation Template
Sales Proposal Evaluation
|
Sales Representative: [Name] |
Date Submitted: [Month Day, Year] |
|
Prospect: [Client / Company] |
Evaluator: [Your Name] |
|
Proposal Title: |
|
Instructions: Please review the Sales Proposal Evaluation carefully. For each section, simply tick whether the proposal meets the specified criteria with a "Yes" or "No" response.
|
Yes |
No |
Description |
|
|
|
The proposal is well-structured and easy to follow. |
|
|
|
Key sections are presented. |
|
|
|
Demonstrates understanding of prospect's needs. |
|
|
|
Solutions are relevant and tailored. |
|
|
|
Comprehensive description of product/service. |
|
|
|
Highlights features, benefits, and unique selling points. |
|
|
|
Includes specifications and technical details where necessary. |
|
|
|
Competitive and transparent pricing. |
|
|
|
Reasonable and flexible payment terms. |
|
|
|
Compliance with U.S. sales and business legal requirements. |
|
|
|
Inclusion of necessary disclaimers and terms and conditions. |
|
|
|
The proposal aligns with the prospect's needs. |
|
|
|
Pricing and terms are reasonable and compliant. |
