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. |
Templates
Templates