The first draft of any document rarely hits the spot. There will be tweaks and changes required, and, sometimes entire sections which seemed perfectly agreeable the previous day seem out of place the next morning! The American novelist Anne Lamott, in fact, encourages people to write poor first drafts because they make for better editing.

Revision and evaluation are required for your sales proposal, too. Most times, you may be given some guidelines to work with, so you know exactly what you need to include and what format your prospect wants. However, you still need to evaluate your proposal to make sure you are addressing all the key points.


Is it organized? Often, when we spend weeks working on a proposal, we know our way around the document just as well as our own home. But, is it organized well enough so that an important decision maker can easily search through it and find what is needed? Are all your sections organized logically?

Does it address the prospect’s pain? Your proposal should address the prospect’s pain directly. The solution you have in mind and the execution are part of this, not the core. Your proposal should articulate what the problem is and why it is detrimental to the prospect’s business. Your proposed solution is the means to getting rid of this problem

Is it readable? Your proposal should be professionally written; but easy to absorb as well. Too much jargon and too many technicalities will turn the reader away. Your ability to break down the complexities and make the problem and solution easy to understand will win you brownie points. If your proposal seems hard to read, then your prospects will assume you may be hard to work with.

Does it address pricing and timeline? No prospects like ambiguity, especially when it comes to how much they need to pay and how long things will take. Be upfront and let them know your estimates.

Evaluating your proposal becomes easier when you have a great template ready. When you use a sales proposal platform like Octiv, you can save your templates in the content library and use it as a pre-built draft. The content editor also keeps track of versions so that you work with only the most up-to-date content. Learn more.