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Below is the Sales Proposaltemplate body. If necessary, please put the personal information, company information, such as text to replace the specific content you need. you can download the .doc template file on the end of the article by click download link.

Table of Contents

Statement of Confidentiality & Non-Disclosure  2
Executive Summary  3
1. Company Background  4
2. Identification of Needs  6
2.1 [RECEIVING PARTY NAME] Requirements  6
2.2 Additional Requirements  7
2.3 Assumptions  7
2.4 Needs Identification  7
2.5 Project Scope  8
3. Proposed Solution  9
3.1 Objectives  9
3.2 Solution  9
3.2.1 Deliverables  9
3.2.2 Requirements vs. Solution  9
3.2.3 [PROJECT TITLE] Team  10
4. Why Choose [YOUR COMPANY NAME]?  11
4.1 Benefits of Our Proposed Plan  11
4.2 Competitive Advantages  11
4.3 Team Qualifications  12
4.4 Success Stories  12
5. Implementation Plan  13
5.1 Methodology  13
5.2 Production Schedule  13
5.3 Testing & Evaluation  13
5.3.1 Performance metrics  14
6. Costs OR Budget  15
6.1 Cost Breakdown  15
6.2 Payment Terms  16
6.3 Guarantees  16
7. Conclusion  17
Appendix A  18
Appendix B  19
Appendix C  20
Statement of Confidentiality & Non-Disclosure


This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform present and future employees of [RECEIVING PARTY] who view or have access to its content of its confidential nature.

The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent.

[YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia.

BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT.

Executive Summary


[YOUR COMPANY NAME] is pleased to present [RECEIVING PARTY NAME] with this proposal for the [SPECIFY NAME] project. We understand the [DESCRIBE PROBLEM or NEED] that [RECEIVING PARTY NAME] is faced with and recognize the unique opportunity to [DESCRIBE OPPORTUNITY TO SOLVE PROBLEM OR FULFILL NEED]. We believe that the [SPECIFY] market is in its [GROWTH or MATURING or OTHER] stage and that we are uniquely positioned to successfully [SPECIFY].

Having duly examined your requirements, we are confident that our proposed [PLAN OF ACTION or SOLUTION] will effectively address your needs. Our goal is to [BRIEFLY DESCRIBE OBJECTIVE(S)] by [BRIEFLY DESCRIBE STRATEGY or SOLUTION] and to complete this by [DATE], for a total cost of [AMOUNT]. By implementing our [STRATEGY or SOLUTION], [RECEIVING PARTY NAME] will:

[LIST KEY BENEFITS OF USING YOUR SOLUTION]
[LIST KEY BENEFITS OF USING YOUR SOLUTION]
[LIST KEY BENEFITS OF USING YOUR SOLUTION]
[LIST KEY BENEFITS OF USING YOUR SOLUTION]

Our unique ability to [DESCRIBE SKILLS] and our successful track record in [MENTION RELEVANT EXPERIENCE] makes us an enviable partner in this project. We look forward to forming a mutually rewarding relationship with [RECEIVING PARTY NAME].




1. Company Background


Founded in [DATE] by [FOUNDERS OR GROUP], [TENDERER] (www.website.com) is the maker of the popular [SPECIFY] OR offers [DESCRIBE SERVICES] services. Our [PRODUCT/SERVICE] is known for [SPECIFY]. We have been quite successful in [SPECIFY] and notably in [SPECIFY RELEVANT ACCOMPLISHMENTS].

[YOUR COMPANY NAME] currently serves over [NUMBER] customers in [SPECIFY REGION OR MARKET] and employs [NUMBER] people in the greater [CITY] area. It has won numerous awards for its [PRODUCT/SERVICE].

Mission Statement:

The companys mission is to [SPECIFY].


[SERVICES PROVIDED or PRODUCTS]:

[LIST YOUR PRODUCTS/SERVICES]
[LIST YOUR PRODUCTS/SERVICES]
[LIST YOUR PRODUCTS/SERVICES]
[LIST YOUR PRODUCTS/SERVICES]

Offices Locations:

[CITY] (Headquarters)
[CITY]
[CITY]
[CITY]

[CERTIFICATIONS or ACCREDITATIONS or MEMBERSHIPS]:

[CERTIFICATION or ACCREDITATION or MEMBERSHIP]
[CERTIFICATION or ACCREDITATION or MEMBERSHIP]
[CERTIFICATION or ACCREDITATION or MEMBERSHIP]
Awards:
[AWARD]
[AWARD]
[AWARD]

Last year's financial results [OPTIONAL]:

Revenues:  [AMOUNT]
Profit:    [AMOUNT]

For a detailed look at key employees please see section 4.3 "Team Qualifications".

[ADDITIONAL OPTIONAL ELEMENTS:

Company history
Legal structure
Organizational chart
Board of directors
Principal shareholders
Financial projections]



2. Identification of Needs


2.1 [RECEIVING PARTY NAME] Requirements

[YOUR COMPANY NAME] understands the requirements to be as such:

General Requirements:

[STATE REQUIREMENTS]
[STATE REQUIREMENTS]
[STATE REQUIREMENTS]
[STATE REQUIREMENTS]
[STATE REQUIREMENTS]

Technical Requirements:

[STATE REQUIREMENTS]
[STATE REQUIREMENTS]
[STATE REQUIREMENTS]
[STATE REQUIREMENTS]
[STATE REQUIREMENTS]

Reporting/Monitoring Methods:
[METHOD]
[METHOD]
[METHOD]

Evaluation Methods:

[METHOD]
[METHOD]

Timeline Requirements:

Proposal Submittal
Supplier Selection
Project Start
Initial Review
Project Completion


[DATE]


[DATE]

[DATE]

[DATE]

[DATE]





Cost Requirements:

Monthly Budget
Total Budget
Budget Overrun Penalty


[AMOUNT]


[AMOUNT]

[AMOUNT]






2.2 Additional Requirements

[YOUR COMPANY NAME] has identified the following requirements that should be met in order to successfully complete this project:

[ADDITIONAL REQUIREMENT]
[ADDITIONAL REQUIREMENT]
[ADDITIONAL REQUIREMENT]

2.3 Assumptions

The following assumptions were made when preparing this proposal:
[ASSUMPTION]
[ASSUMPTION]
[ASSUMPTION]
[ASSUMPTION]

2.4 Needs Identification

[RECEIVING PARTY NAME] has the following needs: [SPECIFY].

After analyzing different scenarios and taking into account the strengths and expertise of both companies, we see the following [NUMBER] potential solutions:

[SPECIFY SOLUTION]
[SPECIFY SOLUTION]
[SPECIFY SOLUTION]

Industry trends, notably [SPECIFY TRENDS], have shaped our proposed solution as described in section 3.2. [YOUR COMPANY NAME] will be instrumental in helping [RECEIVING PARTY NAME] reach its [MARKET AUDIENCE], address its clients' needs and stave off the threat of [SPECIFY MARKET/COMPETITIVE THREATS].

[ADDITIONAL OPTIONAL ELEMENTS:

Company SWOT analysis (Strengths / Weaknesses / Opportunities / Threats)
Competitive landscape
Barriers to entry]

2.5 Project Scope

This project will involve over [NUMBER] [RECEIVING PARTY NAME] employees and require the coordination of [SPECIFY] departments in offices in [SPECIFY CITIES].

The successful implementation of [SPECIFY YOUR SOLUTION], will dramatically effect [SPECIFY] and [SPECIFY].

Please view [APPENDIX X] for a diagram illustrating the overall workflow and scope of the project.
3. Proposed Solution


3.1 Objectives

We have analyzed the present situation and believe the following objectives must be achieved:

[SHORT DESCRIPTION OF OBJECTIVE]
[SHORT DESCRIPTION OF OBJECTIVE]
[SHORT DESCRIPTION OF OBJECTIVE]

3.2 Solution

[DETAILED DESCRIPTION OF YOUR INTENDED STRATEGY AND THE SOLUTION THAT WILL HELP ACHIEVE IT]

[EXPLANATION OF HOW YOUR SOLUTION WILL HELP REACH OBJECTIVES WHILE ADDRESSING REQUIREMENTS]

  3.2.1 Deliverables

In the course of this project, we will deliver the following:

[LIST THE MAIN PRODUCT DELIVERABLES]
[LIST THE MAIN PRODUCT DELIVERABLES]
[LIST THE MAIN PRODUCT DELIVERABLES]
[LIST THE MAIN PRODUCT DELIVERABLES]
[LIST THE MAIN PRODUCT DELIVERABLES]

  3.2.2 Requirements vs. Solution

The following table shows how each requirement will be addressed:


Requirements

Solutions
Deliverables

[SHORT DESCRIPTION]
[EXPLAIN HOW SOLUTION ADDRESSES REQUIREMENT]

[SPECIFY THE RELATED DELIVERABLE]


























Table 1. [PROJECT TITLE] Requirements & Solutions
3.2.3 [PROJECT TITLE] Team

This project will be overseen by [NAME], [TITLE]. He OR she will be in charge of [SPECIFY] and will manage the work done by the following teams:

Team A  C  Manager: [NAME], [TITLE]
Members: [NAME], [TITLE], [NAME], [TITLE], [NAME], [TITLE], [NAME], [TITLE]
Main Tasks:
[TASK 1]
[TASK 2]
[TASK 3]

Team B  C  Manager: [NAME], [TITLE]
Members: [NAME], [TITLE], [NAME], [TITLE], [NAME], [TITLE], [NAME], [TITLE]
Main Tasks:
[TASK 1]
[TASK 2]
[TASK 3]

Team C  C  Manager: [NAME], [TITLE]
Members: [NAME], [TITLE], [NAME], [TITLE], [NAME], [TITLE], [NAME], [TITLE]
Main Tasks:
[TASK 1]
[TASK 2]
[TASK 3]
4. Why Choose [YOUR COMPANY NAME]?


4.1 Benefits of Our Proposed Plan

When comparing our capabilities and proposed solution to that of competitors, the benefits of choosing [YOUR COMPANY NAME] are:

[LIST THE BENEFITS OF USING YOUR SOLUTION, e.g. improvement in business model,
high ROI, monthly cost savings, short time to completion, service reliability, lower implementation cost]



4.2 Competitive Advantages

The following are competitive advantages that differentiate [YOUR COMPANY NAME] from other providers:

[USE RELEVANT DIFFERENTIATING FACTORS & COMPETITIVE ADVANTAGES]

Company Recognition
Brand awareness: [SHORT EXPLANATION OR SUBSTANTIATING EVIDENCE]
Brand image:
Brand identity:
Industry recognition:
Trust:
[OTHER]

Expertise & Stability
Highly knowledgeable workforce: [SHORT EXPLANATION OR SUBSTANTIATING EVIDENCE]
Skilled labor:
Technological skills:
Powerhouse solution:
High-level standards:
Stability:
[OTHER]

Technology
Performance: [SHORT EXPLANATION OR SUBSTANTIATING EVIDENCE]
Flexibility:
Scalability:
Reliability:
Features and functionality:
[OTHER]

History of success
Steady growth in sales: [SHORT EXPLANATION OR SUBSTANTIATING EVIDENCE]
Successful track record:
Adaptability:
Loyal client base:
Customer Service
First-class service: [SHORT EXPLANATION OR SUBSTANTIATING EVIDENCE]
24/7 support:
Client input:

[OTHER]

4.3 Team Qualifications

Key Team Members:

[NAME], [TITLE]
[SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE]

[NAME], [TITLE]
[SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE]

[NAME], [TITLE]
[SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE]

[NAME], [TITLE]
[SHORT RESUME HIGHLIGHTING RELEVANT SKILLS/EXPERIENCE]

For complete resume of key employees, please see [APPENDIX X].

4.4 Success Stories

[YOUR COMPANY NAME] has worked on similar projects in the past and has successfully [SPECIFY]. Most notable relevant experiences include [SPECIFY PROJECT] where we have [LIST ACCOMPLISHMENTS], [SPECIFY PROJECT] where we have [LIST ACCOMPLISHMENTS] and [SPECIFY PROJECT] where we have [LIST ACCOMPLISHMENTS].

For detailed case studies and testimonials, please see [APPENDIX X] and [X] respectively.

For our full client list, please see [APPENDIX X].

5. Implementation Plan


5.1 Methodology

We have the opportunity to follow the [SPECIFY 1st], [SPECIFY 2nd], [SPECIFY 3rd] methods of work in this project. The deliverables shall be provided OR produced according to the following methodology because of [SPECIFY ADVANTAGES]: [DESCRIBE METHODOLOGY]

[ADDITIONAL OPTIONAL ELEMENTS:

Technical implementation details
Product testing and beta phases
Staff training
Downtime
Recovery & emergency plans]

5.2 Production Schedule

In order to begin this project we first need to [SPECIFY]. It will then be possible to proceed with [SPECIFY] which will allow us to [SPECIFY]. We expect to complete this project in [NUMBER] [DAYS or WEEKS or MONTHS or YEARS] or in [NUMBER] man-hours. The production schedule is summarized in the table below.

Activity ID
Activity

Dependency
(ID of related activity)

Duration
Start Date
Progress Report or
Midpoint Review
End Date

1
[SHORT DESCRIPTION]

[ID]
[NUMBER OF DAYS or MAN-HOURS]
[DATE]
[DATE]
[DATE]

2







3







4







5







6







7







8







9







10







Table 2. Proposed Production Schedule


5.3 Testing & Evaluation

Product testing phases should debut when [SPECIFY POINT IN TIME] and should ensure the successful [IMPLEMENTATION or FUNCTIONING] of the following elements: [SPECIFY CRITICAL SUCCESS FACTORS].

Evaluation will take place on a [DAILY/WEEKLY/MONTHLY] basis.

[EVALUATION METHOD 1] will be used to evaluate [SPECIFY]. [EVALUATION METHOD 2] will be used to evaluate [SPECIFY]. [EVALUATION METHOD 3] will be used to evaluate [SPECIFY].
The following reports will be produced on a [DAILY/WEEKLY/MONTHLY] basis: [SPECIFY REPORTS].

[OPTIONAL] Please see [APPENDIX X] for project evaluation criteria.

5.3.1 Performance metrics

The following metrics should be used to measure the success and progress of this project.

[THE FOLLOWING ARE EXAMPLES OF METRICS AGAINST WHICH YOU CAN EVALUATE DELIVERABLES OR THE PROJECT AS A WHOLE]

Past results
Industry benchmarks or averages
Set goals and requirements
Desired improvements in production levels, quality or cost
Behavior based
Increases attendance or clientele
Number of website visitors, length of stay, depth of navigation, number of clicks
Number of calls received
Number of complaints
Change in customer behavior/buying patterns
etc.

Cost-based
Conversion rate (proportion of customers who perform a specific action)
Cost per new client acquisition/cost per sale
ROI
Production costs
etc.

Based on brand variables
Customer satisfaction level
Customers impression of brand/product
Brand awareness/recognition levels
Customer loyalty levels
etc.

Hybrid (combination of above elements)

6. Costs OR Budget


6.1 Cost Breakdown

Based on our analysis of your needs and the nature our proposed solution, the total funds required are estimated at: [AMOUNT]. The cost breakdown is detailed in the table below.

Estimated man-hours: [NUMBER OF HOURS] (does not include breaks and non-working days).
Total estimated project duration: [NUMBER OF HOURS or DAYS or MONTHS].
Estimated daily cost: [AMOUNT].

[THE FOLLOWING ARE EXAMPLES OF COSTS, ALL MAY NOT APPLY TO YOUR SITUATION]

Cost Element
Amount

Machinery And Equipment


Raw Materials


Production & Overhead


IT Infrastructure (Hardware/Software)


Labor
Project Manager
General Managers
Team A
Team B
Team C
Maintenance Labor
  Payroll Taxes



Intellectual Property (e.g. trademarks, domain names, patents)
Permits & licenses


Marketing


Order processing & billing


Third Party Services


Training


Annual/Monthly Maintenance Fee


Travel


Utilities (e.g. long distance communications, fax, internet connection)


Freight/Delivery


Postage





Total
$0,000,000.00


Table 3. Cost Breakdown for [PROJECT TITLE]
6.2 Payment Terms

All equipment, production and general costs (e.g. travel expenses), and man-hours used to complete this project will be billed. This proposal provides an estimate of total costs. All amounts exceeding this quotation are subject to the approval of [RECEIVING PARTY NAME].

Payments shall be made [30 DAYS AFTER RECEIPT OF INVOICE or SPECIFY SCHEDULE]. An initial amount of [AMOUNT] is required to start the project. All late payments are subject to a [1.5% MONTHLY or SPECIFY] charge or the maximum permitted by law.

A discount of [SPECIFY]% shall be applied to early payments.

Payment must be remitted by [CASH, BANK WIRE, CERTIFIED CHECK or SPECIFY] and must be made payable to [TENDERER LEGAL NAME].

6.3 Guarantees

[YOUR COMPANY NAME] shall offer the following guarantees:

e.g.
- [PROJECT or SPECIFIC ELEMENT] will be completed by [DATE].

- If [YOUR COMPANY NAME] exceeds total cost estimate by [AMOUNT], it will be subject to a penalty fee of [AMOUNT]% of exceeding amount.

- [SPECIFY ELEMENT] will adhere to [SPECIFY] quality standards; if this is not the case [YOUR COMPANY NAME] will be subject to a penalty of [AMOUNT].
7. Conclusion


[YOUR COMPANY NAME] is confident that our proposed [SPECIFY] strategy will [SUMMARIZE BENEFITS OF YOUR SOLUTION]. We sincerely hope that [RECEIVING PARTY NAME] will consider us as a long-term partner and allow us to enter into a mutually beneficial relationship. We are available to answer any questions you may have and look forward to discussing this opportunity further.

After reviewing this document, the following steps should be performed in order to come to a final agreement.

- Submission of questions/suggestions
- Counter proposal or approval by [RECEIVING PARTY NAME]
- Negotiation of fees, terms, clauses and conditions

We declare this offer to be binding and free of errors or omissions. Due diligence has been performed in order to ensure compliance with your requirements and particular situation. We agree to hold our proposal open for acceptance until [DATE].

Thank you for your interest.

Sincerely,



[TENDERER NAME]
[TITLE]
[YOUR COMPANY NAME]
Appendix A


Examples of elements to include in appendices:

Supporting information, e.g. third-party studies, quotes, research or test results
Project workflow diagrams or installation schematics
Financial projections or supporting calculations
Success stories: information about similar projects you have completed for other firms and their results
Testimonials from clients, letters of reference, newspaper clippings, press releases and reviews
Accreditations and certifications
Employee resumes
Company milestones
Additional terms and conditions
Limitation of liability
Applicable law
Disclaimer

Appendix B


Examples of elements to include in appendices:

Supporting information, e.g. third-party studies, quotes, research or test results
Project workflow diagrams or installation schematics
Financial projections or supporting calculations
Success stories: information about similar projects you have completed for other firms and their results
Testimonials from clients, letters of reference, newspaper clippings, press releases and reviews
Accreditations and certifications
Employee resumes
Company milestones
Additional terms and conditions
Limitation of liability
Applicable law
Disclaimer

Appendix C


Examples of elements to include in appendices:

Supporting information, e.g. third-party studies, quotes, research or test results
Project workflow diagrams or installation schematics
Financial projections or supporting calculations
Success stories: information about similar projects you have completed for other firms and their results
Testimonials from clients, letters of reference, newspaper clippings, press releases and reviews
Accreditations and certifications
Employee resumes
Company milestones
Additional terms and conditions
Limitation of liability
Applicable law
Disclaimer

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