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Sales template

Sales proposal workflow template

Build the proposal with line items; the discount decides who approves and the proposal PDF is ready to send.

2 steps 10 fields Approval limits by amountGenerates a PDF
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Proposal

    Whoever starts the request

    Add the items and the discount. Up to 5% goes straight through.

    Issues: Sales proposal

    Approval depends on “Discount (%)”

    Up to 5%No approval needed
    5% to 15%The requester’s manager
    Above 15%Approvers you choose
    8 fields in the request form
    • Customer * Text
    • Attention of Text
    • Items *Columns: Description, Quantity, Unit price, Total Table
    • Subtotal Calculated
    • Discount (%) Number
    • Total with discount Calculated
    • Valid until * Date
    • Payment and delivery conditions * Long text

  2. Customer answer

    The requester

    Send the proposal PDF and record the customer's answer.

    Due in 7 days (business time)
    2 fields
    • Result *Won, Lost, Expired Choice
    • Why was it lost?Price, Deadline, Competitor, No budget Choice · when needed

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
  • Edit the generated document (Sales proposal) with your logo and fields. Each PDF carries a verification code.

More sales templates

Discount approval

Ask for a discount above your limit, get a quick answer and record how the deal ended.

Request → Sales manager approval → Director approval → Deal outcome

Customer refund

Handle a refund request from analysis to payment, keeping the customer informed.

Request → Analysis → Finance approval → Refund payment → Tell the customer

Customer onboarding

Sales starts it, the customer fills in their own company data through a secure link, and finance approves the registration.

New customer → Company data → Registration

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template