# Sales proposal workflow template

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

Category: Sales. 2 steps, 10 form fields. Includes: approval limits by amount, generates a PDF.

## Steps

### 1. Proposal

Owner: Whoever starts the request.

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

Approval depends on “Discount (%)”:

- Up to 5%: No approval needed
- 5% to 15%: The requester’s manager
- Above 15%: Approvers you choose

Issues: Sales proposal.

Fields:

- Customer (text, required)
- Attention of (text)
- Items (table, required): Description, Quantity, Unit price, Total
- Subtotal (calculated)
- Discount (%) (number)
- Total with discount (calculated)
- Valid until (date, required)
- Payment and delivery conditions (long text, required)

### 2. Customer answer

Owner: The requester.

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

Due in 7 days (business time).

Fields:

- Result (choice, required)
- Why was it lost? (choice)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/sales-proposal