Sales Proposal Evaluation
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. |
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