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Sales Proposal Evaluation

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.




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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