Explore Proposal in GreatWork.ai. Define customer context, scope references, review owners and approval questions before a proposal is shared.
Prepare a proposal around a clear understanding of the customer’s problem and the work being discussed. Plan the brief, supporting evidence and people responsible for reviewing the proposed scope. Explore Proposal as an administrative process that keeps assumptions and questions visible before the business decides which version is ready to share with the intended customer audience and other relevant reviewers.
All modules · ERP & Finance
Where Proposal fits
Start with the customer context and the outcome the proposed work supports. Define the scope references, exclusions and clarifications needed by reviewers. Agree who checks delivery assumptions and who approves the customer-facing material. Discuss how revisions are distinguished and how an accepted proposal reaches the next team. During setup, review the relationship with customer, quotation and project records. Keep commitments under your established approval process and record questions requiring confirmation, so the delivery team receives an understandable account of the work that has actually been agreed.
Practical workflows to discuss
- Plan internal review of a proposed customer project scope.
- Outline revisions arising from a discovery discussion.
- Define handoff references after a proposal receives business approval.
Plan your setup
- Which customer problem and scope assumptions must reviewers confirm?
- Who authorizes the version intended for the customer?
- What information should accompany the delivery-team handoff?
Explore Proposal
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Sales, CRM & Marketing.
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