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Proposal Template

Create proposals that give your prospects the information and confidence they need to champion your deals through.

About this template

The proposal stage is the critical moment in the sales process where you have an opportunity to convert your contact from prospect to partner. This proposal template will help you do just that by demonstrating your deep understanding of their business, proposing a solution that is tailored to their needs, and laying out a mutual action plan that will give them the confidence to champion your deal through.

Who should use it: AEs.

When should you use it: Middle to late stages of the sales process.

How should you use it: Post-demo to convert your contact to partner and get in front of decision makers.

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