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That way your pipeline stays clean with only revenue-related proposals, so you always have a more accurate picture of your sales numbers.

Streams is a cool Proposify feature that organizes these type of sales documents, like SOW’s and signed contracts, separately from your proposals. Your sales team can customize the document for their particular client and project, but the standard information is locked and loaded. You can either send it as a stand-alone document or save it to the content library and add it to any proposal. From now on, that is THE statement of work that everyone in the company uses, and they know right where to find it. The great thing about creating templates in Proposify is that once you have them made, you can be confident that everyone in your business is using the right document.įor example, you create a template for a statement of work (SOW), and save it to your Proposify account. Here are some of the ways Proposify makes it easy to create these sales documents: Create consistency with business templatesĭoes it make you crazy that there’s no consistency in the documents your sales team uses? Maybe they’re all using a slightly different version of that contract that’s been hacked together and might even be out of date, which could end up putting your company in a legal bind if there was ever a client dispute. IMPORTANT NOTE: We’re proposal experts, NOT LAWYERS, so be sure to have your own legal counsel advise you on any of the details you may need to include in these documents to protect both you and your clients. But, did you know that you can also create a variety of other sales documents in Proposify?Īs an example, we’ve created ten templates of common types of sales-related documents that you can use for free:Įach of these templates is 100% customizable, so while we’ve included some sample copy to get you started, you can easily change the text to suit your own business, projects, and client requirements. You already know that you can create beautiful business proposals with Proposify (or if you don’t, do your sales team a favour and sign up for a free trial).