Sales proposal workflow for Tallyfy

Create winning proposals with built-in approvals

Proposals that miss deadlines or skip reviews lose deals. This 7-step workflow guides your team from understanding the opportunity through gathering content, writing, internal review, and submission with follow-up tracking.

7 steps

1 automations

Import into Tallyfy Preview steps

Other proposal

Run this workflow in Tallyfy

Import this template into Tallyfy and assign to your sales rep with the RFP deadline and customer requirements captured in the kickoff

Configure step deadlines in Tallyfy so content gathering happens early, writing gets proper time, and internal review from sales, technical, and legal completes before submission

Track proposal status in real-time in Tallyfy so sales managers know which proposals are on track and which need help meeting their deadlines

Import this template into Tallyfy

Process steps

Pre-proposal checklist

1 day from previous step

task

Complete this Tallyfy template checklist before starting: Confirm the RFP deadline, verify you have access to pricing tools, identify key stakeholders who need to review, and ensure you have the latest proposal templates and brand guidelines.

Draft the proposal document

2 day from previous step

task

Using your Tallyfy template, create the proposal document structure. Include executive summary, solution overview, pricing section, implementation timeline, and terms. Focus on clearly articulating the value proposition and differentiators.

Understand the opportunity

1 day from previous step

task

Before writing anything, get clear on what the customer actually needs. Review the RFP or request. Talk to sales. What problem are they solving? What are their decision criteria? Who are you competing against?

Gather content and pricing

2 day from previous step

task

Pull together case studies, capabilities, team bios, and whatever else you need. Get pricing from finance. Do not wait until the last minute - this always takes longer than expected.

Write and format the proposal

3 day from previous step

task

Create the document following your Tallyfy template. Lead with their needs, not your capabilities. Be specific about how you solve their problem. Keep it as short as possible while still being complete.

Internal review and approval

4 day from previous step

task

Have the right people review it - sales, technical, legal if needed. Check for accuracy, competitive positioning, and profitability. Fix issues before the customer sees anything.

Submit and follow up

5 day from previous step

task

Deliver the proposal by the deadline. Confirm receipt. Follow up to answer questions and address concerns. Track the decision timeline and stay engaged without being pushy.