Unlimited users just $99/month

Your whole organisation for one fixed price

Book a demo
View all templates

Commercial Proposal for Services

This process guides you through the preparation and management of a commercial proposal for your services.

Workflow template includes the following steps

Step 1 — Define Expenses

Identify all expenses involved in providing the service and provide a detailed breakdown.

Due Date

Output Field Conditions

Step 2 — Allocate Team and Tasks

Assign tasks to team members and allocate their working hours.

Output Field

Step 3 — Prepare Proposal

Prepare the commercial proposal, incorporating all the defined expenses and allocated tasks.

Due Date

Output Field Conditions

Step 4 — Send Proposal

Send the proposal directly from the card email to the client.



Step 5 — Negotiate Proposal

Engage in negotiations with the client if necessary, adjusting the proposal as required.

Output Field

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Commercial Proposal for Services

The ‘Commercial Proposal for Services’ business process is a structured approach to preparing, managing, and delivering commercial proposals. It provides a clear and efficient workflow, ensuring all aspects of the proposal are accounted for, from expense allocation to team task assignment. The process utilizes a kanban view, enabling easy visualization and tracking of each step in the proposal preparation process.

The benefits of this process are numerous. Firstly, it ensures all expenses are defined and allocated appropriately, providing transparency and accuracy in cost estimation. This can enhance client trust and facilitate smoother negotiations. Secondly, the process provides a clear framework for team task allocation and time management, improving efficiency and productivity.

Furthermore, the ability to send the proposal directly from the card email streamlines communication and expedites the proposal delivery process. Lastly, the process supports negotiation when necessary, providing a flexible and responsive approach to commercial proposal management. Overall, the ‘Commercial Proposal for Services’ business process is a crucial tool for any service-oriented business aiming to enhance their proposal management and ultimately, their client relationships.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

Use our Workflow Template Generator to create a customized template
for this business process based on your prompt

Learn more about Free Workflow Template Generator

Create an Account to Instantly Use
Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

Get Started with a Discovery Call

The server is not respondingPlease try again later