Proposal Plan

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Salesforce Report Data

      Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.

    • Checklists

      Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

    Drive cross-functional coordination for RFP Response & Proposal Developments by combining live data, action items, and collaboration in a single view.

    Win more bids and land new clients by aligning with cross-functional teams early on in the bidding process. Communicate and align around resources and staffing up front, provide visibility around real-time Salesforce data and contextual client information, and incorporate their input to build and deliver high-quality proposals. Embed this Quip document within Salesforce to keep your selling and delivery teams updated on your proposal plan, or easily share it with team members who work outside of Salesforce.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Salesforce Report Data

      Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.

    • Checklists

      Assign action items with due dates to teammates to follow up on deliverables that come out of a customer meeting.

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