What the proposal should do
- Frame the problem and the approach
- Define scope and deliverables
- Set pricing and commercial terms
- Make the next step obvious
When to move into contracts
Use contracts to lock the legal and operational terms once the commercial decision is made. A proposal wins the deal; a contract governs the work.
Approval hygiene
- 1Capture client approval in the platform, not only in email.
- 2Track revisions instead of overwriting high-stakes documents silently.
- 3If work is changing midstream, use change orders or approval records so the history stays legible.