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.