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Proposal Template

Customer Ready Document

The proposal template is a detailed proposal document for a client. It will commonly discuss the solution, implementation and pricing. Microsoft have proposal templates here.

This helps a larger client decide on your solution, understand how it will be implemented into their environment and how they will pay for it.

Even with off-the-shelf software, it is important to create a proposal document as it assists you in understanding the adoption of your technology from a customer perspective and ensures you think about and implement the key elements which are:

Solution Description

Describe the solution in terms the customer uses when choosing the solution.

Implementation Plan

Describe how this technology will be implemented in the customer environment.

Migration Plan

If you are moving from legacy technology, describe how this process will occur.

Payment Plan

Describe how the customer will purchase the software and when they start paying.

Change Management Plan

Describe how staff will adopt the new technology bd be trained to be effective and proficient in its use.

Risk Management Plan

Describe any risks the customer may have implementing the technology and how you think they can be mitigated.