There are three types of proposal forms: purchase, project, and sales. They provide structure for gathering information and vary based on business processes. Proposal forms are used for procurement, equipment requests, project management, and sales quotations.
There are three types of proposal forms used in standard business operations: purchase, project, and sales. All of these modules perform the same basic function, providing users with a structured method for gathering the information required for decision making. The actual design of the proposal forms varies based on the actual business process followed in each organization. Many stationary companies provide form templates which can be a great place to start discussions within your business or organization.
A purchase proposal form is often used in large organizations to track purchase requests that exceed a specific dollar value or are part of a specific type of merchandise. There are two sub-types of procurement proposal forms: tendered projects and equipment requests. Detailed project specifications are included in the request for proposal. In many companies, proposal forms are used to provide the same structure for all tender projects. This is very important, as any information you provide to one party and not to another provides an unfair advantage.
An equipment request proposal form is often used in centralized companies. The equipment user or department supervisor fills out the form and sends it to the purchasing department. In the form, the user would provide his contact information, detailed specification of the required item, business rationale and budget. Most proposal forms have signature boxes to ensure all requests are properly reviewed and approved prior to submission to purchase.
Many engineering or IT companies have a central project management office. A project proposal form is used to manage user requests, provide structure to data collection, and ensure that all user requests have followed the same approval workflow. All projects must have a sponsor, relevant department, or business process. The project proposal forms include documentation of the business challenge and the desired deliverable of the project. Where possible, it is expected that staff will provide an estimated project cost, timeline, and efficiency or dollar savings.
Sales proposal forms are used by business to business sales personnel during the quotation process. A sales proposal form includes product description, costs, installation or service costs, and delivery times. The details provided in the sales proposal form the basis of the evaluation by the customer. All relevant information must be included, so that the customer can compare the details of the sales offer with the other offers he has received.
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