Improve your business pitch with our comprehensive Trade Proposal Template, guiding you step-by-step from in-depth company research to final proposal delivery.
Identify the prospect company Obtain details and history of the company Research and list company's needs and challenges Build a possible solution and benefits for the company Create the initial draft of the proposal Approval: Draft Review Team Revise draft based on approval feedback Calculate the cost and pricing details Include terms and conditions in the proposal Include a detailed timeline of the project Add references or case studies if applicable Prepare a final draft Approval: Manager Revise and finalize the proposal based on manager's feedback Formatting and proofreading of the proposal Prepare proposal summary for presentation Approval: Quality Assurance Team Address any adjustments suggested by Quality Assurance Team Prepare and send the proposal to the prospect Follow up with the prospect after sending the proposalIdentify the company you are proposing a trade to. Make sure to gather all relevant information about the prospect, including their name, industry, and location. Use this information to personalize the proposal and tailor it to their specific needs.
Company Name Technology Healthcare Manufacturing Number of EmployeesGather detailed information about the prospect company's history, background, and any notable achievements. This will help you understand their current status and assess their potential needs and challenges.
Company Description Company History Notable AchievementsConduct thorough research to identify the specific needs and challenges of the company. This will allow you to offer targeted solutions and address their pain points effectively.
Company Needs Company ChallengesBased on the research conducted, develop a comprehensive solution that addresses the prospect company's needs and challenges. Highlight the benefits and advantages of your proposed solution.
Proposed SolutionCompose the initial draft of the trade proposal. Include all relevant details, such as the prospect company's information, the proposed solution, and the benefits. Make sure the draft is concise, clear, and compelling.
Proposal DraftRevise the initial draft of the proposal based on feedback from relevant stakeholders. Incorporate any suggested changes or improvements to make the proposal more effective and persuasive.
Revised Proposal DraftDetermine the cost and pricing details of your proposed solution. Consider factors such as materials, labor, and any additional expenses. Calculate the total cost and provide a breakdown for transparency.
Total Cost Cost BreakdownAdd comprehensive and clear terms and conditions to the trade proposal. Specify the rights, obligations, and responsibilities of both parties involved in the trade. Ensure that the terms and conditions are fair and protect the interests of all parties.
Terms and ConditionsCreate a detailed timeline that outlines the key milestones and deliverables of the proposed project. Clearly define the timeframe for each phase to provide the prospect company with a clear understanding of the project's progress and completion date.
Project TimelineIf you have relevant references or case studies that demonstrate the success of similar projects or solutions, include them in the proposal. This will provide credibility and showcase your expertise and track record.
Reference/Cases Studies File will be uploaded hereReview all the previous sections and compile the final draft of the trade proposal. Ensure that all information is accurate, consistent, and well-structured. Double-check for any errors or omissions.