Proposal Presentation: Proposal Before or During?


For complex and relatively high-dollar sales (five to six figures), it's a common practice to present the final cost in the form of a proposal, and to present that proposal in person, instead of emailing/mailng a copy for the prospect to look at on their own.. Everyone expects that, and I don't think that "one more meeting" is a burden for anyone.

From a sales standpoint, the in-person proposal is a very valuable tool to answer any immediate questions and keep the conversation going towards purchase. Of course, with the Internet, things change, and there's no good way to do that same presentation.

How do you mitigate this? Schedule a web-meeting and present via slides? Call up, then click the "send" button?

Or, just avoid this all together and send the proposal via email and hope they don't misunderstand (or get sticker shock)?

Pricing Selling Proposal

asked Mar 26 '10 at 13:50
Alex Papadimoulis
5,901 points
  • Why do you have an accept rate of 41%? – Blunders . 12 years ago

4 Answers


I think you just go down the list in priority of the method you want to use. First, request an in-person meeting, explaining why you feel that's best for them. If they push back, propose your second best option which is probably a web meeting to walk through it then send the proposal at the end. And if you get pushed hard on both of those, send and cross your fingers. Just be firm, know where the line is to push towards, justify it to them and do your best. I've been involved in situations where the prospect has very strict guidelines or requirements, must treat all the bidders exactly the same and for that reason can only accept emailed proposals with no opportunity to explain or talk through unless they contact the bidder.

answered Mar 26 '10 at 14:07
4,214 points


Hard to imagine someone buying $100K++ software and not wanting to meet face to face for almost everything (How else are they going to take advantage of all the steaks and strippers you'll need to buy them?). They may want to see a copy of the proposal before the meeting but not in place of it. You may have a tough time getting all the decision makers in the room for the proposal.

I'm guessing if they fight it too much, consider it a red flag that the project is not a high-priority or they've set their minds on another product and are stringing you along.

answered Mar 27 '10 at 00:07
Jeff O
6,169 points


I think most people will want to see a proposal before hand, even if a meeting is scheduled. They would like to prepare for the meeting as much as anyone.

One approach I'm currently using with a proposal I have in progress: We already scheduled a meeting to discuss the proposal even before I've put it together, and I will be emailing them that proposal a few days before the meeting.

That being said: I hate software development proposals. For the record. ;-)

answered Sep 8 '11 at 04:07
Mark Khoury
1 point


The proposal should be a summary of earlier discussions. There should be no surprises in the proposal, including the price. (It's OK to have a detailed price in the proposal, as long as it was within the ballpark already discussed.) I send my proposals online. Prior to that, I would send by email. There was rarely an in-person meeting to review the proposal. There were usually in-person meetings to discuss the problem and devise the solution, however.

answered Aug 18 '12 at 02:30
Reuben Swartz
21 points

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Pricing Selling Proposal