Streamlined Proposals

We have developed a powerful and efficient template to support your proposal creation process. Our Notion template offers a comprehensive set of features that simplify the creation of clients’ proposals. From predefined templates for various document types to centralized document classification, custom workflows, and comprehensive visibility, our solution empowers your team to create compelling proposals with ease. Read on to explore the features that make our Notion template the go-to solution for streamlining your proposal creation process.

Predefined Templates

Our Notion template provides a range of predefined templates for creating proposals, use cases, testimonials, company presentations, and more. These templates serve as a starting point, ensuring consistency and saving time by eliminating the need to start from scratch. Customize these templates to fit your specific needs and branding, and create professional-looking proposals effortlessly.

Centralized Document Classification

With our Notion template, you can easily classify documents per industry and offer, making it a breeze to locate relevant materials such as testimonials or case studies to include in your proposals. This centralized approach ensures that all relevant documents are organized and readily accessible, eliminating the hassle of searching through various folders or systems.

Custom Workflows

Tailor the proposal creation process to your specific workflow using our Notion template. Create a custom workflow that represents your unique process for building and finalizing proposals. With the ability to assign tasks, leave comments, and allow teammates to contribute their own sections, collaboration becomes seamless, enhancing team efficiency and ensuring a comprehensive and well-rounded proposal.


Comprehensive Document and Client Visibility

Our Notion template allows you to view all documents created for a specific client, providing a holistic view of your interactions and proposals with each client. Additionally, for each company offer, you can easily access a list of all clients who have contracted the service and view all proposals that include the same service. This comprehensive visibility enables better tracking, analysis, and decision-making throughout the proposal lifecycle.

In conclusion, our Notion B2B template offers a comprehensive solution for creating clients’ proposals. With predefined templates, centralized document classification, custom workflows, and comprehensive visibility, our solution empowers your team to streamline the proposal creation process, enhance collaboration, and deliver compelling proposals with ease. Experience the efficiency and professionalism of our Notion template, and take your proposal creation to new heights with Notion B2B.