20 Checks Before Sending Your Proposal
A typo, a wrong price or an empty field can cost you a deal. This 20-point checklist is your last line of defense before hitting 'Send'.
What's included:
What you'll find inside
A preview of the key points. Download to access the full content.
Correct client name (every mention!)
Sending a proposal with the wrong name = automatic disqualification. Always find-and-replace.
Verified calculations
Subtotals, discounts, taxes, total. A €100 error destroys credibility.
Up-to-date date
Not 'today' nor the original template's. The exact date of sending.
Visible offer validity
Without a deadline, the client has no urgency to decide.
Clear payment terms
Deposit, deadlines, method. No ambiguities.
No typos or spelling mistakes
Run a spell-check or read it aloud. Typos cut credibility by 30%.
💡 89% of rejected proposals had at least 1 avoidable error.
Source: Proposify 2024
💡 Sending before 11:00 raises open rate by 42%.
Source: Yesware
Avoid mistakes automatically with DealForge
Validated templates, automatic calculations, mandatory fields. There's no way to get it wrong.