Proposal quality checklist
Check that an offer is relevant, clear, consistent and authorised.
Open example: This page explains the information structure. Use Complete for saved working reviews and export.
Customer outcome is explicit
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Requirements and solution are connected
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Scope, exclusions and assumptions are clear
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Claims and evidence are supportable
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Commercial terms agree throughout
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Required reviews and approvals are complete
Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.
Example structure · Adapt to context and risk · Do not capture personal or confidential information unless your approved system and retention controls permit it.