Proposals
18
Easy to review
Free download
A free Excel template for tracking proposals, review dates, response status, and negotiation notes in one place.
Consultation
Need help choosing a template?
If you want to fit the proposal columns to your current sales flow, we can help you decide what stays in Excel and what should move to the web. We can tune the layout to match the way your team actually works.
We can tune the columns to match the way your team works.
Keep proposals, review timing, response status, and negotiation notes in one workbook. Use the template to see which proposals still need attention and which ones are moving toward a close.
Free download
Proposal
Follow-up
Negotiation
Pending review
5
Quick to spot
Handover
Clear
Simple to share
Snapshot
Proposal follow-up at a glance
See which proposals still need review and which ones are waiting for a decision.
Open proposals
14
Waiting on reply
4
Free download
Check the workbook layout first
A free Excel template that keeps proposals, review timing, response status, and negotiation notes in one workbook. Start by aligning the proposal columns with your current sales process.
File
sales_operations_proposal_follow_up_log_template_en.xlsx
Sheet count
5 sheets
Use case
Proposal follow-up management
Proposal dates and review timing stay visible.
Negotiation notes are easier to share across the team.
Start with the proposal and next-action fields.
Excel workflow
How the workbook keeps proposals moving
Record each proposal, set the review date, and update the negotiation status so the team knows what still needs attention.
Step 1
Record the proposal
Log the proposal as soon as it is sent so the next action stays visible.
Step 2
Set the review date
Set the review date right away so overdue proposals are easy to spot.
Step 3
Update the negotiation status
Update the negotiation status and notes so the pipeline stays accurate.