Send the proposal attachments that match the current offer

The decision to improve

Proposal emails can carry an outdated brochure, scope sheet or price appendix. Create a release checklist that links each required attachment to the proposal version. An assistant can identify missing or mismatched files before staff send the package.

A practical starting record

Record proposal ID, customer, approved version, required document types and exact file links. For a revised scope, mark the former appendix as superseded instead of leaving two similarly named files in the outgoing folder. Unknown version information should block the package for review.

Review and tool fit

The salesperson checks the final bundle and recipient before sending. A versioned spreadsheet can track the checklist, but verify your document tool provides stable links and access controls. Test two customers with similar names and an attachment replaced after the package was assembled.

Google documents spreadsheet version history. Confirm account access and sharing before using a sheet as a review record. Google: manage spreadsheet data

Measure the real value

Track returned emails requesting missing documents and minutes finding final attachments. Include the release review and source maintenance. Compare setup and monthly support with proposal volume; faster assembly is staff capacity, not proof of faster sales.

Discuss an implementation

This guide applies across Canada. We provide remote AI consulting for businesses in Halifax; it does not describe a local client or a staffed office.

AI consulting in Halifax · Explore the service · Compare setup options