The way we work has changed drastically in the last year. With so many people now working remotely, there is a need for new tools and processes to help us stay organized and efficient.

Through the introduction of software and productivity technologies like video conferencing and electronic signature capture, employees and clients have become used to the “new normal.”

In this article, we’ve included 3 templates for remote work plans that your team members can use when working from home.

Sales Proposal Template

Sales proposal templates can be a great way to help streamline the sales proposal process. By having a template, you can ensure that all of the necessary information is included in each proposal. Additionally, using a sales proposal template can help to standardize the formatting of your proposals, making them easier to read and understand for potential clients.

When to use it

When working remotely The possibility of communicating with your colleagues is limited.

No matter which team member creates the documents or where they come from, you can manage the look and feel of them by using a predetermined proposal template.

Additionally, sales proposal templates can help you immensely when working remotely. Because when you’re not face-to-face with a client, it can be difficult to know what needs to go into a proposal in order for it to be effective. A good template will have all of the necessary elements that you need to include so that you can simply fill in the blanks with the relevant information.

By having a template, you can ensure that all members of your team are on the same page and that everyone understands the goals of the proposal. A template can also help to keep your team organized and focused on the task at hand.

How to get started

You can create error-free, professional business proposals when you combine the power of pre-built templates, drag-n-drop blocks, content library and reusable sections. Additionally, document standardization guarantees that any proposal you submit will be precise and consistent with your brand.

Here are five tips to get you started with proposal templates:

• Choose the right template for your needs. Fresh Proposals gives you dozens of sales proposal templates. So choose one that’s appropriate for your business and your products or services from the template library.
• Customize the template to suit your needs. These templates come with pre-filled information, but it’s important to customize the template to fit your specific project or business needs.
• Enter your necessary business information, incorporate whatever details you need and send it off to your client.

Proposal templates are real game-changers. Not only do they help to ensure that your proposal is well-organized and looks professional, but they can also save you a lot of time in the long run.

The Sales Quote Template

Your sales representatives can rapidly submit price information using our sales quote templates while working comfortably from home without having to perform difficult calculations.

By having a sales quote template, you and your team can work together to create accurate quotes for potential customers. This can help to ensure that everyone is on the same page and that your team provides transparent pricing.

When to use it

Sales quotes are essential for any business, but especially for businesses with remote teams. Here’s when to use a sales quote template in your remote working: 

• When you’re starting a new project: A sales quote template can help you define the scope of work and estimate the costs of a new project. This is especially important when you’re working with a remote team, as it can help you avoid scope creep and ensure everyone is on the same page.
• When you’re dealing with change orders: Change orders are inevitable in any project, but they can be especially challenging in a remote working environment. A sales quote template can help you keep track of all the changes and ensure that everyone is billing correctly.
• It can be challenging to establish trust with a prospect if you get the chance to meet in person. In such cases, sales quote templates can be a useful tool for sales teams who are working remotely. The interactive price table in the template enables clients to choose from a range of options, modify quantity choices, or have a remote chat with a sales representative. When the clients are ready to go ahead, they can electronically sign your quote from any location by using any device.

How to get started

Sales quoting can be a complex and time-consuming process, especially when done remotely. However, by using a sales quote template, you can streamline the process and get started quickly.

Here’s how to get started with using a sales quote template in a remote working environment: 

• Choose the right template for your needs. Fresh Proposals gives you dozens of sales quote templates. So choose one that’s appropriate for your business and your products or services from the template library
• Connect your CRM with the template to automatically pull in customer data 
• Customize the template to fit your needs. Add your company logo, contact information, and any other relevant details.
• Use the template to create accurate quotes for your customers

The Business Contract Templates

A sales contract template can be a helpful tool for both buyers and sellers. It can help ensure that all of the important details of the sale are included in the contract. It can also help streamline the sales process by providing a standard format for the contract.

Using ready-made, pre-designed contract templates, Fresh Proposals enables you to create business contract documents in a matter of minutes. Each contract template is expertly written and designed, which will undoubtedly leave a good impression on your clients.  All templates are ready-to-use, easily customizable, and contain eSign to close the deal quickly using Fresh Proposals software.

When to use it

When working remotely, you may find it difficult to keep track of your work and deadlines. By using a template for your contracts, you can ensure that everything is in order and that you are meeting your deadlines.

A contract template can help you stay organized and on top of your work. It can also help you avoid any misunderstandings with your client or employer. By having a contract in place, you can protect yourself legally and financially.

There are many different types of contract templates available online. You can choose the one that best suits your needs. Using a contract template can save you time and money.

How to get started

In the period of social distancing, open communication with your prospective customers has become more crucial than ever.

The contract templates offered by Fresh Proposals allow all parties to comment right within the contract. Not just that, you can customize every template that fits your company policies. Here are a few tips to get you started:

• Choose the appropriate contract template for your business and your products or services from the Fresh proposals template library.
• Customize the template to suit your needs. These templates come with pre-filled terms, but it’s important to customize the template to fit your specific project or business needs.
• Get it reviewed by an attorney and send it off to your client

Conclusion

In conclusion, these three remote work plan templates are essential for streamlining your business processes. By using these templates, you can increase efficiency and communication within your company. Furthermore, you can adapt to the ever-changing landscape of work.