Sneha J

March 09, 2021

Common Challenges Faced When Developing A Project Proposal Template

challenges faced when developing a project proposal template

5 Common Challenges Faced When Developing a Project Proposal Template

Are you facing challenges in developing a project proposal template? Deadline is approaching fast and you are not sure how to start writing the proposal?

Calm down!!!

You are not alone.

It’s not you but it’s the sales process that needs to be corrected.

A project proposal creation is a kind of process that demands a well-developed approach and a thorough investigation before submitting the document to the prospective client.

This article is written to highlight the challenges you and your sales team faces when developing a project proposal template and how you can overcome those challenges by avoiding a few mistakes.

Common Challenges Faced When Developing A Project Proposal Template

Challenge 1: Making requests

You have to keep requesting information from multiple teams in order to fill out the proposal.

Challenge 2: Too many versions of project proposals

Every single proposal ‘writer/contributor/reviewer’ involved in the process of proposal creation, continues creating his/her own version of the project proposal and because no one knows who is filling which particular portion of the proposal.

Challenge 3: No central library

Not having a central hub for standard marketing collateral such as logo, images, best-written piece/well crafted ‘About Us’, Why Us’ ‘pricing/investment’ and likewise branding stuff and every time you have to search through folders and email marketing tools.

Unable to find the files, you get frustrated and end up creating or modifying some of these elements thus more time is wasted, no easy way to schedule content for project proposal sections.

Challenge 4: Review and approval

Then there are challenges related to review and approval. Reviewers and approvers get plenty of files and versions of those files to look and they are in a puzzle to figure out which file to take up (so they call the proposal manager to send the LATEST file again.

Challenge 5: Transparency

The proposal owner can not easily know who has reviewed and approved the proposal internally and have to keep following with stakeholders before sending the final proposal to a client; thus spending even more time.

Its time to go for the right process to develop and manage the project proposal template

Related article: Benefits of the project proposal template

How to Overcome Project Proposal Challenges

You know these issues already. It is a time to correct the process to create a project proposal, follow the checklist, automate most of the mundane tasks, increase collaboration among team members and bring more transparency as well as clarity to everyone involved. You should look at online business proposal software which offers features like

  • Central online platform: Involve project proposal writers to a central online platform that is easy to use and accessible on the go
  • Content library: Store, organize, and reuse the commonly used sections, marketing collaterals, images, videos at a central place.
  • Proposal team: Invite internal reviewers, approvers set a deadline for the review, and let them be automatically reminded about the pending review/approval.
  • Proposal comments: Proposal team members can add their comments specific for a given proposal. These comments are internal to the team. Client’s will not see those. Even better, teams can discuss about activities too, such as client’s online visit, its interaction, etc

With proposal software, save more than 30% of the time, every time you create a project proposal template. It not only saves significant time but also increases the productivity of your sales team enabling them to contribute best of their abilities.

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