| name | sales-proposal |
| description | Build professional proposals for Talosix EDC and clinical trial software deals including executive summary, solution overview, pricing, implementation timeline, support model, and ROI projections. |
Sales Proposal Builder
Purpose
Create polished, persuasive proposals for Talosix EDC deals that clearly communicate value, establish credibility, and provide the prospect with everything needed to make a procurement decision. Each proposal should feel custom-built for the prospect while maintaining consistent Talosix branding and messaging.
When to Use
- After a successful demo or evaluation when the prospect requests a formal proposal
- For enterprise deals requiring detailed scope documentation
- When responding to informal requests for pricing and capability summaries
- For renewal proposals with expanded scope
Information Gathering
Required inputs:
- Prospect Details - Company name, contacts, company type (sponsor/CRO/academic)
- Opportunity Details - Deal name, CRM opportunity ID, sales stage
- Study/Program Scope - Number of studies, sites, subjects, countries, therapeutic area, phase
- Requirements - Specific modules needed, integrations, customizations
- Timeline - Desired go-live date, study start date
- Budget Context - If known, budget range or incumbent pricing
- Decision Criteria - What the prospect has stated matters most
- Competitive Landscape - Other vendors being considered
Proposal Structure
Cover Page
- Talosix logo and prospect company logo (if permitted)
- Proposal title: "Talosix EDC Solution Proposal for [Company Name]"
- Date, validity period (typically 90 days)