Creating commercial proposals and reports
Create proposals, reports and sales presentations with Afilnet Cloud document editors and reusable company materials.
Application in practice
Uses covered
Client-specific proposals
Prepare a structure covering scope, deliverables and terms. Adapt it to each opportunity, add tables and images, and review the document before sharing it.
Product and service presentations
Combine explanatory slides, visual resources and sales arguments for meetings or demonstrations. Keep an editable version so the material can be updated.
Progress reports
Document progress, agreements and next steps. Organise reports by client and period, and export a deliverable in a compatible format when required.
Benefits
- Reuse document structures.
- Keep commercial materials consistent.
- Update content in the browser.
- Organise proposals and reports by client.
Related services and solutions
Check the scope of each service before designing your implementation.
Frequently asked questions
Can I start from an earlier document?
Yes. Make a copy of a compatible file for the new proposal. Review client details, terms and references before delivering the result.
Creating commercial proposals and reports
Explore applications for your activity