Overview
Proposals work best when they are tied to the lead record, next action, and approval logic instead of existing as disconnected documents.
This guide shows how to improve proposal speed and acceptance using one connected workflow.
How to use it in KREP
- Start proposals from the lead or customer record.
- Include scope, assumptions, pricing, timeline, and approval context clearly.
- Track sent dates, comments, and reminders in KREP.
- Review lost proposals for recurring objections.
What to monitor
- Proposal turnaround time.
- Proposal acceptance rate.
- Number of proposals without follow-up within forty-eight hours.
Best practices
- Use one proposal quality standard.
- Capture reasons for loss.
- Follow up quickly after sending.
Related KREP modules
Proposals, Leads, Tasks
Search topics covered
proposal management krep, sales proposals kenya, proposal follow-up