Proposal Creation Process

Workflow Overview

1. Tim prepares and sends a one-page proposal to John
2. John creates the formal written proposal for the customer based on Tim's input

Process Notes

• Tim is responsible for initial proposal creation
• John handles the final customer-facing proposal formatting
• One-page format is used for initial internal review
• Final proposal follows formal company templates

Notes:

1. Tim send a 1 pager proposal to John. John then creates the formal written proposal for the customer.