3 ms·
My deal-flow (as a contractor not as a SaaS provider) typically goes: meeting(s) > proposal > negotiation > master service agreement > statement(s) of work. On
by MalcolmDiggs 12y ago
My deal-flow (as a contractor not as a SaaS provider) typically goes: meeting(s) > proposal > negotiation > master service agreement > statement(s) of work.
Once you're at the MSA + SOW phase, here are the templates I based mine off of: www.masonpelt.com/free-scope-of-work-template/
If you're truly at the proposal phase, this typically takes a less rigid form. No legalese. It should read almost like a sale brochure. Who you are, what you're providing, what you can do for the client (maybe some diagrams, charts, etc). And finally the cost. The proposal is typically an early-stage device though. In many cases it is the tool that first introduces you to a potential client (who has posted a Request for Proposals on their site, for example).
It sounds like your deal is pretty much closed. Your client might be using the word "proposal" incorrectly, and they may actually mean that they want you draw up an agreement. It sounds like you guys are past negotiation, and the terms are already agreed upon.