Proposal Grader
Grade your sales proposal against 10 best practices including executive summary, pricing, scope, timeline, social proof, and ROI justification.
Last updated: March 2026
📊 This is a live demo. Sales teams embed this tool on their pricing page — prospects calculate their own ROI and arrive at the demo already convinced. See plans →
↑ This is exactly what your website visitors see when you embed this tool. The only difference: their results are gated behind an email capture form, and every input is sent to your CRM.
What is Proposal Quality Score?
A proposal grader evaluates sales proposals against 10 best practices that correlate with win rate. It checks for executive summary, pricing clarity, scope definition, timeline, deliverables, terms, social proof, personalisation, ROI justification, and clear next steps.
The Formula
Score = Sum of (Rule Weight) for each passed criterion, out of 100
Each of 10 rules is weighted by impact on proposal win rate. Weights sum to 100.
Worked Example
A digital agency grades their proposal for a £50,000 website redesign project.
- Executive summary: One-page overview of problem, solution, and outcomes (12/12)
- Pricing: Three-tier breakdown — Basic £35K, Recommended £50K, Premium £70K (15/15)
- Scope: Detailed scope with explicit exclusions (12/12)
- Timeline: 12-week plan with 4 milestones (10/10)
- Deliverables: Listed but missing format details (6/10)
- Terms: Payment terms included, no cancellation clause (4/7)
- Social proof: One case study included (5/8)
- Personalisation: References client goals from discovery call (10/10)
- ROI: No financial justification included (0/8)
- Next steps: "Let us know" rather than a specific action (3/8)
📌 Total score: 77/100 — strong structure but missing ROI justification and weak call to action. Adding "This investment will generate an estimated £150K in additional revenue over 12 months" and "Sign and return by Friday to secure the March start date" would significantly increase win probability.
Why This Matters
Win rate impact
Proposals that follow all 10 best practices win 35-50% of the time versus 15-20% for average proposals. Each missing element reduces your chances of winning the deal.
Deal size
Well-structured proposals with tiered pricing close 20-30% larger deals on average. The middle tier anchoring effect means clients often choose a higher option than they originally planned.
Sales cycle speed
Clear proposals with explicit next steps reduce decision time by 30-40%. Vague proposals generate back-and-forth questions that delay the buying decision.
Common Mistakes
❌ No executive summary
Decision-makers often only read the first page. Without an executive summary, your key message gets buried. Put the problem, solution, and expected outcome on page one.
❌ Single pricing option
One price forces a yes-or-no decision. Three tiers give the client control and anchor the middle option as the "recommended" choice, increasing both win rate and deal size.
❌ Generic template without personalisation
Clients can spot a copy-paste proposal. Reference their specific challenges, use their terminology, and connect every element to their stated goals.
Industry Benchmarks
| Category | Good | Average | Poor |
|---|---|---|---|
| Proposal Win Rate | 35-50% | 15-25% | Below 12% |
| Average Deal Size (with tiers) | 20-30% larger | Same as quoted | Discounted below quote |
| Decision Time | Under 2 weeks | 2-6 weeks | Above 6 weeks |
Source: RAIN Group Sales Research Report
Benchmark data sourced from RAIN Group Sales Research Report.
From analysing embed performance across hundreds of websites, businesses that replace static forms with interactive tools like this one see 3-5x more qualified leads — visitors volunteer their data because they get personalised results in return.
One of the most common mistakes we see when working with clients: no executive summary. Decision-makers often only read the first page. Without an executive summary, your key message gets buried. Put the problem, solution, and expected outcome on page one.
Embed This Grader on Your Website
Every visitor who uses your embedded grader becomes a qualified lead. Their inputs, results, and business data are captured and sent to your CRM — before you ever pick up the phone.
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