Salesforce proposal template
A Salesforce proposal template for enterprise account executives and deal desk teams: an approval path from Drafting SOW to E-Signature, commercial terms, legal approval fields and pricing schedules. Click through it below, then read the spec the studio writes for it.
The Enterprise Proposal & SOW template running: Enterprise proposal record page with SOW approval path, legal redline status, pricing schedules and e-signature. Use the link below to open it in its own tab and click through it.
When to start from this template
- Prototyping an enterprise proposal and statement of work (SOW) page before configuring CPQ document generation.
- Agreeing legal redline stages, payment terms and signatory fields with deal desk and counsel.
- Exporting a complete Quote/Proposal data dictionary and Gherkin acceptance criteria for sprint planning.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Account, Total Contract Value, Proposal Valid Until, Executive Sponsor
- Stage path
- Drafting SOW → Deal Desk Review → Legal & MSA Redlines → Out for E-Signature → Executed / Won
- Sections
- Proposal Executive Summary & Commercial Terms (9 fields)
- Actions
- Generate Proposal PDF, Send for E-Signature, Log Legal Redline
- Related lists
- Products, Notes & Attachments, Proposal Pricing Schedules
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.
As a Quote user, I want to open a Quote record and see 4 key details at a glance, run the Generate Proposal PDF, Send for E-Signature and Log Legal Redline actions, move the record along its Stage path and work with its Products, Notes & Attachments and Proposal Pricing Schedules, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing a Quote record When the user saves with any of these left empty: - "Proposal Name" in "Proposal Executive Summary & Commercial Terms" - "Primary Opportunity" in "Proposal Executive Summary & Commercial Terms" - "Proposal Template Type" in "Proposal Executive Summary & Commercial Terms" - "Contract Term (Months)" in "Proposal Executive Summary & Commercial Terms" - "Billing Frequency" in "Proposal Executive Summary & Commercial Terms" - "Legal Approval Status" in "Proposal Executive Summary & Commercial Terms" - "Customer Signatory" in "Proposal Executive Summary & Commercial Terms" - "Executive Summary Scope" in "Proposal Executive Summary & Commercial Terms" Then the page shows an error against each empty field And the record is not saved. # Scenario: Moving Stage from "Legal & MSA Redlines" to "Out for E-Signature" Given the record's "Stage" is "Legal & MSA Redlines" When the user clicks "Mark Stage as Complete" on the path Then "Stage" becomes "Out for E-Signature" And Guidance for Success shows "Track DocuSign / Adobe Sign envelope status with procurement." # Scenario: The "Products" related list Given a user is viewing a Quote record Then the "Products" list is on the page And it says there is nothing to show.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Proposal Name | Proposal_Name__c | text | Yes |
| Primary Opportunity | Primary_Opportunity__c | lookup | Yes |
| Proposal Template Type | Proposal_Template_Type__c | picklist | Yes |
| Contract Term (Months) | Contract_Term_Months__c | number | Yes |
| Billing Frequency | Billing_Frequency__c | picklist | Yes |
| Payment Terms | Payment_Terms__c | picklist | No |
| Legal Approval Status | Legal_Approval_Status__c | picklist | Yes |
| Customer Signatory | Customer_Signatory__c | lookup | Yes |
| Executive Summary Scope | Executive_Summary_Scope__c | textarea | Yes |
Make this template yours.
Open “Enterprise Proposal & SOW” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
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