Proposal Approval for Accounting & Finance
Routes a sales proposal through internal review and approval gates before it is sent to the customer.
Built with ASIC regulatory requirements, AML/CTF compliance, Tax Practitioners Board obligations, and APES standards in mind.
Workflow Stages
Proposal Submission
The sales representative submits the draft proposal with supporting documentation for review.
Inputs
- Draft proposal working paper
- Customer needs assessment
- Pricing worksheet
Outputs
- Submitted proposal record
- Review request notification
- Supporting documents attached
Technical Review
A subject matter expert reviews the proposal to confirm feasibility, scope accuracy, and technical correctness.
Inputs
- Submitted proposal
- Service report delivery capacity data
- Technical specifications
Outputs
- Technical review feedback
- Scope validation report
- Recommended adjustments
Decision Points
- • Is the proposed scope technically feasible?
- • Are resource estimates realistic?
Financial Review
Finance reviews pricing, margins, and payment terms to confirm the proposal is commercially viable.
Inputs
- Proposal pricing section
- Cost-of-goods data
- Margin threshold policy
Outputs
- Margin analysis
- Financial approval or revision request
- Payment terms confirmation
Decision Points
- • Does the proposal meet minimum margin requirements?
Legal Review
Legal reviews terms and conditions, liability clauses, and compliance requirements.
Inputs
- Proposal terms and conditions
- Standard contract clauses
- Regulatory requirements
Outputs
- Legal approval or redlines
- Updated terms if needed
- Compliance confirmation
Management Approval
Senior management provides final sign-off based on strategic fit and consolidated review feedback.
Inputs
- Technical review results
- Financial review results
- Legal review results
Outputs
- Final approval or rejection
- Approval record in system
- Authorization to send to customer
Decision Points
- • Is this deal strategically aligned?
- • Are all review conditions satisfied?
Frequently Asked Questions
What if one reviewer rejects the proposal?
The proposal is returned to the sales representative with specific feedback, and a revised version must be resubmitted for the failed review stage.
Can approvals be expedited for urgent deals?
Yes, an expedited review path is available with sales director authorization, compressing review timelines to same-day turnaround.
How are approval decisions documented?
Each reviewer records their decision and comments in the proposal management system, creating a full audit trail.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.