Proposal and Deal Support helps your sellers get deals over the line. They prepare proposals, pricing documents, case studies and answers to buyer questions, so every offer looks professional and arrives on time.

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No tech background needed. This guide explains the role in plain English: what it is, when you need it, what to expect and how to choose the right Volunteer.

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In plain English

What does a Proposal and Deal Support Volunteer do for you?

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Think of a wedding planner's assistant.

The couple has said yes in principle. The assistant prepares every detail, answers every question and makes sure nothing delays the big day.

Prepares proposals

Clear, consistent offers tailored to each buyer.

Answers buyer questions

Security, pricing and procurement questions handled quickly.

Keeps a library

Reusable templates, case studies and answers.

When you need one

Signs it is time to bring one in.

If two or more of these sound familiar, add this role to your Sales team.

Bring one in when

✓Proposals take days to put together
✓Every proposal looks different
✓Buyers send long questionnaires nobody has time for
✓Deals slow down at the approval stage
✓Your sellers write documents instead of selling

You can wait if

…You only send a few simple quotes each month

What they own

Four areas a Proposal and Deal Support Volunteer takes off your plate.

Proposal templates

Professional, on brand templates for each offer.

Tailored proposals

Each proposal shaped to the buyer's needs.

Buyer questionnaires

Security and procurement questions answered accurately.

Content library

Approved answers, case studies and pricing notes.

What to expect

Across a 60 Volunteer day term.

Volunteers give up to three hours a day, Monday to Friday, over three months or more. Daily and weekly updates keep you informed, and rapid feedback from you in the first two weeks makes the biggest difference.

✦

Weeks 1 and 2

Reviews past proposals and agrees a template with you. Daily updates and rapid feedback matter most here.

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By mid term

New proposals sent on the agreed template, faster than before.

★

By day 60

A proposal library, a set of approved answers and handover notes for the next Volunteer.

Choosing the right Volunteer

What to ask, and what to look for.

You do not need to be an expert to recruit well. Use these questions at interview and listen for the signs below.

Questions to ask

?Show me a proposal you prepared. What made it effective?
?How would you answer a security questionnaire for us?
?How do you keep proposals consistent?
?How do you handle a tight deadline?

Good signs

✓Writes clearly and accurately
✓Checks facts before sending
✓Builds reusable content

Red flags

✕Copies competitor documents
✕Makes commitments you have not approved
✕Misses deadlines without warning

Your part as a Tech Founder

Give them this, and they deliver from Day 1.

✓Past proposals and your pricing
✓Your brand guidelines
✓Approval rules for pricing and terms
✓Quick reviews before anything is sent
✓A signed Volunteer Agreement before they start

Who they collaborate with

The roles around your Proposal and Deal Support Volunteer.

Account Executive

Runs discovery and demos. Understands each buyer and shows how the product helps them.

Read the guide →

Head of Sales

Sets the target and the plan. A clear revenue goal and how the team will reach it.

Read the guide →

Sales Enablement and Training

Writes the playbook. How you sell, written down for everyone.

Read the guide →

FAQ

Questions Tech Founders ask.

Can a Volunteer agree pricing with a buyer? +

No. Volunteers prepare documents within the pricing and terms you approve. You or your Head of Sales make the final commitments.

Who signs contracts? +

You do, or someone you authorise in your company. Volunteers prepare and track documents only.

Which plan do I need? +

Sales roles sit within the Advanced (GTM) plan.

How much does it cost to recruit this role? +

Volunteers give their time for experience, not pay. You subscribe to the Advanced (GTM) plan at £250 a month or £2,500 a year, which lets you recruit up to 100 Volunteer team members across Marketing, Sales and Customer Success. See the plans.

Grow it ·
scale it ✦

Ready to recruit your Proposal and Deal Support Volunteer?

Create your company account, list an Opportunity with the matching template and start meeting Volunteers this week.

Create account → Back to the Sales team