Use this log when a sales proposal has been revised, reviewed, or returned with questions. Record the source version, what changed, who needs to review it, and which version, if any, is approved for sending.
This is a preparation and tracking record, not authority to make a commercial decision. Assistants may collect version references, note visible changes, prepare a neutral draft, and route questions. They must not set or change pricing, scope, terms, legal wording, discounts, or proposal commitments. They must not negotiate, approve a version, send a proposal, or imply that a proposal is final. The named sales owner, commercial approver, legal reviewer where required, and authorized sender control those actions.
A file name and a date are not approval. Keep the current source, visible change, open question, reviewer, and send status together so a proposal does not move forward by accident.
Record the safe opportunity reference, current version, dated approved source, file location, and sales owner. A draft attachment, comment, or email is not the current version until the owner confirms it.
Name the visible section, slide, appendix, or safe document anchor that changed and link the approved request or review note. Do not paste confidential prospect material into this public-facing template.
Separate approved facts from pricing, discounts, scope, terms, delivery, outcome, legal wording, or other customer claims that still need an owner decision.
Name the sales owner and the commercial or legal review route when needed. A preparer may collect references and draft a neutral note, not negotiate, decide, or commit.
Record the approved version location, send decision reference, authorized sender, and permitted channel. A file name, tracked change, meeting note, or draft email is not permission to send.
Keep safe evidence references, the superseded-version status, stop condition, and next owner check together so a proposal does not move forward by accident.
Every company, person, request, document, date, review route, and outcome below is fictional. These examples do not set pricing, scope, terms, review standards, response times, negotiation positions, legal conclusions, or send authority. On smaller screens, scroll the table sideways to read every field.
| Fictional record | Current source | Visible change | Held items | Owner and review route | Send status | Evidence and next check |
|---|---|---|---|---|---|---|
| Fictional discovery proposal | Fictional proposal v3 in an approved sales folder and a fictional discovery-note reference. | The implementation-timeline section was revised after a customer question. | No delivery date, scope expansion, fee, discount, or customer commitment is approved by this log. | A fictional sales owner checks the response; commercial and legal reviewers handle any pricing, scope, or wording question. | Draft only. No assistant may send it. | Safe source, review reference, superseded-version note, and next owner check before any customer reply. |
| Fictional renewal proposal | Fictional proposal v2 and a linked fictional customer request note in approved storage. | The reporting section was clarified; a request for additional dashboard work remains open. | Extra work, revised price, service terms, discount, legal wording, and contractual commitment remain undecided. | A fictional sales owner routes the question to the commercial owner; legal wording follows the approved legal route. | No approved customer-facing version is recorded. | Safe source, decision reference when available, authorized-sender check, and recheck date. |
Copy this into the business's approved system. Keep confidential prospect material, contract text, credentials, personal data, and restricted records in the approved location.
SALES PROPOSAL VERSION-CONTROL LOG LOG CONTROL Safe opportunity or proposal reference: Current proposal version, date, and approved storage location: Approved request, review note, or source reference: Preparers: Named sales owner: Commercial reviewer and legal-review route when needed: Authorized sender and permitted channel after approval: Next check owner and date: VERSION CHANGE Changed section, slide, appendix, or safe document location: Visible change summary: Approved facts carried forward: Missing fact or owner question: Superseded version and status: HELD ITEMS Pricing, discount, scope, term, delivery, outcome, legal wording, customer promise, or other held claim: Owner decision needed: Review reference: Approved version location: Send decision reference: Stop condition: EVIDENCE Safe source reference: Approved review or decision location: Authorized sent-version reference, if applicable: Next check and outcome reference: Use safe references to approved records. Do not paste confidential prospect material, contract text, credentials, personal data, security material, or other restricted records into this log. Completing this log does not set price, discounts, scope, terms, delivery, legal wording, or customer commitments. It does not negotiate, approve, accept, send, or authorize a proposal. Named sales owners, commercial and legal reviewers, and authorized senders control those actions.
The full log stays visible and selectable. Nothing is uploaded or saved.
A draft, comment, or customer request does not approve a commercial claim or a send. The named owner and reviewer decide what may go out.
Hold the work when the current version, owner, review route, approved wording, permitted sender, or safe evidence location is unclear.
A clean log can show what changed and who needs to act. It cannot approve pricing, scope, terms, legal wording, discounts, or a customer commitment, and it does not give an assistant permission to send.