Client Proposal Tracking Checklist in Excel

In business, submitting a proposal isn’t just a task — it’s an opportunity. But with so many moving parts like deadlines, responsibilities, and approvals, it’s easy for things to fall through the cracks. The Client Proposal Tracking Checklist in Excel solves that problem with an easy-to-use, fully interactive Excel template built to manage every step of the proposal process.

Whether you’re a freelancer, agency, or enterprise team, this checklist helps you track, delegate, and complete every action item efficiently — increasing your chances of winning the deal.

Key Features of the Template

Client Proposal Tracking Checklist Sheet

• Dynamic Progress Bar shows % of tasks completed

• Auto-generated Serial Numbers for all items

• Built-in dropdowns for assigning Responsible Persons

• Status column accepts or ✘ to mark tasks complete or skipped

• Fields include: Checklist Item, Description, Deadline, Remarks, and Status

List Sheet Tab

• Update Responsible Persons once — names auto-populate dropdowns

• Helps standardize task ownership and simplifies collaboration

Smart Summary Section

• Automatically calculates Total Tasks, Completed Tasks, and Not Applicable

• Displays visual progress with a bar that updates in real-time

Fully Customizable

• Add new columns like “Proposal Amount” or “Client Feedback Status”

• Duplicate sheets to track multiple proposals in one file

Excel-Native Design

• No add-ins or software required

• Compatible with Google Sheets for cloud collaboration

Advantages of Using This Checklist

Boosts Proposal Efficiency
Avoid missed steps or late submissions — everything is documented.

Encourages Team Accountability
Assign each task and track it to completion.

Saves Time and Reduces Stress
One glance shows what’s done, what’s left, and who’s responsible.

Custom-Fit for Any Proposal Type
From marketing proposals to software bids — you can adapt this to fit your workflow.

Drives Better Results
More organized proposals = higher win rates!

How to Use It (Step-by-Step)

Download and Open the Excel File
Start with the “Client Proposal Tracking Checklist” tab.

Add Proposal Tasks
Enter all steps from planning to submission.

Assign Responsibility
Use the dropdown in the “Responsible Person” column to assign tasks.

Set Deadlines
Add realistic dates to avoid last-minute pressure.

Track Status
Use for done, ✘ for skipped — watch the progress bar auto-update.

Duplicate for New Proposals
Need to track another proposal? Just copy the sheet and rename it.

Who Should Use This Template?

• Sales Teams – Track multiple quote submissions and their timelines

• Freelancers – Never forget what to include in a proposal again

• Agencies & Consultants – Improve coordination across departments

• Corporate Teams – Standardize proposal workflows and boost accountability

Click here to read the Detailed Blog Post

Watch the Full Video Tutorial

YouTube.com/@PKAnExcelExpert

Watch the step-by-step video tutorial: