MEDDIC Sales Template
Enhance your sales success using the MEDDIC methodology – craft an engaging, coherent, and convincing pitch efficiently.
About this template
Strengthen your sales approach with our interactive MEDDIC Sales Template. This user-friendly template helps sales reps navigate the MEDDIC methodology, focusing on metrics, economic buyers, decision criteria, and more. Equip your team with the tools to identify high-potential opportunities and close deals more effectively.
What's included?
- Overview
- Executive summary
- Mutual action plan
- Procurement & security criteria
- How we help
- What makes us different
- Value
- Testimonials
- Contact us
Included in our MEDDIC template
Executive summary
The executive summary is designed to deliver key MEDDIC insights in a concise, executive-friendly format that’s easy to navigate. Presented in an accordion layout, it allows stakeholders to expand only the sections most relevant to them, such as metrics, economic impact, decision criteria, and decision process. The template comes pre-structured with the core MEDDIC elements already mapped out, making it simple to customize for each deal while keeping the proposal focused, clear, and aligned to how buying decisions are actually made.
Mutual action plan
A built-in mutual action plan helps align both sides on what needs to happen to move the deal forward. The template includes pre-written steps covering key milestones, responsibilities, and timelines, allowing you to tailor the plan to the prospect’s internal buying process. By clearly outlining next steps and shared ownership, the proposal reinforces MEDDIC best practices, reduces deal risk, and keeps complex sales cycles on track.
Customizable ROI calculator
The ROI calculator transforms your MEDDIC proposal into a data-driven business case by clearly illustrating cost savings and financial impact. It comes ready with fields for inputs like time saved, efficiency gains, and reduced costs, so prospects can see the value in real numbers. Presented directly within the proposal, the calculator helps justify investment, supports internal decision-making, and strengthens your economic buyer alignment.
Built-in agreement and e-sign
The agreement and eSign section removes friction at the final stage of the sales process by combining approval and signature in one place. Pre-written agreement language can be easily customized to fit the deal, while Qwilr’s built-in eSignature allows stakeholders to sign without leaving the proposal. Keeping everything in a single, web-based document helps deals close faster and ensures momentum isn’t lost after verbal agreement.
Why Qwilr?
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Templates for every use case
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Frequently asked questions
The MEDDIC Sales process is a prospect-centered B2B sales methodology, designed to help sales representatives qualify prospects with more precision. This sales methodology stresses the importance of thorough customer qualification early in the sales funnel, empowering your sales team to ask prospects the right questions at the right time.
In short, the MEDDIC Sales methodology is a six-step sales process used to determine whether or not a prospect is the right fit for your products or services based on the following criteria: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion.
The MEDDIC score is a value that helps sales representatives evaluate the level of qualification of their prospect based on the six elements of the MEDDIC Sales process, Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion. Simply put, the higher the MEDDIC score, the more qualified a prospect is. The MEDDIC Academy developed this checklist that can be used to determine a prospect’s individual MEDDIC score.
The MEDDIC Sales process encourages sales representatives to ask a number of questions at every stage to qualify prospects as they come in. Here are some examples of MEDDIC Sales process questions for each of the six steps.
Metrics:
- What goals are you hoping to achieve?
- How does your organization measure success?
- What KPIs are you responsible for in your organization?
Economic Buyer:
- Is anyone else involved in this decision?
- Who would ultimately sign off on this?
Decision Criteria:
- How would you justify making this purchase?
- What is the most important factor in making a decision?
Decision Process:
- Who do you need to talk to for approval?
- What is the formal approval process?
- What is the approximate time your organization takes to make a decision?
Identify Pain:
- What are the biggest challenges your team faces?
- How is this issue affecting your organization’s bottom line?
- Is your organization suffering financially from this issue?
- What would happen if this issue went unaddressed?
Champion:
- What are the next steps to get this solution approved?
- What are we missing to present a business case for this?
- What other solutions is your organization considering?
The MEDDPICC Sales methodology is an extension of the MEDDIC Sales process and is typically used in extended B2B sales cycles. The key difference is the addition of two extra steps: Paper Process and Competition. The Paper Process refers to the series of steps that occur once a decision has been made. This can include legal and security compliance checks, and procurement processes. Finally, competition, as the name suggests, is any organization or individual that is competing for the same business.
The first step to implementing the MEDDIC Sales process is to train your sales team on your buyer personas. Updated buyer personas help sales representatives understand how your product or service relates to your target audience and ideal customer, ensuring they can successfully qualify prospects.
It is also important to identify sales objections beforehand, preparing your sales representatives to overcome potential obstacles. Once implemented, the MEDDIC Sales process helps your sales personnel focus their efforts on prospects with intent to close a deal, resulting in higher closing rates.