Proposal Templates > Saas Proposal Template

Saas Proposal Template

Selling a SaaS product isn’t easy, but this SaaS proposal template takes the guesswork out of presenting a polished proposal and estimate to your prospects.

Best proposal software ever! 

I’ve tried soooo many proposal softwares and I’ll never try another one after Proposable. It’s so easy to use and it looks good, which all the others don’t.

Taylor Woodruff

Account Executive, Grow.com

Smart, reliable, and constantly improving.

Proposable just works. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process.

Brad Wisler

CEO, Periodic

Wow Your Customers

Blow your clients away with a beautiful proposal that stands out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.

Set Your Prices

Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall.

Work With Teammates

Easily collaborate with teammates on proposals. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate.

Get It Signed

Close the deal faster with integrated e-Signatures. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included.

Track Everything

Ever wonder what happens to your proposal after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.

Get Your Time Back

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes.

Edit & deliver this template.

Template Overview

You have designed an incredible SaaS software product, but getting prospects to sign on the dotted line can be difficult. Our SaaS proposal template has sections for showcasing the benefits, team, and pricing configurations of your SaaS offering. E-signatures are even built in for a faster deal close!

Benefits

  • Generate interest in your SaaS software by properly introducing your product and juxtaposing it as a solution to the challenges being faced by your prospective clients.
  • Make a great first impression by highlighting the experience and expertise of your top personnel.
  • Effectively convince your prospective clients why the SaaS delivery model is the best and most convenient way to use the software that they need.
  • Provide your prospects with a transparent and straightforward project cost estimate that itemizes every component of your engagement and how much they will spend on each.

 

Template Sections

Here are the sections that are included with this free template. Each section can be customized to fit your business.

About Us

Take this opportunity to introduce your company and your software development experience to be able to convince your prospects why your firm can be trusted and why your software is the SaaS product to put their money on.

Your Needs

Persuade your prospective client that your SaaS product is the software to beat by effectively presenting it as the solution to the most pressing challenges their business is facing. Make sure to highlight the unique selling points of your product and the benefits it provides. You can also drive subscription by providing free trials initially so you can nurture the relationships toward becoming full-fledged subscriptions.

How We Work

It is important for your prospective clients to understand how you work so they can understand the kind of commitment that you put into developing each SaaS product. Describing your current client base, your work flow, and the complex technological and regulatory landscape within which you work helps drive the point that you are a company that they can trust.

Our Team

In this section, you’re are presented with an opportunity to introduce your top people and the professional background of each of them.

Pricing Plans

Since the SaaS model calls for continuing subscription to your software product, it’s important for your potential customers to clearly understand want exactly they are subscribing to. Here, you can present your different pricing plans and provide an appropriate description of what each one of them covers.

Terms and Agreement

The terms and agreement section is where the details of the mutual confidential business relationship between your company and your prospective client are laid down. With data security, integrity, and protection being so high in the list of priorities of many businesses today, the details of your responsibilities regarding these matters shouldn’t be overlooked.

Agree and Sign

This section finalizes the initial agreement between your SaaS development company and the client.

Edit & deliver this template.