Proposal Templates > Sales Proposal Template

Sales Proposal Template

A professional sales proposal is key to generating new business for your company. It’s important to include the sections that will help your prospects see what your company is about and convince them that you are the right choice for them. This template many great pre-built sections, including an “about us” section as well as a pricing estimate that’s ready for you to input your products, services, and pricing.

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.

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Template Overview

Get yourself noticed with a polished sales proposal for your prospects. A good presentation of your services is essential for any business to show why it can provide the best services to customers. The sales proposal template will help you communicate your company’s history, give examples of your services, and make present your pricing.

Benefits

  • Take advantage of a customizable business proposal that you can edit according to the needs of your business.
  • Effectively introduce your company, and precisely describe the services that you offer.
  • Make a case for your services, and present them as viable solutions to the challenges your prospect is currently facing.
  • Easily create a pricing and estimate list that details the components of your engagement in a clear and concise manner.

 

Template Sections

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

Cover Page

This short introduction details who this proposal is for and who the sender is.

About Us

This section offers an overview of who your company is, and your expertise in your field.

Our Solution

This section lets you detail your product or service more in-depth, and you can even use video and multi-media to communicate your benefits to your prospect.

Pricing and Estimate

This is where you list out the services and products you are proposing to your prospect. You provide the product title, cost, and quantity – with descriptions to help your prospect know exactly what they are paying for.

Terms and Conditions

The terms and conditions section of this proposal allows you to get down to the details with clauses that layout the expectations of you and your client once you enter into business with them.

Accept and Sign

The final section is where your prospect is prompted to accept and sign your proposal once they are ready to move forward. This includes a legally binding electronic signature, so you won’t have to use another product to get this signed when your prospect is ready to become a client!

Edit & deliver this template.