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3 min read

It's Closing Time with Five New Free Business Proposal Templates!

April 3, 2017
Jennifer Faulkner Jennifer Faulkner Director of Marketing
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    We launched five new free sales proposal templates! They’ve been written and designed to help streamline your proposal process, and now they’re ready for you to download and customize to suit your business and client project.

    One of the perks of Proposify is our gallery of customizable business proposal templates. (Well, that and all the other cool time-saving, deal-closing, client-impressing features we offer).

    With almost 40 professionally written and designed proposal templates for a variety of services, industries, and projects, you’ll be ready to pitch faster than you can say ‘Always Be Closing!”

    Our pre-made sales templates help kick start your proposal process by providing suggestions on copy and design, but they’re also 100% customizable, so you can change the words, layout, design, and images to suit the details of your particular project.

    We added five new sales proposal templates: project management, financial management, staffing, cleaning, and HVAC services.

    All the proposals feature sample contracts (but get a lawyer to make sure your particular butt is covered) and the ability to add legally binding online signatures.

    If you haven’t had a look at our full gallery of free proposal templates, what are you waiting for? To spend another late night sweating bullets so you can get a deal out the door? Ugh. It’s time to take control of your proposal destiny (and get a good night’s sleep).

    Cleaning Services Proposal Template

    Cleaning and janitorial businesses will find our free proposal template helpful when preparing bids for residential, commercial, and institutional properties. The scope of the proposal includes sections like cleaning philosophy, sanitation services, getting started process, team, sample contractor agreement, and fees. Check out our free cleaning services proposal template.


     

    Financial Services Proposal Template

    Financial planners and advisors will save time and impress clients with find this free sample sales template. Pitch financial advisory services to business owners like capital budgeting, risk management, regulatory requirements, investment, and succession planning. Check out our free financial services proposal template.


     

    HVAC Proposal Template

    Businesses that provide heating, ventilation, and cooling solutions for residential, commercial, or institutional buildings can easily prepare professional HVAC quotes with our free sample proposal template. Pitch HVAC installation, sales, repairs, and servicing and get 60% faster sign-off with online signatures. Check out our free HVAC proposal template.


     

    Project Management Proposal Template

    If you’re a certified PMP or a project management consultant, our free business proposal template can help streamline your sales process. The format is ideal for demonstrating your expertise in professional project management services like consultation, solution design and modelling, implementation, and management and support. Check out our free project management proposal template.


     

    Staffing Proposal Template

    Staffing agencies, recruiters, and other human resource professionals can customize our free  business proposal template for corporate clients needing staffing services. Pitch your comprehensive recruitment system, rigorous screening process, and full onboarding services for temporary or permanent employment services. Check out our free staffing proposal template.

    PS

    Two more quick but killer things to tell you about Proposify:

    1. We’ve got a mobile app

    If you’re already a Proposify customer, our free iOS mobile app gives you instant access to the status of your proposals right on your trusty iPhone. Create and send proposals through your desktop version of Proposify as usual, and then monitor all the activity whether you’re on the road, at the in-laws, or dreaming up your next big move. It’s free in the iTunes store and ready for iPhone users to download right now!

    2. Try us free

    If you’ve not yet experienced the life-changing software that is Proposify, now’s your chance. Automating your proposal process will not only streamline your sales and help you close more deals, but you’ll also gain back time to do cool stuff like have a life. Sign up for our 14-day premium-feature trial and stay with us on our robust Free Plan. No credit card required!

    Jennifer Faulkner
    Jennifer Faulkner

    Director of Communications @proposify. Channeling Maria Von Trapp, Queen Elizabeth II, and my taxi-driving, yard-sale-obsessed grandmother. Professional word nerd and unapologetic disciple of the Oxford comma. Connect on LinkedIn

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    Import contacts and field data from Aspire into documents in Proposify

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    Create your own fields you can use internally that get replaced in custom variables within a document.

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    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

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    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

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    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

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