This sales proposal template covers all the details prospects expect to see (an introduction letter, team bios, and service descriptions), plus some extra special things that will really impress them (a pricing table, company value props, and e-signatures). You’ll be able to showcase exactly why this prospective client should hire you—and get your proposal signed.
You’ll find everything you need to convince your prospect that you’re right for the job. You can edit these sections, remove any that don’t fit, and add more pages with your own creative ideas.
Add your logo and give the proposal a title. Your contact information and your prospect’s contact information will autopopulate.
Kick things off with an executive summary that highlights the prospect’s problems and goals—and how you will take them to the finish line.
Showcase your team’s expertise. Add photos, names, titles, and short bios for all of the key players who will assist the prospective client.
Nail your sales pitch with a great “Why Choose Us?” page. Here, you’ll find a text description, three value prop icons, and a testimonial.
Use this page to name and describe your core services. The template comes with four service blocks, but you can use our drag-and-drop builder to add or remove them.
Offer three unique pricing subscriptions and let prospective clients select the one they want. As always, you can easily edit this pricing table to reflect your business’s offerings.
Closing time! The “Next Steps” page links out to your terms and conditions and collects legally binding e-signatures so you can streamline your sales process.
We researched over 1 million proposals sent with our software to bring you data-backed advice.
Images not only make your proposals more visually appealing, they make them more likely to close.
Try adding photos of your team, your office, and your portfolio samples. You can also use stock imagery, graphics, and icons.
When you add a video to your sales pitch, you bump up the likelihood of it closing by 103%. That’s double the success rate.
Embed a video describing your services or try a custom video explanation along with your introduction letter.
Sales proposals with fee tables have a 35.8% higher closing rate. Clients love getting to review their options and selecting the best fit.
With Proposify, the client’s selection automagically updates the contractual agreement and deposit amount.
If you add e-signatures to your sales proposal, you can boost your acceptance rates by 465% — and close deals 60% faster.
Just add a page with your terms and conditions (or link out to where they can be found on your website). And make sure to sign your signature block before you send it to your prospect.
We’ve got even more great sales proposal templates for you to use.
A sales proposal is a document or presentation that covers a potential business agreement between a vendor and their prospective client. It outlines the details of the service, including all expected deliverables, timelines, and costs. A great sales proposal should also paint the vendor in a positive light by showcasing the company’s expertise, awards, previous work, testimonials, and/or value propositions.
Sales proposals can be sent in response to a formal request for proposal, or as part of the sales process for a variety of professional services and construction services.
A sales proposal's main purpose is to successfully sell a product or service to the prospective client. When accompanied by legal clauses and e-signatures, a sales proposal also eliminates business risk and locks a client into a contractual agreement.
Proposals should clarify all of the details of the service in order to prevent any confusion or disagreements during the business relationship.
To write a great sales proposal, put yourself in your prospect’s shoes. Make the pitch about them. What pain points have they mentioned during the sales process? What goals are top of mind? Call these out specifically in your introduction level and project descriptions.
Make sure to also showcase what makes your company unique. What value propositions set you apart from competitors? Highlight them clearly with bullet points and icons.
Based on our analysis of over a million proposals, we’ve found that great sales proposals typically follow this format: Cover Page, Introduction, About Us/Our Team, Why Choose Us, Services, Pricing Plans, Next Steps/Signing. You can always add more pages within that structure. For instance, you might add a portfolio or testimonial page. Or, for complex projects, you might want a dedicated timeline page.
While PowerPoint Slides, Word Documents, and Adobe files might be popular formats for sales proposal templates, they’re not the best. For one thing, these programs are a hassle for your sales team to use, making it difficult to customize and update proposals.
To make life easier for your sales team and create a better experience for your customers, opt for web-based proposals. With Proposify, customers can open up your proposals and view them online with a single click. They can leave comments, select pricing options, fill out intake forms, and securely sign.
To edit this template, you’ll need a Proposify account. Start your free 14-day trial, with no credit card required. Take your time editing the proposal and exploring our advanced features (like automated email follow-ups and client activity tracking). Then, you can decide if Proposify is right for you.
Proposify gives you greater visibility, control, and speed across the entire proposal process. You can supercharge your sales team with proposal templates, a company-wide content library, e-signatures, automated reminders, and closing analytics. Together, these features help your sales team work better together, send consistent messaging, keep track of client activity, and close more deals.
Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.
Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?
No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.
Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.
Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.
We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.
When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.
Sign up for a custom demo to give Proposify a test drive and get all your questions answered.
