State of SaaS Proposals

Get the data behind winning proposal tips, trends, and best practices to help your team beat the competition.

What does a winning SaaS proposal process look like? Why do some hit the mark, while others go completely dark?

For such an important business tool, the inner workings of a proposal can be defined by guesswork and speculation.

Until now.

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The insights that give your team the inside edge.

As the leading online proposal software, we scoured our database of over 1.6 MILLION sales documents to tease out all the juicy trends, hidden tips, and best practices of the most kick-ass (and kick-your-competition-to-the-curb) SaaS proposals, quotes, and contracts.

We discovered:

  • The ideal structure of a successful SaaS proposal
  • How video, automatic reminders, esignatures, and other features impact performance
  • The optimum proposal creation and delivery process

And so much more.

Ready to take the guesswork out of your team’s SaaS proposal workflow?

This report shows you how.

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What’s inside?

The insights outlined in the State of SaaS Proposals are based on original research and analysis of software as a service proposals from the Proposify database.

We dug into our database of over 1.6M documents, segmented those unique to the SaaS industry, and took them apart to see what makes them tick.

(We take our customer’s privacy very seriously—the data we used is entirely anonymous.)

The report establishes baselines and best practices for the creation, optimization, and tracking of business proposals based on what we discovered. From proposal structure to feature usage, delivery workflow to tracking; we quantify what takes a SaaS proposal from average to ace.

Whether you’re a proposal manager, sales ops pro, account executive, sales enablement specialist, or sales leader who is:

  • Involved in the proposal process
  • Responsible for securing new business and new accounts
  • Driving revenue growth for your software company

Consider this report required reading.

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It’s about more than just proposals.

It’s about world domination.

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