Sales Proposal Template for Winning Over New Clients
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.
Template details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
- 100% customizable
- Edit and download
- Pre-written proposal letter example
- Interactive pricing tables
- Embed videos
- Free e-signature tool
What’s included in this sales proposal template?
A well-designed cover page
Add your logo and give the proposal a title. Your contact information and your prospect’s contact information will autopopulate.
A compelling introduction letter
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.
Team headshots and bios
Showcase your team’s expertise. Add photos, names, titles, and short bios for all of the key players who will assist the prospective client.
Reasons to choose your company
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.
A description of your services
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.
Pricing plan options
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.
An e-signature page
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.
Frequently asked questions about sales proposal templates
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Sales and operations leaders can gain visibility and control over the entire proposal process, from creation through tracking. You’ll be able to ensure that all proposals are sent using on-brand and accurate messaging. And you’ll have 24/7 insight into active proposals and closing rates.
Proposify also offers a far better buying experience for clients, who can review and sign proposals easily online and make any necessary deposit payments immediately after they accept your pitch.
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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. -
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. -
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.
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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 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.
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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.
