SaaS Proposal Template

Propel your business forward with our SaaS Proposal Template – present a persuasive case for adopting your solution to prospects.

SaaS Proposal Template

About this template

Drive customer acquisition with our SaaS Proposal Template. This template empowers your team to present a compelling argument for embracing your cutting-edge software-as-a-service solution.

Deliver a comprehensive, visually captivating, and persuasive pitch that showcases the unique advantages and transformative benefits of your SaaS offering.

What's included?

  • Executive summary
  • The challenge
  • Your priorities
  • 12-month goals
  • How we can help
  • What success looks like
  • Your investment

About the author

Brendan Connaughton, Head of Growth Marketing

Brendan Connaughton|Head of Growth Marketing

Brendan heads up growth marketing and demand generation at Qwilr, overseeing performance marketing, SEO, and lifecycle initiatives. Brendan has been instrumental in developing go-to-market functions for a number of high-growth startups and challenger brands.

A SaaS proposal is a comprehensive document that outlines the features, benefits, and pricing of a software-as-a-service (SaaS) solution. It serves as a persuasive tool to showcase how the SaaS product can address the specific needs of businesses, helping them streamline operations, increase efficiency, and drive growth with the assistance of a proposal management system.

With a deep understanding of your industry and challenges, our SaaS proposal template empowers you to present your solution as the ideal choice, backed by your expertise and track record of success.

A SaaS proposal is a powerful sales tool for presenting your SaaS solution to potential clients. It is particularly beneficial in the following scenarios:

Client acquisition: A well-crafted SaaS proposal can significantly increase your chances of winning new clients. By highlighting the unique features, benefits, and value proposition of your SaaS offering, you demonstrate how it can address their specific needs and solve their business challenges more effectively than other alternatives. We have a guide that teaches you how to write an SaaS proposal that converts.

Request for proposal (RFP) response: When clients issue an RFP for SaaS solutions, a SaaS proposal becomes essential. It enables you to showcase your expertise, technology stack, security measures, scalability, and support capabilities, positioning your SaaS solution as the ideal choice to meet their requirements.

Contract renewals or expansions: For existing clients, a SaaS proposal can be used to propose contract renewals or expansions. By emphasizing the added value, new features, and improvements in your SaaS solution, you strengthen the partnership and encourage continued subscription and usage.

Introducing Qwilr's SaaS Proposal Template, a game-changer for your sales process:

1. Streamline your sales process: With our SaaS Proposal Template, you can create professional and persuasive proposals in minutes. Say goodbye to spending hours crafting proposals from scratch. Our template provides a structured framework, ensuring that you cover all the essential elements of a winning proposal.

2. Consistency and professionalism: Templates ensure professionalism. With a strong SaaS Proposal Template, you can be confident that all your clients receive the same high-class proposal, regardless of who's preparing the pitch. This consistency not only enhances your brand image but also saves you time by eliminating the need for extensive customization.

3. Impress your clients: Our SaaS Proposal Template is designed to impress. It incorporates visually stunning elements, such as interactive pricing tables, embedded videos, and interactive images, that will captivate your clients and make your proposal stand out from the competition. Leave a lasting impression and increase your chances of winning the deal.

4. Easy customization: While our template provides a solid foundation, it's also highly customizable to fit your unique offering and branding. Add your own content, images, and branding elements effortlessly, ensuring that each proposal feels tailored to your client's needs. Our intuitive editor makes customization a breeze, even for those with limited design experience.

Here's a quick video overview of how to get started with this template:

To use Qwilr's SaaS Proposal Template, simply follow these steps:

1. Start by clicking "Use template" to create a copy of the template for your own use.
2. Customize the template to fit your specific SaaS proposal by adding your company's logo, branding, and content.
3. Tailor the sections and headings to highlight the unique features and benefits of your SaaS solution.
4. Use the pre-designed content blocks to showcase your product's key functionalities, pricing options, and testimonials.
5. Personalize the proposal by including relevant case studies or success stories that resonate with your target audience.
6. Utilize the interactive elements such as videos, images, and interactive pricing tables to engage and captivate your potential clients.
7. Review and edit the proposal to ensure it aligns with your brand voice and effectively communicates your value proposition.
8. Once you're satisfied with the final result, share the proposal with your clients by sending them a link or downloading it as a PDF.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

A comprehensive SaaS proposal should include sections for an executive summary, product overview, pricing details, implementation plan, support and maintenance, and client testimonials.

It should also highlight the unique features and benefits of the SaaS solution, addressing the specific needs of the client's industry and role.

  1. Clearly outline the problem your SaaS solution solves.
  2. Showcase the unique features and benefits of your product.
  3. Provide pricing options and flexible plans.
  4. Include testimonials or case studies to build trust.
  5. Customize the proposal to address the specific needs of each client.

Craft a compelling pitch for your SaaS solution by showcasing its unique value proposition, addressing pain points, and highlighting its scalability and cost-effectiveness.

Tailor your pitch to resonate with your target audience, demonstrating your understanding of their specific industry challenges and offering a solution that meets their evolving needs.