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Sales Proposal Template

Qwilr's sales proposal template helps you create a proposal that wins the job. Embed spreadsheets, videos, SlideShare presentations and more into your online proposal, get notified when your client views it and enable them to accept the job in 1 click.

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About this template

Your sales proposal reflects your brand and needs to “speak” on your behalf after the Zoom call ends. Design-driven brands outperform the competition consistently, as the quality of your materials influences buyers. Finally, make it easy for buyers to say “yes” by communicating your offer clearly and always providing the next steps. A good proposal shares information about your product or service. A great sales proposal is memorable, rises above the competition, grabs attention, and accelerates winning the deal.

How to use this template

Collaborate with buyers with an interactive sales proposal
Put forward packages and pricing plans that empower buyers
Get buyers across the line with esignature and payments that close the deal
Sales leaders and sales ops can build an automated proposal building process directly from a CRM
Connects with common CRMs (Salesforce and Hubspot) to bring in personalized buyer data and accurate pricing data
Shorten sales cycles by keeping all stakeholders aligned on the proposal
Communicate the product’s value prop with customer case studies, product explainers, videos and more.
Improve the collaboration between sales reps and buyers by making it super easy to share information about the deal.

What's in this template?

  • Project outline
  • Project video
  • Project investment quote
  • Testimonial
  • Contact us
  • Terms and Conditions

Qwilr Features

Qwilr helps modern sales teams wow their buyers and drive revenue through engaging web experiences.

Web content builder

Drag and drop your way to beautiful sales collateral with our powerful editor.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Secure sharing

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

Custom branding

Add your brand colors, logos, and custom fonts.

Optimized for mobile

Every Qwilr page is automatically optimized for mobile views.

E-signatures

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

Content library

Build a library of re-usable content for your sales reps to make every piece of collateral up to date and aligned to the company brand.

Track buyer engagement

Know what your customers are engaging with by tracking views, clicks and time spent on each web page.

Embeddable content

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

Frequently Asked Questions

What is a sales proposal?

This sales proposal is designed to help your sales team land sales work. With collateral that your team can add to every proposal to help brand your company and standardise design, as well as components you can modify based on each individual customer, Qwilr is the proposal software your company needs. With Qwilr, you can streamline sales processes, see actionable insights and data about your leads, all the while optimising designs so your team can focus on maximising conversions.

Can I integrate my sales proposal with my accounting software?

Yes! Qwilr integrates with all major online accounting software, including Quickbooks, Xero & Freshbooks. When a new proposal is accepted, a draft invoice will automatically be created in your chosen accounting software complete with all the item & pricing detail from the proposal. When you’re ready to invoice the client, you simply go in and click send!

Can I generate a sales proposal from my CRM software?

Yes! Qwilr integrates with Salesforce & Hubspot CRM. With these integrations enabled, you can automatically create personalised proposals right from within your CRM using the information (like name, company name, etc) you have about the lead. On top of this, when a lead views & accepts a proposal you can see that as Activity in your chosen CRM.

Why use Qwilr to create a sales proposal?

Qwilr is the software proposal your company needs to ensure that all proposals sent to leads and potential clients are beautiful and interactive on all devices. Qwilr allows you to seamlessly integrate your sales proposals with your CRM system to propagate data from one central location. On top of that, Qwilr collects invaluable data on how leads interact with your proposal. From views to clicks, the information that our software gathers gives you the necessary insights to make your proposals stronger and conversions higher.

What kind of content can I add to my sales proposal?

Not only does Qwilr help your sales team optimise their sales processes, but it does so without compromising on any aspect of the delivery and design. So whether you want to include a video testimonial, include a spreadsheet, live chat or even embed your company’s whereabouts through Google Maps, Qwilr can support it. One of Qwilr’s most popular features is our interactive pricing block, which can let clients select optional items, add quantities or switch off a service item altogether. This ensures that your sales team can maximise every client's value through clear value and pricing outlines and propositions.

Can I add pricing to my sales proposal?

Yes! With our proposal software, your sales team can add your service package pricing to any of our sales proposals. But not only that, our pricing tables are interactive, meaning that leads can make the service modifications that they’re after all in one place, saving your sales team the back-and-forth. This includes opting into optional service items. Our software can be integrated with all major CRM systems, allowing our sales proposals to propagate the most up-to-date data from one centralised system. On top of that, as a lead modifies the sales package to suit them, prices are adjusted in real-time so the most updated and accurate pricing is displayed as soon as your prospect is ready to sign.

Start winning with Qwilr today

Start a free trial or get a personalized product demo from the Qwilr sales team.