Sales Proposal Template

Close deals with our persuasive, well-structured Sales Proposal Template – start crafting a winning, impactful, and memorable sales presentation in minutes.

About this template

Close deals and captivate prospects with our interactive Sales Proposal Template. Crafted to present a persuasive, well-structured, and winning pitch, this template enables your sales team to demonstrate your unique offerings, value proposition, and proven track record.

Design memorable presentations that resonate with potential clients and drive successful outcomes.

What's included?

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

About the author

Sydney Cheyenne Youngblood, Senior Account Executive

Sydney Cheyenne Youngblood|Senior Account Executive

Sydney is a Senior Account Executive at Qwilr, looking after business development and relationships with some of our largest customers. Sydney helps clients move away from fragmented sales processes to a virtual sales experience that's always-on.

A sales proposal is a custom-made document that outlines a product or service offering and helps close the deal. A good sales proposal can differentiate your product or service from the competition, and convey that you understand the specific needs of your prospective customer. It helps your prospect understand why they should choose to do business with you and provides a roadmap for how you'll deliver on your promise.

Creating a sales proposal requires a deep understanding of your customer's needs and preferences. You need to research their pain points, analyze their buying behavior, and tailor your proposal to their specific needs. This means that you need to be able to articulate how your product or service can solve their problems and help them achieve their goals.

One effective way to create a sales proposal is to use a storytelling approach. This means that you craft a narrative that connects your product or service to your customer's needs and desires. You can use case studies, testimonials, and other forms of social proof to illustrate how your offering has helped other customers achieve their goals.

When creating a sales proposal, it's important to be clear and concise. Your proposal should be easy to read and understand, and it should clearly outline the benefits of your product or service. You should also be transparent about your pricing and any other terms and conditions that may impact your customer's decision to do business with you.

Finally, it's important to follow up with your customer after you've submitted your proposal. This shows that you're committed to their success and that you're willing to work with them to address any questions or concerns they may have. By taking the time to create a compelling sales proposal and following up with your customer, you can increase your chances of closing the deal and building a long-term relationship with your customer.

You should use a sales proposal whenever a business opportunity arises that warrants it. Typically, your prospect has expressed interest in your product or service and has reached out to you. At this point, you should begin to learn as much as you can about your prospect and their needs. Once you've identified the key issues, ideas, and pain points, it's time to create a custom proposal that addresses them directly.

One important factor to consider when creating a sales proposal is the timing. You want to strike while the iron is hot and make sure your proposal is delivered in a timely manner. If you take too long to respond, your prospect may lose interest or find another solution. However, you also want to make sure that you have enough information about your prospect and their needs before you submit your proposal. Rushing to create a proposal without fully understanding your prospect's needs can lead to a generic proposal that fails to address their specific pain points.

Another important consideration is the content of your proposal. You want to make sure that it is tailored to your prospect's needs and includes relevant information about your product or service. This may include case studies, testimonials, or other supporting materials that help to build credibility and demonstrate your expertise. You should also be clear about the benefits of your product or service and how it can help your prospect achieve their goals.

It's also important to remember that a sales proposal is just one part of the sales process. You should be prepared to follow up with your prospect after submitting your proposal and address any questions or concerns they may have. This can help to build trust and establish a relationship with your prospect, which can lead to future business opportunities.

In summary, a sales proposal is an important tool for closing deals and winning new business. It should be used when a business opportunity arises that warrants it, and should be delivered in a timely manner with relevant and tailored content. By following up with your prospect and addressing their concerns, you can build trust and establish a relationship that can lead to future business opportunities.

A sales proposal has multiple benefits, including:

  1. Customization - since each proposal is specifically tailored for each customer, you can include relevant information that speaks directly to their needs.
  2. Clarity - a sales proposal is a concise way to present your ideas and services in a clear, organized way.
  3. Professionalism - a well-crafted sales proposal shows that you care about your business and a potential relationship with your prospect and that you have invested time and effort into crafting this proposal that meets their specific needs.

Let's dive deeper into each of these benefits:


One of the biggest advantages of using a sales proposal is that it allows you to customize your pitch to each individual customer. This means that you can include information that is highly relevant to their specific needs and pain points.

For example, if you are selling a software product to a potential client, you can include information about how your product can integrate with their existing systems, how it can save them time and money, and how it can help them improve their overall business processes.

By including this type of information, you are showing the customer that you have taken the time to understand their unique situation and that you are committed to helping them solve their problems.


Another key benefit of using a sales proposal is that it helps you present your ideas and services in a clear, organized way. This is especially important when you are dealing with complex products or services that may be difficult for customers to understand.

With a sales proposal, you can break down your ideas into easy-to-digest sections, using headings, bullet points, and other formatting tools to make the information more accessible. This not only makes it easier for the customer to understand your pitch, but it also helps you to make a stronger case for your product or service.


Finally, a well-crafted sales proposal can help you to demonstrate your professionalism and commitment to your business. When you take the time to create a polished, customized proposal, you are showing the customer that you are serious about your work and that you value their business.

This can be especially important when you are trying to win over new clients or customers who may be hesitant to work with you. By presenting a professional, well-thought-out proposal, you can help to build trust and establish a strong foundation for a successful business relationship.

Overall, using a sales proposal can be a powerful tool for any business looking to win new clients and customers. By customizing your pitch, presenting your ideas clearly, and demonstrating your professionalism, you can make a strong case for your product or service and win over even the most skeptical prospects.

If you're looking for a template that is intuitive and easy to use, Qwilr's Sales Proposal Template is a great choice. Here's how to use it:

  1. Choose Qwilr's Sales Proposal Template from our library of templates.
  2. Personalize the content - in this section, you'll include your company's logo, contact information, and any other pertinent information about your company that will speak to your professionalism and experience.

Make sure your logo is high-quality and easily recognizable. This will help establish your brand and make your proposal more memorable. You may also want to include a brief company history or mission statement to give your prospect a better understanding of who you are and what you stand for.

  1. Add a brief about section - in this section, include details about the project scope and overview, which should highlight your understanding of the key issues, ideas, and pain points of your prospect and how you'll address them.

Be sure to do your research and show your prospect that you understand their needs. This will help build trust and establish your credibility as a solution provider. You may also want to include case studies or testimonials from previous clients to showcase your experience and success.

  1. Present project details - in this section, explain in detail how you'll go about delivering the project, including a timeline, project details, and any additional information that your prospect will find helpful.

Provide a clear and detailed plan for how you will tackle the project. This will help your prospect understand the process and feel confident that you have a solid plan in place. You may also want to include visual aids such as charts or graphs to help illustrate your points.

  1. Pricing section - in this section, outline all of the costs associated with your offering, including any pricing tables or breakdowns that the prospect may need to see.

Be transparent about your pricing and make sure your prospect understands exactly what they are paying for. You may also want to offer different pricing options or packages to give your prospect more flexibility and choice.

  1. Close the deal - in this final section, add a personalized closing statement that expresses your excitement about the potential partnership and outlines next steps.

End your proposal on a positive note and express your enthusiasm for the project. Be sure to include a clear call-to-action and outline the next steps for your prospect to take. This will help move the process forward and increase the chances of closing the deal.

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.

Templates for every use case

Explore templates for sales, marketing, customer success, sales enablement and more.

Explore proposal templates

Frequently asked questions

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 standardize 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, and optimize designs so your team can focus on maximizing conversions.

Most sales proposals include an executive summary, company and sales rep information, contact information, product/ service information, unique selling proposition, statement of value, pricing breakdown, and relevant information about the terms of service. A sales proposal template (such as the one offered by Qwilr, for example) will make sales proposal writing easier and more efficient -- and it will help you replicate success with every new prospect.

There's no right or wrong sales proposal format, but the most successful ones take the prospect on a journey from basic, legal information, through their pain points and your solutions, and, finally, the results they can expect from working with you.

Qwilr's sales proposal does just that, in a visually-interactive, collaborative, and seamless way -- both for you as the sales rep, and for your prospect.

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 go in and click send!

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.

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 improve your conversion rate.

Not only does Qwilr help your sales team optimize 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 maximize every client’s value through clear value and pricing outlines and propositions.

Yes! Our proposal software lets your sales team add your service package pricing to our business proposals. But not only that, our pricing tables are interactive, meaning that leads can make the service modifications 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 centralized system. On top of that, as a potential customer 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.