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
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
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Frequently asked questions
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 Salesforce, HubSpot, Pipedrive and Zoho 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.