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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 proposal, get notified when your client views it and enable them to accept the job in 1 click.

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Embed tables, spreadsheets and more

Add spreadsheets, videos, data tables, SlideShare presentations and more to give your client all the information they need to make the right decision.

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Upsell with ease

Generate more revenue by including interactive quotes to your sales proposal. This is one way to effortlessly up sell your services or scope out additional projects.

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Save and reuse the proposal

Reduce the hours you spend creating client proposals by saving and re-using your templates when you're pitching for work in the future.

SIMPLE SHARING

Simple sharing options

With responsive design, you can share your proposal as a webpage and be confident it'll look good on any device. You can also download it as a PDF, if you'd prefer.

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Stay up to date

With notifications that can be received via email, Slack, Hipchat or a multitude of other messaging platforms, you'll know when your client has opened, viewed and interacted with your sales proposal.

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Start a conversation

Add Live Chat to your document so your client can ask you questions while they're reviewing your sales proposal.

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Lock it down

Use our password, time limit, view limit and user authentication to control who can see your sales proposal.

SURFACE INSIGHTS

Allow clients to sign off online

With 1 click, a client can accept your proposal and you can get moving. Qwilr's Stripe integration also enables clients to pay a deposit straight away.

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Digital signature capability

Get your proposal signed-off quicker by enabling digital signatures. The software maintains a full audit history so it's compliant with eSignature laws.

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Reduce the data entry

Integrations with Quickbooks and Xero can create draft invoices from accepted proposals, reducing time spent on manual data entry.

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Get paid on time

Stop chasing payments with secure payment features integrated right into your proposal.

See the template in action

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