Strategic Sales Proposal Template

Close deals faster with our Strategic Sales Proposal Template – craft professional, visually engaging proposals that showcase your value, streamline decision-making, and accelerate your sales process.

Preview of Strategic Sales Proposal Template
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About this template

The 'Strategic Sales Proposal Template' is a comprehensive guide designed to streamline your sales process. It incorporates proven strategies to effectively communicate your value proposition, ensuring your proposal stands out. This template is SEO-optimized, enhancing its visibility and reach.

In the second paragraph, it's worth noting that this template is not just a document, but a strategic tool. It's designed with the understanding that every sales proposal is a crucial touchpoint in the customer journey. Use it to create compelling, persuasive proposals that drive conversions.

What's included?

  • Executive Summary
  • ​Mutual Action Plan
  • Procurement Process
  • Product Overview
  • Customer Success
  • Customer Stories
  • Security and Privacy
  • Return on Investment
  • Recommended Next Steps
  • Get Started

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.