Anatomy of Great Sales Proposal (Template Included)
The final and most important document in the sales negotiation process. It is a formal document, usually legally binding, outlines a product or service and pitches them to a prospective client. The document includes the features, costs and benefits of the aforementioned offering being promoted.
Sales proposals can be used by sales professionals, contractors, consultants and other businesses aiming to grow their network and increase their bottom line in their chosen target market.
To maintain interest, negotiate most effectively, and close that deal, a proposal must be clear, concise, transparent and engaging.
To initiate the process and make your proposal unique and compelling, DocsCube has prepared an easy to use template and guideline to help you reach your full potential and step confidently into the future.
Draw Up The Perfect Proposal Template
A sales proposal should not be treated merely as a formality. The contract can be the final lynchpin, the “X-Factor” in whether your prospect becomes a customer or mere warm lead for the foreseeable future.
To ensure best fit and avoid the guessing game, you must get to know your prospect:
Get to know the players and the game:
- Uncover your prospect’s objectives.
- The budget: is it negotiable or is it carved in stone.
- Tailor you proposal to the appropriate audience: Know the stakeholders and decision makers.
- Time Frames: Is this a pressing issue? Is it a solid or flexible deadline?
Draw up the document with these details already ironed out, and you will come across as professional, capable, and competent. It is evident that research was done prior to drafting the proposal.
A successful sales proposal template will demonstrate to your client:
- You know your audience: You fully grasp their needs based upon previous conversations and the proposal itself.
- You understand their problem: You link the challenges your client faces with the solutions your company provides. You clearly demonstrate how your product or service eliminates the pain points, thereby also convincing them that you are the right person for the job.
- Influences them to take action and accept your offer.
DocsCube makes it easy to step confidently into every sales negotiation, show your expertise and professionalism with a flawless sales proposal, and close that deal efficiently.
Write your next sales proposal with DocsCube Templates:
Sales Proposal Template
Prepared By:
[Sender First Name] [Sender Last Name]
[Sender Company]
Prepared for:
[Client First Name] [Client LastName]
[Client Company]
Prepared on: [Date]
INTRODUCTION
This sales proposal document was prepared for [Name of Client Company]. It includes all relevant information previously discussed including: the scope of the project, pricing and finalized terms and conditions as discussed with and requested by [Name of Client Company].
COMPANY BACKGROUND
This sales proposal document was prepared for [Name of Client Company]. It includes all relevant information previously discussed including: the scope of the project, pricing and finalized terms and conditions as discussed with and requested by [Name of Client Company].
Here you will write a short paragraph about your company’s history and specialization.
[SENDER COMPANY is a leader in] with [X years of experience in the X field]
OUR TEAM
[NAME]
[MANAGER]
[NAME]
[TEAM LEAD]
Here insert any reviews and customer comments from previous work completed. Insert only 2-3. Do not overwhelm this section.
MARKET RESEARCH SECTION
Tell the potential client what the company speciality is and how you plan to solve the [Name of Client Company] problem.
SCOPE OF WORK
Objectives: What problems/pain points is the [Sender Company] going to alleviate.
| CHALLENGES | GOALS |
|---|---|
| [Details] | [Details] |
| [Details] | [Details] |
This section will acknowledge the client’s pain points and the goals the aims[ Client Company] is looking to achieve.
PROPOSED SOLUTION
We have developed several programs/approaches/… that we believe would alleviate the issues you are facing.
The methods/ products we suggest for the areas you are trying to improve are the following:
- Write your text here
- Few Examples
We are confident that our proposed solutions will benefit you and your company in X ways:
- Write your text here
- Few Examples
Timeline:
[Sender Company] prides itself in completing the project on time and on budget. Our dedicated team of professionals will work with you to develop a timeline and budget favourable to all parties involved. We will guide and support you every step of the way.
TERMS AND PRICING:
Below, please find the proposed financial investment, time frame and all necessary legal commitments to begin our collaboration process. Please be sure to sign and initial every necessary document. [Sender Company] has already completed the approval process. If you require assistance, please do inform [ACCOUNT MANAGER] of [SENDER COMPANY].
| Name of Service | Price | Subtotal |
|---|---|---|
| [abc service] | [Details] | [Details] |
| [abc service] | [Details] | [Details] |
SALES CONTRACT
The sales contract clearly illustrates the terms and conditions both parties must abide by in order for the contract and service to be deemed complete.
Both seller [Sender Company] and purchaser [Name of Client Company] agree to the terms and conditions listed below:
1. Product/Service Purchased:
The Purchaser hereby purchases the amount/ type of the Product/ Service as described within the contract delaminated as (the “Purchased Product”).
2. Payment
The Purchaser hereby agrees to purchase the amount/ type of product/ service in the amount of X, as expanded upon in schedule X, section X.
3. Failure to make a Payment
The failure to complete the payment either on or before the agreed upon date in section X, will be deemed breach of contract resulting in actions taken by the seller.
4. Amendments and Modifications.
Any changes to the contract will be considered null and void unless otherwise agreed upon by both parties.
PAYMENT SCHEDULE:
| PAYMENT DATE | AMOUNT DUE |
|---|---|
| Deposit date | 50% |
| 1ST payment date | 25% |
| Last Payment 1 week after completion | 25% |
SIGNATURE OF AGREEMENT
Both parties [Sender Company]> and [Client Company] agree to the aforementioned stipulations and hereby in the witness of [First and Last Name], acquiesce and dutifully execute the above contract.
[Client Company]
[Client First Name] [Client Last Name]
[Sender Company]
[Sender First Name] [Sender Last Name]
