Proposal

Sales Proposal Template

A clean proposal structure that restates the buyer's goals, maps your solution to them, and makes pricing and next steps unmistakable.

Use it when: Use after a discovery and demo, when the buyer has asked for something in writing to share internally.

Copy-paste template

PROPOSAL FOR [Company]
Prepared for: [First name last name], [Title]
Prepared by: [Your name], [Company]
Date: [date]

1. YOUR GOALS
Based on our conversations, [Company] wants to:
- [Goal 1, in their words]
- [Goal 2]
- [Goal 3]

2. THE CHALLENGE TODAY
Right now, [current state and its cost, e.g. the team spends X hours on Y and still sees Z]. Left unchanged, this means [consequence].

3. PROPOSED SOLUTION
[Your product] addresses this by:
- [Capability 1] which delivers [outcome tied to Goal 1]
- [Capability 2] which delivers [outcome tied to Goal 2]
- [Capability 3] which delivers [outcome tied to Goal 3]

4. WHAT SUCCESS LOOKS LIKE
Within [timeframe], we expect [Company] to [measurable outcome]. We will track this against [metric].

5. INVESTMENT
[Package or plan]: [price] per [period]
Includes: [what is included]
Optional add-ons: [add-on and price]

6. ROLLOUT AND TIMELINE
- Week 1: [step]
- Weeks 2 to 3: [step]
- Week 4: [go-live or milestone]

7. NEXT STEPS
To move forward, all we need is [signature, PO, or kickoff date]. I have held [timeframe] for kickoff. Happy to walk through any of this live, just reply or grab time here: [link].

[Your name]
[Title], [Company]
[Phone] | [email]

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