2019
SALES
PROPOSAL
FOR
`
[CLIENT NAME]
Company Name of Client
PREPARED BY:
[YOUR NAME]
Business Development Manager
[Company Name Here]
[company address goes here, City State, Zip Code]
[123-456-7890] | [123-456-9999]
[manager@[Link]]
This sales proposal contains all details relevant to scope of work, pricing, and terms as requested by [[Link]] [[Link]]
Executive Summary
Briefly outline the challenges your firm can help the prospective organization solve. Provide a
concise summary of your solution’s key deliverables, project timelines, pricing, and any other
relevant information to influence decision-makers who may only read this part.
Our Understanding
Your Company
Paraphrase prospect’s corporate overview from their website.
Your Needs
Provide a brief description of the prospect’s needs. Consider using a bulleted list that is
prioritized from critical needs to value adds.
Prioritized list of needs:
o Need 1
o Need 2
o Need 3
Decision Criteria
Decision, including service level agreements, warranties, professional services, delivery
timelines, etc.
Key Decision Criteria Importance
1. Service Level Agreement High
2. Pricing Med
3. Available before June 1st High
4. Something Else here Med
5. Write more if you need or delete this line High
6. This is another extra line Low
Template Design By: [Link]
Our Approach
Our Company
Provide a concise summary of your organization, including competitive advantages or
differentiation from key competitors.
Our Solution
Outline an integrated solution that aligns to the prospect’s decision criteria and includes key
deliverables, professional services, service level agreement, and project delivery timelines.
Key Product/Service Offering
List the key components of your product/service and relate the features to the prospect’s
need to demonstrate value.
Professional Services
Communicate how you will help with implementation.
Service Level Agreement
Insert your standard service level agreement.
Project Delivery Timelines
Provide a Project Schedule that includes timelines, deliverables, milestones, and checkpoints.
Action Plan
Create a step-by-step Action Plan that illustrates how your solution will be implemented.
Align to the prospect’s purchasing process.
Step 1 – provide clarity on this step in the process.
Step 2 - provide clarity on this step in the process.
Step 3 – Provide clarity on this step in the process.
Step 4 - provide clarity on this step in the process.
Step 5 - provide clarity on this step in the process.
Step 6 - provide clarity on this step in the process.
Step 7 - provide clarity on this step in the process.
Step 8 - provide clarity on this step in the process.
Pricing & Terms
Template Design By: [Link]
Price
Provide pricing details and purchasing options. Be sure to include any additional expenses such
as travel for professional services staff.
Terms
State the terms and conditions for the deal.
Contact Information
Headquarters
Provide the address and contact information for your headquarters.
Account Manager
Provide the contact information for the Account Manager
VP Sales
Provide the contact information for the VP Sales.
Appendix
Additional Information
Provide any additional information such as a service level agreement, satisfaction guarantee,
customer references, testimonials etc.
Template Design By: [Link]
![`
2019
SALES
PROPOSAL
FOR
[CLIENT NAME]
Company Name of Client
PREPARED BY:
[YOUR NAME]
Business Development Manager
[Company](https://screenshots.scribd.com/Scribd/252_100_85/326/465553716/1.jpeg)
