Sales Proposal Template Purpose The purpose of this tool is to help you write a concise sales proposal for prospective customers. Effective proposal demonstrate understanding of needs and a clear solution, pricing and delivery timeframe. [Insert your Logo here] Sales Proposal [Insert date] Company Name Company Address Line 1 Company Address Line 2 Phone Number Fax Number Website Address Prepared For: Prepared By: Date: Table of Contents 1. Executive Summary 3 2. Our Understanding 2.1 Your Company 2.2 Your Needs 2.3 Decision Criteria 3 3. Our Approach 3.1 Our Company 3.2 Our Solution 3.2.1 Key Product/Service Offering 3.2.2 Professional Services 3.2.3 Service Level Agreement 3.2.4 Project Delivery Timelines 3.3 Action Plan 4 4. Pricing & Terms 4.1 Price 4.2 Terms 5 5. Contact Information 5.1 Headquarters 5.2 Account Manager 5.3 VP Sales 5 6. Appendix 6.1 Additional Information 5 2 1. 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. 2. Our Understanding 2.1 Your Company Paraphrase prospect’s corporate overview from their website. 2.2 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: Need 1 Need 2 Need 3 2.3 Decision Criteria Decision, including service level agreements, warranties, professional services, delivery timelines, etc. Key Decision Criteria Importance (High, Med, Low) 1. Service Level Agreement 2. Pricing High Med 3. Available before June 1st High 3. Our Approach 3.1 Our Company Provide a concise summary of your organization, including competitive advantages or differentiation from key competitors. 3.2 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. 3.2.1 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. 3.2.3 Service Level Agreement Insert your standard service level agreement. 3.2.4 Project Delivery Timelines Provide a Project Schedule that includes timelines, deliverables, milestones, and checkpoints. 3.3 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. 4. Pricing & Terms 4.1 Price Provide pricing details and purchasing options. Be sure to include any additional expenses such as travel for professional services staff. 4.2 Terms State the terms and conditions for the deal. 5. Contact Information 5.1 Headquarters Provide the address and contact information for your headquarters. 5.2 Account Manager Provide the contact information for the Account Manager 5.3 VP Sales Provide the contact information for the VP Sales. 6. Appendix 6.1 Additional Information Provide any additional information such as a service level agreement, satisfaction guarantee, customer references, testimonials etc.
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