SaaS Proposal Template
Propel your business forward with our SaaS Proposal Template – present a persuasive case for adopting your solution to prospects.
About this template
Drive customer acquisition with our SaaS Proposal Template. This template empowers your team to present a compelling argument for embracing your cutting-edge software-as-a-service solution.
Deliver a comprehensive, visually captivating, and persuasive pitch that showcases the unique advantages and transformative benefits of your SaaS offering.
What's included?
- Executive summary
- The challenge
- Your priorities
- 12-month goals
- How we can help
- Expected savings
- Implementation timeline
- Our team
- Your investment
- Get started
- Next steps
- Contact us
Included in our template
Attention-grabbing cover page
Your software deserves more than a static PDF. The SaaS proposal template opens with a customizable cover page featuring a video background that immediately captures attention. Whether it’s a product demo, customer testimonial, or a message from your founder, video lets you set the tone, showcase your brand personality, and differentiate from competitors before prospects even start reading.
Client priorities
Successful SaaS sales start with alignment. The template gives you space to highlight the client’s unique priorities—whether that’s streamlining workflows, reducing costs, improving data security, or driving revenue growth. By leading with their needs, you show prospects that you’ve listened closely and tailored your approach to what matters most to them.
Your solution
Clients need more than a feature list—they need to understand how your SaaS solution solves their specific challenges. The template guides you to present your product’s capabilities in the context of the client’s priorities, whether that’s automating manual processes, improving team collaboration, or providing actionable analytics.
Customizable ROI calculator
Decision-makers want numbers. That’s why the SaaS proposal template includes an editable ROI calculator, allowing you to plug in custom values and metrics that show the financial impact of your solution. Whether you’re demonstrating hours saved, revenue gained, or costs reduced, the calculator quantifies your value in terms that resonate with executives and procurement teams.
Interactive pricing
Pricing shouldn’t slow down momentum. Qwilr’s SaaS proposal template includes interactive pricing tables that let you present subscription tiers, feature bundles, or enterprise packages with clarity. Prospects can toggle between options, explore add-ons, and see how each package supports their business needs. This interactive approach makes the buying process feel transparent and client-driven, while also opening the door for upsells and flexible deal structures.
Embedded e-signature
The proposal ends with a seamless accept block that removes friction from the contract stage. Clients can review terms, sign electronically, and confirm their subscription in minutes. No PDFs, no printouts, no delays—just a modern, frictionless buying experience that reflects the innovation of your SaaS product.
Why Qwilr?
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.
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.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
Explore proposal templates
Frequently asked questions
A comprehensive SaaS proposal should include sections for an executive summary, product overview, pricing details, implementation plan, support and maintenance, and client testimonials.
It should also highlight the unique features and benefits of the SaaS solution, addressing the specific needs of the client's industry and role.
- Clearly outline the problem your SaaS solution solves.
- Showcase the unique features and benefits of your product.
- Provide pricing options and flexible plans.
- Include testimonials or case studies to build trust.
- Customize the proposal to address the specific needs of each client.
Craft a compelling pitch for your SaaS solution by showcasing its unique value proposition, addressing pain points, and highlighting its scalability and cost-effectiveness.
Tailor your pitch to resonate with your target audience, demonstrating your understanding of their specific industry challenges and offering a solution that meets their evolving needs.