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
- Our team
- Your investment
- Get started
- Next steps
- Contact us
A tool packed with features
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.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
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.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
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.