SaaS Proposal Template

1. Sign up for Dock for free.
2. Create a new workspace and select the SaaS Proposal Template.
3. Customize it by adding your company branding, pricing details, and supporting materials.
4. Save it as a reusable template for future proposals.
5. Share it with your buyer using a simple workspace link.
6. Track engagement using Dock’s analytics to see when buyers open the proposal and which sections they view.

Yes, Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes, you can make your own copy of the template and modify it to fit your sales process. You can also customize each workspace to suit individual client needs.

Yes. Each sales proposal can be tailored with client-specific pricing, contract terms, and supporting materials, making it easy to provide a personalized buying experience.

Yes, you can keep templates private or share them across your team. Dock allows you to control template visibility and permissions to ensure consistency and collaboration.

A software sales proposal is a structured document that outlines a SaaS product’s pricing, features, benefits, and implementation details. It serves as a key sales asset to help salespeople present their solutions to potential buyers and facilitate informed purchasing decisions. Unlike traditional PDFs, modern proposal software like Dock allows for real-time updates, interactive content, and buyer engagement tracking, resulting in better proposals that drive conversions. With built-in project management features, Dock helps teams stay organized by tracking proposal progress, assigning tasks, and ensuring a smooth approval process.

A SaaS contract proposal is a more detailed version of a business proposal that includes legal terms, service agreements, and subscription details. It ensures both parties align on the pricing plan, scope, and terms before signing a final contract. Dock’s pricing business proposal template allows sales teams to integrate these details seamlessly into the sales process. 

As a comprehensive proposal management solution, Dock helps teams stay organized by centralizing proposal creation, tracking, and approvals. Whether you need a proposal tool to automate workflows or a proposal example to guide your structure, Dock provides a flexible, interactive workspace with product management and integrations to streamline proposal creation and approval.

• Executive summary – A high-level overview of the proposal, outlining key details for quick review.
• Company overview – A brief introduction to your company name and product.
• Client-specific challenges and solutions – How your SaaS product solves the buyer’s pain points.
• Pricing details – Transparent breakdown of costs, subscription options, and invoicing terms.
• Implementation and onboarding plan – Timeline and steps for adopting the software.
• Case studies and testimonials – Proof points to build credibility and reassure potential clients.
• Next steps and call to action – A clear path forward for the buyer, including esignature options for faster approval.
• Marketing proposal – Optional section for SaaS companies offering co-marketing opportunities or additional growth services.
• Notifications – Automated notifications to track buyer engagement and ensure timely follow-ups.

In SaaS, a business proposal should be used after initial discovery calls and product demos when prospective clients are evaluating options. It provides a structured way to present pricing, benefits, and next steps in a format that’s easy for stakeholders to review and share internally. Whether you're pitching a subscription-based software or a broader software services proposal, having a clear, organized document helps salespeople close deals more effectively.

• Keep it simple and scannable – Buyers don’t want to sift through long documents. Use clear sections and bullet points.
• Personalize it for the buyer – Tailor messaging, pricing, and value propositions to the specific client.
• Make it interactive – Use Dock to embed videos, case studies, and ROI calculators.
• Track engagement – See when buyers open the proposal and which sections they focus on.
• ‍Include a clear call to action – Guide buyers on the next steps, whether it’s scheduling a follow-up, completing a sign-off, or signing the contract with esignature functionality.

• Sending static PDFs – They get buried in inboxes and lack engagement tracking. Dock’s digital workspaces keep proposals accessible and trackable.
• Overloading with unnecessary details – Focus on the buyer’s needs, not just your product’s features.
• Ignoring decision-makers – Make sure the proposal is structured for easy internal sharing.
• Failing to follow up – If buyers haven’t engaged, Dock’s analytics help you time follow-ups strategically.

• Use Dock’s shared workspace to store and manage team-wide proposal templates.
• Keep internal versions private for collaboration before sharing with buyers.
• Assign ownership to key team members to ensure alignment on pricing, messaging, and approvals.
• Leverage Dock’s content library to quickly pull in pre-approved sections for consistency.

• Introduce the proposal as a tool to help buyers make an informed decision.
• Use Dock’s workspace link instead of attachments, ensuring buyers always see the latest version.
• Customize the cover page or cover letter to match the buyer’s branding for a polished, professional presentation.
• Use engagement tracking to follow up based on real-time buyer interactions.

Dock’s SaaS Proposal Template helps salespeople streamline the proposal process, keep buyers engaged, and close deals faster. Get started today!