Sales Proposal Template
Sales Proposal Template
Make the closing process easier for everyone with this dynamic, automated sales proposal template.
Who this template is for
Sales teams, account executives, and sales professionals who want a faster, more collaborative way to send proposals and close deals.
What this template is for
Creating a single, shareable workspace that makes it easier for potential customers to review your sales proposal, align decision-makers, and say yes.
This template helps you move quickly while still personalizing your offer—no more email threads or scattered docs. It’s designed to keep your sales cycle momentum strong through the final stage of the sales process.
How to use this template
- Start by creating a free account in Dock
- Create a new workspace and choose the Sales Proposal template to get started
- Customize the content to match your product/service, pricing, and sales motion
- Save your changes as a reusable team template
- Spin up a new, personalized sales proposal workspace for each prospective client
- Introduce the workspace after your pricing or proposal conversation—position it as the single source of truth for stakeholders reviewing the deal
- Keep referencing the workspace throughout the buyer journey to reinforce the value
What’s in this template?
Summary
Introduce the project to first-time clients or prospective customers. Give a rough estimate of implementation time, and provide your contact details for easy access. Put your mutual action plan front and center to help outline the steps involved in the implementation process and ensure that both parties are on the same page throughout the project, as well as any relevant documentation.
Product Overview
Host multimedia content to introduce potential clients to your product features, including key details and use cases. These could include demo recordings, including embedded video and links to call recordings. Use Dock’s features to highlight the key benefits of your product, and clearly explain how it addresses the specific needs and challenges of your target audience. This will help to demonstrate the value and relevance of your product to your prospects and stakeholders.
Business Case
Now, it’s time to make your case. Include your prospect’s challenges—and the solutions your product offers. Make it more compelling by including a timeline to hit key metrics like ARR or NPS, and the additional requirements you’ve already discussed as a group, as well as key stakeholders and decision-makers.
Sales Pilot Plan
Use this section to go into detail about how the implementation will work. This can include a project timeline, major milestones, contact information for the team, what success looks like, and any to-do lists or how-to content for your new clients as they get up to speed.
Case Studies
Showcase real-world examples and client testimonials as social proof to build credibility and trust with your prospects and stakeholders. This way, you’re providing them with a clear understanding of how your product can solve their specific needs and challenges.
Pricing Proposal
Display your pricing options in a dynamic table layout. This pricing section also includes the ability to add custom notes and explanations for each pricing option, allowing you to provide additional context and detail for your prospects and stakeholders.
Competitor Comparison
Help your prospects see exactly how your product matches up to your competitors with feature-by-feature tables, or you can include an ROI calculator.
Customer Success
This is where you can add more details about your implementation plan and include any documentation for your product or how-to guides your customers might need once they get started. Add a timeline and contact information so your customers always know who to call if they have questions.
Why use Dock’s Sales Proposal Template?
You’ve done the hard part of the sales cycle, and now you’re ready to send over your proposal. With Dock’s sales proposal template, you can quickly spin up a custom workspace that makes it easier for potential clients and stakeholders to sign the deal.
Dock’s sales proposal templates help teams deliver offers that don’t just look good—they drive results. Instead of sending a static PDF or a confusing chain of emails, you get a single, polished workspace that brings clarity to the last step of closing a deal.
Dock gives you the flexibility to personalize each sales proposal while sticking to a repeatable process. You can embed videos, slide decks, testimonials, case studies, pricing breakdowns, and a dynamic quote—all in one place.
And with built-in engagement analytics, you get a real-time view into how your proposed solution is landing. You’ll know who’s viewing it, what they’re engaging with, and when it’s time to send a follow-up.
With Dock templates, you can save your team’s best executive summary layout and reuse it across sales proposals. Whether you’re targeting a small business, a startup, or a larger client company, you can deliver consistently sharp work at scale.
Make it easy for buyers to say yes
- Package up everything decision-makers need to evaluate your proposed solution
- Share a single link that internal champions can use in a request for proposal (RFP) or procurement process
- Highlight the main point of contact and simplify next steps with a call to action
Personalize proposals at scale
- Create branded sales proposal templates that your entire team can use
- Tailor content and layout to match the prospect’s needs
- Embed visuals, scope of work, and deliverables in each version
- Balance standardization with customization for efficiency
Keep deals on track
- Use analytics to track views, clicks, and time spent in the sales proposal
- Add timelines, mutual action plans, or project plans to clarify deliverables
- Update content on the fly—no need to resend a revised proposal writing doc
Related Templates
What is a sales proposal template?
A sales proposal template is a reusable format for creating structured, professional sales proposals. It includes everything you need to make your case to a prospective client—from the executive summary to pricing, testimonials, and a call to action.
With Dock, your sales proposal lives in a shareable digital workspace. You can customize it for each deal and track how your potential customer engages with the content.
What is a business proposal template?
A business proposal template is a broader version of a sales proposal—it can be used for grants, bids, or even small business partnerships. Dock’s platform supports both business proposals and sales proposals, so you can create what works best for your process and target audience.
What should you include in a sales proposal template?
- Executive summary
- Clear pricing structure
- ROI data or value justification
- Timeline, scope of work, and key deliverables
- Social proof, like testimonials or case studies
- Clear call to action
When should you use a sales proposal template?
Have a salesperson send a sales proposal when the buyer is ready to evaluate your solution or you’re responding to a request for proposal. It’s especially helpful when there are multiple decision-makers or a formal proposal writing process.
Sales proposal template best practices and tips
A successful sales proposal uses in-depth market research to create a narrative that helps your prospects go from thinking about your product to signing on the dotted line. That includes:
- Tailoring your sales proposal to the prospective client’s specific problems
- Including clear pricing and options
- Using visuals to break down complex ideas
- Tracking engagement and using that data for follow-ups
- Storing your best versions in Dock for future use
- Showing how much attention and care your prospects will receive when they become new clients
Sales proposal template mistakes to avoid
For a winning sales proposal, don’t make these common mistakes:
- Overloading your sales proposal with too much content
- Sending a static PDF instead of an interactive workspace
- Forgetting a strong call to action
- Failing to adjust for the prospect’s needs and addressing their pain points directly
- Not reviewing and proofreading before sending
How to share a sales proposal template internally
Use Dock’s backend to manage access and visibility. You can standardize templates across your sales team, assign editing permissions, and keep all shared assets version-controlled.
How to share a sales proposal template with clients
Send the Dock link as part of your sales pitch follow-up email. Position the workspace as a single destination where prospective clients can review the proposal, leave feedback, and sign off when ready.
What’s the difference between a sales proposal template and a project proposal template?
A sales proposal template is typically focused on pricing, value propositions, and next steps to win new business. A project proposal template goes a step further, laying out the delivery plan, milestones, timeline, and scope of work after the deal is won.
Dock makes it easy to switch between the two by duplicating a workspace and adjusting the layout to fit the client’s stage in the sales process.
Can I use Dock for marketing proposals or design work?
Yes. You can repurpose Dock’s marketing proposal template or design proposal template for creative projects like graphic design, web design, or digital marketing campaigns.Dock’s flexible layouts allow you to showcase past work, include testimonials, and provide clear pricing for creative services.
What other types of proposal templates does Dock support?
Dock has templates for almost every B2B use case, including:
- Consulting proposal templates
- Sponsorship proposals
- Construction proposals
- Service proposal templates
- Research proposal templates
- Bid proposal template
- Real estate proposals
- Grant proposals
Each proposal template is fully customizable and can include cover pages, executive summaries, embedded docs, and integrations with e-signatures to help you close the loop.
What makes a proposal interactive in Dock?
Dock proposals go beyond static PDFs. Each interactive workspace allows buyers to engage with embedded video, leave comments, review project timelines, and collaborate on next steps.
You can even add embedded forms or integrate with e-signature tools to help stakeholders take action directly inside the workspace.
Can I use Dock for internal workflows or process proposals?
Absolutely. Dock is great for operational planning and internal documentation. Use a project proposal template to pitch new processes, share detailed workflows, and align with internal stakeholders.
You can automate proposal creation using templates and use Dock’s analytics to track engagement across the organization.
How do Dock’s proposal templates help streamline the proposal writing process?
Dock’s proposal templates reduce manual work by giving you a pre-built structure to start from. You can standardize your cover letter, embed videos, drop in deliverables, and save a master version for your team to clone. It’s a fast, repeatable way for your sales team to create polished proposals without starting from scratch.
Templates also ensure consistency across sales and delivery teams, helping you streamline handoffs and track who’s engaging with the proposal.
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