Proposal example sales

In order to win the assignment, it is important to show up well and show this in the proposal. No sloppy design, but a modern user-friendly proposal. This proposal example is a good starting point, and you can use it as a basis to create a sales proposal template. Explain your work style, planning and sense of service to customers. Clear tariffs and important project information are, of course, essential. The proposal program can help you spot the right moment in the process and make it easy for customers to sign.

All quotation templates can be found in the proposal program and can be fully adapted to your company and project. But there are more things that can make your life easier and more interesting. Sign up for free to access this sales proposal preview and start making smart proposals that impress. Let useful software help you achieve more goals in less time.

The example proposal sales template is 100% customizable and available within Offorte
View the online quotation example:Beautiful proposal

Why sales businesses use a proposal tool instead of Microsoft Word

Many sales still use Microsoft Word or some other word processor to create their proposals. A previously created template is modified manually and then sent as a PDF. Sounds easy, but in practice this takes a lot of time, the chance of errors is high and you no longer have insight into your quotation after sending.

With the use of a proposal tool it has become a lot easier and better for entrepreneurs. You still use templates as a basis, but now you have a full content library in which you can search and reuse texts. The chance of errors is minimal due to smart automation. And after sending you can still adjust your quotation and you will get insight when your customer views the proposal. The modern interactive presentation options make an impression and the option to digitally sign makes it very easy for a customer to agree.

The following blog will elaborate on how to make perfect proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals

Creating a good sales proposal for a Industry company is essential but can be difficult if you don’t know how to do it. An effective sample sales proposal template can help you create an outline that follows the client's needs and drives business results. In fact, many businesses use templates in their day-to-day operations to communicate with prospects and clients. Insert your Company offers free sales document templates for businesses of all sizes and industries so they can succeed in their particular marketplace.

Advantages of a proposal tool:

Useful and convincing advice

Automate the sales process and save proposal time

Start sending smart proposals with greater chances of success

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"Where we used to work with Word and Excel, we now use Offorte. Using Offorte makes it super easy for us to create custom proposals. In no time an offer is ready, sent and approved online. In Offorte we can also see exactly which proposals have yet to be sent, are online, have been approved or have been rejected. Offorte saves us time and gives us an overview."

Yvonne van Hemert
Owner, BFA-Advies

Read more customer reviews

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals

Software

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
Check all the benefits

Latest from the blog

Start Gamification for more sales
More and more companies are applying gamification in their sales process. Gamification gives your sales a decent boost! What am I saying? I've come across cases where there was more than a doubling. That alone is reason enough to devote a blog to it. So, are you ready to play?
Top 5 proposal blunders
This time a blog about proposal blunders. Not to point the finger or to laugh at the creators, certainly not. Besides, I also have a few in my name, number 3 for example, been there, done that. No, this blog is mainly meant to prevent you from commuting these flaters and just get lots of orders!
In-depth insights into your proposal process with Insights from Offorte
Curious about your monthly performance from your account and individual users? Do you want to know what your conversion ratio is and how many days it takes on average to get an agreement on your proposal? You can discover this data and much more now with the new Premium feature: Trends & Insights.

View one of the other proposal examples

All-purpose
A business proposal example that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important.
Accountancy
You make a proposal by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the proposal gives direction to the collaboration.
Book keeping
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must.
Engineering
With Offorte it is possible to fully implement a corporate identity in the proposal view, whether it is a colorful style or very dark, with the proposal templates you are flexible to adapt it to your business.
Handymen Services
Busy days and complex schedules are part of a handymen company. Save some time by making your proposals with a proposal tool. You also immediately distinguish yourself from the competition and show your customer friendliness.
Marketing
The playing field of marketing today is largely online. With an online proposal program you make the customer journey suitable and surprise your customers.
Travel Agency
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
proposals from web design companies count many pages where parts are always standard and a part is specifically tailored for the prospect. The Offorte content library makes it a lot easier to write a good offer.
Business Services
Quality, price, advice, experience, knowledge and good service are important distinguishing factors for companies. You must make this clear when making a business proposal.

Why smart software is important for businesses in the sales sector

Quoting and proposal software is a great way to simplify the process of creating sales documents. When you’re working with clients and prospects, it’s important to be organized and professional. It’s also important to create quotes and proposals that are easy to read and understand. In fact, it can make or break your chances of landing the deal. A poorly written quote or proposal can do serious damage to your company’s reputation, especially if you’re in a highly competitive industry. You want your sales documents to look professional and polished so you can build trust with your clients.

Sales is the activity of selling products or services. It is also the process by which a business uses its resources to make sales. The word "sales" is derived from the Latin word "salire", which means "to jump or leap". In the mid-1400s, the word was used to describe the act of jumping and in the late 1600s it started to mean "a charge, tax or other levy". Then, in 1754, a specific sales meaning was used in bookkeeping as a side note indicating that an item had been sold and had to be removed from an account. In today's usage, the term has evolved beyond the simple meaning of a sale of goods or services.

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