Where free trials become paid subscriptions
Your SaaS solves real problems. Your proposals should close real deals. Show prospects exactly how your software drives ROI with flexible pricing models and clear implementation plans. Track when technical teams review integrations and when decision makers examine costs. Know the perfect moment to follow up. Stop losing deals to inferior products with better proposals.
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Your prospect's trial ended. Now what?
Converting trial users to paying customers is hard. They loved the demo but need custom pricing for their team size. Technical buyers want integration details while finance needs budget justification. Your static PDFs can't show monthly vs annual savings or adapt to different use cases. Meanwhile, competitors with worse products but better proposals keep winning. You need proposals that convert as well as your product performs.
Show value before they forget the trial
Create proposals that maintain trial momentum. Build interactive pricing calculators that adapt to team size and usage. Show clear onboarding timelines with training milestones. Present flexible options - monthly, annual, or custom plans. Track which sections get attention and who's sharing internally. Convert more trials, expand existing accounts, and close deals while the product value is still fresh.
Less time creating
Create complete, personalized proposals in minutes - not hoursMore deals closed
Look professional, respond fast, and track engagement to close more.Faster follow-ups
Get notified instantly when your proposal is viewed or signed.Pricing that grows with their business
Present any SaaS pricing model beautifully. Show per-seat costs that update when prospects change user counts. Display plan comparisons with feature breakdowns. Calculate monthly vs annual savings instantly. Include onboarding, support, and add-on costs transparently. Let buying teams explore options themselves while you track what interests them most.
Turn trial success into signed contracts
Showcase trial results directly in proposals. Include screenshots of their actual usage and achievements. Add testimonials from similar companies. Display the specific problems they solved during the trial. Include product roadmaps and upcoming features. Transform positive trial experiences into compelling business cases that get approved and paid.
Know who's ready to buy (and who needs convincing)
See exactly how buying teams evaluate your proposal. Track when technical leads review API docs or when managers check pricing details. Identify champions who forward proposals to decision makers. Spot hesitant stakeholders who need more information. Get alerts for key moments like budget discussions. Close deals faster by knowing exactly where each prospect stands.
All-round proposal template for entrepreneurs
Entrepreneurs need to deliver professional, efficient proposals. A well-designed proposal template saves time, ensures consistency, and reduces errors, helping you customize pitches, build trust, and increase conversion rates for clients across any industry or service offering.
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Frequently asked questions
Create a proposal showing their trial activity and the value they already experienced. Include flexible pricing tiers, onboarding timeline, and support options. Send it before trial momentum fades.
Yes, create interactive pricing tables where clients toggle between billing cycles. The pricing updates instantly, clearly showing the savings. Perfect for demonstrating the value of annual commitments.
Add a dedicated integration section with API documentation, security protocols, and compatibility details. Track which technical docs get reviewed to anticipate questions during demos.
Yes, prospects can share the proposal link with their team. You'll see each viewer's activity separately, helping you identify technical evaluators, budget holders, and decision makers.
Include visual timelines showing setup phases, training sessions, and go-live milestones. Clients see exactly what happens when, reducing anxiety about switching to new software.
Start closing more deals with smarter proposals
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