Proposal

use-case

Web page

format

Software

industry

SaaS

industry

Professional services

industry

IT services

industry

Modern

design

Sales proposal template

A free sales proposal template for B2B deals: the buyer's problem in their words, your solution, proof, pricing options and the next step, in the order a buying committee reads. Add your website and Cobl rebuilds it with your brand, your case studies and your prices.

Try it out

Make this template yours

Turn this template into a real document for your company. Cobl adapts the content, branding and structure to your context.

Use this template

We never train a model on your content.

Format

Web page

Length

1 scrolling page

Sections

9 sections

Exports

Shareable link

Time saved

≈ 3h30 per proposal

Hosted in the EU. No model training on your data.

What's inside

The nine sections a buying committee reads

A B2B proposal gets forwarded to people who were not on the call. Each section answers a question one of them will ask.

Executive summary

One page, written last, for the executive who reads nothing else: the problem, your recommendation, the price and the result they can expect.

The buyer's situation

Their context and goals in their own words, taken from discovery. It shows you listened before you started selling.

Proposed solution

What you will deliver and how it solves each problem named above. Features only appear when they answer a stated need.

Why you, with proof

Two or three comparable customers and the result each one got. Chosen to match the buyer's size and sector, not to show your biggest logo.

Implementation plan

Phases, owners on both sides and the date of the first milestone. Buyers want to know what happens the week after they sign.

Pricing and options

Two or three packages side by side, with what each includes. The buyer compares your options rather than comparing you with a competitor.

Risks and how you handle them

The objections you heard, answered in writing: security, change management, switching cost. Procurement and IT look for this section.

Terms

Contract length, payment terms, validity date and what is not included. Clear terms shorten the legal review.

Next steps

The decision, the signatures needed and a date for each step. A proposal without a next step tends to stall in someone's inbox.

How it works

From this template to client-ready

Start from the template

Click “Use this template”. You start from a real example, with its structure, its method and its design.

Add your context

Nothing to prepare. Cobl asks you the right questions and pulls your company knowledge: your CRM, your tools, your past work and your branding.

Get the best of both

Cobl assembles the two. The rigour of the template, with your content and your branding. So, what comes out is client-ready.

Why this template

Written for the people you have not met

Your champion forwards the proposal to finance, IT and a decision maker. It has to make your case without you in the room.

Their problem comes first

The opening pages restate the buyer's situation before any product appears. Readers who missed the call understand why this project exists.

Options instead of one price

Two or three packages keep the conversation on which option, not whether to buy. Each one states exactly what it includes and excludes.

Objections answered in writing

Security, implementation effort and switching cost get their own section, so the answer reaches every reader, not only the one who asked.

FAQ

Questions about this template

Is the sales proposal template free?

Yes. Download it as it is, in Word or PDF, without an account. You only create one when you want Cobl to rewrite it with your own content, your branding and your case studies.

What is the structure of a sales proposal?

A strong sales proposal usually follows this structure: cover, executive summary, the buyer's challenge, your diagnosis, your strategic approach, a phased roadmap, deliverables, expected impact, your team, the investment, and a clear close. The order moves the buyer from their problem to your plan to a yes.

What makes a sales proposal format actually win?

Leading with the buyer's challenge before your pitch, naming the outcome they care about, keeping the investment table clean, and ending with one concrete next step. A winning format is built around the buyer's decision, not around describing your company.

What is the difference between a sales proposal and a quote?

A quote states a price for a product or service. A sales proposal builds the case around that price, covering the client's situation, your recommended solution, proof that it works, and the next step. Proposals persuade; quotes only inform.

What format should I send a sales proposal in: PDF, Word, or PowerPoint?

It depends on what the client needs to do next. Send a PDF when the proposal is final and you want a consistent, professional read. Send Word when procurement or legal needs to edit and redline. Send PowerPoint when you are presenting live or the buyer wants a deck they can adapt and share internally.

Sales proposal template

The nine sections a buying committee reads

From this template to client-ready

Written for the people you have not met

Questions about this template

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Every deal deserves the right move. Make it.