Proposal

use-case

Web page

format

Software

industry

SaaS

industry

IT services

industry

Modern

design

Software proposal template

A free software proposal template for SaaS and software vendors: the customer's problem, your solution, integrations, security, implementation, service levels and pricing over the contract term. Add your website and Cobl rebuilds it with your product 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 software buyers check

Software is bought by a committee: the business owner, IT, security and finance. Each section answers one of them.

Executive summary

The customer's problem, the outcome your software delivers and the total cost, on one page for the executive sponsor.

Current situation

How the customer works today, what it costs them and why it has to change, taken from discovery.

Proposed solution

The plan or modules you recommend and how each one maps to a stated requirement. No feature tour.

Integrations

The systems it connects to, what data moves where, and who builds each connection.

Security and compliance

Hosting, data location, certifications, access control and data processing terms. IT and security look for this section early.

Implementation and onboarding

Timeline, phases, the customer's resources needed, data migration and training up to first value.

Service levels and support

Uptime commitment, support hours and response times, and the service credits that apply when targets are missed.

Pricing

Licenses, implementation and support over the full term, with options side by side and renewal terms stated.

Terms and next steps

Contract length, payment terms, data export if the customer leaves, and the dated steps to signature.

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 IT and finance, not only the champion

The person who loved the demo is rarely the only one who signs. IT, security and finance each look for their own section.

Security is answered up front

Data location, certifications and processing terms sit in the proposal, so the security review starts with answers instead of a questionnaire.

Total cost over the term

Pricing shows every year of the contract, including services and renewal terms. Finance sees the number they will actually approve.

A way out is written in

Data export and exit terms are stated, so committing does not feel like a trap for the buyer's data.

FAQ

Questions about this template

Is the software 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 product, your prices and your branding.

What should a software proposal include?

An executive summary, the customer's current situation, the recommended plan mapped to their requirements, integrations, security and compliance, the implementation and onboarding plan, service levels, pricing over the full contract term including renewal, and exit terms. Security and total cost are the sections IT and finance read before they approve.

Can I export a sales proposal to fully editable PowerPoint and Word?

Yes. Modern proposal tools let you export to fully editable PowerPoint and Word, not just a flattened image. With Cobl, you generate the proposal once and export it to PDF, Word, or PPT, so the client can finish the document in whichever tool they actually open.

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Can I change the sections?

Yes. Add, remove or reorder anything. A template is a starting structure, not a locked form. Cobl remembers what you changed and applies it to the next document of the same type.

Software proposal template

The nine sections software buyers check

From this template to client-ready

Written for IT and finance, not only the champion

Questions about this template

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