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Templates Sales Proposal Template

Forms + Documents

Sales Proposal Template

Quickly create clear, concise, and beautifully formatted sales quotes that impress clients and close deals.

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Document Automation Made Easy

When potential clients are interested in your services, it's crucial to provide them a thorough sales proposal that outlines the project. It should be clear and concise, yet still include all the necessary details about project scope, goals, terms and conditions, payments, and warranties. Whether your company is large or small, creating highly detailed sales quotes for potential clients can take a lot of time and effort. Streamline the creation of sales quotes with this sample sales proposal template workflow, which uses Formstack, Formstack Documents, and InsureSign by Formstack. Free your team of tedious, time-consuming manual tasks so they can focus on making the sale. Impress potential clients with a quick turnaround time and a simplified way to sign important sales documents.

Using this sales proposal workflow will:

  • Eliminate manual data entry
  • Generate sales quotes quickly
  • Provide a better customer experience
  • Remove all paper from your sales process

What You Need

Formstack Forms

Getting started with this automated workflow is a breeze using Formstack Forms. Features like our drag-and-drop form builder, Theme Editor, Conditional Logic, and add-ons help you create professional looking forms with ease. Simply add this template to your Formstack Forms account to start gathering data you need.

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Formstack Documents

Connect your online forms to Formstack Documents to automatically populate PDFs and Microsoft documents in seconds. Pairing your sales proposal data collection form with this Formstack Documents template will auto-populate form data into a professional and in-depth sales quote. Simply add this sales proposal template to your Formstack Documents account to get started.

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InsureSign by Formstack

Pairing Formstack Documents with InsureSign by Formstack makes it easier than ever to collect electronic signatures. Quickly connect with potential clients by sending links to sales proposals by text message or email. Documents can be signed from any device, including computers, mobile phones, and tablets. Connect with any of our other eSignature integrations.

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Sales Proposal Form Template
Sales Proposal Form Template
Don't let fragmented data ruin your automation capabilities. Easily collect all the information you need to populate into a professional document with this sales proposal form template. There's no need to go back and forth between multiple spreadsheets or data sources to generate sales documents. Use the Save & Resume feature to save form data and come back to it later if the proposal can't be produced in one day.
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Sales Proposal Document Template
Sales Proposal Document Template
Streamline your sales quote process with this sample sales proposal template, and skip cutting, pasting, copying, and typing. Take the complicated and time-consuming work out of producing your sales quotes by pairing this template with powerful features, like data routing and logic. This template is easy to customize and can be delivered to clients in a variety of ways. It's signature-ready, enabling you to close deals quicker.
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How It Works

Build a sales proposal workflow in just a few steps.

1

Build

Log in to your Formstack Documents account and select the sales proposal template from the list of templates. Next, you'll need to identify where your data is coming from. Select "Use a data collection form."

2

Save

Store and organize your documents using our cloud storage tool, Stash by Formstack. Choose “Save my documents in Stash,” or integrate with other cloud storage tools under the “Deliver” tab.

3

Deliver

Navigate to the "Deliver" tab to prepare your sales quote document for signing by setting up your InsureSign delivery. Select InsureSign by Formstack and customize options as needed.

4

Collect

Next, log in to Formstack to connect your sales proposal form template. Under "Settings," select "Integrations." Choose the Formstack Documents integration and select your sales proposal document template from the list of documents.

5

Map

Review all fields to ensure your Formstack data is correctly mapped to your sales proposal document. You're now ready to begin automating sales quotes for potential clients.

Ready to get started?

Get access to this sales proposal form template and other sales forms by starting a free trial.

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