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HubSpot Proposal Template

Template for [Client.Company]

This document has all the required details relating to the pricing, terms, and conditions of the service.

As solicited by:
[Client.Company]

Produced by:
[Sender.Company]

Introduction to [Sender.Company]

This sample proposal is intended to assist companies (for example, a marketing agency) aiding the sales process via HubSpot CRM to propose a service to a possible client and improve their chance of making a sale. The primary focus of this HubSpot sales proposal should be on summarising the details of the service (such as marketing services, social media management, or website redesign) that can solve a problem for the buyer that you have identified.

Scope of Work

We’ve identified some of what we see as your main goals, potential problems that you are likely to come across while trying to achieve those goals, and how our service can help you.

Your Goals and Possible Challenges

Goal Potential Changes
Goal 1 Change 1
Goal 2 Change 2

How We Can Help

At [Sender.Company], we believe that our service is the ideal solution to [Client.Company]’s unique challenges, and a great way to help you achieve your goals.

The service has been designed specifically with [Sender.Company] and similar organizations in mind, in order to solve challenges.

We want you to be able to implement service in as short a time as possible and for it to cause minimal disruption to your everyday business. This is why we have built a dedicated deployment team to assist you with the planning, preparation, and execution of the deployment.

Meet the Team

Name

Name
Position

Name

Name
Position

Name

Name
Position

Name

Name
Position

Name

Name
Position

Name

Name
Position

Our CEO

Our CEO

CEO has been at the helm of [Sender.Company] for the last number. His years of experience in the industry go into everything we do and help us to offer a premium service to our clients.

Account Manager

Account Manager

Our account manager will act as your personal contact within [Sender.Company]. You can contact Account Manager at any time on:

Phone

Email

Client Testimonials

Keeping our clients satisfied is our main goal at [Sender.Company]. To give you an idea of the experiences of our existing clients, here are a few testimonials:

Client Name
Company

Testimonial text

Client Name
Company

Testimonial text

Client Name
Company

Testimonial text

Terms of Service

This section outlines the specific terms that will govern the execution of service to your company. Both parties must sign in the designated area, located towards the end of this document.

In this section, the precise terms and conditions governing the provision of service to your business. Both parties are required to agree and sign in the specified area, which can be found towards the end of the section.

Costing

Name Price Qty Subtotal
 
Subtotal $0.00
Discount $0.00
Tax $0.00
Total $0.00

Service Contract

The contract detailed here provides the specific conditions and terms related to the agreement between [Client.Company] (the “Buyer”), who agrees to abide by the contract, and [Sender.Company] (the “Provider”), whose main business address is sender address.

Whereas, the Provider provides service, a type of service(the “Product”).

And Whereas, the Buyer agrees to purchase the Product in adherence to these conditions and terms.

Considering the terms and agreements by both of the parties, the Buyer and Provider (individually known as “Party” and together as “Parties”) agree to the following terms:

Product Bought

The Buyer hereby purchases the Product of the quantity and kind described in the attached Attachment A (the “Product Bought”).

Payment

The Purchaser hereby buys the Product of the quantity and kind detailed on the attached Attachment A.

Default

Not providing payment either on or before the specified date on the attached payment timetable (“Attachment B”) will be viewed as a material and full breaking of this agreement.

Warranty

Terms of warranty.

Changes

This agreement will not be changed in any way by either of the involved Parties unless these changes are specified in writing and agreed on in writing by both Parties.

Governing Laws

This agreement and the presentation of its terms and conditions are understood in keeping with the relevant laws of state, and applicable federal laws.

Validation

Both relevant Parties have commenced the terms and conditions of this contract, following the date below.

Signature

Initials

MM/DD/YYYY

[Sender.FirstName] [Sender.LastName]

Signature

Initials

MM/DD/YYYY

[Client.FirstName] [Client.LastName]

Schedule A

Service and description.

Schedule B

Payment Date Payment Amount
First Payment Date First Payment Percentage
Second Payment Date Second Payment Percentage
Third Payment Date Third Payment Percentage
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