1. All templates
  2. Proposals

Salesforce Proposal Template

Template for [Account Name]

This proposal includes all the necessary details including costs, terms and conditions of the work.

As requested by: [Account Name]

Created by: [SENDER.Author]

Company Background

PandaTip: This sales proposal is designed to help companies that work with Salesforce CRM and need help with document generation. It can help you to deliver personalised proposals for any product or service to a potential buyer via salesforce.com and using Salesforce data. The main focus should generally be to outline the goals and possible challenges of the buyer, then to sell your products or services in the context of solving them.

Our Company President

[Company.President] has spent [President.Tenure] working in the industry. [His/Her] extensive experience and industry knowledge is passed on to our clients and helps us to provide the best possible service to each and every client.

Your Personal Account Manager

PandaTip: This section of the proposal template should be edited to suit your company’s structure. For example, you could add in a different job title, a payment contact, members of the sales team or whoever you think will be most relevant.

I’m [Opportunity Owner], and I’ll be acting as your primary contact. I can help you with anything you might need regarding our contract together. Get in touch with me via email or telephone on:

[Company.Phone], [Company.Email.]

Words From Our Satisfied Clients

PandaTip: This section can be used to include any impressive client testimonials that you have received and can be populated via the Salesforce integration. These testimonials should include specific things that you want to showcase to your prospect, such as the quality of real-time customer support you provide, how you provide a free trial or how your fees are well justified.

Ensuring that our clients are happy is our top priority. Here are a few testimonials from some of our many satisfied clients:

“[Testimonial.1]”

  • [Testimonial1.Name]

“[Testimonial2]”

  • [Testimonial2.Name]

Overview of the Work

We’ve listed what we see as your key goals and possible challenges you may encounter. We then detail the approach we would recommend.

Your Goals and Potential Challenges

PandaTip: This section is your opportunity to sell your company’s services and convince the reader of your value. Try to provide a good level of detail about the client’s goals and potential challenges to show you’ve done your research.

Aims Challenges
[Client.Goal1] [Client.Challenge1]
[Client.Goal2] [Client.Challenge2]
[Client.Goal3] [Client.Challenge3]

Our Recommended Approach

PandaTip: Try to be detailed, without getting too technical unless it’s absolutely necessary. Link your recommended approach to the goals and challenges listed above to illustrate the way you will address specific key points.

We feel that [Opportunity Name] will provide great value for your company, helping you to achieve your goals well within the planned timeframe.

[Opportunity Name] has been specially formulated to assist organizations in [Company.Market] to solve [Client.Challenge1], [Client.Challenge2] and [Clent’Challenge3].

We have designed [Opportunity Name] to be deployed as quickly as possible, with very little disruption to normal operations. We will provide a specialized team who will work with you to plan the execution of [Opportunity Name] and assist you during the implementation period.

Terms of Service

PandaTip: This pricing table is easily customizable to fit your specific offering. Include various products, tax information and more.

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

Prices

Product ID Cost Quantity Subtotal
[Opportunity Name] [Amount] [Quantity]
[Description]

Total:

[Opportunity Name] Contract of Sale

PandaTip: The legal language used here is similar to most sales proposals. However, we recommend that you always get a legal professional to verify the template before sending it to prospects.

This [Opportunity Name] contract provides the terms and conditions governing the understanding between [Account Name] (‘Purchaser’), who agrees to follow this contract, and [Company.Company] (‘Seller’), whose primary address is [Company.Address].

WHEREAS, [Opportunity Name], a [Description] (‘Product’), is provided by the Seller. And

WHEREAS, the Purchaser intends to buy the Product in accordance with these terms and conditions.

NOW, THEREFORE, considering the mutual agreements and promises by each of the parties, the Seller and Purchaser (collectively ‘Parties’ and as individuals ‘Party’) agree to the following:

Product Purchased

The Purchaser hereby buys the Product of the type and quantity detailed on the attached Schedule A (‘Product Purchased’).

Payment

The Purchaser hereby buys the Product of the type and quantity detailed on the attached Schedule A (‘Product Purchased’).

Defaulting

Failing to provide payment on or prior to the date described on the attached payment schedule (‘Schedule B’) will be seen as a full and material breach of this contract.

Terms of Warranty

[Warranty.Policy]

Alterations

This contract cannot undergo any alterations by either Party, except for when submitted in writing and agreed on by both the Parties.

Relevant Laws

This contract and the way its terms are interpreted will be in accordance with the laws of [Company.State] as well as federal law, and subject to [Company.County], [Company.State] federal and state courts.

Confirmation

IN WITNESS WHEREOF, both Parties have executed this contract by their respective authorized officers, as of the date detailed below.

PandaTip: You don’t necessarily need to send a paper copy if this contract is signed. A PDF with an eSignature can be valid.

Salesforce_Proposal_Template_PandaDoc_Template_Gallery

Schedule A

[Opportunity Name]

[Description]

Schedule B

Date of Payment Payment Amount
1 Month Before The Delivery 15% of the total
On The Date of Delivery 80% of the total
2 Weeks After The Delivery 5% (remaining balance)