Create Online Sales Proposals
You can create a custom sales proposal in minutes using sales proposal templates, or create a brand new proposal from scratch.
Give your proposal the name that you want to appear on the cover page. Then, populate the proposal with sections of your choosing, and fill them with the appropriate content and media (such as images, videos, and files).
If you create the same type of sales proposal frequently, you can use the sales proposal software to save time by creating a template. Sales proposal templates allow you to generate a nearly completed proposal in minutes, and customize accordingly. ClientSky takes care of swapping in your client's information (such as references to client's name, logo, etc.).
Proposal Templates are completed proposals that you can easily create a new sales proposal from. Proposal templates are pre-built entire sales proposals that you have created to allow you to easily.
Section Templates are previously created sections that you can easily drop in to any proposal (e.g. a standard "About Us" section template may be dropped in to every proposal in order to not copy-and-paste it in every time).
Template Variables for Company Name, Company Abbreviation, Company Address, and Contact Name may be dropped into any proposal or template. When a proposal with template variables is previewed or sent, ClientSky automatically fills in the correct information for the receiving client.
Brand Your Proposals
Maintain branding consistent with your company's (or your client's) logo and company colors.
Display your company's logo prominently at the top of every page of your proposal.
Use a color scheme customized to your company or your client for each proposal you send out.
Create a seamless experience for your clients by presenting your proposals from your company's domain.
Customize Your Sales Proposal
You can customize your online sales proposals for your clients in a number of different ways:
Choose the company and contact that your proposal will be sent to, and ClientSky will automatically replace the Template Variables in your proposal with this information so that you don't have to do so manually.
Expiration Date, Colors
Set the expiration date of your proposal, after which point it may no longer be accepted or declined.
Set the colors of your proposal to be consistent with your company's brand.
Invite any ClientSky users in your organization to collaborate with you on your proposal. These users will be able to view, edit, and send your proposal.
It's easy to add and arrange the appropriate sections for your proposal.
Add a blank proposal section or add a section from a section template
Start from scratch or save time by using a previously saved proposal section template.
Drag to Arrange
Drag-and-drop your sections into the order you want them in.
Drag sections to the right to create a sub-section.
The end-result is a professional, structured proposal. Here you see a section with its sub-section.
ClientSky has powerful pricing features
Edit text as you already do in your favorite word processor. Change text colors and backgrounds, add bold and italic text, and use bulleted or numbered lists and indentation where necessary.
Add tables of any size to your proposal.
Upload images into your proposals or templates to make your online proposals stand out from the competition, and to describe your product or service in greater detail.
Add in video for client testimonials or description of your product or service.
Easily upload files such as exhibits and PDF files into your proposal, so that your client may view them directly from your proposal without jumping through any hoops.
You can upload files for use in your sales proposals directly from your computer, which ClientSky stores for later use. ClientSky also integrates with Dropbox and Google Drive, so you can pull your media directly from either of these services.
The Pricing section of your proposal has introductory content, one-time and recurring pricing items, conclusion content, and comes with a set of terms and conditions.
Introduction and Conclusion
Edit the introductory and concluding Pricing content as you would in your favorite word processor, adding in images and other media as necessary.
Add in Pricing items that will only be billed once.
Add in recurring Pricing items, as well as how often they will recur.
Terms and Conditions
Your client must accept your Terms and Conditions when accepting your proposal. These terms (which you define) are automatically imported into your proposals and may be edited prior to sending the proposal if necessary.
Sending your online sales proposal to your client for acceptance is easy:
Review Client Information
ClientSky shows you the client company and contact that is receiving this proposal. You can also add users that should be copied or blind-copied on the proposal email.
Customize Proposal Email
Prior to sending your proposal to your client, you may customize the text of the email that they will receive.
Send Proposal Email
Your client receives the proposal email you created, and clicks the link to view your proposal.
Click here and fill in your email address to receive a sample proposal email so that you can view and interact with a ClientSky proposal exactly as your client would!
ClientSky collects a number of metrics pertaining to the sending and accepting of your online sales proposals.
The Activity Feed shows you which proposals have been created and sent out by users in your company, as well as when your clients have viewed and accepted your proposals.
Sales Statistics & Graphs
ClientSky shows you your sales proposal hit ratio and other key metrics.
Sales Team Performance
Compare members of your sales team with detailed individual metrics.
It's free for 30 days.
Want a sample online sales proposal sent to your inbox?
What people are saying...
Saves time spent writing proposals. It's the end of recreating the wheel.Phoenix Consulting
Professional proposal output and fast online acceptance makes it a slam dunk!The Roberts Group
A video is worth a thousand words - being able to use images and video has added a whole new dimension to our sales proposals.Falcon Global