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The first pages of the Sales Proposal template

Sales Proposal

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 1, 2026

Every page (8)

Overview

Most proposals open with a company history and bury the price on page six. This template does the opposite. It starts with a cover letter, restates the buyer's goals in their own words, then offers a solution, an approach with dates, three fixed-fee options, plain terms and a page to accept. A buying committee can approve it without another meeting.

The sample is a proposal from Umberfield Distribution to a fictional food producer, Brackenmoor Foods, for a £72,000 depot and route redesign. Replace the goals with phrases from your discovery call, swap in your phases and dates, enter your fees, mark the option you recommend, then check the totals add up.

Useful for

  • A consulting firm sending a fixed-fee proposal after a discovery call with a three-person buying committee
  • A sales team answering a request for quote with three priced options and one marked as recommended
  • A small agency turning a verbal yes into a signed scope with payment steps and an expiry date

What's included

  • Cover page with the client name, the headline promise and the date prepared
  • Cover letter page with three fixed-fee plan cards, a cost summary and a validity warning
  • Goals page with a decision box, tick-box options and signature columns
  • Approach page with a four-phase table, named owners, an exclusions callout and a short glossary
  • Investment timeline with payment milestones, then a why-us and terms summary with headline figures
  • Acceptance page with three payment plans, a deadline callout and a guide page for making it yours

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Rewrite the goals page with the buyer's own phrases from discovery and quote one number they gave you.

  3. 3

    Replace the phases, deliverables and dates with ones you can commit to, then enter your fees in both pricing pages.

  4. 4

    Mark the option you recommend, check that the total, deposit and payment split add up, and put your terms in plain words.

  5. 5

    Add the buyer's signatory name, title and date, delete the guide page, then share the document or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this proposal template really free?

Yes. You can make a copy into your own Google Drive and edit it without paying. Nothing is locked, so you can delete any page or option you do not need.

Are the company, people and figures real?

No. Umberfield Distribution, Brackenmoor Foods, every person and every figure are fictional sample data. Replace all of it with your own details before you send.

Can I use it for a small business with one price?

Yes, but we suggest keeping at least two options, because a single price invites a competing quote. Delete the cards you do not need and keep the recommended one.

  • #sales-proposal
  • #business-proposal
  • #google-docs
  • #b2b-sales
  • #pricing-options
  • #consulting-proposal

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