Layer 1

Enterprise Sales
​Template

This proposal was prepared for:
​(Company_Name)


Executive Summary

MM / DD / YYYY

At (COMPANY_NAME), we’re excited to propose a strategic partnership with (CLIENT_NAME) to increase efficiency, reduce costs, and drive measurable revenue growth.

Right now, (CLIENT_NAME) faces slow deal cycles, fragmented workflows and compliance complexity, which is impacting revenue and team productivity. Our solution, (COMPANY_SOLUTION), eliminates these bottlenecks by automating key workflows, improving data visibility and reducing administrative overhead.

With (COMPANY_SOLUTION), your team can:

1. Close deals 30% faster
​2. Save $100k annually by automating manual processes
​3. Improving forecasting accuracy for better decision making


Hi, I'm (NAME)

I'm your point of contact at (COMPANY_NAME). I'm here to teach you about the product and guide you through the sales process. Don't be a stranger, let me know how I can help.

Mutual Action Plan

Outline of shared next steps

Product

Status


Outline the scope of project and timeline

✔️


Manager demos

✔️


Executive presentation

✔️


Internal project approval (budget and next steps)



Free trial kickoff



Procurement

Product

Status


Security review

✔️


Legal and contract

✔️


Company approval and launch




Product Overview

(COMPANY_NAME) helps businesses run more efficiently by bringing project management, CRM, and team collaboration into one seamless platform.

With (COMPANY_SOLUTION), teams eliminate scattered tools, automate workflows, and move faster—without the usual complexity.
​
​See example product view below:


Product Deep Dives


Customer Service

Overview

  • Dedicated customer success manager
  • 90 day implementation
  • Quarterly business reviews
  • Manager and IC trainings
  • Vido University and Change Management Hub
  • In-app chat, email and phone support
  • Access to help center, video library and training webinars

99% Overall Customer Satisfaction Rating on G2

94%

Ease of Use

94%

Ease of Setup

95%

Meets Requirements

94%

Quality of Support

96%

Ease of Doing Business With

91%

Ease of Admin


You're in Good Company

Company is used by 2,000 customers around the world.

Customer Stories

TimeHub

Qwilr has helped TimeHub simplify their sales workflow & gain better brand consistency.

Mentorloop

Qwilr helps MentorLoop create proposals with wow-factor without needing a designer.


Security and Privacy

Enterprise ready compliance


Return on Investment

By adopting (COMPANY_NAME), your sales team will benefit from a productivity boost with the hours saved on manual sales tasks. We worked with (CONTACT_NAME) to estimate those savings – here’s our projection:

$100,962
Potential savings after one year


Pricing

Packages

Billing frequency

Option 1: Smiles

$10,800.00
25% Off
$8,100.00 / year
Users
  • Option inclusion
  • Option inclusion
Recommended

Option 2: Platform

$14,400.00
35% Off
$9,360.00 / year
Users
  • Option inclusion
  • Option inclusion

Sample Add-ons

Subtotal
$0.00
Subtotal
$0.00
Description
Item
Quantity
Price

Onboarding

$0.00
$0.00

Setup fee

$0.00
$0.00
Total Recurring
$9,360.00 / year
Total Due Today$9,360.00

Free Trial Support


​Recommended Next Steps

  • Send invite to free trial account
  • Setup company integration
  • Create initial workflow
  • Invite core team


Lets Get Started

Talk To Us


​Website | Phone | Email
​