Layer 1

Enterprise Sales
​Template

This proposal was prepared for:
​(Company_Name)


Executive Summary

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.

Who’s Involved & How We Support Each Role

Key Stakeholders & Value Alignment

Enterprise decisions involve multiple roles. Here’s how our solution supports each stakeholder:

Role

Common Concerns

How We Help

{{e.g. CFO}}

Cost, ROI, financial risk

{{Highlight ROI model, cost savings, case study}}

{{e.g. CISO}}

Data security, risk

{{Certifications, zero-trust architecture, SSO support}}

{{e.g. VP Sales}}

Enablement, performance

{{Faster ramp-up, sales insights, automation}}

{{e.g. Legal/Compliance}}

Contractual risk

{{Pre-vetted terms, regulatory compliance, DPA ready}}

Need help bringing in stakeholders? We’re happy to support internal presentations, demos, or FAQs tailored to your team.

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.

See example product view below:

With (COMPANY_SOLUTION), teams eliminate scattered tools, automate workflows, and move faster—without the usual complexity.

Product Deep Dives

Custom Implementation & Integration Plan

Implementation Timeline

A typical rollout takes {{2–6 weeks}}, depending on complexity. Here's a phased approach:

Phase

Timeline

Key Deliverables

Kickoff & Discovery

Week 1

Confirm goals, map integrations, define success metrics

Configuration

Weeks 2–3

{{CRM}}, {{SSO}}, {{data import}} setup

Training & QA

Weeks 3–4

Role-based training, sandbox testing

Launch & Support

Week 4+

Go-live, dedicated point of contact, post-launch support

Tools & Systems We Integrate With

We customize this plan for your infrastructure, team size, and internal bandwidth.

Customer Service

Overview

  • Dedicated customer success manager
  • Quarterly business reviews
  • Vido University and Change Management Hub
  • In-app chat, email and phone support
  • 90 day implementation
  • Manager and IC trainings
  • 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.

Compliance & Risk Mitigation

Compliance Snapshot

We take data protection and regulatory compliance seriously.
​Below is an overview of our certifications and policies:

Standard

Status

Notes

GDPR

✅ Compliant

DPA available upon request

SOC 2 Type II

✅ Certified

Available for review

ISO 27001

✅ Certified

Infrastructure-level security

HIPAA

⚠️ Optional

Add-on available for eligible customers

📁 Supporting Documentation:

We customize this plan for your infrastructure, team size, and internal bandwidth.

Need to engage your legal, risk, or compliance team? We provide pre-filled assessments and security briefs.

  • Security Overview
  • Third-Party Penetration Test Summary
  • Data Processing Addendum

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

What Success Looks Like

Our Joint Success Plan

We work closely with your team to ensure measurable outcomes from day one.

Timeframe

Milestone

Outcomes

Day 30

Team onboarded & live

{{e.g. 75% adoption, first 10 proposals sent}}

Day 60

Workflows optimized

{{e.g. integrations live, automation active}}

Day 90

First success metrics reviewed

{{e.g. 20% faster deal cycles}}

Day 180

Executive QBR & roadmap

{{Renewal prep, expansion opportunities}}

Success Metrics We Track

We’ll build a custom success dashboard and conduct regular reviews with your team.

  • [Metric Example]
  • [Metric Example]
  • [Metric Example]

Pricing

Packages

Option 1: Smiles

$10,800.00
25% Off
$8,100.00 / year
100
Users
  • Option inclusion
  • Option inclusion
Recommended

Option 2: Platform

$14,400.00
35% Off
$9,360.00 / year
100
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
  • Create initial workflow
  • Setup company integration
  • Invite core team

Lets Get Started

Talk To Us


​website.com | 123-1234567 | your@email.com