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Sales Proposal

Prepared for [CLIENT_NAME]

By [REP_NAME] at SalesCircle - XX/XX/XX

Executive Summary

Sales teams today face inefficiencies from scattered tools, manual workflows, and limited visibility into deal progress. SalesCircle eliminates these roadblocks with an all-in-one solution that:

We’re excited to partner with you to achieve 20% faster deal cycles or 30% increase in rep productivity.

Sincerely,


Jeff Martin
​Enterprise AE


Projected Impact of SalesCircle for Rover Software

By adopting SalesCircle, your sales team will benefit from a productivity boost with the hours saved on creating compelling proposals and content.

We worked with Samantha to estimate those savings. Here’s our projection:

$100,962
Potential savings after one year


Action Plan

Listed below is a breakdown of the timeline of this project. This overview includes the tasks for each phase, time spent for implementation, and maintenance.

Discovery

Date

Type

Next Steps

Kickoff Meeting

MM/DD

Meeting

Introduction + Outline Goals

Demo w/ CRO

MM/DD

Meeting

Showcase tailored platform overview

Business Case Review

MM/DD

Deliverable

Present case to CFO for approval

Legal

Date

Type

Next Steps

Share Order Form

MM/DD

Task

Provide Order Form, MSA, & DPA

First Comments

MM/DD

Deliverable

Return comments on legal documents

Final Comments

MM/DD

Deliverable

Address and finalize redlines

Security

Date

Type

Next Steps

Security Questionnaire

MM/DD

Task

Complete questionnaire, provide SOC II

Final Review

MM/DD

Meeting

Finalize security review with tea

SalesCircle Overview

SalesConnect is designed for:

See SalesCircle in action

Watch the product demo video below to explore how SalesCircle io can transform your sales process.


Pricing

SalesCircle offers flexible pricing plans tailored to the size and needs of your organization. Plans are structured around the number of users and additional feature sets, ensuring you only pay for what you need.


Billing frequency

Basic

$6.00 / month
Users
  • Basic support
  • Up to 5GB per month

Premium

$12.00 / month
Users
  • Priority 24h support
  • Unlimited storage
  • AI security monitoring

Add-ons

Subtotal
$750.00
Subtotal
$750.00
Description
Item
Quantity
Price

Onboarding

$500.00
$500.00

Setup fee

$250.00
$250.00
Total One Off$750.00
Total Recurring
$6.00 / month

Total Due Today$756.00
SalesCircle helped us cut our deal cycles by 30% and boost rep productivity – it’s a game-changer for scaling sales.

Julia Barnes

CEO, Comet Tech Inc

two women in suits standing beside wall


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