FREE PROPOSAL TEMPLATE

Start using this Free CRM Consulting Proposal Template

Writing proposals should be simple.
Now with this 100% customisable proposal template you can focus on your craft.
Just write what you like and type in your pricing. Everything else is automatic.

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Or Take the tour of Better Proposals

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EVERYTHING YOU NEED IS INCLUDED

A look at everything in this
CRM Consulting Proposal Template


Visually Stunning Cover

The first thing your client sees is a beautifully designed cover, fit for a world class CRM consultant. If the cover doesn’t impress them it’s always going to be an uphill struggle from there.

You can change the text, your logo and the background image if you like - this gets you started.

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Pre-Written Services Section

Writing about what you do is hard. How much is too much? Will the client understand it? Completely valid questions and ones you don’t need to worry about now.

In this CRM consulting proposal template, the page detailing the work you’re going to do is done, the structure is laid out. You just need to add a few client specifics when you use it.

Like with this entire proposal, it’s all editable - the colours, the text, images, layout - everything.

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Process and Timescales

Explaining the CRM consulting process can be difficult. You want to give enough detail but not so much it seems overwhelming.

Fortunately, this has been battle tested and is the perfect amount of information. You can tweak it to suit your exact process.

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Case Study Example

The number of CRM consultants that simply put examples of their work in their proposal templates is shocking. It’s not enough. If you want to be taken seriously, you need to show that you understood the client’s issues and came up with a solution that was successful.

In this CRM consulting proposal template, we’ve set out an example case study. All you need to do is replace our example with one of yours and use the structure we’ve used.

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Pricing

Getting pricing right in the crm consulting industry is difficult. In this automatically calculated pricing table, all you do is put the numbers in, type a quick 1-line description of the service and the quote part of your proposal is done.

If you want to charge per hour, sell in quantities or have optional up-sell products, you can do that too.

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Next Steps with Digital Signing

One of the biggest reasons businesses don’t win work is they don’t give clear instructions on how to buy from them.

This proposal template comes with a ‘Next Steps’ page which you shouldn’t need to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept.

All digital signatures are 100% legal and compliant. When your client signs, you can see your digital signature certificate in your Better Proposals account.

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Pre-Written Contract

Every service business needs a contract with their clients. The consulting industry is no exception. We’ve scoured the world for experts to lend their contracts they use in their businesses for you to use.

We’re not legal professionals and don't play them on the internet but if you’re not using anything at all, this will likely be a great start - that said, get a legal professional to read it over.

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Take Payment from Your Client

Getting paid - it’s the hardest thing to do in business. The sooner and the easier you can get that money in your account the better.

Using our integrations with Stripe, PayPal and GoCardless you can take payment from your client the moment they sign your proposal and then, if needed, start a subscription.

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In just the last 24 hours alone...

$276,643 of business
won using Better Proposals

Tim Coe
"Every business is struggling in some way or another at the moment but one thing we're finding easy is get proposals signed and deals done thanks to how quick and easy it is for us to create proposals and our clients to sign them"
Tim Coe
Marketing Consultant

Simple. Attractive. Effective.

Win more business without wasting hours writing and designing proposals.

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Save You Time

The Automatic Designer makes it easy to create great-looking proposals in minutes.

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Instantly Close the Deal

Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.

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Smarter Follow-Ups

We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.

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100+ Beautiful Designs

Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.

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Clients Love It

“Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.

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Manage Your Pipeline

Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.

"Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me."
Jack Manley
Freestyle Web Design

Documents for all your project stages

Business Consulting Proposal Template Proposal template for any consultant helping to improve businesses.
Marketing Consulting Proposal Template Proposal template for any consultant helping to improve the marketing of a businesses.
Consulting Proposal Template Proposal template for any consultant helping to improve businesses.


Win more business and get paid faster

Join 8000+ happy customers and enjoy a simpler, faster and more professional way to send proposals.
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Integrates with your favourite tools



CRM

Live search your contacts and sync your proposals with your opportunities.
ZAPIER

Connect Better Proposals with over 1200 other world class apps and services.
LIVE CHAT

Answer questions and handle objections while your prospect is reading your proposal.
PROJECTS

After signing, instantly create a new project in your project management tool.

Here are just some of our 50+ integration partners

zapier
stripe
paypal
basecamp
trello
hubspot
pipedrive
zoho
capsule
insightly
salesforce
infusionsoft
integrations crm

See the rest of the tools we integrate with

See all integrations
Use our API
Get Paid Faster with Instant Payments Integrate your Stripe account to immediately take a payment after your client has signed.

They say 'strike while the iron is hot'. There's no better time to ask for the payment than seconds after they've signed your proposal.

payments

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FREQUENTLY ASKED QUESTIONS

Your questions, answered

Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry, what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 2 minutes, and we do that 24 hours a day.

Start a chat in the bottom right for a quick answer or email us and we’ll get back to you shortly.

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