Inventory Management Proposal Template

If you're looking for a fully customizable proposal template suitable for your inventory management software, you're at the right place! This inventory management proposal template was used over 22,000 times in 2023 alone and brought close to $14 million in sales to companies worldwide. And the best part is, it's 100% customizable.

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Everything you need is included

Looking for visually appealing and highly functional? You’ve got it. This template comes with a pre-built layout designed to help you create professional documents quickly and easily.

  • Case study example
  • Pricing
  • Next steps with digital signing
  • Pre-written contract
  • Get paid straight from the proposal
Visually attractive cover

The first thing your client sees when your proposal shows up in their inbox is a nicely designed cover. As a SaaS business owner, you understand how hard it is to gain the client's attention, so your goal should always be to start the proposal with an attention-grabbing image. From the text, logo, videos, and background image, you can change everything to make it a better fit for your needs.

Pre-written introduction section

How to explain to your clients that your inventory management software will be a perfect fit for their needs? Our introduction section is the best way to demonstrate that you have precisely what they're looking for.

This proposal template consists of a pre-written introduction section that is already structured to fit your every need. Just add a few software specifics, and it's ready to be sent out!

Like everything else, it's completely customizable, including the colors, text, images, and layout.

Processes and timelines

Explaining exactly how your software can calculate the stock balance and automate orders to someone outside of your circle can be tricky. You want to give enough detail, but not so much that it seems overwhelming.

Luckily, our Plan of action section of the quote is already made to fit the perfect amount of information. All you have to do is adjust it to follow your clear sales goals.

Case study example

A client success story is a powerful tool in convincing your clients to close the deal. It gives you the perfect opportunity to show them that you understand their needs and have a way to solve their problems.

In this inventory management proposal template, we've set out an example case study. All you need to do is replace our example with one of yours.


No matter if your pricing strategy includes different plans, monthly packages, or has optional up-sell services, you can do it all with these automatically calculated pricing tables. The final steps are simple - enter your offer and a short description, and your quote is ready to be presented to your clients.

Next steps with digital signing

A digital signature became a necessity in modern SaaS businesses and business proposals. Explain your steps in the 'Next steps' chapter, get your customer to sign, and officially accept your proposal!

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

Pre-written contract

Whether you're a seasoned professional or new to the inventory management world, Terms and Conditions will probably slip your mind when you're trying to close the deal with a client.

To ensure you're still protected, we have added fully customizable T&Cs at the end of this template. That said, they may not apply to your business, so we're suggesting getting a legal professional to read them over.

Get paid straight from the proposal

No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe, and GoCardless.

Your docs, your branding

Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.

1. Let's begin

Inventory Proposal Template

Reuse what works

Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.

Inventory Proposal Template
Added Team 1 Block
Added Team 1 Block

Become flawless

Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.

  • {{company_name}}
  • {{first_name}}
  • {{last_name}}
  • {{email_address}}
  • {{brand_company_name}}
  • {{owner_first_name}}
  • {{owner_last_name}}
  • {{owner_email_address}}
Click to add a merge tag Click to add a merge tag

Create VIP experiences

Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.

What would you like to add?
add form
Add content
Add booking calendar
Add payment step
Redirect users
Add Calendar
Calendly added
Onboarding sidebar Onboarding users after they sign and collecting required information

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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 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

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