Inventory Management Proposal Template

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.

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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.

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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.

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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.

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Pricing

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.

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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.

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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.

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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.

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