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.

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.

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.

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.