Free Customer Success Templates

Grow your business with our world-class customer success templates. Professionally written and designed documents to help you save time, impress your customers and close deals faster.

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Learn how to kick-start with templates

Choose or customize a template, create a proposal in minutes and close deals in record time.

Proposal Design University

Design the Perfect Template with Better Proposals
Proposal Design University

Proposal Design University
Import Microsoft Word to Better Proposals

How to Import your Proposal Template from Microsoft Word
Import Indesign to Better Proposals

How to Import your Proposal Template from InDesign

Simple.
Attractive.
Effective.

Win more business without wasting hours writing and designing proposals.

Save You Time

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

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.

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.

100+ Beautiful Designs

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

Clients Love It

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

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.

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Document Types
Proposals Contracts Quotes Online Brochures Statements of Work Sign-Offs Job Offers
Industries
Accounting & Tax Agency Agreements Cleaning Copywriting Consulting Construction Customer Success Design Education Events Financial Fitness Freelance Human Resources (HR) Healthcare Home and Property Legal Marketing Photography Public Relations (PR) Professional Services Real Estate Sales Security SEO Software Technology (IT) Video Production Web Design

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Start sending world-class, professional looking proposals, with no errors, in way less time.
Blow your clients' minds and your competition out the water.

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