Software Proposal Template
Software Proposal Template
Get to yes faster with a sales proposal that does it all.
Who this template is for
Sales teams, account executives, and solutions consultants who need a faster, cleaner way to collaborate with buyers and close deals.
What this template is for
This template helps you create a digital sales room to manage and share your software proposal with prospects. Move deals forward by making your proposal look professional and your process feel organized.
How to use this template
- Start by creating a free account in Dock.
- Create a new workspace and select the Software Proposal Template to get started.
- Customize the template to match your sales motion, branding, and pricing model.
- Save your customized version as a reusable internal template.
- For each new deal, spin up a fresh workspace from that saved template
- Introduce the workspace on your first or second sales call. Frame it as a shared space for proposal writing, review, Q&A, internal alignment, and next steps.
- Continue using the digital workspace throughout the deal to reinforce value, track engagement metrics, and help your champion sell internally.
What’s in this template?
Why use Dock’s Software Proposal Template?
Dock’s software proposal template makes it easier to build and share proposal templates that actually help close deals. It gives your buyer everything they need to get internal buy-in without the back-and-forth emails, lost attachments, or version control issues that come with traditional PDFs or slide decks.
With Dock, your proposal lives inside a collaborative workspace that evolves alongside your deal. Include pricing, product overviews, demo recordings, legal docs, timelines, project scope, and next steps all in one place. And because Dock doesn’t require a login, your buyer’s stakeholders can access the proposal with just a click.
You can start from Dock’s prebuilt software development proposal template or project proposal template, and fully customize it to match your process, use cases, and brand. Create reusable proposal templates for your sales team so everyone is delivering a consistent, polished experience—regardless of who’s handling the deal.
Most importantly, Dock gives you visibility. You’ll see who’s viewed your proposal, how often, and what content they’re spending time with, helping you forecast more accurately and know exactly when to follow up.
Help buyers navigate their internal process
- Give them a link they can easily share with stakeholders and decision-makers
- Organize all documents, project overview, and deliverables in one place
- Include a mutual action plan with key milestones
Create repeatable, scalable proposals
- Turn your ideal proposal into a shareable, reusable proposal template
- Standardize what good follow-up looks like across team members
- Easily reuse and personalize templates for every potential client
Upgrade your deal visibility
- Track which buyers are viewing the proposal (and when)
- Let them self-serve answers to common questions and track real-time updates
- Spot when a proposal is being shared internally—before your buyer tells you
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