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?
Summary
Introduce the proposal to your prospect by including a table of contents, your mutual action plan, embedding an overview slideshow of the major points, and providing contact information for key stakeholders as you move forward.
Product Overview
Give your prospect everything they need to know about your software product, from a detailed demo video to your product roadmap. Include relevant feature documentation and case studies to build a deep understanding of your product’s features and use cases.
Business Case
Now, it’s time to make your case. Include your prospect’s challenges—and the solutions your product offers. Make it more compelling by including a timeline to hit key metrics like ARR or NPS, and the additional requirements you’ve already discussed as a group, as well as key stakeholders and decision-makers.
Sales Pilot Plan
Use this section to go into detail about how the implementation will work. This can include a project timeline, major milestones, contact information for the team, what success looks like, and any to-do lists or how-to content for your new clients as they get up to speed.
Case Studies
Give your prospect real-world examples and client testimonials to build credibility and trust with your prospects and stakeholders. This way, you can show, not tell, how you can solve their specific needs and challenges—because you’ve done it before.
Pricing Proposal
Deliver pricing sheets in a dynamic table layout with a detailed breakdown of your sales proposal, including an order form, and contract so you can move a deal over the finish line.
Competitor Comparison
This section situates your product in context with its competitors in the industry. Include an overview of the market, a comparison table with the most important value propositions and functionality, customer satisfaction insights, and anything else to convince prospects that your product is better than your closest competitor.
Customer Success
This section goes over what customers can expect as they get settled into the product, so sales reps can set expectations and set the tone for the ongoing engagement once the contract is signed.
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
Related Templates
How do I use this template?
Sign up for Dock, create a new workspace using the software development proposal template, and customize it for your sales process. You can save your version as a reusable template, then spin up a personalized workspace for each prospective client.
Is this template free?
Yes. Dock is free to try for up to 50 workspaces. Every paid plan includes unlimited workspace and proposal template usage.
Can I modify this template?
Yes. You can make a copy of this template, fully customize it to your company name, brand, or product, and tailor it to individual client needs.
Can I personalize this template for every client?
Absolutely. After saving your customized template, you can create a new version for each deal and personalize it with pricing, deliverables, timelines, and content specific to each potential client.
Can I share this template with my team?
Yes. Templates in Dock can be private or shared with your team members. You can control template visibility across sales, marketing, and customer success teams, helping you deliver consistent proposals and stay aligned on the sales process.
What is a software proposal template?
A software proposal template is a reusable framework used to create structured proposals that communicate your offering, pricing, scope of work, timeline, and the proposed solution. It’s designed to help you create professional, consistent proposals quickly, so you don’t have to start from scratch.
In Dock, these templates live in an interactive, user-friendly digital workspace where you can embed video walkthroughs, e-signatures, project management timelines, and more—all tailored to support the buying journey for software solutions.
What is a SaaS proposal template?
A SaaS proposal template is a version of a project proposal used specifically by companies selling software-as-a-service. It typically includes product features, use-based pricing, onboarding support, and renewal terms. With Dock, you can use our proposal templates to sell your software with clarity and consistency.
What should you include in a software proposal template?
Your software proposal should include:
- Executive summary
- Product overview
- Pricing (monthly, annual, tiered, or custom)
- Proposed solution and clear deliverables
- Embedded videos, testimonials, and case studies
- Implementation timeline with key milestones
- E-signatures and acceptance section
- Optional RFP response content
Dock makes it easy to embed all of this in one place.
Can I use Dock for RFPs?
Yes. Dock is a great option for responding to RFPs. You can create a digital workspace that walks through your solution, pricing, and compliance documentation—making it easier for the buying committee to review everything in one place.
Does Dock support integrations and automation?
Yes. Dock integrates with CRMs like Salesforce and HubSpot and supports workflow automation to simplify your proposal writing process. You can even trigger workspace creation from your CRM and populate content dynamically using Dock’s content library and integrations.
Can I track engagement metrics in Dock?
Absolutely. You’ll get detailed metrics on who’s viewing your proposal, how long they’re engaging with it, and what they’re interacting with, from videos and case studies to your pricing page.
What’s the difference between Dock and other proposal tools?
Unlike Proposify, PandaDoc, Qwilr, or other proposal software, Dock can support the entire customer lifecycle, from proposal to customer onboarding and account management.
Can I include e-signatures in Dock?
Yes, Dock supports native e-signatures, so your proposal template can double as a contract. You can also embed a Docusign or connect to your preferred e-sign tool if needed.
Does Dock work well for software project teams?
Yes. If you're managing or pitching software projects, Dock helps communicate clearly with both technical and non-technical buyers. You can document the project scope, integrations, and timeline, while also embedding visuals and supporting documents that explain key functionality.
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