Still throwing proposals together at the last minute while clients are waiting? Rookie move.
A rushed, unclear, or gap-filled proposal screams unprepared, and no client would bet money on it.
You need something that works as hard as you do—a clean, winning sales proposal that helps you bag the client without endless back-and-forth.
And you don’t have to build it from scratch. In this blog post, you’ll find free sales proposal templates that help you pitch faster, set clear expectations, and close deals without the last-minute panic. ✅
Free Sales Proposal Templates to Close Deals Faster
- What Are Sales Proposal Templates?
- 13 Ready-to-Use Sales Proposal Templates to Close More Deals
- 1. ClickUp Services Proposal Template
- 2. ClickUp Project Proposal Template
- 3. ClickUp Business Proposal Template
- 4. ClickUp Commercial Proposal Template
- 5. ClickUp Budget Proposal Template
- 6. ClickUp Contract Management Template
- 7. ClickUp Sales and Marketing Plan Template
- 8. ClickUp Sales Plan Template
- 9. ClickUp Request for Quote Template
- 10. ClickUp Customer Onboarding Template
- 11. ClickUp Services Agreement Template
- 12. ClickUp CRM Template
- 13. ClickUp Deal Memo Template
- What Makes a Good Sales Proposal Template?
- Win Clients Faster With ClickUp Sales Proposal Templates
Summarize this article for me pleaseWhat Are Sales Proposal Templates?
Sales proposal templates are pre-structured documents for presenting a product or service to clients. They include sections for client needs, proposed solutions, deliverables, timeline, and costs.
Companies (especially B2B firms) and service providers (like freelancers, agencies, or consultants) use these templates to ensure product proposals are consistent, comprehensive, and professional.
Starting with a template lets teams and freelancers quickly fill in client details without having to recreate every proposal from scratch, saving time and reducing errors.
💡 Pro Tip: Add a mini FAQ page for silent objections. Think of all the questions that kill deals behind closed doors: ‘Is this scalable?’ ‘What if we already use X?’ Answer them in your sales proposal before they’re asked.
Summarize this article for me please13 Ready-to-Use Sales Proposal Templates to Close More Deals
Sales proposals need to be clear, convincing, and quick to deliver.
ClickUp is the everything app for work that helps teams manage tasks, documents, and client workflows in one place. It also includes ready-made templates that keep your proposals consistent and professional.
Below, we’ll walk through 13 sales proposal templates offered by this proposal management software.
1. ClickUp Services Proposal Template
The ClickUp Services Proposal Template helps you create polished, detailed proposals that set clear expectations, showcase your value, and speed up client approvals. It’s built to eliminate formatting hassles and missing details—so you can focus on pitching and closing.
You get more than a template—you get a structured, customizable workspace that simplifies every stage of the proposal process, from outlining services to tracking approvals.
⭐ Why you’ll like this template:
- Break down service packages, pricing models, and timelines in a clean, client-friendly format
- Use Custom Fields like Service Tier, Contract Duration, and Billing Cycle to personalize every proposal
- Track proposals by stage with views like New Proposals, Negotiations, and Ready to Sign
📌 Ideal For: Teams that need to pitch tailored sales solutions with detailed deliverables, pricing, and timelines to win new business quickly.
💡 Pro Tip: Want to supercharge your sales proposals? Check out this video on how to use AI for sales! Discover practical ways AI can help you personalize proposals, automate follow-ups, and analyze client needs—so you can pitch smarter, respond faster, and close more deals with less effort.
2. ClickUp Project Proposal Template
The ClickUp Project Proposal Whiteboard Template helps you skip the messy back-and-forth and create clear, visual proposals that get approved faster. It’s perfect for turning rough ideas into structured plans—all in one drag-and-drop workspace.
This template lets you brainstorm freely with sticky notes, shapes, text, and tasks—then seamlessly transition from planning to execution without losing momentum.
⭐ Why you’ll like this template:
- Map out project ideas visually using Whiteboard tools like sticky notes and shapes
- Build a collaborative project overview that aligns your team from the start
- Turn brainstormed elements into actionable tasks with one click—no manual handoffs needed
📌 Ideal For: Professionals outlining project scopes, milestones, and resource needs clearly to align stakeholders before work begins.
🧠 Fun Fact: In 1960, Rosser Reeves of Ted Bates & Co. introduced the Unique Selling Proposition (USP)—a simple idea that changed advertising forever. Sales proposals still use the same core principle: show what makes you stand out.
3. ClickUp Business Proposal Template
The ClickUp Business Proposal Template provides a visual system for mapping out ideas, structuring deliverables, and presenting polished, client-focused proposals without starting from scratch each time.
This flexible consulting proposal template helps connect your client’s needs, value proposition, and solution in a clean, logical flow. You’ll spend less time formatting and more time moving deals forward.
⭐ Why you’ll like this template:
- Create flexible, professional proposals without rewriting from scratch
- Visually align key elements like milestones, pricing, and timelines for quicker approvals
- Easily tailor the structure based on project size, complexity, or industry
📌 Ideal For: Businesses showcasing service offerings, strategy plans, and investment opportunities to secure partnerships and funding.
💡 Pro Tip: Add a five-minute audit or teardown in your next sales proposal. Include a mini review of their current setup (site, strategy, workflow, etc.) to prove you’ve invested time. It shows initiative and gives you authority. 🎯
4. ClickUp Commercial Proposal Template
Getting a detailed commercial proposal ready when a client asks for side-by-side pricing, scope, and delivery terms within a day is a real pressure test. The ClickUp Commercial Proposal Template is built to organize your offer, speed up drafting, and eliminate errors that can cost you the deal.
This template gives you a clean structure to break down complex services or products into neat sections—terms, deliverables, pricing tiers, exclusions, and timelines—without scrambling for formatting.
⭐ Why you’ll like this template:
- Quickly group optional services or upsell packages in separate blocks for clarity and better conversion
- Embed key dates, deadlines, and approval steps directly into the proposal with visual widgets
- Present a complete project plan from day one, so clients see exactly what’s coming and when
📌 Ideal For: Companies presenting structured commercial deals, complete with product details, cost breakdowns, and terms to close transactions faster.
🔍 Did You Know? Sales proposals can range from a single page to massive, multi-volume documents—depending on what’s at stake. For example, when Boeing competed for a multi-billion-dollar U.S. Air Force contract in 2010, their proposal for the KC-X tanker program was over 8,000 pages long! It included exhaustive technical specs, compliance documentation, and detailed cost breakdowns.
While most business proposals don’t need to be anywhere near that length, this highlights how tailoring your proposal’s depth and detail to your client’s needs—and the size of the opportunity—can make all the difference in winning big deals. 🏆
5. ClickUp Budget Proposal Template
When clients need a clear, well-structured budget breakdown, any confusion in your proposal can hurt your chances. The ClickUp Budget Proposal Template gives sales professionals everything they need to present costs, timelines, and deliverables confidently and accurately—right out of the box.
This ready-to-use Doc quickly maps out all project expenses with built-in fields for cost breakdowns, payment terms, and implementation plans. It’s easy to customize, so every proposal fits the client’s needs and delivers a professional, consistent format every time.
⭐ Why you’ll like this template:
- Present budgets clearly with editable fields for costs, timelines, and payment terms
- Use pre-designed visuals like charts and tables to simplify complex figures
- Deliver professional, easy-to-approve proposals without starting from scratch
📌 Ideal For: Teams planning project or operational budgets that need a clear, itemized format to present costs and justify financial requirements.
💡 Pro Tip: Build a ‘First 30 Days’ visual with ClickUp
One of the best ways to set your clients up for success—and reduce onboarding anxiety—is to show them exactly what to expect after they sign. Create a clear ‘First 30 Days’ visual that outlines key milestones, deliverables, and next steps. This could be a simple timeline, a checklist, or even a step-by-step roadmap.
How to do it in ClickUp:
- Use ClickUp’s Timeline or Gantt view to map out each onboarding phase, from kickoff to first results.
- Create a checklist or task list for every action item, so clients know what’s coming and who’s responsible.
- Share the onboarding plan directly with your client—they can comment, ask questions, and track progress in real time.
- Set automated reminders and due dates to keep everyone on schedule and accountable.
By visualizing the onboarding journey in ClickUp, you not only set clear expectations but also build trust and transparency from day one. Clients will feel confident, informed, and ready to move forward—making your proposals even more compelling. 🚀
6. ClickUp Contract Management Template
Sales reps and agencies often juggle many client contracts at once—tracking who needs to sign, which deadlines are coming up, and which renewals are due. The ClickUp Contract Management Template solves that.
It delivers a polished, professional contract system with custom statuses and fields already set up so you can jump in immediately. Instead of building your tracker from scratch, you see every agreement’s stage and stakeholder at a glance.
⭐ Why you’ll like this template:
- Use built-in reminders and deadlines to stay ahead of renewals and approvals
- Track every contract’s stage, stakeholder, and status in one organized view
- Monitor budgets, fees, and liability limits alongside legal milestones from day one
📌 Ideal For: Businesses that need to organize contract lifecycles, monitor obligations, and manage renewals or amendments in one centralized place.
💡 Pro Tip: Drop in a ‘Future Snapshot’ section. Paint a short, vivid picture of what your client’s world could look like after working with you. Phrase the sales proposal example like a before-and-after story to help them visualize the transformation and value you deliver.
Want to make your ‘Future Snapshot’ even more compelling? ✨
Use the ClickUp Docs feature to add rich visuals, tables, and checklists directly into your proposal. You can even collaborate with your team in real time to craft a powerful before-and-after narrative that resonates with your client. ClickUp Brain (which offers users free access to Claude, Gemini, ChatGPT, and more) can get you to a great first draft!
7. ClickUp Sales and Marketing Plan Template
When sales and marketing teams work off separate platforms, alignment falls apart fast. The ClickUp Sales and Marketing Plan Template fixes that with a single, structured workspace where sales goals, marketing strategies, campaign timelines, and KPIs are all connected.
You can map out campaigns, allocate resources, and make decisions based on your sales and marketing strategies—without bouncing between tools.
⭐ Why you’ll like this template:
- Lay out revenue targets, marketing goals, and campaign tasks in ready-to-use sections
- Assign ownership, track progress, and stay aligned across departments
- Use status updates and alerts to catch delays early and hit every deadline with confidence
📌 Ideal For: Teams building detailed, actionable sales and marketing strategies that align targets, campaigns, and KPIs across departments.
🧠 Fun Fact: Archaeologists have found papyrus scrolls from 2000 BCE in which merchants pitched trade deals in written form—basically, the ancient form of sales proposals.
8. ClickUp Sales Plan Template
The ClickUp Sales Plan Template gives you a ready-to-use structure to organize your whole sales strategy in one place—from goal setting to execution—without piecing it together manually.
Unlike the previous template, which blends marketing campaigns and sales activities into one workflow, this one is built purely for sales execution. It focuses entirely on setting SMART goals, outlining targeted strategies, and managing every step of the sales process through detailed task tracking.
⭐ Why you’ll like this template:
- Structure your entire sales journey from planning to execution in a dedicated workspace
- Use dynamic views like Timeline and Gantt to visualize dependencies and priorities
- Set SMART goals, assign tasks, and monitor progress across every sales activity
📌 Ideal For: Reps and managers mapping revenue goals, prospecting tactics, and outreach schedules to drive predictable sales growth.
⚡️ Template Archive: Sales Report Templates
9. ClickUp Request for Quote Template
The ClickUp Request for Quote Template organizes every requirement, deadline, and evaluation point in one place—so nothing slips through the cracks.
Unlike basic forms, this template is built for flexibility. You can customize every section, from project details to supplier expectations, and track each RFQ using custom statuses like Submitted, Reviewed, Approved, or Declined for complete visibility.
⭐ Why you’ll like this template:
- Customize RFQ sections to fit your specific project and vendor criteria
- Automate RFQ distribution so that you can send project-specific quote requests to multiple vendors—no repetitive work required
- Collaborate in real time with in-task commenting and editing for faster decisions
📌 Ideal For: Sales teams, independent contractors, and client-facing agencies who need a flexible, professional way to send out RFQ documents and compare vendor responses.
10. ClickUp Customer Onboarding Template
Delivering a flawless customer onboarding experience is critical to building trust and setting the foundation for long-term success. The ClickUp Customer Onboarding Template stays with you from the initial welcome to service setup so that you can deliver consistent, polished experiences without missing details.
This template is fully customizable. You can track and manage tasks like sending welcome gifts, scheduling onboarding calls, assigning internal team members, and collecting onboarding questionnaires—all in one place.
⭐ Why you’ll like this template:
- Personalize onboarding with Custom Fields like Customer Type, Service Package, and Onboarding Call Date
- Use views like Customer Intake Forms and Service Package Breakdowns to organize key steps
- Adapt the template to your onboarding flow with drag-and-drop flexibility and real-time updates
📌 Ideal For: Agencies streamlining client onboarding processes, tracking milestones, and ensuring seamless handoffs from sales to service.
🔍 Did You Know? A few high-end agencies have been known to lightly scent their printed proposals—think subtle sandalwood or citrus—to make the physical document stand out and create a sensory memory.
11. ClickUp Services Agreement Template
The ClickUp Services Agreement Template helps you create clear, customizable contracts that outline exactly what’s expected. This ensures that projects start on solid ground and everyone stays aligned.
You get built-in Custom Fields to categorize agreements by service type, contract value, or client information, making it easy to stay organized as deals progress. This template helps you set expectations, define scope, and get moving—without overthinking the setup.
⭐ Why you’ll like this template:
- Use Custom Fields to track service type, contract value, and key client details
- Set clear expectations from day one with a customizable, professional contract layout
- Break agreements into actionable tasks and assign owners to ensure smooth execution
📌 Ideal For: Service providers drafting professional, customizable agreements that clearly define deliverables, payment terms, and project expectations.
12. ClickUp CRM Template
The ClickUp CRM Template helps you stay in control of every conversation, deal, and customer interaction—without losing track of the details.
It tracks each lead through custom statuses like Qualified, Need Approval, or Closed, and organizes contacts with fields like CRM Item Type, Industry, and Job Title—so you can prioritize outreach and next steps effortlessly.
⭐ Why you’ll like this template:
- Track leads across custom statuses to monitor deal progress at a glance
- Sort and filter contacts with Custom Fields for smarter follow-ups
- Switch between views like Sales Process View and My Assignments View to manage the pipeline and daily tasks
📌 Ideal For: Sales teams managing leads, tracking customer touchpoints, and organizing account data to move deals through the pipeline with less friction.
💡 Pro Tip: Create a ‘choose your own adventure’ layout in the proposal. Use clickable sections or an interactive table of contents. Let decision-makers jump to pricing while technical folks dive into specs. Everyone’s happy, no scrolling rage.
13. ClickUp Deal Memo Template
A deal memo kicks off the creation process before contracts come into play. It’s your quick sales pitch—getting both sides aligned without slowing momentum. The ClickUp Deal Memo Template makes it simple to organize every key detail early, so deals move forward faster.
You get a focused space to personalize documents for each negotiation. Lock in terms, key dates, and conditions—without digging through scattered kickoff documents or long email threads.
⭐ Why you’ll like this template:
- Capture essential deal terms early to speed up alignment and execution
- Tag stakeholders and add comments directly on the memo for fast collaboration
- Stay ahead of key dates and actions with built-in reminders and notifications
📌 Ideal For: Professionals capturing key negotiation points, tracking deal terms, and aligning teams before formal contracts are signed.
Summarize this article for me pleaseWhat Makes a Good Sales Proposal Template?
A well-structured sales proposal template is essential for effectively communicating your value proposition and closing deals. It should address the client’s needs, provide clear information, and facilitate decision-making.
Here are a few aspects to look for:
- Clear executive summary: Begins with a concise overview that outlines the client’s challenges and how your solution addresses them
- Structured sections: Provides ready-made layouts for project scope, deliverables, pricing, and timelines to speed up drafting
- Transparent pricing structure: Features a breakdown of costs, payment terms, and any optional services or add-ons
- Easy customization fields: Lets you quickly personalize proposals with client names, specific project goals, and unique service details
- Clean, professional formatting: Highlights important details like return on investment (ROI), value proposition, and next steps without overwhelming the reader
- Collaboration features: Enables internal teams to comment, suggest edits, and attach reference files directly inside the template
- Status tracking labels: Marks proposals as Draft, Sent, Reviewed, or Approved to keep everyone informed on progress
- Integrated task management: Assigns action items like revision tasks, client feedback requests, or follow-up reminders within the proposal
- Visual organization options: Supports tables, checklists, timelines, and flowcharts to make complex details easy to understand
- E-signature and export options: Allows fast approvals with built-in e-signature support or simple export to PDF and doc formats
- Client engagement tracking: Monitors when a client opens, views, or interacts with the proposal for smarter follow-ups
To win over potential customers, craft a personalized document that clearly addresses customer needs, highlights relevant performance metrics, and sets your proposal apart from the competition.
📮ClickUp Insight: The results from our meeting effectiveness survey indicate that knowledge workers could be spending nearly 308 hours per week in meetings across a 100-person organization!
But what if you could cut this meeting time down? ClickUp’s unified workspace dramatically reduces unnecessary meetings!
💫 Real Results: Clients like Trinetix achieved a 50% reduction in meetings by centralizing project documentation, automating workflows, and improving cross-team visibility using our everything app for work. Imagine reclaiming hundreds of productive hours every week!
Summarize this article for me pleaseWin Clients Faster With ClickUp Sales Proposal Templates
Most sales proposal templates feel like a straitjacket: same boring structure, same awkward language you have to wrestle into something decent.
ClickUp skips all that. Its templates give you complete control—you can personalize documents however you want, add your branding, tweak the sections, and make them sound like you.
You can manage every step of the creation process inside ClickUp. Assign tasks, set deadlines, and keep every proposal moving without switching between tools. It stays clean, simple, and ready when you need it.
🚀 Sign up with ClickUp today and create proposals that impress—faster, easier, and all in one place. ✅
Everything you need to stay organized and get work done.
