Universal sales proposal template

Use this universal sales proposal template to stand out and dramatically increase conversion and win more clients. Easily tailor the content with AI

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This universal sales proposal template is crafted for sales experts, business developers, and marketing teams aiming to present persuasive proposals that clearly communicate value and drive measurable growth for success.

The template includes sections such as Cover Slide, Project Scope, Solution Slide, and Budget Slide, each designed to structure your proposal effectively and deliver clear, organized information for optimal impact.

Storydoc’s AI features enable you to scan source materials, auto-adjust design, rewrite content, and personalize proposals using dynamic variables, ensuring your document always reflects your brand identity flawlessly with ease.

Enhance your proposal effortlessly using our AI proposal creator

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Storydoc’s key features

AI writing assistant

Your template comes with an AI assistant that helps you write, rephrase, and ideate your content to perfection.

AI design assistant

The AI design assistant helps you reimagine your slide design and try different slide layouts in a snap to fit your vision while keeping your content intact.

Interactive data visualization

The data visualization design in Storydoc adapts automatically to your data inputs and your viewers can interact with your charts and graphs.

Dynamic variables

You can use dynamic variables in your Storydoc content (like in Email Marketing) to populate fields anywhere in your document and create personalized versions with a click.

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Embeddings

You can embed anything in your Storydoc content. Embed your favorite marketing tools, videos, GIFs, dashboards, live feeds, calendar apps, e-signature, and more.

CRM Integrations

Storydoc can be integrated through API into your workflow so you can use your Storydoc content directly from your CRM, ERP, ALS, LMS, or whichever platform you work on daily.

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FAQ

Who should use this template?

You can use this universal sales proposal template if you are a sales professional, business development specialist, marketing manager, or executive seeking to deliver persuasive proposals that effectively drive results.

What goal is this template meant to serve?

The goal of the universal sales proposal template is to empower you to create persuasive, outcome-driven proposals that clearly articulate value, streamline communication and enhance your chances of closing deals.

What does this template include?

The universal sales proposal template includes:

  1. Cover Slide: Overview and brand identity.
  2. Project Scope: Analysis of business needs.
  3. Solution Slide: Custom offerings and benefits.
  4. Budget Slide: Pricing details and options.
Each slide is meticulously designed to enable you to deliver persuasive, data-driven proposals that resonate and convert effectively for success.

How to tailor this template with AI?

Leverage Storydoc’s AI engine to scan provided materials, automatically adjusting content, images, and colors. Use the AI design and writing assistants to modify slides and sections, and personalize with dynamic CRM variables. Effortlessly create tailored proposals that align with your brand and messaging with precision.

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