Popping the question–whether in sales or matters of the heart–is always a high-stakes affair. Getting your prospect's buy-in depends on hitting the right notes at the perfect moment. You need to skillfully woo your prospects with strategic finesse and offer well-researched info and thoughtful solutions that speak directly to them. That’s where these sales proposal email templates can come in handy.
A sales proposal email template can help you balance warm, professional, and passionate. The ultimate goal here, of course, is to get your prospect to say once and for all: “I do.” (As in, I do want to buy this product or service—nobody is getting married using one of these templates. At least, we sincerely hope not.)
What makes a perfect sales proposal? (3 data-backed tips)
No, you don’t need to get down on one knee. All you need to make your sales proposal really pop is to make it personal to the recipient. Like a marriage proposal, these work best if they come from a place of empathy and heart. This might sound like it flies in the face of using a template. But you can think of the templates below as being the foundation for your proposal. It’s when you customize it that it’ll come to life.
Looking for more tips? Here’s what data scientists have proven to work…
- Focus on the Client's Pain Points: One of the most important things to keep in mind when creating a sales proposal is to address the client's pain points. According to a study by Hubspot, 60% of buyers says no four times before saying yes. This means that the sales proposal should not only provide information about the product or service—but you also need to address how it can solve the client's specific problems.
- Keep it Short and Sweet: The perfect sales proposal is concise and to the point. According to a study by Gong.io, shorter calls tend to win over more prospects, and the same goes for a sales proposal. Long and detailed proposals can often overwhelm the client and lead to them losing interest. Instead, focus on providing the most important details and benefits of your product or service.
- Use Visuals to Enhance the Proposal: Another essential tip for creating a perfect sales proposal is to use visuals to enhance the proposal. Visuals such as images, graphs, charts, and videos can simplify complex information and make the proposal more engaging and memorable.
5 key components of a sales proposal email
As you tailor your sales proposal email template, you’ll want to remember the key components that clients will be looking for. Don’t feel like you have to stuff everything and the kitchen sink into your email body text, though—that’s why Nathaniel Borenstein invented email attachments.
- Personable Opener: Starting a sales proposal email with a personal, friendly tone can help establish a connection with the prospective client and make them more willing to engage with the proposal. This could include mentioning a shared interest or complimenting their company's accomplishments before diving into the main content of the email.
- Compact Executive Summary: The executive summary of the sales proposal email should express an understanding of the client's pain points and briefly outline key issues envisaged by the client before offering a solution. This should ideally be done in 3-4 sentences that clearly and effectively communicate your understanding of their needs and how your solution can address them.
- Clearly State Major Benefits/Features: The email should clearly state the major benefits and features of the product or service being offered. However, it is important to keep this concise and only focus on the most crucial points that address the client's pain points. A long list of features can make the email overwhelming and reduce engagement instead of increasing it.
- Pricing Options: Setting the stage for pricing is key in a sales proposal email. It helps to let the client know that you are offering a realistic price and that you understand their budget constraints. This could include providing different pricing options, explaining how your pricing structure is more affordable than competitors, or highlighting the value of your solution over its price.
- Request for Commitment: Requesting commitment in a sales proposal email is important. This could include asking for a call to further discuss the proposal, scheduling a meeting or demo, or requesting a response to move to the next phase of the sales process. By requesting commitment, you keep the ball rolling and move closer to closing the deal.
Can you use AI to create a sales proposal email template?
AI is perfect for a task like this, because it can easily summarize the major points in your proposal and help you craft a compelling (but friendly) email template that you can send to your potential client or customer. Use this Magical template generator to create a custom template right on this page. You can get specific with your prompt (for example, you can ask for 'an email template to send to a retailer to persuade them to stock a new type of sunglasses that can change colors on demand’) and even choose the tone of voice you want to use. To generate an unlimited number of email templates, add the free Magical Chrome extension to your browser.
12 example sales proposal email templates
For new product or service proposals
Trying to come up with a kickass sales proposal for a new product or service? These templates have all the necessary components to charm the pants off your prospect. (But, like, not in a weird way.)
Hi [Prospect First Name],
I hope this message finds you well. I recently came across [XYZ], and I must say, I'm impressed by the work you're doing at [Prospect’s Business Name]!
I understand that you might be facing some challenges with [pain point], and I wanted to introduce you to our tools, such as [product/services], that can help you easily [benefit].
Would you be available for a quick 30-minute chat this week to explore how our solution can benefit your business?
I look forward to hearing from you soon.
Best regards, [Your Name]
Hey [Prospect First Name],
I noticed your question on [social media channel] about the best [product/service] and wanted to introduce myself. As someone who values investing in the right tools to help grow businesses, I thought you might be interested in [Your product/service].
Our [product/service] is designed to meet the following requirements:
[list requirements here]
We offer a free trial that provides valuable insights into [XYZ]. If you'd like to give it a try, please don't hesitate to reach out!
Best, [Your Name]
I hope this email finds you well. My name is [Your Name], and I specialize in [pain point] for [industry] companies.
I’m reaching out to you to discuss your [pain point] efforts and see if we can collaborate. At [Your Company], we help with [benefit].
Could point me in the right direction and connect me with whoever is responsible for [area] at [company]. I would greatly appreciate it.
Thank you for your time, and I look forward to hearing from you soon.
Best, [Your Name]
I hope this email finds you well. We recently interacted on [social platform], and I wanted to reach out to you. I was impressed by your comment on [specifics about their comment], and I believe that our product would be an excellent fit for you.
If you have 20 minutes, I'd love to providea quick walkthrough of our product and show you how it can benefit you. Let me know if you're available this week.
I hope this email finds you well. I'm reaching out because I'm doing some research on your company, and I'm trying to determine if there is a potential need for [insert your strongest pain point]. Who would be the best person to speak with on your team?
Thanks in advance for your help—I look forward to hearing back from you soon.
I hope this message finds you well. I am [name], a representative from [Your Company], which specializes in assisting [specific company type] with [one-liner].
I would like to have a brief conversation with you to learn more about how your company handles [thing your company handles] and to showcase our company's offerings.
If possible, could you spare some time for a call at one of the following time options: [time options]?
Thank you for your consideration.
For customized solutions or proposals
Have you gone out of your way to create a custom solution or proposal? Match it with one of these templates to make sure your client appreciates how much work you've put into tailoring the solution for their specific needs.
Hello [Prospect Name],
I hope you're doing well. I’m following up on our recent conversation on [date] about [pain point]. As discussed, [Your Company Name] has solutions that can address [prospect's pain points], such as:
[Feature 1] [Feature 2] [Feature 3]
I would love to discuss further how these features can help your business. Are you available for a quick call this week? Let me know, and I'll send over a calendar invite.
Thank you for considering [Your Company Name] as a potential solution.
Best regards, [Your Name]
Hi [Prospect First Name],
I noticed that you recently requested a demo for [product/service], and I am following up with you to provide additional information and answer any questions you may have.
Our demo is designed to help businesses like yours with [pain point] by providing a hands-on experience of our [product/service], which includes features such as [feature 1], [feature 2], and [feature 3].
If you have a few minutes, I'd love to chat with you and learn more about your specific needs to see if our demo is a good fit for you. Would you be available for a quick call this week?
Best regards, [Your Name]
I noticed that you were checking out [product], and wanted to touch base after visiting the [prospect company] site. I don't want to waste your time, but I thought it would be helpful to connect and learn more about what you hope to achieve with [product] and share some best practices.
Most of our successful users start with a quick setup like this to get things moving in the right direction.
Would it be possible for us to have a brief call in the next few days to discuss this further? You can schedule a time directly on my calendar using this link: [Meetings link].
P.S. While getting started, you might find these links helpful:
[Helpful link #1] [Helpful link #2]
Hi [prospect name],
Thank you for requesting a demo of [product]. As someone who works with companies in your area, my goal is to make the evaluation process as seamless as possible for you.
Our demos are divided into two parts. The first part is a conversation focused on understanding what you hope to achieve with [company], as well as your overall strategy and goals so that I can customize your demo accordingly.
To get started, you can book time on my calendar using the following link: [Meetings link].
I look forward to connecting with you.
Hello [Prospect Name],
I came across your company and saw that your team is using [tool] with [X number of] people to accomplish [Y]. Given your current setup, I wanted to share some best practices we've gathered and some additional features in [product] that may benefit you and your team. Additionally, I noticed the unique aspect of your business and believe we can help in that regard.
To discuss this further, please schedule a time on my calendar that works best for you: [Meetings link].
Looking forward to chatting with you soon.
Best, [Your name]
I hope you're doing well. I also hope you had a great time on your vacation!
I just wanted to follow up on our previous conversation about [product or service] a few weeks ago. You mentioned that you needed some time to get the go-ahead from your manager. Have you had a chance to review the proposal? If so, do you have any feedback or questions?
If you have some time next week, I would be happy to discuss any concerns.
P.S. Here's a resource I put together for your team that I think you'll find helpful: [link]
Don’t forget to follow up on your sales proposal
So, you've sent in a killer sales proposal email. What next? Following up is how you ensure the prospective client continues to engage with your proposal and actually, y’know, does something with it. But if you’re a new salesperson, you’re probably wondering the million dollar question…
What is the ideal amount of time to wait before you follow up?
You’ve gotta strike the right balance between following up too soon and following up too late. A good rule of thumb is to call the client within one day of sending the proposal email to further discuss the proposal and answer any questions they may have. If you haven't been able to reach them, try again within the same week. If they still don't respond, wait another month before making another call or emailing another proposal. Persistence is key, but don't be too pushy.
Magical makes it easy to send email templates
Looking to streamline your productivity and sales processes? Magical is an AI-powered productivity app that allows you to call up sales proposal templates anywhere and personalize them in an instant. Save your favorite templates, share them in team workspaces, and reply to emails with the click of a button. Add Magical to Chrome for free and see for yourself how it can save you 7 hours a week on repetitive tasks so you can spend more time closing deals.