Customer Support Software Sales Proposal
Help desk software proposal with sourced support numbers, a business case that shows its working and three per-agent plans.
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A clear structure
A starting point for the scope, pricing and next steps you want to share
Ready to edit
Keep useful sections and replace the content with your client details
Your brand
Choose the colors, fonts and imagery that fit your business
About this template
What’s in the Customer Support Software Sales Proposal
11 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.
Overview
Introduction
You want every customer answered within a working day, and a clear view of what your 38 agents are working on.
Where support stands
From your exports, a sample of 500 emails and a morning with your team leads.
Covers: Email waits the longest, Four tabs for every answer, No one sees the queue
Our recommendation
Growth adds automatic routing and suggested answers, which is where most of the time saving comes from.
The business case
Each figure uses your numbers. Change any of them and the result changes with it.
Five weeks
Queues, routing rules, Shopify app, chat widget and two years of email history imported.
Your team at our end
Your contact before and after you sign. During the switch you also work with an onboarding manager, who sets up your queues and runs the pilot, and a support engineer for the Shopify app and phone line.
Results for a similar client
An online homeware retailer with 30 agents, four months after switching.
Covers: The client, The work, The result
Plans and fees
Prices are for 38 agents. We recommend Growth.
Questions
Two years of history is imported, so agents see past conversations with each customer. Older email stays in Gmail.
Next steps
Pick a plan and any extras, then accept on this page.
Frequently Asked Questions
What should I change before sharing?
Replace sample names, scope, dates and prices with your client details. Review the terms and remove any section that does not apply.
What should I include?
Include the scope, deliverables, timing, pricing and next step your client needs. Keep each section focused on the decision rather than a fixed page count.
Can I customize sections and branding?
Absolutely. You can edit copy, reorder sections, and apply your logo, colors, and fonts directly inside Propovo's editor. Full customization is available.
How do I use this template?
Preview the template here, then create a Propovo account to customize it. Check the pricing page for current trial terms and plan limits.
Ready to make it yours?
Add your scope, pricing and brand. Preview the client experience before sharing.