Propovo
Sales Proposals

ERP Software Sales Proposal

ERP proposal with the month-end close today, modules by phase, a five-month rollout and three monthly plans.

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A clear structure

A starting point for the scope, pricing and next steps you want to share

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About this template

An ERP sales proposal from a cloud ERP vendor to a distributor running finance, stock and purchasing in separate systems. It covers how month end closes today, close times by month, the modules and who uses them, security, support and contract terms, two phases over five months, a similar customer’s results, the implementation team and three plans for 60 users.

What’s in the ERP 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.

  1. Overview

  2. Introduction

    You want finance, stock and purchasing in one system, so the numbers agree without a week of spreadsheets.

  3. How a month closes today

    Twelve working days, mostly spent moving numbers between systems.

  4. Our recommendation

    Receipts, invoices and stock land in the same ledger as they happen, so month end becomes a review rather than a rebuild.

  5. Security, support and contract

    The answers your IT partner and your accountant asked for.

  6. Timeline

    Chart of accounts, approval rules and warehouse locations agreed with your team.

  7. Your team

    They have moved more than 80 distributors onto the ERP.

  8. Results for a similar client

    An electrical wholesaler with three branches, after a year.

    Covers: The client, The work, The result

  9. Plans and fees

    Monthly prices for 60 users. Pay yearly and save 10%. We recommend Finance and inventory.

  10. Questions

    So your finance team has one close in the new system before the warehouses change. If something does not match, it is found while stock is still in the old system.

  11. 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.

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