Presentation and Sales Collateral Retainer Proposal
Sales collateral retainer proposal with a request queue, a shared template library and plans for 20, 40 or 60 design hours a month.
Free for 14 days. No card required.
Make this template yours
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 Presentation and Sales Collateral Retainer 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 deck, proposal and case study your sales team sends to be accurate and look like one company.
Your situation
From our review of your shared drive and sales folders in October.
How it works
Reps get finished material in days instead of weeks, and every approved file becomes the starting point for the next one.
What is included
Most requests are back in three working days: a one-pager in one or two days, a new deck in five.
Covers: Not included
First 90 days
A review of your current files, the request form, and master templates for your deck, proposal and one-pager.
Who you will work with
Sales material for 30 B2B companies since 2017, from facilities and engineering firms to software companies.
Results for a similar client
A facilities services company, and what changed in six months.
Covers: The client, The work, The result
Monthly fee
Three plans by design hours. We recommend 40 hours.
Questions
Time spent designing, changing and preparing files. Briefing calls and the monthly report are not counted.
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.