Cloud Glass / ice blue & lilac

A SaaS subscription proposal from a software vendor to a 30-person operations team after a trial. It covers the team’s request numbers and trial use, what they need and how the recommended plan covers it, what is included and the subscription terms, a four-week onboarding, the team, a similar customer’s results and three plans with monthly or yearly billing.

SaaS Subscription Sales Proposal

<h1 style="text-align:center;line-height:1.02;font-weight:600;letter-spacing:-0.04em"><span style="font-size:clamp(38px,7.2cqw,82px)">SaaS Subscription<br>Proposal</span></h1>

<p style="text-align:center;font-size:18px;line-height:1.5">Prepared for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

SaaS Subscription Proposal

Introduction

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">What you told us</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your request spreadsheet and the trial.</p>

<p>A form for each request type, so nothing arrives by email or Slack.</p>

One place for requests

<p>Each request is assigned on arrival, and the requester can see who has it.</p>

A clear owner

<p>Purchases over $1,000 go to a budget holder before work starts.</p>

Approvals for purchases

<p>Open requests and time to close by type, without building a spreadsheet.</p>

Weekly numbers

Your situation

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend the Business plan for 30 users, billed yearly.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">It is the lowest plan with purchase approvals and the weekly reports you asked for.</p>

Our recommendation

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">What the Business plan includes</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">For 30 users. The other plans are compared under Plans and prices.</p>

What is included

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">Four weeks to everyone using it</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Onboarding starts on {{START_DATE}} and is included in every plan.</p>

<p>Your trial workspace becomes your live one. Request forms and assignment rules finished with {{CLIENT_ADMIN}}.</p>

Set up

<p>Slack and single sign-on switched on. Open requests moved from the spreadsheet.</p>

Connect

<p>One session for your team, one for budget holders, both recorded.</p>

Train

<p>First Monday report reviewed together, and rules adjusted.</p>

Review

Onboarding

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">Who you will work with</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Your account executive stays your contact after you sign.</p>

Your team

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">Results for a similar customer</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">An operations team that moved its requests out of email.</p>

Results for a similar customer

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">Plans and prices</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Three plans, priced for 30 users. We recommend Business.</p>

$18 a user a month. Forms, boards and assignment rules. Yearly billing saves $972.

Team

$28 a user a month. Everything in this proposal. Yearly billing saves $1,512.

Business

$42 a user a month. For tighter IT and security controls. Yearly billing saves $2,268.

Enterprise

<p>Prices are in USD, exclude tax and are for 30 users. Extras are charged once, or each month where shown. This proposal is valid until {{VALID_UNTIL}}.</p>

Plans and prices

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">Common questions</span></h2>

Questions

<h2 style="line-height:1.06;font-weight:600;text-align:left"><span style="font-size:clamp(30px,4.8cqw,48px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How you get started.</p>

<p>Pick a plan, billing and any extras on this page, then accept.</p>

Choose a plan and accept

<p>In the first week, with {{CLIENT_ADMIN}}.</p>

Kickoff with your admin

<p>By the end of week 2, the spreadsheet is retired.</p>

Forms go live

<p>Questions? Contact <strong>{{SELLER_NAME}}</strong> at {{SELLER_EMAIL}}</p>

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