Software Migration and Switching Proposal
Software migration proposal with a record count, two rehearsals, a switch weekend and three subscription plans with migration included.
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 Software Migration and Switching 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 to move projects, timesheets and billing to one cloud system before support for your current one ends in June 2027.
What moves
Counted from a read-only export of your current system on 14 October.
How the move works
The same four steps for every record type. Nothing switches until the numbers match.
Rehearsal and switch-over
A full copy of your data in a test workspace. Your project managers each check five of their own projects, and finance checks every rate card.
Eight weeks
Field mapping workshop, workspace set up with your roles, rates and approval rules.
Who moves your data
Your contact for the contract and the plan.
Results for a similar client
A 160-person architecture practice, three months after switching.
Covers: The client, The work, The result
Subscription and migration
Prices are for 220 users. Migration is included in each option. We recommend Professional.
Questions
We keep the source data and every load file for 90 days, and fix any gap within two working days at no charge.
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.