Propovo
Sales Proposals

Software Professional Services Add-On Proposal

Software services add-on proposal with adoption numbers, an eight-week setup plan and three fixed-fee packages.

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A clear structure

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About this template

A professional services proposal from a software vendor to a customer that uses fewer than half the licences it bought. It covers adoption today, four work packages from setup to admin training, what is and is not included, how customer data is handled, an eight-week timeline, a similar customer’s results and three fixed-fee packages.

What’s in the Software Professional Services Add-On 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 the licences you bought in March to be used by every project team, not just the planners.

  3. Where adoption stands

    From your admin reports and the kickoff plan agreed in March.

    Covers: What your team told us

  4. Our recommendation

    It removes the reasons people give for staying on the spreadsheet, and leaves you able to change the platform yourselves.

  5. What is included

    Your data during the project: our consultants work under your existing data processing agreement.

  6. Timeline

    A workshop with each practice lead and your finance team.

  7. Who you will work with

    Our services team has set up the platform for more than 200 engineering and architecture firms.

  8. Results for a similar client

    An architecture practice, ten weeks after go-live.

    Covers: The client, The work, The result

  9. Packages and fees

    Three fixed-fee packages. We recommend Adoption.

  10. Questions

    We tell you before doing any extra work and agree the cost and timing in writing. Nothing extra is billed without your sign-off.

  11. Next steps

    Pick a package 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.

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Add your scope, pricing and brand. Preview the client experience before sharing.

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