The SaaS (Software-as-a-Service) Sales proposal reaches out to clients wishing to purchase, use, and subscribe to online software (i.e., Gmail, Netflix, etc.). SaaS companies and salespeople use this paperwork to approach and win over potential clients since it summarizes the best points of their software as it applies to the client’s objectives.
Types of SaaS Sales Proposals (12)
- Customized SaaS – Proposals composed to attract specific clients and features a firm grasp of the client’s current software needs.
- Free Trial – Proposals that offer clients a cost-free period of software use while discussing the trial’s limitations or exclusions.
- Multi-Year Subscription – A proposal promoting a subscription of at least two years using incentives such as lower cost.
- Pilot Program – Proposals outlining a cloud software’s testing period; thus, the program’s technical and communication requirements are the focus.
- Renewal – A proposal prompting clients to continue an expiring SaaS subscription by presenting client incentives (i.e., improvements, cost savings).
- SaaS Integration – A proposal focusing on the technical requirements of cloud-based software and a client’s system requirements
- SaaS Partnership – The proposal inviting another company to a partnership, thus focusing on contract provisions (i.e., revenue sharing, liability).
- SaaS Product Overview – This proposal promotes a SaaS company’s software and hardware products as well as subscription options.
- SaaS Reseller – Proposals targeting resellers, distributors, and similar clients to sell the subscriptions and services of a SaaS company.
- SaaS Security and Compliance – This proposal is for clients requesting reliable security protocols (i.e., data encryption, access control).
- SaaS White Label Proposal – Proposals presenting customizable software and usage rights since the client intends to sell it.
- Upgrade – Proposals presenting benefits and advanced features provided by a higher level of service available to current SaaS clients.
1. SaaS Sale Cover Page
Prominently display the SaaS company name, brand, and contact information on the proposal’s cover. Additionally, present the title, author, date of the submission, and some basic client information.
Proposal Title, Company Logo, Date
Client’s Company Logo
Date, Company’s Contact Information
Client’s Contact Information, Proposal Author/Sales Rep
Table Of Contents, Tagline/Slogan, Visual Elements
2. Executive Summary
Present a brief overview of the proposal while building up the SaaS subscription’s benefits to the client’s current setup. It is equally important this preview is informative enough to keep the client reading.
Introduction, Client’s Name And Background
Company Background, Key Problem/Opportunity
Proposed Solution, Unique Selling Proposition (USP)
Expected Results, Timeline, Investment Or Princing
Next Steps, Contact Information, Call To Action
3. Introduction
Introduce the potential SaaS client to the software company by presenting its mission, history, and desire to work with the client accordingly. As a matter of fact, relate these statements to the client’s current needs to keep them engaged.
Introduction, Client’s Name And Background
Company Background, Key Problem, Proposed Solution
Unique selling Proposition, Expected Results, Timeline,
Next Steps, Contact Information, Pricing
Call To Action, Conclusion
4. Client Needs And Problem Statement
Engage the client with an assessment of their current software environment since this will show an understanding of their SaaS needs. Note that whenever possible, relate the software company’s SaaS solutions to the objectives, pain points, and operations.
Problem Statment, Pain Points, Challenges
Specific Requirements, Budget/Resource Constraints
Stakeholders, Risk Factors
Timeline, Client Strategy Alignment
Competitive Landscape
5. Proposed SaaS Solution
Promote the SaaS as the problem statement’s solution, specifically discussing customizations that fit the client. Keep the client engaged by addressing topics such as the capabilities, user experience, and scalability of the SaaS.
Solution Overview, Key Features
SaaS Integration, User Interface
Data Security, Training, Onboarding
Support, Pricing, Licensing
Implementation Timeline
6. Benefits And Value Propositions
Discuss the positive points of the SaaS, such as its operational efficiency and the competitive advantages it grants the client on the market. Also, list any cost-saving measures it offers and discuss its ROI (return on investment).
Key Benefits, Specific Client Benefits
Operational Efficiency, Cost Savings
Increased Productivity, Improved Decision-Making
Scalability, Competitive Advantage
Risk Mitigation, ROI Calculation
7. Pricing And Subscription Models
Itemize the costs of the SaaS for the client, summing up the total. Also, list all services, fees, and third-party expenses to the client since this section must be as transparent as possible.
Pricing Plans, Plan Features, Pricing Details
Payment Terms, Terms and Conditions
Contract Duration, Customization
Total Cost, Discounts. Promotions
Payment Schedules, Renewal
8. Data Security And Compliance
Assure the client their data is safe because the SaaS company has the proper security protocol. Describe processes such as encryption, data protection, and any certifications the SaaS company, product, or service holds.
Data Security Measures (Encryptions, Access, Auditing/Monitoring
Data Handling, Data Ownership, GDPR, HIPAA, Privacy
Data Residency and Hosting, Data Residency, Hosting Infrastructure
Third-Party Security, Vendor Risk Management, Compliance Documentation
Compliance Certifications, Customer Responsibilities, Client Security Responsibilities
9. Integration And Support
Spell out how the SaaS will function in the client’s system in detail. Also, present the training, webinars, and support available for the client before, during, and after its installation.
Compatability, Data Migration, Data Import
Data Mapping Implementation, Onboarding
Integration Team, Support Channels
Account Management, Maintenance Schedule
User Community, Feedback, System Updates
10. SaaS Implementation
Describe the process for installing the SaaS, especially any actions the client is responsible for completing. Remember, a streamlined installation that generates little interference with a client’s operations often acts as a valuable selling point.
Implementation Plan, Integration, Configuration
Technical Requirements, Onboard Process
Support, Training, Documentation
Quality Assurance, Testing
Scalability, Client Responsibilities
11. User Experience And Interference
Demonstrate the positive points of the SaaS user experience (UX) because this will often deepen interest. Feature any customization options available to clients, especially those with unique needs.
UI Design Philosophy, User Experience (UX), Visual Design
Navigation, Layout, Responsiveness, Accessibility
Onboarding, Training, Feedback, Compatibility
Security, Privacy, User Support
Help Resources, Scalability, Prototyping
12. Terms And Conditions
Combine all the agreements and other legal documents to be acknowledged by the potential SaaS client into one package. Generally, this should represent all the paperwork needed for the client to move forward to the next step.
Payment Terms, Pricing, Delivery And Shipping
Pricing, Product/Service Specifications, Warranties, Guarantees
Returns And Refunds, Confidentiality, Termination, Cancellation
Dispute Resolution, Insurance, Force Majeure, Compliance
Amendments, Modifications, Jurisdiction, Entire Agreement
13. Past Client Testimonials And Case Studies
Gather previous SaaS client references and testimonials so that they can be presented to the client in this proposal. Remember that this section must build the client’s confidence in the software service as well as the company behind it.
Past Client Information, Client Logos/Images
Testimonials, Public Mentions
Onboarding, Training, Feedback, Compatibility
Case Studies, Before And After Scenarios
Industry Standing, Notoriety
14. Next Steps
Define the next step from this proposal for the client (i.e., subscription, trial), then invite them to take it. If possible, offer multiple package options since many clients appreciate having choices.
Key Contacts, Document Signatures, Information Gathering
Confirmation of Receipt, Follow-Up Meeting/Discussion
Payment Terms, Invoicing, Decision Timeline
Legal Review, Scope Of Sale, Client Commitment
Acknowledgment, Contact Information
15. Conclusion
Close the proposal professionally with a summary of its highlights in addition to encouraging the client to initiate further discussion. Also, provide additional assurance of the SaaS’s potential for answering the client’s software needs.
Summary of Key Benefits, Solution Fit
Confidence, Call To Action, Contact Information
Gratitude, Attachment Reminder
Closing Statment, Enthusiasm
Signature, Date
16. Appendices
Insert or attach every supporting document, image, or chart in this final section. For example, use this section to ensure every budget sheet and legal document is in this proposal.
Case Studies, Client References
Product/Service Documentation, Sample Agreement
Financial Projections, Portfolio
Market Research, Industry Reports
Certifications, Legal Documents
Adobe PDF
Microsoft Word
OpenDocument