General sales proposal template
Use this general sales proposal template to increase conversion and secure more SQLs by impressing prospects with clear compelling value propositions. Easily tailor the content with AI
This general sales proposal template is crafted for sales professionals, marketing teams, and business leaders striving to create impactful proposals that drive conversions and secure client commitments with remarkable precision.
This template features an Overview, Services, Timeline, and Budget slide, each designed to clearly present your message. Its innovative design and structured layout ensure you achieve exceptional engagement professionally executed.
Storydoc’s AI capabilities empower you to automatically adjust content, images, and design elements based on your brand. The AI writing and design assistants offer personalized editing to reflect your style.
Customize this proposal seamlessly using our AI proposal creator



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Features included:
Your template comes with an AI assistant that helps you write, rephrase, and ideate your content to perfection.
The AI design assistant helps you reimagine your slide design and try different slide layouts in a snap to fit your vision while keeping your content intact.
The data visualization design in Storydoc adapts automatically to your data inputs and your viewers can interact with your charts and graphs.
You can use dynamic variables in your Storydoc content (like in Email Marketing) to populate fields anywhere in your document and create personalized versions with a click.
Any Storydoc document you share will instantly generate engagement analytics you can view and track in Storydoc's out-of-the-box analytic dashboard.
You can embed anything in your Storydoc content. Embed your favorite marketing tools, videos, GIFs, dashboards, live feeds, calendar apps, e-signature, and more.
Storydoc can be integrated through API into your workflow so you can use your Storydoc content directly from your CRM, ERP, ALS, LMS, or whichever platform you work on daily.
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FAQ
Who should use this template?
Who should use this template?
This template is ideal for sales professionals, marketing teams, business developers, and proposal managers who need to create persuasive proposals. Use it to craft clear, compelling, and professional sales proposals.
What goal is this template meant to serve?
What goal is this template meant to serve?
The goal of the general sales proposal template is to empower you to impress prospects, increase conversions, and close more deals. It provides a structured design to present your value.
What does this template include?
What does this template include?
The general sales proposal template includes:
- Overview – Concise executive summary effectively outlining objectives and key outcomes
- Services – Detailed description covering comprehensive offered products and innovative strategies
- Timeline – Clear project schedule, significant milestones, and phase deliverables detailed
- Budget – Comprehensive pricing structure with transparent cost details clearly outlined
How to tailor this template with AI?
How to tailor this template with AI?
Storydoc’s AI engine scans websites, PDFs, or text inputs to automatically generate content, images, and colors for your proposal. It adjusts tone, visual style, and brand colors by analyzing your data. Use the AI design and writing assistant to personalize every slide with flexible precision.

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