{"id":7434,"date":"2022-12-09T05:44:00","date_gmt":"2022-12-09T05:44:00","guid":{"rendered":"https:\/\/www.commusoft.com\/?p=7434"},"modified":"2025-12-11T09:34:35","modified_gmt":"2025-12-11T15:34:35","slug":"sales-proposal-template","status":"publish","type":"post","link":"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-proposal-template\/","title":{"rendered":"How to Build Sales Proposal Templates that Wins you Work"},"content":{"rendered":"<p class=\"has-medium-font-size\"><strong><em>Creating a sales proposal can be challenging for any business.<\/em><\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size\"><strong><em>You may have many questions whirling around in your head: what makes it different from a quote or estimate? What should it include? What should it look like? How should it be sent?<\/em><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\" translation-block\">If you\u2019ve read the previous blogs in this series (<a href=\"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-strategy-guide\/\" target=\"_self\">sales strategy<\/a> and <a href=\"https:\/\/www.commusoft.com\/en-gb\/blog\/sales-pipeline-management\/\" target=\"_self\">sales pipeline management<\/a>), then you\u2019ve got a good structure. What you need now is to focus on the skills.<\/p>\n\n\n\n<p>Obviously not the trade skills \u2013 we know you\u2019ve got those \u2013 but the skill to communicate your company\u2019s offering in a winning sales proposal.<\/p>\n\n\n\n<p>In this blog, we introduce you to the world of sales proposals and explains what you need to do to start building show-stopping proposals yourself.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-0978043e-3325-47e3-8767-2620023c49bc\"><span class=\"hs-cta-node hs-cta-0978043e-3325-47e3-8767-2620023c49bc\" id=\"hs-cta-0978043e-3325-47e3-8767-2620023c49bc\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/0978043e-3325-47e3-8767-2620023c49bc\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-0978043e-3325-47e3-8767-2620023c49bc\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/0978043e-3325-47e3-8767-2620023c49bc.png\"  alt=\"New call-to-action\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, '0978043e-3325-47e3-8767-2620023c49bc', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">What is a Sales Proposal?<\/h2>\n\n\n\n<p>Think of proposals as a written pitch to your prospects. <\/p>\n\n\n\n<p>They outline the service and\/or product you\u2019re offering in a clear and descriptive document that can be reviewed in the prospect\u2019s own time. <\/p>\n\n\n\n<p>Typically, proposals represent the last step in the back-and-forth sales process and should be the final offering you make to a prospect before you expect their decision.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sales Proposals vs. Sales Quotes<\/h3>\n\n\n\n<p>Proposals are a more comprehensive alternative to a simple quote or estimate and also demonstrate reasons why a prospect should pick your business for the job.<\/p>\n\n\n\n<p>Remember, yours is not the only quote or proposal that a prospect may receive for this work. <\/p>\n\n\n\n<p>This is your opportunity to make your business shine and for you to sell your company as the best solution over the competitors.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"726\" height=\"232\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram3-1.png.webp\" alt=\"\" class=\"wp-image-7435\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram3-1.png.webp 726w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram3-1.png-300x96.webp 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram3-1.png-18x6.webp 18w\" sizes=\"(max-width: 726px) 100vw, 726px\" \/><\/figure>\n\n\n\n<p>By including more than just the quoted price and a brief description, well-designed proposals can:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Effectively display your brand and professionalism<\/li>\n\n\n\n<li>Showcase your dedication to great customer service<\/li>\n\n\n\n<li>Convey the quality of your services<\/li>\n\n\n\n<li>Highlight your business\u2019s reputation and success<\/li>\n\n\n\n<li>Encourage sales of related products\/services<\/li>\n\n\n\n<li>Make a strong, lasting impression<\/li>\n<\/ol>\n\n\n\n<p>Proposals set the benchmark for the prospect\u2019s expectations of your work and their interactions with your business, so it\u2019s vital that you put your best foot forward. <\/p>\n\n\n\n<p>A slap-dash sales proposal or a quick quote may not send the best message to prospects about what they can expect from your services.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Building Beautiful Proposals with Sales Proposal Software<\/h2>\n\n\n\n<p>Now, with a clearer understanding of what a sales proposal is \u2013 and why proposals are different from quotes \u2013 the next logical question is \u2018how do I build one?\u2019.<\/p>\n\n\n\n<p>Of course, like many modern challenges, the answer is with software. While you could opt for more generic tools for creating PDFs, documents, and presentations, you\u2019ll soon find that a dedicated sales&nbsp;proposal software&nbsp;for tradespeople is more intuitive and will give you the best results.<\/p>\n\n\n\n<p>Remember that the design is not the only important part of building a proposal. <\/p>\n\n\n\n<p>How much time and effort it takes your salespeople to build one, from inputting customer data to generating pricing tables, has a huge impact on your overall ability to make sales efficiently.<\/p>\n\n\n\n<p>If the process is too drawn out and manual, you may find yourself wasting time and reducing the number of sales you make.&nbsp;<\/p>\n\n\n\n<p>With a sales proposal software designed specifically for trades businesses, you can expect to sync up parts and prices, create proposal templates for different work, and ensure that a profitable sales proposal is quick to both build and send.<\/p>\n\n\n\n<p>Let\u2019s take a deeper look at what exactly you should plan to include in your sales proposals.<\/p>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/1280x720-sales-propsoal-builder-UK-1024x576.png\" alt=\"sales proposal builder\" class=\"wp-image-3923\" style=\"width:974px;height:auto\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/1280x720-sales-propsoal-builder-UK-1024x576.png 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/1280x720-sales-propsoal-builder-UK-300x169.png 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/1280x720-sales-propsoal-builder-UK-768x432.png 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/1280x720-sales-propsoal-builder-UK-18x10.png 18w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/1280x720-sales-propsoal-builder-UK.png 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">What Should a Sales Proposal Include?<\/h2>\n\n\n\n<p>Each section of your proposal functions to convince the prospect to choose you. <\/p>\n\n\n\n<p>While proposals can vary across different trades, jobs, and workflows, we\u2019ve included a fairly standard proposal template below.<\/p>\n\n\n\n<p>A winning proposal needs to include a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cover page<\/li>\n\n\n\n<li>Company overview<\/li>\n\n\n\n<li>Job specifications and options<\/li>\n\n\n\n<li>Add-ons<\/li>\n\n\n\n<li>Next steps<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">1. Cover Page<\/h3>\n\n\n\n<p>The cover is where your company branding shines.<\/p>\n\n\n\n<p>Take the opportunity to use your logo and branding, make your company name overtly clear, and perhaps some relevant images and photography too. <\/p>\n\n\n\n<p>Take a look at these examples of sales proposal template covers below:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"1024\" height=\"391\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Cover-1024x391.png.avif\" alt=\"\" class=\"wp-image-7437\" style=\"width:846px;height:auto\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Cover-1024x391.png.avif 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Cover-1024x391.png-300x115.avif 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Cover-1024x391.png-768x293.avif 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Cover-1024x391.png-18x7.avif 18w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>While your prospect is already familiar with your company at this stage, remaining recognisable and having a strong visual impact is still important. <\/p>\n\n\n\n<p>After all, prospects may be reviewing proposals from multiple trades businesses, so it\u2019s key that your company continues to stand out with a professional cover page that screams your branding.<\/p>\n\n\n\n<p>If somebody looks at the cover for 5 seconds and can\u2019t tell you the company name, you\u2019ve got a problem.<\/p>\n\n\n\n<p>By including the prospect\u2019s name and the title of the job or type of work, the proposal is personalised to them and shows that this is not just a generic, churned out document that you send to everyone. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Make Sure Your Cover Pages Includes:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Company name<\/li>\n\n\n\n<li>Logo and branding<\/li>\n\n\n\n<li>Website address and phone number<\/li>\n\n\n\n<li>Prospect\u2019s name and the proposed job type<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Tips for a Great Cover Page<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make sure that your branding, design, and logo look professional (we\u2019d recommend using a&nbsp;design company&nbsp;if your branding needs a refresh)!<\/li>\n\n\n\n<li>Match the design to your website for a cohesive experience<\/li>\n\n\n\n<li>Keep it simple and digestible; don\u2019t overdo it with too many images, different fonts, or contrasting colours. You want your cover page to say \u201cbusiness\u201d, not \u201cbusy\u201d.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-text-align-center\"><span class=\"wp-rich-text-font-awesome-icon wp-font-awesome-icon\"><svg aria-hidden=\"true\" focusable=\"false\" data-prefix=\"fas\" data-icon=\"headphones\" class=\"svg-inline--fa fa-headphones\" role=\"img\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\"><path fill=\"currentColor\" d=\"M64 224c0-88.4 71.6-160 160-160s160 71.6 160 160l0 37.5c-10-3.5-20.8-5.5-32-5.5l-16 0c-26.5 0-48 21.5-48 48l0 128c0 26.5 21.5 48 48 48l16 0c53 0 96-43 96-96l0-160C448 100.3 347.7 0 224 0S0 100.3 0 224L0 384c0 53 43 96 96 96l16 0c26.5 0 48-21.5 48-48l0-128c0-26.5-21.5-48-48-48l-16 0c-11.2 0-22 1.9-32 5.5L64 224z\"><\/path><\/svg><\/span><strong> <em>Curious to learn more about design?<\/em><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong>Listen to our Podcast:&nbsp;<\/strong>Discover&nbsp;<a href=\"https:\/\/podcast.commusoft.com\/1994449\/11488317-series-2-episode-2-how-great-design-boosts-sales-with-courteney-lockley\" target=\"_blank\" rel=\"noreferrer noopener\">How Great Design Boosts Sales!<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"company-overview\">2. Company Overview<\/h3>\n\n\n\n<p>You don\u2019t have to rush to the job-specific details on the first page of your sales proposal. This is your chance to share a bit more about your business and to try and differentiate yourself from competitors first.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"400\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Company.png-1024x400.webp\" alt=\"\" class=\"wp-image-7438\" style=\"width:1001px;height:auto\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Company.png-1024x400.webp 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Company.png-300x117.webp 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Company.png-768x300.webp 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Company.png-18x7.webp 18w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Company.png.webp 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Exactly what you include will depend on your brand\u2019s personality, company size, and your intended audience. There\u2019s no right, or wrong method, per se; it\u2019s about what works best for your trades business.<\/p>\n\n\n\n<p>Try thinking about your future customers;<strong>&nbsp;what can you share with them that will win their trust?<\/strong><\/p>\n\n\n\n<p>Maybe they\u2019d appreciate client testimonials and reviews or perhaps before-and-after photos of completed jobs. Building trust and establishing expertise through insights into your business makes it easier for prospects to commit to working with you.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Your Company Overview Could Include:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A brief company history<\/li>\n\n\n\n<li>Something that sets you apart from competitors (your USP, if you have one)<\/li>\n\n\n\n<li>Your areas of expertise<\/li>\n\n\n\n<li>Social proof, such as testimonials from relevant clients and jobs<\/li>\n\n\n\n<li>Before-and-after photos of your work (bonus if they match the proposed work)<\/li>\n\n\n\n<li>Your team\u2019s qualifications and accreditations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Tips for Promoting Your Company<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Is your company family-run? This can be a big selling point for new customers<\/li>\n\n\n\n<li>How long have you been in business? Longevity and experience are big sellers. If you\u2019re a newer business, you might want to skip including that<\/li>\n\n\n\n<li>How much experience does your team have? Try adding up each engineer's years of experience e.g. \u201cwith 80 years of experience between us\u2026\u201d<\/li>\n\n\n\n<li>Do you have any well-known clients you could highlight? e.g. worked for a local star athlete or a chain of successful restaurants? Could they write you a testimonial or review?<\/li>\n\n\n\n<li>Can you include how many services or installations you\u2019ve completed? e.g. \u201cwith over 1,000 HVAC units installed\u2026\u201d<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-0978043e-3325-47e3-8767-2620023c49bc\"><span class=\"hs-cta-node hs-cta-0978043e-3325-47e3-8767-2620023c49bc\" id=\"hs-cta-0978043e-3325-47e3-8767-2620023c49bc\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/0978043e-3325-47e3-8767-2620023c49bc\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-0978043e-3325-47e3-8767-2620023c49bc\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/0978043e-3325-47e3-8767-2620023c49bc.png\"  alt=\"New call-to-action\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, '0978043e-3325-47e3-8767-2620023c49bc', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"job-specifications-and-options\">3. Job Specifications and Options<\/h3>\n\n\n\n<p>Once you\u2019ve highlighted your company, it\u2019s time to focus on your future customer\u2019s needs and&nbsp;<strong>how&nbsp;<em>exactly<\/em>&nbsp;you plan to help them<\/strong>. This is where you show that your team truly listened during the site survey.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"404\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/10\/Proposals-Examples-Job-1024x404.png\" alt=\"\" class=\"wp-image-2954\" style=\"width:923px;height:auto\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/10\/Proposals-Examples-Job-1024x404.png 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/10\/Proposals-Examples-Job-300x119.png 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/10\/Proposals-Examples-Job-768x303.png 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/10\/Proposals-Examples-Job-18x7.png 18w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/10\/Proposals-Examples-Job.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Demonstrate your knowledge by adding job notes or specifications centred around what the prospect asked for and what the surveyor assessed. Yes, this can take more time when preparing a sales proposal, but keep this in mind: personalisation and attention to detail wins deals.<\/p>\n\n\n\n<p>Don\u2019t forget, this isn\u2019t just a factual list of things you are offering. You still need to sell your proposed job and any options that prospects can pick from. Why would they want that appliance or that service?<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Job Specifications Should:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reiterate what the prospect originally wished to achieve<\/li>\n\n\n\n<li>Outline what the proposed work entails<\/li>\n\n\n\n<li>Specify any appliances to be installed<\/li>\n\n\n\n<li>Have multiple options for the prospect to choose from<\/li>\n\n\n\n<li>Include price breakdown of parts, labour, and taxes<\/li>\n\n\n\n<li><strong>Bonus:<\/strong>&nbsp;Offer the prospect a service contract for their new appliance<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Why You Should Offer Multiple Options<\/h4>\n\n\n\n<p>It\u2019s all a matter of maths and psychology. <\/p>\n\n\n\n<p>Simple mathematics tells us that when you provide multiple options, you increase your chances of presenting a winning solution to your prospect. If you\u2019re not totally sure what they\u2019ll go for, three options are better than putting all your eggs in one basket. <\/p>\n\n\n\n<p>While it\u2019s best to give the prospect a variety of recommendations, try not to overwhelm them. We recommend three options at a maximum.<\/p>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"623\" height=\"144\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Commusoft_Selling_for_the_trades_diagram-uk.webp\" alt=\"\" class=\"wp-image-7652\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Commusoft_Selling_for_the_trades_diagram-uk.webp 623w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Commusoft_Selling_for_the_trades_diagram-uk-300x69.webp 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Commusoft_Selling_for_the_trades_diagram-uk-18x4.webp 18w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/figure>\n\n\n\n<p>By tiering three successively more expensive options as good (\u00a3), better (\u00a3\u00a3), best (\u00a3\u00a3\u00a3), you can better target a variety of budgets. <\/p>\n\n\n\n<p>This gives you an opportunity to upsell the prospect to something a little more expensive than they may have initially chosen. <\/p>\n\n\n\n<p>Don\u2019t worry about putting people off. If your prospect is heavily driven by price, they will still have the cheapest option available to them.<\/p>\n\n\n\n<p>Research shows that many people when faced with a range of prices don\u2019t like to simply pick the cheapest. This is where psychology comes in.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.netsuite.com\/portal\/business-benchmark-brainyard\/industries\/articles\/cfo-central\/psychological-pricing.shtml\" target=\"_blank\" rel=\"noreferrer noopener\">\u2018Centre stage\u2019<\/a>&nbsp;pricing is a pricing strategy based on the idea that buyers prefer to pick the middle option, according to Oracle NetSuite.<\/p>\n\n\n\n<p>Meanwhile,&nbsp;they note that the \u2018price anchoring\u2019 theory describes the situation where, when presented with the most expensive option first, buyers will consider subsequent options to be better value for money.<\/p>\n\n\n\n<p>Combine the two and you may be able to consistently close higher value jobs than if you were only offering the prospect one option.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Tips to Improve Your Job Specification and Options<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Anticipate and answer any common questions<\/li>\n\n\n\n<li>Include site photos from the survey to further personalise the proposal<\/li>\n\n\n\n<li>List product details for each appliance from the product brochure or website<\/li>\n\n\n\n<li>Include images, technical performance information, energy ratings, warranties etc. as they can be very persuasive<\/li>\n\n\n\n<li>Embed a short personalised video outlining your recommendations \u2013 or perhaps a product overview video from the appliance manufacturer<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. Add-Ons<\/h3>\n\n\n\n<p>You\u2019ve laid out the different options and what they involve in your sales proposal, but that doesn\u2019t mean it\u2019s time to stop selling. Add-ons are optional extras that prospects can choose to include or leave out of the deal and can be a fantastic source of additional revenue for your business.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img decoding=\"async\" width=\"1024\" height=\"400\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Add-ons.png-1024x400.webp\" alt=\"\" class=\"wp-image-7440\" style=\"width:963px;height:auto\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Add-ons.png-1024x400.webp 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Add-ons.png-300x117.webp 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Add-ons.png-768x300.webp 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Add-ons.png-18x7.webp 18w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Add-ons.png.webp 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Just like offering multiple options, add-ons are simply basic math and psychology as well.<\/p>\n\n\n\n<p>On the finance side,&nbsp;sales budgeting software&nbsp;can help your team incorporate add-ons that allow you to increase the ticket value of each option you offer, without increasing the lowest price presented.<\/p>\n\n\n\n<p> This means that budget-focused customers can simply leave the add-on out and still get the same great price, while those looking for a premium offering have ways to get more (and spend more).<\/p>\n\n\n\n<p><strong>Option 1: \u00a3500<\/strong> \u2013 Add-on adds \u00a3150<\/p>\n\n\n\n<p><strong>Option 2: \u00a3650<\/strong> \u2013 Add-on: +\u00a3150<\/p>\n\n\n\n<p><strong>Option 3: \u00a3800<\/strong> \u2013 Add-on: +\u00a3150<\/p>\n\n\n\n<p>There\u2019s psychology to the idea of add-ons too.<\/p>\n\n\n\n<p>When you think of&nbsp;<a href=\"https:\/\/www.shopify.com\/uk\/retail\/10-tactics-for-impulse-buying\" target=\"_blank\" rel=\"noreferrer noopener\">\u2018impulse buying\u2019<\/a>&nbsp;you may be reminded of getting in line at the grocery store and impulsively adding a Snickers bar to your basket, but the basic principle applies to any buying scenario.<\/p>\n\n\n\n<p>Many buyers will want or at least be open to additional services and products (especially when you are communicating clearly why they need them), but they may not have explicitly asked for these from the start.<\/p>\n\n\n\n<p>For example, when selling a new boiler, you could offer a power flush or smart thermostat as an optional add-on. Any buyers that were on the fence might not be able to resist once it\u2019s in front of them \u2013 helping you increase your bottom line.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Tips for Better Add-Ons<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Make them relevant and a logical addition to the options on offer. You may need to offer different add-ons for different options if they are drastically different products\/services.<\/li>\n\n\n\n<li>Consider a small discount to encourage impulse buying and help prospects feel like they are getting a deal if they act now.<\/li>\n\n\n\n<li>Sell them well. Include descriptors, benefits, and images to make add-ons as attractive as possible.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"next-steps\">5. Next Steps<\/h3>\n\n\n\n<p>You\u2019ve provided an enticing and branded cover page, outlined your services, explained how your team can best help the prospective customer, and detailed different options and add-ons; now it\u2019s time to wrap up with&nbsp;<strong>clear and actionable next steps<\/strong>.<\/p>\n\n\n\n<p>At this point, it\u2019s important to understand that prospects may be at different steps in their decision-making.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"403\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Next-Steps-1024x403.png\" alt=\"\" class=\"wp-image-7442\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Next-Steps-1024x403.png 1024w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Next-Steps-300x118.png 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Next-Steps-768x302.png 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Next-Steps-18x7.png 18w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Proposals-Examples-Next-Steps.png 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Some will still be evaluating competitors and may have additional questions, while others may be ready to move ahead right away. Make sure that you provide information that will be useful no matter where your prospect is in their own decision-making process. Your goal is to provide actionable next steps and make yourself approachable for any follow-ups, all while setting a sense of urgency to encourage the prospect to make a decision.<\/p>\n\n\n\n<p>Unknowns can be scary. Get this final page right and your prospects should have no doubt as to what comes next if they choose to work with your business.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">What to Include in Your Next Steps:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The salesperson\u2019s phone number and email address, with a prompt to get in touch if they have any questions<\/li>\n\n\n\n<li>Clear instructions on how to&nbsp;accept the proposal&nbsp;(such as by phone, email, or via an&nbsp;online portal)<\/li>\n\n\n\n<li>An expiry date or time frame for accepting e.g. \u201c<em>this proposal is valid for 30 days.<\/em>\u201d<\/li>\n\n\n\n<li>An idea of the current waiting time for such work, if possible. This gives the prospect clear expectations<\/li>\n\n\n\n<li>An outline of what to expect once they accept e.g. \u201c<em>as soon as your proposal is accepted and the deposit paid, we\u2019ll order the necessary parts and reach out to arrange the exact day that the work will be completed.<\/em>\u201d<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Use an Online Proposal Portal<\/h4>\n\n\n\n<p>To give customers the best possible experience, you want to provide an intuitive and convenient way for them to review and accept your proposal. This not only makes it crystal clear for customers as to what they are accepting (and the options or add-ons they have chosen), but it reduces friction in the process too.<\/p>\n\n\n\n<p>A self-service&nbsp;proposal portal&nbsp;means that at any time of day or night, customers can action your sales proposal, make their various choices,&nbsp;pay a deposit, and&nbsp;even apply for financing&nbsp;too. <\/p>\n\n\n\n<p>And all without calling or emailing your busy team.<\/p>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"768\" height=\"596\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Feature_sales_proposal_accept_via_portal_uk.webp\" alt=\"\" class=\"wp-image-7655\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Feature_sales_proposal_accept_via_portal_uk.webp 768w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Feature_sales_proposal_accept_via_portal_uk-300x233.webp 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2022\/12\/Feature_sales_proposal_accept_via_portal_uk-15x12.webp 15w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p>Of course, some customers will prefer to call in and run through their proposal with you before accepting. <\/p>\n\n\n\n<p>But for many, a more convenient option that\u2019s available 24\/7 will be just what they are looking for \u2013 and is sure to impress!<\/p>\n\n\n\n<p>And there you have it: a winning sales proposal from start to finish!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How Important is the Appearance of the Proposals you Send?<\/h2>\n\n\n\n<p><strong>Very important: <\/strong>&nbsp;The quality of the documents you send says a lot about your business, and the reality is many people will judge a book by its cover.<\/p>\n\n\n\n<p>That\u2019s why your proposals need to stand out from the crowd and work to win over your potential customers. Looking for a design company to help make your documents shine?&nbsp;<\/p>\n\n\n\n<p><strong>Not very important: <\/strong>Most likely you consider your documents as transactional, and their purpose is to communicate a price and that\u2019s it.<\/p>\n\n\n\n<p>However, the documents you share will absolutely impact the perception your prospects have and their decision to do (or not do) business with you. <\/p>\n\n\n\n<p>After all, people will judge books by their cover. <\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Offering Finance to Help you Win Proposals<\/h2>\n\n\n\n<p>Financing has long been an option for customers making large purchases (and it\u2019s increasingly popular for small purchases too)!<\/p>\n\n\n\n<p>You make important purchases more affordable and can still collect payment for services you&#8217;ve provided.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why You Should Offer Financing to Customers<\/h3>\n\n\n\n<p>Enabling your customers to pay via externally financed loans ultimately gives you the ability to sell to more people. <\/p>\n\n\n\n<p>Some prospects will need your services, but simply can\u2019t afford to pay for significant work all at once. Make sure you don\u2019t turn these willing customers away. <\/p>\n\n\n\n<p>Offering financing makes it easier to win bigger jobs!<\/p>\n\n\n\n<p>There are many reasons that a customer may choose to pay via financing; we all know that big purchases can be daunting. <\/p>\n\n\n\n<p>Appliance financing downsizes an enormous financial commitment into manageable segments and limits the risk of you not getting paid. And as a bonus, when payments are split into smaller portions, you may notice that customers are willing to spend more overall too.<\/p>\n\n\n\n<p>Of course, many trades businesses are already offering financing to customers. Many also offer flexible payment options \u2013 and perhaps your business does too. <\/p>\n\n\n\n<p>But answer this question:<em>&nbsp;is financing appliances currently a burden in your sales process?<\/em><\/p>\n\n\n\n<p>Financing should help you close more deals and sell to more people, but instead many businesses find that the paperwork and admin required to get appliances financing approved can sometimes kill the sale itself, especially if your workforce is stretched thin. <\/p>\n\n\n\n<p>However, it doesn\u2019t have to be that way&#8230;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Common Challenges Associated with Offering Financing in the Trades<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Legal and regulatory compliance<\/strong>: offering in-house financing is rare for smaller service businesses. After all, running credit checks and overseeing legal risks is time-consuming and delicate without the right support. That\u2019s why most trades businesses who offer financing work with a\u00a0<a href=\"https:\/\/www.lendingtree.com\/business\/customer-financing\/\" target=\"_blank\" rel=\"noreferrer noopener\">financing partner<\/a>.<\/li>\n\n\n\n<li><strong>Interest rates and terms<\/strong>: working with a financial provider comes with service, late, and early repayment fees. It\u2019s crucial to explore and understand what different partners offer, and how it impacts your customers. Additionally, fees associated with your financial partner will affect the acquisition cost for new customers.<\/li>\n\n\n\n<li><strong>Customer education<\/strong>: your team needs to clarify what kind of financing options you offer, and how it will affect their payment journey. Financing can add hurdles and time for the sale, giving more chances for the prospect to drop off.<\/li>\n\n\n\n<li><strong>Administrative burden<\/strong>: An application needs to be created and completed, taking time for both you and the prospect (no one likes to do paperwork in the evening or on the weekend!) Further, you can hit delays and chase paperwork back and forth with either the prospect or financing provider.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"how-to-reduce-the-friction-of-financing\">How to Reduce the Friction of Financing<\/h3>\n\n\n\n<p>Done correctly,&nbsp;contractor customer financing&nbsp;should be a boon to your sales strategy. <\/p>\n\n\n\n<p>The question is, how can you implement frictionless appliance financing?<\/p>\n\n\n\n<p>By making the application process simple and the ability to receive a decision within a couple of minutes, you can turn financing appliances into a streamlined option that drives sales.<\/p>\n\n\n\n<p>Easy, right?<\/p>\n\n\n\n<p>These may all seem like things that are out of your control, but the good news is there is sales software that will do this for you. <\/p>\n\n\n\n<p>By offering finance options through a self-service portal, prospects can fill in an application form instantly and receive a decision within minutes. <\/p>\n\n\n\n<p>No paperwork needs to pass through your hands, the customer is happy as they\u2019ve split their bill, and you made a sale you otherwise could have lost. <\/p>\n\n\n\n<p>It\u2019s a win-win situation.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"727\" height=\"258\" src=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram4.png\" alt=\"\" class=\"wp-image-7446\" srcset=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram4.png 727w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram4-300x106.png 300w, https:\/\/www.commusoft.com\/wp-content\/uploads\/2025\/11\/Commusoft_Selling_for_the_trades_diagram4-18x6.png 18w\" sizes=\"(max-width: 727px) 100vw, 727px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Simplify and Digitise the Financing Application<\/h4>\n\n\n\n<p>Much like your sales process, digital options streamline the application and approval journey. <\/p>\n\n\n\n<p>In comparison, paper-based applications can cost your business in time and printing fees. <\/p>\n\n\n\n<p>Further, this solution ensures documents don\u2019t get lost, makes it easier to collect signatures, and facilitates passing information onto financial providers. <\/p>\n\n\n\n<p>No one wants a lengthy sales process!<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Offer Quick Credit Decisions<\/h4>\n\n\n\n<p>Depending on your in-house team, or financial partner, your team can stand apart from competitors by incorporating soft credit checks into your regular sales process. Your sellers can obtain verbal or written consent to pull your prospective customer\u2019s credit. <\/p>\n\n\n\n<p><strong>Note:<\/strong> confirmations over the phone must be recorded.<\/p>\n\n\n\n<p> Seamlessly incorporating financing and credit checks into your sales conversations ensures prospects can get approved sooner.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Provide Incentives<\/strong><\/h4>\n\n\n\n<p>Prospective customers want to feel cared for and catered to. You may be able to provide reduced service fees and interest rates based on your financing partner, and financial system. <\/p>\n\n\n\n<p>Offering incentives ensures more customers can get the exact services they want, without having to compromise.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Do you wish you could offer financing to customers more regularly?<\/h4>\n\n\n\n<p>Your biggest challenge to offering more financing is the admin burden and the back-and-forth of completing an application. <\/p>\n\n\n\n<p>Eliminate those and there\u2019s no reason that your customers can\u2019t finance jobs more regularly and with less friction!<\/p>\n\n\n\n<p>While financing is a great way to attract and win customers, it doesn\u2019t make sense for all types of trades business. But explore your options if you think it&#8217;s right for you and your customers.<a href=\"https:\/\/info.commusoft.co.uk\/cs\/c\/?cta_guid=c1cc2c0d-1d11-478e-94cb-657de5e3b88b&amp;signature=AAH58kELYnDn2b03iSyWgypMwlO7O0DIyA&amp;utm_referrer=https%3A%2F%2Fwww.stage.commusoft.us%2Fwp-admin%2Fpost.php%3Fpost%3D19680%26action%3Dedit&amp;portal_id=530619&amp;placement_guid=bd44fae0-bbc1-4a13-b775-ec607cd0c498&amp;click=cb651768-81be-4f78-a5f6-7e94fac97246&amp;redirect_url=APefjpEuoX8zBnxDbtRoLgTlaiNDFU5bOwFrteL4PkPdkQUvzBWrGGKDGOZUKyCITCw4heAh4VlNe3RtLNnQsb4CCJpSoPyaYYCRftb7oEAt1gjyO8yuTB8ZQQD3DlQ6kjr7LI22ukJpaIOy-fmTc19bYVhhh0YquXNNstp6HLka4kcoD9QiXhkqMX-1Ta8_SR0_Yb0CT8p45aWLYS7WXNgwrQj-p1q2X2R2_vNZWwIjF7oZ_RIVomOpGehvkBOZdxx9UfzEHlP2uwrZTbe3QgPAvUxki9SoHQ&amp;hsutk=b75eb0aed6ae0f592f549fd8cc17f17b&amp;canon=https%3A%2F%2Fwww.stage.commusoft.us%2Fsales-tactics-strategy-guide-trades%2Foffering-financing%2F%3Fpreview%3Dtrue&amp;ts=1764326763276\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Communicate All Financing Terms Transparently<\/h2>\n\n\n\n<p>Not everyone is an expert in finances. It\u2019s crucial to break down your offerings into the simplest terms. <\/p>\n\n\n\n<p>Further, these conversations are great opportunities to educate customers about all the benefits of financing. 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You may have many questions whirling around in your head: what makes it different from a quote or estimate? What should it include? What should it look like? How should it be sent? If you&#8217;ve read the previous blogs in this series (sales strategy and&hellip;<\/p>","protected":false},"author":6,"featured_media":7611,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[17],"tags":[],"class_list":["post-7434","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-selling"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Build a Winning Sales Proposal Template that Boosts Profit<\/title>\n<meta name=\"description\" content=\"Do you know the difference between a sales proposal and a quote? 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