SalesMid-market B2B SaaS· 30-day validity

SaaS proposal

Interactive proposal template for B2B SaaS sales. Hero section, ROI calculator, pricing tables with add-on toggles, embedded video intro, customer logo strip, and an accept-and-sign block at the bottom that doubles as the order form.

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sendmint.com/templates/saas-proposal

Sections

Hero · client name + headlineVariable

ROI calculator · inputs adjust liveVariable

What's included · feature matrixLocked

Pricing tables · with add-on togglesVariable

Implementation timeline · 6-week defaultVariable

Security & compliance · auto-pulled from /securityLocked

Team · account team biosVariable

Customer logos · social proofLocked

Founder video intro · 90 secondsVariable

Accept & sign block · doubles as order formLocked

What's included

14-section interactive proposal
Live ROI calculator with industry presets
Stripe-powered first-month checkout (optional)
Per-page analytics with Slack alert on second visit

When to use it

New mid-market deals over $25k ACV
Renewals with expansion (uses last year's data as anchor)
Multi-stakeholder deals requiring CFO sign-off

Variables

What you fill in at send-time.

Token

Description

Example

Client company name

Northwind

First name of primary contact

Katherine

Proposed annual contract value

$120,000

Contract length

12

Anticipated start date

2026-05-01

Sales rep's display name

Naomi Pierce

Routing

Default signing order.

1

Rep · Send

2

Counterparty CFO · Sign

3

Counterparty Pay (optional)

Sequential by default

Court-enforceable signatures

Audit trail attached

Order form Agency proposal Master Services Agreement

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SaaS proposal

What you fill in at send-time.

Default signing order.

Templates that pair with this one.

Use the SaaS proposal template.

SaaS proposal

What you fill in at send-time.

Default signing order.

Templates that pair with this one.

Use the SaaS proposal template.