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01 · Cover1 / 12
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Your Proposal

Sales Agent

Daniel Reyes

0412 345 678

Address

Line 1

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Customer Name

Sarah Mitchell

Customer Address

Line 1

Line 2

Document No.

Q-Q-1048

Site Address

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Line 2

02 · 1. Welcome2 / 12
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Hello & welcome

We're your trusted POS experts

Dear [first_name] ,

[Your Company Name] would like to submit the following proposal for your consideration regarding the supply of a new Point of Sale Solution for your venue.

We appreciate the opportunity to work with you and assure you of our ongoing commitment to providing the best possible service.

We look forward to your further instructions.

Yours faithfully,
[Your Company Name]

Daniel Reyes
Sales Manager

03 · 2. About us3 / 12
Page 3 of 12: 2. About us

About us

Increase profitability, improve services, and reduce costs

Company Overview

Acme Climate Co. is a successful, established family business with over 50 years of experience, specializing in the supply, installation, and support of business solutions.

With a rich history dating back to [year founded], Acme Climate Co. has continually expanded its scope and adapted to meet the evolving needs of the market.

Originally focused on [early product/service], the company has since grown into a trusted provider of comprehensive solutions for a wide range of industries.

Fast forward to 2024, and the company has consistently kept pace with market demands, building a reputation as a trusted leader in its field. This success is driven by a shared passion throughout the organization—a commitment to excellence and delivering the best possible solutions for both our clients and our team.

The key to our strong portfolio of loyal customers is built on longevity and integrity. Many of our clients have been with Acme Climate Co. for over 20 years, and we consider them a part of our extended family. Our clients trust us because they know that doing the right thing is at the heart of everything we do.

Did you know, We also provide

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04 · 2. About us4 / 12
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Our Valued Clients

What our clients say

Acme Climate Co. and the team have been an outstanding partner for many years, particularly with the recent [project/installation/solution] at [Client's Company Name or Venue].

I truly appreciate and am extremely grateful for the team's dedication to delivering exceptional service, developing innovative solutions to meet our needs, and providing prompt support whenever we're in need.

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05 · 3. Our Proposed Solution5 / 12
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Our proposed solution

Acme Climate Co. has over 40 years of experience in providing Point of Sale solutions.

Hardware & Professional Services

Description
Qty
Unit Cost
Tax
Total Cost
line item
2
$2,000.00
$400.00
$4,000.00
Price Item 1
1
$1.00
$0.10
$1.00
Price Item 1
1
$1.00
$0.10
$1.00
PriceTaxTotal
Cost$4,002.00$400.20$4,402.20
Total$4,002.00$400.20$4,402.20
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Monthly Line Itesm
Term
Qty
Unit Cost
Monthly Price
Tax
Total Cost
Price Item 1
12 Months
2
$10.00
$20.00
$24.00
$240.00
Price Item 1
1 Month
1
$10.00
$10.00
$1.00
$10.00
PriceTaxTotal
Minimum Month Cost$30.00$3.00$33.00
Full Term Cost$250.00$25.00$275.00
Cost$0.00$0.00$0.00
Total$250.00$25.00$275.00

Important notes & payment options

Notes:

  • Includes hardware, setup, travel, and installation.

  • A 50% deposit is required prior to installation if financing is not chosen.

  • Please note, full depreciation of up to $20,000 is still available.

Payment Options:

Please select the option that suits you.

Payment on Delivery
Finance

Optional hardware finance

  • Financing Plan

    $[X.XX] per week (including GST) over [X] months, or approximately $[X.XX] per day.

    Please note, this repayment amount is an estimate only and may vary upon application with the finance provider.

07 · 4. Our Proposed Solution7 / 12
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Our proposed solution

We can customize a solution to fit your specific needs.

Monthly Software Subscription & Support Plan

Software (Monthly Subscription)
Term
Qty
Total
line item
1 Month
1
$0.00
line item
1 Month
1
$0.00
line item
1 Month
1
$0.00
line item
1 Month
1
$0.00
line item
1 Month
1
$0.00
line item
1 Month
3
$0.00
line item
1 Month
3
$0.00
Bronze Level Support Plan Phone and remote support for trained staff Access to emergency after-hours technical support
1 Month
1
$0.00
Total
Monthly Subscription Cost$0.00
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Important notes & payment options

Notes:

  • Includes hardware, setup, travel, and installation.

Payment Options:

Please select your preferred payment method.

Optional Extras Available

Hardware & Software
Term
Qty
Total
line item
1 Month
1
$0.00
line item
One-off
1
$0.00
line item
One-off
1
$0.00
Total
Extra One-off Costs$0.00
Extra Monthly License Cost$0.00
09 · 5. Software Subscription9 / 12
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Software Subscription

Acme Climate Co. Software Subscription Agreement

Subscription Fee and Terms

The subscription fee is payable one month in advance via Direct Debit*. If the fee is not paid, [Your Company Name] reserves the right to cancel the software subscription, and the software application will cease to function.

The minimum subscription term is 36 months from the date of the initial invoice. Unless canceled 30 days before the term expires, the subscription will automatically renew for an additional 36-month period.

The software is provided "as is." It is the user's responsibility to assess the suitability of the package for their business. By subscribing, the user acknowledges they have conducted due diligence in selecting the software solution.

In the event of errors or faults causing the software to malfunction or not meet published performance standards, [Your Company Name] will correct the issue as promptly as possible once written notification is received.

The license/support fee does not cover telephone training, on-site repairs, field support, or training for staff not present during the initial training session. It also excludes any modules or features not included in the original contract and training.

The subscription fee includes software version upgrades. However, the subscription does not include media, training related to new versions, implementation services, or professional services required to upgrade the system. These services are billed at an hourly rate.

The subscription and all associated modules are charged on a monthly basis. The price for the products or services under this agreement may be subject to change from time to time. Any price increase will be communicated in writing at least 30 days prior to the effective date of the change.

Cancellation of the subscription or any of the modules does not entitle you to a refund for any unused portion of the current billing month. A minimum of one month's notice is required for cancellation, and the request must be submitted in writing to [Your Company Name] at [Your Email Address].

Requests for activation of additional modules may incur charges for configuration, implementation, and training. All such requests must be made in writing to [Your Company Name] at [Your Email Address].

The direct debit provider for [Your Company Name] subscription fees is [Payment Provider]. This payment provider will be used for processing your monthly subscription payments. If additional modules are added or removed, [Your Company Name] has the authority to adjust the monthly direct debit amount accordingly. *Please note that merchant fees may apply to monthly direct debit payments.

When software is switched from a perpetual license model to a subscription model, it cannot be reverted to a perpetual license under any circumstances. Subscription fees will continue to be charged monthly for ongoing access and use of the software.

10 · 6. Acceptance10 / 12
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Acceptance of proposal

Acceptance

If you're ready for us to proceed with the recommended products and services, simply click 'Order Now' to get started.

This will initiate the ordering process.

Please note that some modules shown during the demo may not be included in this quote. Be sure to consult your sales representative to confirm that all hardware and software modules are included in the quote.

By signing this quote, I confirm that I have read and agree to the terms outlined in this quote, the Software Subscription Agreement, and all related terms and conditions.

Signed by:

Terms & Conditions

Our full Terms and Conditions can be found here:
[Insert Link]

This quotation remains valid for 21 days from the above date, after which a revised quote may be required.

Let's chat

Want to discuss this proposal in more detail? We'd love to hear from you.

Contact me on: 0412 345 678 or sarah@mitchellco.com.au

Alternatively use the 'Discussion' button. By clicking 'Discussion' I'll be alerted that you have some questions or comments for me.

11 · 7. Our Products & Services11 / 12
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Our products & services

Custom solutions designed for your needs.

At Acme Climate Co. , we specialize in delivering custom solutions tailored to meet the unique needs of your business. Below is a detailed overview of the products and services we recommend for your organization:

1. [Product/Service Name 1]

Description:
[Product/Service Name 1] is a [brief description of the product/service] designed to address your specific need for [mention the specific problem it solves or objective it achieves]. It is built to be scalable, flexible, and easy to integrate into your existing systems.

Key Features:

  • [Feature 1: e.g., Real-time reporting]

  • [Feature 2: e.g., Seamless integration with existing software]

  • [Feature 3: e.g., User-friendly interface]

  • [Feature 4: e.g., Mobile accessibility]

Benefits:

  • [Benefit 1: e.g., Improved efficiency in daily operations]

  • [Benefit 2: e.g., Enhanced decision-making through data insights]

  • [Benefit 3: e.g., Reduced operational costs]

Why It Works for You:
[Explain how the product or service directly addresses the client’s business needs.]


2. [Product/Service Name 2]

Description:
[Product/Service Name 2] offers [brief description of the product/service], perfect for [describe the specific need it addresses]. This solution is designed to be easy to use while offering powerful capabilities that enable your team to [specific benefits it provides].

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Key Features:

  • [Feature 1: e.g., Automation of key processes]

  • [Feature 2: e.g., Cloud-based for remote access]

  • [Feature 3: e.g., Multi-platform support]

  • [Feature 4: e.g., Customizable reporting options]

Benefits:

  • [Benefit 1: e.g., Time savings through process automation]

  • [Benefit 2: e.g., Increased collaboration among teams]

  • [Benefit 3: e.g., Scalability to support future growth]

Why It Works for You:
[Explain how this product/service complements the first solution and enhances overall business performance.]


3. [Service/Consultation Name]

Description:
In addition to our product offerings, we also provide [Service/Consultation Name], which focuses on [brief description of the service, such as implementation, consulting, training, etc.]. This service ensures that you receive full support during and after the deployment of your custom solution, maximizing your return on investment.

Key Features:

  • [Feature 1: e.g., One-on-one expert consultations]

  • [Feature 2: e.g., On-site or remote training]

  • [Feature 3: e.g., Ongoing support and troubleshooting]

  • [Feature 4: e.g., Access to updates and best practices]

Benefits:

  • [Benefit 1: e.g., Smooth transition and onboarding]

  • [Benefit 2: e.g., Ensured adoption and proper usage across your team]

  • [Benefit 3: e.g., Long-term system optimization and success]

Why It Works for You:
[Explain how the service supports the overall solution and ensures the client’s team gets the most out of the products/services.]


Customization and Scalability

Each of our products and services is highly customizable to fit your unique business needs. As your business grows, our solutions are designed to scale alongside you, ensuring that you continue to receive the value you expect without having to worry about outgrowing the solution.

We also offer flexible support options and can adjust the scope of services as your needs evolve over time.

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About this template

How this proposal works

This template is a sales document designed to propose a Point of Sale (POS) solution. It includes customizable sections for company overview, subscription terms, and contact information, ensuring a professional and informative presentation. The 12 pages cover Cover, 1. Welcome, 2. About us, 2. About us, 3. Our Proposed Solution, 3. Our Proposed Solution, 4. Our Proposed Solution, 4. Our Proposed Solution, 5. Software Subscription, 6. Acceptance, 7. Our Products & Services and 7. Our Products & Services. Start from this proposal, add your logo, prices and terms, then send it as a live link your client signs online.

Questions

Before you start

Is this sales proposal design #2 template free?

Yes. Start a free 14-day QuoteCloud trial, no credit card needed, and the template opens ready to edit with your company details and logo.

Can clients sign it online?

Yes. The template has e-signature fields, so clients sign from any device and you are notified the moment they do.

Can clients choose optional extras?

Yes. Mark any line as optional and clients tick it on or off themselves; totals and tax update instantly.

Can I change the branding and sections?

Everything is editable: colours, fonts, images, page order and every section of text.

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