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Proposal example · Software (SaaS)

SaaS Subscription Proposal Example

A SaaS proposal for a 3-year analytics subscription: product tour, plans, per-user pricing, onboarding, SLA, security and annual invoices.

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Customer analytics for 46 Lindqvist Living stores

All 19 pages of the proposal. Click any page to bring it forward or open it full-screen.

At a glance

This proposal in numbers

About this example

This example is a proposal from a software company to a retail chain for a three-year subscription to an analytics platform. It is written for the people who sign SaaS contracts: the business owner who wants the product, finance who pays for it and IT who has to approve it.

After a cover letter and an executive summary, the proposal explains the customer's situation and shows the product screen by screen. It compares three plans, then prices the chosen plan per user per month over 36 months, with add-ons, premium support and one-time onboarding as separate sections. The later pages cover the implementation plan, training, security and GDPR, service levels with service credits, the customer team, a customer story, an FAQ, three annual invoices and the subscription terms.

Who it is for

SaaS companies, software resellers and IT service providers that sell multi-year subscriptions with onboarding to mid-sized and enterprise customers.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • Executive summary, goals and year-1 targets
  • Product tour with app screens and a feature grid
  • Three pricing plans and a plan comparison table
  • Per-user subscription, add-ons and support priced over 36 months
  • Implementation timeline, training plan and customer checklist
  • Security, GDPR roles, service levels and service credits
  • Annual invoice schedule and subscription terms

How to adapt it

  • Replace the screens and features with your own product
  • Change users, term and add-ons; the totals follow
  • Use the payment schedule for monthly, quarterly or annual billing
  • Keep the SLA and security pages for enterprise deals, and drop them for small ones

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