Sales Proposal
Generate professional sales proposals from your data in seconds
Using Lark? Try it in a Lark Base with sample data
See the Result
Download a sample of the generated document to see exactly what you'll get.
See the Result (.pdf)Sample data
The records this template expects, ready to try it: a workbook for Excel, one CSV per tab for Google Sheets, and a request body for the document API.
About This Template
Sales teams spend significant time crafting proposals, yet much of that time goes into formatting rather than strategy. Copying client details, building pricing tables, and ensuring consistent branding across proposals is tedious work that slows down the sales cycle.
This free sales proposal template eliminates the formatting overhead. Use it with the spreadsheet, list or Base where you track deals and prospects, select the records you need, and AutomaDoc generates polished, professional PDF proposals in seconds. Each proposal is automatically populated with client information, solution descriptions, pricing tables, timelines, and terms, directly from your sales pipeline.
Designed for sales teams, consultants, and agencies that want to respond faster to opportunities with consistent, compelling proposals that make a great first impression.
What's Included in This Free Template
How to Use This Template
Download the free Word template below
Open the template in Microsoft Word to customize the layout, add your company logo, and adjust formatting to match your brand
Open AutomaDoc next to your data (in Excel, Google Sheets or a Lark Base), upload your customized template, and choose your proposals table
Select the prospect records you want to propose to and click Generate. Your proposals are ready to download or saved back next to your data
Download Your Free Template Now
Download it, customize it in Word, and generate documents from Excel, Google Sheets, Lark Base or the API.
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