Training Proposal Template

Pitch your training services in style with this well-crafted training proposal template while outlining your training program details, pricing, and terms.

Wow Your Customers

Blow your clients away with a beautiful proposal that stands out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.

Set Your Prices

Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall.

Work With Teammates

Easily collaborate with teammates on proposals. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate.

Get It Signed

Close the deal faster with integrated e-Signatures. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included.

Track Everything

Ever wonder what happens to your proposal after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.

Get Your Time Back

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes.

Best proposal software ever! 

I’ve tried soooo many proposal softwares and I’ll never try another one after Proposable. It’s so easy to use and it looks good, which all the others don’t.

Taylor Woodruff

Account Executive, Grow.com

Smart, reliable, and constantly improving.

Proposable just works. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process.

Brad Wisler

CEO, Periodic

Edit & deliver this template.

Template Overview

Training, coaching, and capacity-building are currently some of the top services that companies are newly investing in. Ride this wave, and kickstart your next training engagement with this training proposal template. This template comes with ready-made sections that keep your services, fees, and terms organized in a polished presentation. Lastly, close a new business engagement quickly with built-in eSignatures.

Benefits

  • Take advantage of a professional, customizable proposal template that you can use for each new training engagement you want to make.
  • Showcase a well-rounded portfolio with text, photos, and multimedia attachments of previous training work you’ve done. 
  • Outline the training methods that you feel will benefit each unique client or staff department.
  • Walk your clients through your pricing model and the estimated cost per training service. 

 

Template Sections

Here are the sections that are included with this free template. Each section can be customized to fit your business.

Introduction

This section will be your address to the company and the company division that you are reaching out to – be it management, sales, finance, HR, or others. Here, you can cite proof that employee training is a great investment for the company’s profits and productivity. Afterwards, talk a little about how your attached training plan will help contribute to the company or the division’s unique goals.

Training Description

This is where you can cite short details about your proposed training engagement, such as where the training can take place, what activities can constitute the training module, and what you will need per training session. You can also add relevant multimedia—such as a training demo video—to help your prospective clients visualize how a training session might go.

Our Methods

In this section, you can get a little technical about your proposed training plan—such as how you will assess the organization’s needs, how you will implement the plan according to schedule, and how you will conduct the evaluation stage.

Pricing

In this section, do give your prospective client a run-down of your available training packages, and what each package includes. Clearly state how much the cost estimate will be per person and per hour of service. You can also list down any customer discounts that will apply.

Agree and Sign

This is where your prospective client can attach their e-signature, stating their agreement to the training arrangement. The e-signature feature on this proposal template will make signing a breeze.

Edit & deliver this template.