Proposal template
Quote Template
Not every deal needs the full proposal. Renewals, add-ons, and deals that are already decided need something else: the price, stated clearly, on a page that doesn't look like an afterthought. This template is exactly that — a short note, the line items, and how to accept — still in your brand, still trackable.
Quote for Northwind Logistics
Summary
Thanks for the conversation, Dana. As discussed, here's the pricing for Northwind Logistics. Everything below is inclusive of onboarding and standard support; let me know if you'd like anything adjusted.
Pricing
Quote
- Platform subscriptionAnnual, for your whole team
- Onboarding & standard supportIncluded
Valid for 30 days. Excludes applicable taxes.
To accept
- 1
Accept below
Or reply to this email. Either works.
- 2
We'll send the order form
Same day, for signature.
- 3
You're live
Onboarding starts within a week.
Alex Rivera · alex@northstar.example
Terms
Subscription billed annually in advance; onboarding invoiced at signature. Standard terms of service apply.
A live render of this template with a sample deal — not a mockup. Your version uses your brand, pricing, and proof.
Who this template is for
- Renewals and expansions where the relationship is the pitch
- Add-on orders and simple transactional deals
- Following up a verbal 'yes' with something signable-adjacent
Even a one-pager benefits from the deal context: Deck'd fills the note, the line items, and the terms from the CRM deal and your pricing catalog, so a quote takes a minute — and it's still a trackable link, which tells you when a 'sure, send it over' actually gets read.
What's inside
The sections, and the job each one does
A short note
Two or three sentences from you to them — what this covers and why now. Personal beats boilerplate at this stage.
The pricing
Line items with quantities, recurring vs one-time separated, and any discount shown explicitly. No archaeology required.
How to accept
One clear action — accept the quote, and what happens immediately after. Momentum, not paperwork.
FAQ
- When should I send a quote instead of a proposal?
- When the decision is already made or nearly made — renewals, add-ons, repeat orders. If the buyer still needs convincing, or new stakeholders are involved, use a full proposal; the story sections exist for them.
- What makes a good quote?
- Clarity and zero friction: line items a finance person can read at a glance, recurring and one-time costs separated, and one obvious way to accept. This template is deliberately nothing more than that.
- Why not just email the price?
- You can — but a quote page is on-brand, unambiguous about terms, and trackable. Knowing the quote was opened twice by someone new in finance is worth more than the five minutes saved.
Templates are the start, not the point
Your deal writes the rest.
Join the waitlist and Deck'd will draft this template for one of your real deals — your brand, your pricing, your proof.