Template Preview

Preview templates with sample proposal data

Architecture Hours Template

Template for architecture consulting proposals

ID: architecture-hours

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Consulting Quote

9 blocks

Quick quote template for consulting services

ID: consulting-quote

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Consulting Services Renewal

10 blocks

Contract renewal proposal for ongoing consulting services

ID: consulting-renewal

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CRM Foundations Builder Discovery Offer

9 blocks

Discovery phase engagement to assess CRM needs and plan implementation

ID: crm-discovery-offer

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CRM Foundation Builder Quote - Retainer Based

9 blocks

Retainer-based services quote for Salesforce consulting with detailed scope and legal terms

ID: crm-foundation-builder-retainer

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Default Proposal Template

Clean, professional proposal template

ID: default

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Hourly Rate Consulting Agreement - Salesforce

8 blocks

Professional services proposal for Salesforce consulting with hourly billing structure

ID: hourly-rate-consulting-salesforce

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Independent Contractor Agreement

6 blocks

Comprehensive legal agreement for independent contractor engagements with detailed terms

ID: independent-contractor-agreement

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Salesforce Implementation Options

11 blocks

Tiered Salesforce implementation packages from Essential to Enterprise with customizable add-ons

ID: salesforce-implementation-options

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Sample Template - All Blocks

8 blocks

Demonstration template showing all available content blocks

ID: sample-all-blocks

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Simple Proposal Template

9 blocks

Clean, straightforward proposal template for consulting services

ID: simple-proposal

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About Preview Mode

Templates are previewed with sample proposal data to show how they'll look to end users. Real proposals use data from Salesforce.

View sample data used for previews
{
  "proposalName": "Sample CRM Implementation Proposal",
  "accountName": "Acme Corporation",
  "contactName": "John Smith",
  "contactEmail": "john.smith@acme.com",
  "description": "Complete Salesforce CRM implementation with custom integrations",
  "totalAmount": 45000,
  "validUntil": "2026-02-25T22:10:56.484Z",
  "closeDate": "2026-03-27T22:10:56.486Z",
  "paymentStatus": "Pending",
  "lineItems": [
    {
      "productName": "Salesforce CRM Setup",
      "description": "Initial setup and configuration",
      "quantity": 1,
      "unitPrice": 15000,
      "totalPrice": 15000
    },
    {
      "productName": "Custom Integration Development",
      "description": "API integrations with existing systems",
      "quantity": 80,
      "unitPrice": 200,
      "totalPrice": 16000
    },
    {
      "productName": "Training & Support",
      "description": "3 months of onboarding support",
      "quantity": 1,
      "unitPrice": 14000,
      "totalPrice": 14000
    }
  ]
}