Professional Services Proposal Template with Payment
Ditch the proposal-then-invoice dance. Outline your scope, deliverables, and fees in a professional services proposal that collects payment the moment your client says yes.
About this template
This template provides a ready-to-use framework for scoping and selling professional services engagements — from initial brief through to signed agreement and first payment. It covers everything needed to present your offer with confidence — service objectives, key deliverables, project timeline, responsibilities, tiered pricing options, and an integrated payment step that collects your client's details and first payment the moment they accept.
What's included?
- Introduction
- Scope of Work
- Approach & Timeline
- Responsibilities
- Your Investment
- ROI
- Connect Stripe
- View agreement
A tool packed with features
Brand control
Establish your brand settings once and automatically apply to every piece of collateral.
Payments
Collect payments instantly from customers with Stripe or direct to your own payment system.
Security & GDPR
Add security features like password protection and link expiry to protect sensitive content.
Embedded content
Add Calendly links, videos, surveys, Looms, GIFs and more to every page.
E-signature
Get deals signed on the spot with built-in e-signing ability.
Asset library
Create a library of reusable content for sales reps.
ROI calculator
Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.
Team management
Set up permissions so your team accesses only what they need.
Interactive pricing
Empower buyers with interactive pricing plans and quotes.
Templates for every use case
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