This article presents a sales proposal template which you can use when pitching Chatbot services to your prospects.

The proposal template contains:

  • an overview of Chatbots
  • a review of Chatbot benefits
  • your client testimonials
  • your contact information

You are free to modify the document as you wish. Be sure to read through the document carefully. It contains generic text placeholders which need to be customized or deleted.

1 Opening agency management page

  1. Click Dashboard on the left menu.
  2. Click Agency License on the top menu.
  3. Click Proposal Template. A zip file downloads to your computer.
  4. Move the zip file to a folder and then open the zip file. It contains a Read Me file and the Proposal Template.
Proposal Template

2 Customizing the template

  1. Open the Proposal Template MS Word document.
  2. Locate all of the fields with a yellow highlight. These fields need to be customized or deleted.
  3. Save the proposal with a unique name.
Proposal Template-Page 1

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