Sales & Revenue template
Interactive sales proposal
Proposal with scope, pricing, proof and next steps, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Relay CRM proposal for Mercato Logistics). Explore it and ask its agent anything.
What's inside
A proposal buyers can explore and share internally: the problem in their words, the solution, proof, pricing and the path to a signature. WZRD AI fills these tabs from your material.
Why us
Proposal and Your prioritiesSolution
What you get and RolloutProof
Customer story and CustomersPricing
Plans, Questions and Next stepIts AI agent: Deal assistant
Answer the buying committee's questions from the proposal and product material. Tailor answers to the asker's role when they say it. Offer to book the decision call. Never quote prices or terms beyond the room.
Who it's for
- Made by AE, Sales Leader, Founder and Solutions Consultant
- For prospect buying committee, economic buyer, champion and procurement team
- In B2B SaaS, Enterprise, Technology and Professional Services
When to use it
- Before first meeting: a AE sends it to the prospect buying committee
- After discovery: a Sales Leader sends it to the economic buyer
- After a demo: a Founder sends it to the champion
- During procurement: a Solutions Consultant sends it to the procurement team
- Before close: a AE sends it to the prospect buying committee
What WZRD needs
- Website + discovery notes
- Call transcript + product docs
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create an interactive sales proposal for B2B SaaS before first meeting, using my website + discovery notes.
Questions
What is an interactive sales proposal in WZRD?
Proposal with scope, pricing, proof and next steps, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually website + discovery notes and call transcript + product docs. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by AE, Sales Leader, Founder and Solutions Consultant, for prospect buying committee, economic buyer, champion and procurement team.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create an interactive sales proposal for B2B SaaS before first meeting, using my website + discovery notes." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.