Templates › Sales Proposal
Sales & Marketing

Free Sales Proposal Template for Google Docs (Mail Merge Ready)

A persuasive sales proposal template with executive summary, scope of work, pricing, and timeline. Copy it into a Google Doc, connect a Google Sheet of your open deals, and generate a polished, personalized proposal for every prospect in one click.

The template

Everything in {{double braces}} is a merge tag. Each tag matches a column header in your Google Sheet, and Batch Merge fills in the value from each row automatically — one finished proposal per row.

SALES PROPOSAL {{Project Name}} Prepared for: {{Client Name}}, {{Client Company}} Prepared by: {{Sales Rep}}, {{Your Company Name}} Date: {{Proposal Date}} ──────────────────────────────────────── EXECUTIVE SUMMARY Thank you for the opportunity to work with {{Client Company}}. Based on our conversations, you're looking for {{Project Goal}} — and this proposal lays out exactly how we'll deliver it: the scope, the investment, and a timeline you can hold us to. We've kept this proposal deliberately simple. Everything you need to make a confident decision about {{Project Name}} is on this page. SCOPE OF WORK 1. {{Deliverable 1}} 2. {{Deliverable 2}} 3. {{Deliverable 3}} Anything outside this scope will be quoted separately and approved by you before work begins — no surprise line items. PRICING DESCRIPTION AMOUNT {{Project Name}} — full scope above {{Total Price}} Payment terms: {{Payment Terms}} TIMELINE Project kickoff: {{Start Date}} Final delivery: {{Delivery Date}} We build in a review checkpoint at the midpoint, so you see progress long before the delivery date. NEXT STEPS This proposal is valid until {{Valid Until}}. To move forward, reply to {{Sales Rep Email}} with "approved" and we'll send over the agreement and a kickoff invite the same day. We'd love to build this with you. {{Sales Rep}} {{Your Company Name}} {{Sales Rep Email}}

Tip: pitching on slides instead of paper? The add-on's built-in template library also includes a Pitch Deck Google Slides template — Batch Merge fills {{tags}} on slides exactly the way it does in Docs. (Google Slides templates are a Pro feature.)

Set up your Google Sheet

Create one column per merge tag. Column headers must match the tag names exactly (they're case-sensitive). Each row becomes one proposal:

Client NameClient CompanyProject NameProject GoalDeliverable 1Deliverable 2Deliverable 3Total PricePayment TermsStart DateDelivery DateValid UntilProposal DateSales RepSales Rep EmailYour Company Name
Dana WhitfieldHarbor & LaneWebsite Redesigna faster site that converts more visitorsUX audit & wireframes8-page responsive buildAnalytics & launch support$12,50050% upfront, 50% on deliveryAug 3, 2026Sep 25, 2026Jul 31, 2026Jul 10, 2026Marcus Reidmarcus@brightpath.coBrightpath Studio
Tom OkaforCedar Point LogisticsCRM Implementationone system for sales and support ticketsData migrationPipeline & automation setupTeam training (2 sessions)$8,900Net 15 on completionAug 10, 2026Sep 4, 2026Aug 5, 2026Jul 12, 2026Priya Shahpriya@brightpath.coBrightpath Studio

Tip: cells can hold whole sentences. Write the Project Goal column in the client's own words from your discovery call — it makes the executive summary read like it was written just for them, because it was.

Generate one proposal per row

Copy the template into a Google Doc. Click Copy template above, paste into a new Doc, and style it however you like — fonts, colors, your logo, a cover page. Tags survive formatting.

Install Batch Merge free from the Google Workspace Marketplace, then open your sheet and choose Extensions → Batch Merge → Open Batch Merge.

Pick your template. Select the proposal Doc with the file picker. Batch Merge scans it and shows every tag as a pill — green when it matches a column header, amber when it doesn't. Fix any amber pills by renaming columns or tags.

Choose PDF output and run. Pick PDF (or DOCX / Google Doc), choose a Drive folder, and click Run. Batch Merge writes a status per row and a Merge Log so you always know which prospects have a proposal ready.

On the free plan you get 25 merge runs per month — each run can process your whole sheet, so one click can produce a proposal for every open deal in your pipeline. Email delivery (send each proposal straight to your prospect), scheduling, and Google Slides templates are on Pro.

FAQ

Can each proposal have a different scope and price?

Yes — that's the whole point. Every {{tag}} is filled from its row, so each prospect gets their own project name, deliverables, price, payment terms, and dates. One template, fifty tailored proposals, one click.

Can I write a fully custom executive summary per client?

Yes. Sheet cells can hold entire paragraphs, and Batch Merge inserts them verbatim. Either write the Project Goal column carefully (the template weaves it into the summary), or replace the whole summary paragraph with a single {{Executive Summary}} tag and write one per row.

Which output format should I send to prospects?

PDF is the safest choice — the layout is locked and it looks the same on every device. Choose DOCX or Google Doc output instead if the client needs to edit or redline the proposal before signing.

Related templates

Client Quote Itemized quotes with validity period Meeting Follow-up Recap, action items & next steps Basic Invoice Clean invoice with line items & totals

Generate every proposal in one click

Batch Merge is free to install — 25 merge runs per month, no credit card.

Install Batch Merge Free