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Templates / Proposal

Free SaaS Proposal Template

A SaaS proposal covers the build scope, what gets delivered, how the work runs, pricing options, and the terms for payment, staging, and launch.

SaaS Proposal template preview

Language:

en

Last updated:

October 2026

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A SaaS product moves past the demo stage, and suddenly scope, cost, and risk need to live in writing because real users will find every crack. This SaaS proposal gives a buyer a clear path from planning through staging and production, so the work doesn’t turn into a blur of assumptions about sign-in, billing, and what “done” means. The page uses ochre accents with Lora headings and Roboto body text, so the document reads like a considered brief rather than a sales page.

The sections open with The short version, then explain who’s responsible for the build in About me and what the buyer will see as the work moves through How the order runs. The scope gets pinned down in Discovery and requirements workshop, then the build itself sits under MVP web app build on staging, including Stripe subscriptions, authentication, and access control. The later pages answer the questions that usually stall delivery, including data safety and GDPR, what weekly input is needed, and what has to be approved before anything reaches production.

  • The short version States what the build needs to be true of in real use, then sets up how scope, plan, and price get agreed before work starts.
  • How the order runs Explains the sequence from planning through checkpoints and approvals, so changes that affect time, cost, or risk get decided in the open.
  • What it costs Lists five priced items you can reprice, with options a client can accept together or choose individually.
  • Getting started Holds the signature and fee summary, and spells out what has to happen after acceptance, including the booking payment and access needed to begin.
  • Staging and production Defines staging review, production readiness, billing rules tied to Stripe events, and the limits around what counts as a shipped fix.

The pricing sits under What it costs, with five priced items that a client can accept as a bundle or pick from individually, and you replace the template prices with your own. Once the proposal goes out, the client signs online, and the acceptance page spells out the booking payment, the remaining balance, and the rules around staging review and production release.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a SaaS proposal

PartWhat it covers

The short version

Frames what the buyer is buying in plain language, including stability, scoped change, and how "done" gets defined before build work starts.

About me

Gives background and working style, including how scope stays written down and what gets treated as non-negotiable for payment and documentation.

How the order runs

Describes the order of work and the approval points, so decisions that change time, cost, or risk don’t get made by accident.

Discovery and requirements workshop

Covers the workshop output, including a written scope, priorities, acceptance checks, and a clickable flow walkthrough plus a data model and API plan.

MVP web app build on staging

Defines what the staging MVP includes, with roles, flows, Stripe subscriptions setup, and authentication and access control.

What it costs

Contains a priced items table for the five line items, and you replace the template amounts with your own pricing.

Getting started

Includes the signature and fee summary, and states the booking payment, the timing, and the access needed to start planning.

How do we keep customer data safe and stay GDPR-sane?

Answers how roles, logging, and least-privilege access get handled, plus what information the buyer needs to provide each week to avoid stalls.

Payment

Sets the 40% booking payment, the remaining 60% on delivery, invoice terms, and what happens when approvals or access slip.

Staging and production

States how staging approval gates production, how billing rules get written down around trials and refunds, and what security, GDPR basics, and warranty limits look like.

Who it is for

Product studios, software consultancies, and independent developers quoting and agreeing a SaaS build for a buyer who needs predictable delivery past the prototype stage.

The proposal in full

The short version

You’ll have a product that handles real users without the demo-only cracks: sign-in works, billing behaves, changes are scoped, and you can ship updates without fear.

Most people come to me when a prototype has paying users, but the next version has to be stable enough for sales and support, not just a demo. You’ll end up with a build you can run, change, and hand to another developer without guesswork. Next I’ll pin down scope, a technical plan, and a price you can sign off on.

I start by writing down what “done” means, then I build in a way that keeps the risky parts visible early. You’ll see the flows before I code them, you’ll see a staging version before it goes live, and I’ll document the decisions so fixes don’t turn into archaeology.

About me

I’m Eoin Kelleher, a product and software builder. I got into this work by being the person who had to carry a product from “it works on my laptop” to something customers could pay for and rely on, with onboarding, permissions, and support in the same room as the code.

People hire me when they want one person to own the details end to end. I keep scope in writing, I surface trade-offs before they become rework, and I leave a build that another developer can pick up. I won’t ship a payment system without tests around the money paths, and I won’t treat documentation as an afterthought.

How the order runs

Once you sign, I book the slot, set up a shared workspace for decisions, and start with a short planning pass. From there you’ll see progress in checkpoints, with approvals where a change would affect time, cost, or risk.

1. Plan the rebuild On order I’ll take your current prototype, notes, and any existing code and turn them into an agreed scope and a technical plan. You’ll approve what’s in and what’s out, plus the few decisions that change the shape of the build, like roles, data ownership, and environments. 2. Flow and data check Within a week I’ll share a clickable set of key flows and a plain-language data model so you can sanity-check how the portal behaves before I commit to code. You’ll review the screens and edge cases that usually break later, like invite flows, password resets, and role changes. 3. Build on staging Weeks 2 to 4 I’ll build the MVP on a staging environment that you can click through at any time. You’ll get regular checkpoints with what changed and what’s next, and I’ll call out any scope changes the moment they appear, with options and their time impact. 4. Launch and handover On delivery I’ll ship to production, run a release checklist, and stay close for launch-day fixes. You’ll get access, docs, and a handover session that covers how to run the product, how to add features safely, and what I’d tackle next if you keep iterating.

Discovery and requirements workshop

A structured session and follow-up notes that turn your spreadsheet and prototype into a written scope, a priority list, and clear acceptance checks for each key feature.

CLICKABLE FLOW WALKTHROUGH

A clickable set of core screens for the portal and admin areas, used to confirm navigation, permissions, and edge cases before build work starts.

DATA MODEL AND API PLAN

A plain-language data model and an API outline that covers key entities, ownership, and integrations, so future changes have a map to follow.

MVP web app build on staging

A working staging release of the web app MVP with the agreed roles, flows, and core features, ready for review and acceptance before production launch.

STRIPE SUBSCRIPTIONS AND BILLING SETUP

Stripe wiring for subscriptions, including plans, trials, cancellations, and refunds, plus webhook handling so your app stays in sync with billing events.

AUTHENTICATION AND ACCESS CONTROL

Login and access control using OAuth or SSO where needed, with role-based permissions and the account flows that keep support load down.

What it costs

This pricing covers the product build and rebuild described above, from planning through launch and handover.

Priced items

Getting started

If you want me to start product build and rebuild, the next step is to lock the slot and get the first planning call on the calendar.

1. Sign the proposal so I can book the work. 2. Pay the 40% booking invoice within 14 days of its date. 3. Send access to the current build, docs, and accounts so planning can start.

WHAT ARE YOU BUILDING THIS IN, AND CAN SOMEONE ELSE MAINTAIN IT?

I’ll propose a stack during the planning step and write down the reasons, including hiring and maintenance. I build with readable structure, tests around the risky paths, and setup notes, so another developer can run it and ship changes without guessing.

IF WE ADD PAYMENTS, HOW DO WE HANDLE TRIALS, CANCELLATIONS, AND REFUNDS?

I set this up so Stripe is the source of truth for billing state, and the app reacts to Stripe events through webhooks. You’ll get agreed rules for trial start and end, what happens on cancellation, and how refunds affect access.

Signature

Fee summary

How do we keep customer data safe and stay GDPR-sane?

I keep data access tight with roles and least-privilege defaults, log sensitive events, and avoid putting personal data in places it doesn’t belong. You’ll also get a simple map of what data you store, where it lives, and how to delete it.

WHAT DO YOU NEED FROM ME EACH WEEK SO THIS DOESN’T STALL?

I need one decision window each week for scope questions and approvals, plus access to the current prototype, any analytics you trust, and the accounts that gate progress like domains, Stripe, and OAuth providers. If something blocks me, I’ll name it the same day.

Payment

40% is due to book the work when you sign. The remaining 60% is due when the order is delivered. Invoices are payable within 14 days of the invoice date.

Start and schedule. I start the planning step once the booking payment is in and I have access to the current prototype and the accounts that gate progress. If access slips, the timeline moves with it.

Your weekly input. Each week I need one decision window for scope questions and approvals. If I am waiting on a decision or access, I will name the blocker the same day and park that thread until it clears.

Approvals and rework. I build from agreed notes, the clickable flow, and the data model. If you change a decision after approval, I will price and schedule that change before I implement it.

Staging and production

You will review builds on staging before launch. I will not push to production until you confirm the staging build is approved for release and the production accounts and domains are ready.

Billing rules and refunds. Stripe is the source of truth for billing state, and the app reacts to Stripe events through webhooks. I will write down the agreed rules for trials, cancellations, and refunds, then implement to that.

Security and GDPR basics. I will set roles and least privilege defaults, log sensitive events, and avoid putting personal data where it does not belong. You will also get a simple map of stored data and deletion steps.

Warranty and limits. If something I shipped does not match the agreed plan, I will fix it. I cannot cover outages or changes in third party services like Stripe, OAuth providers, hosting, or app stores.

Questions about this proposal template

What should a SaaS proposal include?

A SaaS proposal usually spells out the scope, how delivery runs, what gets reviewed and approved on the way, and what the buyer will receive at handover. This template also includes sections on staging versus production release, payment terms, and security and GDPR basics.

How do you write SaaS scope so the build doesn’t drift?

Scope holds better when the proposal defines what "done" means, lists what’s included and excluded, and adds acceptance checks for key features. This proposal describes a planning step, a clickable flow walkthrough, and a plain-language data model so decisions get agreed before build work starts.

How do you price a SaaS build in a proposal?

One common approach is itemised pricing, where discovery, planning, build, and launch work each have a line item. This proposal uses five priced items, and the client can accept the set or choose items individually.

Do you need to cover staging and production in a SaaS proposal?

Staging and production rules stop last-minute launches and unclear approvals, especially once billing and authentication are involved. This proposal states that the buyer reviews builds on staging and approves release before anything goes to production.

What should a SaaS proposal say about billing, trials, and refunds?

A proposal can name the source of truth for billing state and the rules you’ll implement for trials, cancellations, and refunds. This template ties those rules to Stripe events via webhooks and says the billing rules get written down before implementation.

What should a SaaS proposal say about security and GDPR?

A proposal can cover roles and least-privilege access, what gets logged, and how personal data gets handled and deleted. This template includes a section on keeping customer data safe and staying GDPR-sane, including a simple map of stored data and deletion steps.

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