Warm B2B WorkflowLanding page template

For business software that feels made by people

B2B software pages often look interchangeable. Warm B2B Workflow stands out with a beige hero, a pinned polaroid collage, hand-drawn doodles and product panels drawn in HTML. It is friendly without being childish, and it gets sales, operations and finance teams into a free trial.

It suits proposal and quoting tools, CRM add-ons, e-signature and contract tools, approvals and workflow products and document automation. Choose it when the product is sold on a trial and the brand is warm.

How the page starts a trial

The hero promises an outcome, “Send proposals that close themselves”, with a short explanation of how data flows from the CRM, and buttons for a trial and a demo. Features covers everything between a quote request and a signature.

Prevent costly mistakes shows drawn panels for proposals, quote tracking and signatures. Built for teams who sell by proposal gives the number of teams and three ways different businesses use it. Pricing shows plans with a yearly saving and no setup fees.

Questions handles integrations, security and migration in a boxed FAQ. Customer feedback quotes teams with time saved, and get started ends with a doodled sign-up field and the trial terms.

Making it yours

Four schemes come with it: Green, Royal blue, Brick and Graphite. Headings can be Familjen Grotesk, Manrope or Epilogue. Nine images are used in the polaroid collage and panels; team photos and real customer moments suit the style.

Product panels, plans and FAQ entries are editable. Select features and ask the AI to rewrite them for your workflow product.

Writing it for your product

You can start from the template for free, or have the AI write your copy for about 20 credits while keeping the design. Include what the product does, integrations, features, the mistakes it prevents, customer segments, pricing, trial terms, common questions and customer feedback.

Assembling the warm, human details

This template sells software through people, so its most distinctive parts are the collage and the doodles. For the pinned polaroid collage, collect real photographs of your team and customers at work, with permission, rather than stock pictures, and choose a mix of faces and desks. The doodles work best when they point at one real benefit each, like a quote being opened or an approval arriving.

The product panels are drawn in HTML, so describe the actual screens you want to show: a proposal built from a template, a quote tracking view that shows opens and forwards, an approval trail. Use realistic deal names and amounts. The mistakes section should list the errors your product prevents in the workflow, such as an outdated price or a missing approval, in the words sales teams use.

For the customer section, gather three examples from different kinds of teams with a measured change, like days removed from a renewal cycle. The pricing section needs per-seat prices, seat limits for each plan, the yearly discount, trial length and whether a card is needed. The FAQ should answer which CRMs you connect to, how data syncs and what happens to documents if a customer leaves. Nine photographs are used in total, and the collage accounts for most of them.

Keep the signup form short, ideally just a work email, and say what happens next, such as a sample proposal created from the visitor’s own CRM data during the trial.

Quoting tools, contract products and client portals

A quoting or CPQ tool can replace proposals with configured quotes and price rules. E-signature and contract tools usually show a contract being redlined and signed, with audit trails. Approval and workflow products can draw a request passing through several approvers. Client portals can show the client’s view, with shared documents, invoices and messages, and price by active client rather than seat.

When another template fits better

Warm B2B Workflow is friendly. A more formal B2B product sold on demos fits SaaS Conversion, and marketing software for small teams belongs on Marketing Tool SaaS. Finance dashboards suit Project Finance Dashboard, and software for trade businesses Trade Operations Suite.

See the full list on the SaaS and software templates page.

Before you publish

• Replace collage photos with your own team or customers.
• Check integrations listed are available on every plan.
• Confirm pricing and yearly discount.
• Connect the sign-up field to your trial flow.