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Proposal Letter Template

Proposal Letter Template

A proposal letter is a formal letter used to establish a business agreement with another party — either in an ongoing arrangement, or to offer one's services for a single engagement. This ready-made Proposal Letter template from Jotform Sign serves as a standard introductory letter, but you can customize the wording however you choose. Once you’ve filled out and signed the letter, you’ll receive a finalized document to print out or email to prospective clients.

Customizing this Proposal Letter Template is easy with our powerful online builder. You don’t need any design or coding knowledge — just drag and drop to add or edit form fields, include your company’s unique branding, change fonts and colors, and much more. Make a good first impression with a client and get your proposal seen with this free Proposal Letter from Jotform Sign.

More templates like this

Free Business Proposal Template - Sign Templates

Free Business Proposal Template

Getting your business off the ground is no small task and might require gathering funding from investors. With Jotform Sign’s free business proposal template, you can present your new business’s needs, ideas, and benefits to potential investors — making it easier to get their buy-in. A business proposal template is a tool for entrepreneurs to quickly and effectively create professional business proposals without having to start from scratch. Just create and customize your proposal, then send it to your investors and other stakeholders for their e-signatures.Need to make changes to your business proposal template? No problem! With Jotform, you can drag and drop elements to personalize your proposal and match your company branding. You can add or remove form fields, create an automated signing order for multiple investors, upload logos and branding, and choose fonts and colors that work best for you. Work smarter with Jotform Sign!

Free Project Proposal Template - Sign Templates

Free Project Proposal Template

Don’t waste time creating multiple project proposals from scratch. With Jotform Sign’s ready-made Project Proposal template, you can generate and customize a professional-looking proposal that includes details such as an overview and description of the project, resources and budget, project goals, expected outcomes, and more. Update the wording however you see fit, then share it with clients via email to seamlessly gather e-signatures from any device.Want to personalize this Free Project Proposal to match your company’s branding with Jotform White Labeling? No problem! Using our powerful online builder, you can add or edit form fields, upload your logo and branding, include images, change fonts and colors, and make other design changes without any coding. Once both you and your client have signed this proposal, you’ll automatically receive a finalized document — ready to share, download, and print for your records.

Mobile App Development Proposal Template - Sign Templates

Mobile App Development Proposal Template

Create a Mobile App Development Proposal Template that works for all occasions with Jotform Sign. With our entirely online signature and feedback collection process, you’ll be able to manage and reference signatures from your team members in one convenient place. Share via email or embed in your online team portal.Customizing this Mobile App Development Proposal Template is simple and efficient with Jotform Sign. Update the terms and conditions, add or remove form fields, change fonts and colors, and make other cosmetic changes with no coding required. Create your app proposal, send it straight to your team, and start collecting signatures and feedback instantly. Collaborate smarter with Jotform. To collect e-signatures on any device, create an e-sign document with Jotform Sign.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Blog Business

How to Write Winning Business Proposal: Examples & Free Templates (2024)

By Aditya Sheth , Jan 25, 2024

How to Write Winning Business Proposals

The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. That’s why you need to write business proposals .

A well-written business proposal can often mean the difference between winning or losing a prospective client.

In this in-depth guide to creating business proposals, we show you how to close more deals, make more sales and crush your business goals — all by using easy-to-edit professional business proposal templates .

Here’s what this guide will cover (click to jump ahead):

What is a business proposal.

  • How to write a business proposal step by step

What should you include in a business proposal?

What are the types of business proposals, more business proposal examples + writing and design tips.

  • FAQs about business proposals

Looking for a shortcut? Watch this quick video for an overview of everything to include in your business proposal:

An effective business proposal is a document used by a B2B or business-facing company (this may not always be the case, but most B2B SaaS companies do so) where a seller aims to persuade a prospective buyer into buying their goods or services.

A business proposal outlines what your business does and what you can do for your client . It can be general like this business proposal example:

general business proposal template

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

simple business proposal project proposal template

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

social media marketing business proposal template

To design a business proposal that holds the client’s attention, identify their pain points . Then provide your buyer with the right solution to alleviate those frustrations.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

Table of contents

Executive summary, the problem statement, the proposed solution, qualifications, the timeline, pricing, billing, and legal, terms and conditions, the acceptance.

Below, you can see business proposal examples that demonstrate how to include these 10 sections.

Business proposal title

A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor’s . 

What makes a good title page? Here are the essential elements to include: 

  • Your name along with your company’s name
  • The name of the prospect (or their business) 
  • The date you’re submitting the proposal

Gray Business Consulting Proposal Template Cover Page_Venngage

The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. Honestly, “Who doesn’t want to grow their business?”

The table of contents is a fundamental part of every winning business proposal template. It makes your proposal scannable and easy to read.

The people you will be pitching to are usually C-level executives. These are busy people who don’t have time to read your entire proposal in one go.

That’s why most of the business proposal examples in this list include a table of contents.

Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:

Creative Social Media Business Proposal Template Table of Contents

You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. 

It’s easy to add hyperlinks in the Venngage editor. Select the text you’d like to turn into a link, then click the link icon in the top bar. From there, select the page you want to link to! Then download your completed design as an Interactive PDF .

Proposal-ToC-Example

The executive summary is a staple in all kinds of annual reports , leadership development plan , project plans and even marketing plans . It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition.

The goals of your executive summary are:

  • Introduce your company to your buyer
  • Provide an overview of your company goals
  • Showcase your company’s milestones, overall vision and future plans
  • Include any other relevant details

This gray business proposal example has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:

Gray Business Consulting Proposal Template About Us

Take note of how precise this business proposal example is. You want to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal.

Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.

The point of writing a business proposal is to solve a buyer’s problem. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution.

 A well-defined problem statement does two things: 

  • It shows the prospect you have done your homework instead of sending a generic pitch
  • It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place. 

Texture Business Proposal Template

This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospect’s problem. This brings me to… 

The good stuff. In the proposed solution section, you show how you can alleviate your prospective buyer’s pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.

Spare no details regarding the solution you will provide. When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details.

For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :

Sales Plan Proposal Table Template_Venngage

At this point, the prospect you’re pitching your solution to likes what they’re reading. But they may not trust you to deliver on your promises. Why is this?

It’s because they don’t know you. Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client.

business proposal qualifications section

This free business proposal template showcases the company’s accolades, client testimonials, relevant case studies, and industry awards. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes!

Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.

To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.

Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a  flow chart . Or add a  roadmap  with deadlines. Pitching a long-term project? A timeline infographic would be a better fit.

If you look at this abstract business proposal template below, even something as simple as a table can do the trick.

Abstract Business Consulting Proposal Template Timeline_Venngage

The timeline is not always set in stone, rather it’s an estimation. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

On this page, you can outline your fees, payment schedule, invoice payment terms , as well as legal aspects involved in this deal. You can even use the  Excel Invoice Template  to create professional-looking invoices (including brand logo and other elements) and add them to this page.

The key to good pricing is to provide your buyer with options. A  pricing comparison table can help with this. You want to give your client some room to work with. Make sure you’re not scaring off your client with a high price, nor undervaluing yourself. 

Breaking up your pricing in stages is another great way to make sure your potential client knows what he’s paying for. Look at how this simple business proposal template does this:

Bold Business Proposal Template Pricing Page_Venngage

The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them to the signature section of the proposal to keep things simple.

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return.  Add the overall project timeline from start to end, as well as payment methods and payment schedule. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible.

Modern Business Proposal

I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business, you can use the same terms and conditions across all your proposals.

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.

Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. A professional way of doig that would be to include an e-business card with your contact details, email i.d and any other social links you want to share. You can go through this article for the best digital business cards .

Orange-Simple-Project-Proposal-Template

A business proposal usually aims to answer the following questions: 

  • Who you are and what your company does
  • The problem your buyer is facing
  • The solution your company offers to alleviate the problem
  • How your company will implement this solution effectively
  • An estimate of resources (time, money, etc) required to implement the solution

You can see how this sample business proposal template covers the above points.

business project proposal template

Notice how this proposal template addresses the same project like in one of the previous templates, but uses a completely different design style (more retro, while the previous business proposal template is more modern and minimalistic).

Generally, there are three types of business proposals:

1. Formally solicited 

A formally solicited business proposal is made when you respond to an official request to write a business proposal.

In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write the business proposal for your buyer to evaluate so you can begin the sales process .

2. Informally solicited 

Informally solicited business proposals are written when there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.

An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations. They are not based on official requests which often contain more detail.

3. Unsolicited 

Think of this as a marketing brochure or a cold email . Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. Unsolicited proposals lack any understanding of the buyer or their requirements.

But with additional  market research , personalization and identifying customer pain points , you can propose a customized solution based on your buyer’s needs. This can be a very persuasive approach, such as in this business proposal example:

corporate business proposal example

Now that you know how to write a business proposal, let’s look at how you can optimize your proposal to deliver results!

Below you’ll find some winning business proposal templates and examples to get you started. I’ve also included some design tips to keep in mind when you’re creating your next business proposal: 

1. Know your audience 

If you have some clarity on who your ideal buyer is — their pain points, their budget, deadlines, among other things — you’ve already won half the battle.

If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal.

Mapping user personas  for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly. This improves the chance of your buyer moving your business proposal to the “Yes!” pile.

2. Put your brand front and center

If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how business proposal examples like the one below highlight brand identity :

content marketing plan business proposal example

From the color palettes to the company logos , everything follows their brand guidelines. The result: a business proposal that’s consistent across the board.

Pro Tip: Switching this template to match your brand assets is actually pretty easy. Venngage’s My Brand Kit feature allows you to import your color palettes, logos as well as font choices. Any Venngage template can now be your template.

You can also consider this sample business proposal template:

Example of a Business Proposal

Design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design. This unique color scheme also makes their white logo prominent throughout the proposal.

3. Try less text, more visuals

Have you ever read a proposal and thought to yourself, “Wow, this is all text and has no images, I love it!”? Yeah, me neither.

The free business proposal template below is a perfect example of the “less is more” principle. It does a phenomenal job of communicating what it needs to. By substituting some of the text with icons and visuals, you get a clean business proposal that’s much more scannable.

Social Media Plan Proposal Template

Want to keep things strictly professional? Instead of icons, you can always add your team’s headshots. This shows your buyer exactly who they’ll be working with.  

Check out this formal business proposal format for some inspiration:

Red Human Resources Consulting Proposal Template Team

4. Switch up your business proposal designs

It doesn’t hurt to go above and beyond once in a while. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging. It also helps your buyers retain information faster.

Simple Business Proposal Example

The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding . Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal.

This SEO business proposal sample proves that it’s possible to switch up the colors in every other page. But it still maintains the same color scheme across the entire proposal just like a professionally designed website : 

SEO Marketing Proposal

Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals.

FAQ about business proposals

What is the purpose of a business proposal.

A business proposal aims to streamline the B2B sales process (which is often complex ) between you as a seller and a buyer.

It does this by serving the dual purpose of acting as a source of information. The proposal also acts as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.

What are the best practices for business proposal design?

  • Do a thorough spell-check. The goal of your business proposal is to convince your buyer why you’re the perfect person for the job. A proposal with typos or grammatical errors communicates the opposite. A thorough spell-check before you send your proposal is a must.
  • Keep things clear and readable: Clarity is an important aspect that you have to ensure in your business proposal. If you want your proposal to hit home and make an impact on the buyer, you have to write it in an understandable way. To keep things clear and readable, there are a couple of things that you can do. You can, for one, take care to use easy wording and segmented sentences from the get-go. You can also try paraphrasing the hard parts of your proposal once you are done writing it.
  • Let your brand shine. As discussed before, writing a business proposal is all about knowing your ideal buyer and focusing on their pain points. But that doesn’t mean your business proposal template has to be boring. Demonstrate how different you are compared to other companies. You can do this through your brand guidelines , by using more visuals, switching up your proposal design or showing off your personality in your writing . 
  • Create a business proposal PDF. Downloading your business proposal in PDF format allows you to attach other collaterals with your business proposal. These can include a company explainer video or case studies showcasing the work done with past clients. Also, who doesn’t love saving paper?

How long should your business proposal be? 

The length depends on the scope of the work as well as the complexity of the project. Here is a one-page business proposal template:

one page business proposal template

Can your business proposal template really be one page? Yes, as long as you understand who your buyer is and their pain points. You should also have the ability to communicate everything your ideal buyer needs to know about your business in a succinct manner.

Or if you’re feeling adventurous how about just two pages? Often, clients prefer if you go straight to the point and avoid all the fluff.

For example, this green modern marketing proposal template wastes no time in getting down to brass tacks:

Project Business Proposal

Need more inspiration? Check out this blog on the 5 marketing proposal examples that’ll help elevate your business.

There is no one size fits all approach when it comes to deciding how many pages you should include in your business proposal template. And at the end of the day, “the only rules are the ones you set for yourself”.

At the end of the day, writing winning business proposals that sell is all about you understanding your buyer, their potential pain points and positioning yourself as someone who can alleviate those pain points. 

Now that you know how to write compelling business proposals, what are you waiting for?

Take action and start creating your own business proposals to close more deals and grow your business today!

More business communications templates + writing tips you might be interested in…

  • 31 Consulting Proposal Templates to Close Deals
  • How to Write a Project Proposal [10+ Templates]
  • 20+ Professional Business Letterhead Templates + Branding Tips
  • How to Write a White Paper [Tips & Templates]

How to Write a Business Proposal [Examples + Template]

Meredith Hart

Published: December 05, 2023

Free Business Proposal Template

business proposal letter pdf

Propose your business as the ideal solution using our Free Business Proposal Templates.

Thank you for downloading the offer.

Here's what every new business owner needs: an extra 8 hours in the day, an endless supply of coffee, and, most importantly, a really strong business proposal.

how to write a business proposal: image shows a person holding a pen and another person typing on a laptop

A business proposal can bridge the gap between you and potential clients. Done correctly, and it will outline your value proposition and persuade a company or organization to do business with you.

Here, we'll take a look at the various kinds of business proposals and go over how to write one. We’ll also see some ideas and examples to help guide yours.

Know exactly what you need? Jump to one of the following sections:

What is a business proposal?

Types of business proposals, how to write a business proposal, business proposal templates, business proposal example, tips for writing a business proposal, business proposal ideas.

A business proposal is a formal document that’s created by a company and given to a prospect to secure a business agreement.

It's a common misconception that business proposals and business plans are the same. However, a proposal helps you sell your product or service — not your business itself.

Think of it this way: instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.

Follow Along With HubSpot's Business Proposal Template

business-proposal

Download the Template for Free

There are two types of business proposals: unsolicited and solicited.

  • Unsolicited Business Proposals : With unsolicited business proposals, you approach a potential customer with a proposal, even if they don't request one, to gain their business.
  • Solicited Business Proposals : Solicited business proposals are requested by prospective clients so that they can decide whether to do business with your company.

In a solicited business proposal, the other organization asks for a request for proposal (RFP). When a company needs a problem solved, they invite other businesses to submit a proposal that details how they'd solve it.

business proposal letter pdf

Propose your business as the ideal solution using our Free Business Proposal Templates

  • Problem summary
  • Proposed solution
  • Pricing information
  • Project timeline

You're all set!

Click this link to access this resource at any time.

Fill out the form to get your template.

Whether the proposal is solicited or unsolicited, the steps to create your proposal are similar. Make sure it includes three main points:

  • A statement of the organization's problem
  • Begin with a title page.
  • Explain your why with an executive summary.
  • State the problem or need.
  • Propose a solution.
  • Share your qualifications.
  • Include pricing options.
  • Summarize with a conclusion.

Before writing your business proposal, it's crucial you understand the company. If they've sent you an RFP, make sure you read it carefully, so you know exactly what they want.

I recommend having an initial call or meeting with any new clients to ensure you fully understand their objectives. Ask open-ended questions to understand not just what they want, but why they want it.

Once you've done your research, it's time to begin writing your business proposal. While there's no one-size-fits-all approach to writing a business proposal, there's several elements most proposals include. (I designed this example business proposal using Canva .)

1. Begin with a title page.

You have to convey some basic information here. Introduce yourself and your business. Be sure to include:

  • Your company's name
  • The date you submitted the proposal
  • The name of the client or individual you're submitting the proposal to

Your title page should reconcile engagement with professionalism. I think of it as your first tone-setter, so you need to make sure yours is sleek, aesthetically appealing, and not too "out there."

Here's an example of what a business proposal template looks like when done right:

How to Write a Business Proposal: Business Proposal Example Title Page

The executive summary details exactly why you're sending the proposal and why your solution is the best for the prospective client.

Specificity is key here. Why are you the best choice for them?

Like a value proposition, your executive summary outlines the benefits of your company's products or services and how they can solve your potential client's problem.

After reading your executive summary, the prospect should offer a clear idea of how you can help them, even if they don't read the entire proposal. Here's what one should look like:

How to Write a Business Proposal: Sample Executive Summary

3. State the problem or need.

This is where you share a summary of the issue impacting the potential client. This is your opportunity to show them you understand their needs and the problem they need help solving.

How to Write a Business Proposal: Example Event Overview

In the example above, I included several signals to showcase my expertise – that I've been in the photography biz for 10 years, that I've worked with over 500 clients, and that I've been featured a number of publications. 

As you approach this section, focus on presenting yourself as an authority. Consider leveraging tools like:

  • Case studies
  • Client testimonials
  • Relevant awards
  • Industry accreditations

6. Include pricing options.

Pricing is where things can get a bit tricky, as you don't want to under or over-price your product.

How to write a business proposal: Include Pricing Options

The pricing section of your proposal could include:

  • A detailed pricing breakdown, including packages, tiers, and add-ons or optional services
  • How product features and benefits align with pricing choices
  • Pricing for different needs and budgets
  • How your pricing compares with competitors
  • An FAQ section to respond to anticipated objections and explain your pricing strategy

7. Summarize with a conclusion.

After sharing the above information, simplify it all into one final section.

  • First, briefly summarize the proposal. Be sure to share your qualifications and why you’d serve as the best choice.
  • Then, to prompt further conversation, confirm your availability to go over the next steps.
  • At the end of the proposal, the goal is to have the client ready to work with you. So, be sure to offer your contact information for easy follow-up.

In need of some inspiration before you begin writing? Here are example business proposal templates from popular business proposal software companies you can use to help create your proposal.

1. HubSpot's Free Business Plan Templates

HubSpot Business Proposal Template

Download these Templates

We know how crucial a great business proposal is to your and your client’s success. That's why we've compiled 2 Free Business Proposal Templates for you to use and customize for any of your projects.

You'll gain access to a concise, one-page template (pictured above), as well as a longer template for you to refine your plan and proposal.

Download the templates now to get started on building your proposal.

What We Like

The one-page template is clear, straightforward, and easy to read — without skipping on the key elements of a business proposal. This format is especially useful for busy clients who appreciate brevity and clarity.

2. Web Design Proposal

Business Proposal Templates: Web Design

With advertising on social networks projected to reach $82.23 billion dollars in 2025 , it's in your business's best interest to have a plan for growing your client's social media presence.

To help you in that effort, the information in this social media marketing proposal includes an executive summary to help introduce your high-level ideas, an assessment of the client’s company to show your diligence, and a breakdown of billing to show how your company charges for posting, content creation, and analytics.

This template includes all the bells and whistles of a social media proposal packaged in a fun yet professional design. It also includes helpful writing instructions under each section.

8. Content Marketing Proposal

Business Proposal Templates: Content Marketing

Business proposal templates are helpful places to get started, but what should your business proposal look like when it's complete? This template should inspire you.

When pitching your content marketing services to clients, this template can help you organize your ideas. While it walks you through initial objectives and how to communicate your prospected results, one of the most helpful parts of this template is the pricing ideas it gives you when charging for your services.

In the business template example below, Social Portal Consulting (SPC) pitches a marketing proposal to Graphic Bean. At first sight, this proposal appeals to the creative. I recommend going a step forward and designing the layout in your or your client’s brand colors.

Business Proposal Example: Social Media

Besides the design, the social media icons quickly tell the prospect what platforms Social Portal is pitching. Because we see Facebook, Twitter, Instagram, and Pinterest icons, the client instantly knows that this proposal doesn’t include LinkedIn, YouTube, or other platforms.

While maintaining its design, this example outlines Social Portal Consulting’s plans efficiently. It begins by providing insight into Graphic Bean and its goals before elaborating on how SPC can leverage its expertise to help them achieve them.

This business proposal template includes an easy-to-follow timeframe for goals and objectives while keeping the client abreast of how payment will happen across the project.

Overall, this is an excellent example of how to combine the elements of social media marketing into a creative and concise business proposal. Finally, we'll leave you with some business proposal ideas to get you started on your own.

  • Start with an outline.
  • Keep it simple.
  • Stay on brand.
  • Quality control.
  • Include data and visuals.
  • Add social proof.
  • Use a call-to-action.
  • Create a sense of urgency.
  • Make the decision for them.
  • Incorporate video into your proposal.
  • Include up-sell and add-on opportunities.
  • Clarify your terms and conditions.
  • Include a space for signatures to document agreement.
  • Create a table of contents.

1. Start with an outline.

If you want to produce a thoughtful, effective business proposal, you need to have some idea of what you're hoping to achieve with it.

Before I dive into writing a proposal, I always outline the major sections of the proposal that I want to include. That way, I can stay focused and make sure my message stays intact as I write.

Use these free business proposal templates to make sure that your outline includes everything you need.

2. Keep it simple.

Ultimately, there's no definitive blueprint for how long a business proposal has to be. Yours should be however long it takes to convey the information you want to get across.

That said, I'm a firm believer in quality over quantity, especially when it comes to business proposals. Keep your sentences short and simple, and avoid including too much business jargon.

You want anyone who picks up your proposal to make sense of it. So, be straightforward and don't get too fancy. Aim for substance over flash.

3. Stay on brand.

Don't be afraid to let your company's personality shine through in your proposal. Stay true to your brand and show the client what sets you apart from your competitors.

4. Quality control.

I've made it a habit to add an editing/QA step in my writing process. During this step, I do a quick spelling and grammar check before hitting send.

So, as you draft your proposal, and after checking for the basics, keep scanning this document until it's just right.

Check to make sure your proposal:

  • Meets client needs and expectations
  • Highlights your value proposition
  • Is well-structured and easy to read or skim
  • Complies with legal, ethical, and regulatory requirements
  • Looks professional and engaging

5. Include data and visuals.

You want your business proposal to capture your prospect's attention and help set you apart from any other ones they might have received. One of the best ways to do that is to include hard, quantitative data that helps stress the value of your business.

Use relevant, compelling figures that highlight what you have to offer. This can establish authority and make your proposal more convincing. It also helps to include visuals such as charts and graphs to enhance your proposal.

6. Add social proof.

From my experience, you can only be so convincing when you're personally talking up how great your business is — which is why adding social proof is key to establishing credibility.

At the end of the day, prospects are skeptical. They may not take you at your word. But they'll likely trust peers and fellow customers. That's why including elements like customer quotes and testimonials can go a long way.

7. Use a call-to-action.

I've learned that the best proposal in the world can only take you so far if you don't clearly define the next steps. That's why you have to make sure the reader knows what to do after reading your proposal.

A clear call-to-action is the best way to get there.

Define and highlight exactly what they should do to act on the interest your proposal has generated. Without that guidance, you might leave your reader in limbo.

HubSpot customers : Use this CTA builder to create powerful customized CTAs.

8. Create a sense of urgency.

No one wants to feel as if they missed out on a great opportunity. From my experience, prospect tend to drag their feet and put off making a decision if there isn't a sense of urgency.

So, as you create your business proposal, your goal should be to add a degree of urgency. When prospective clients read your business proposal they should feel that the best time to sign up for your service is now .

One way I accomplish this is by stating short and long-term goals for their business. They'll have to wait for the long-term goals, but I make the short-term goals so enticing that they'll be ready to begin a collaboration.

9. Make the decision for them.

Craft your copy in a way that seems like saying "no" to the proposal would be stepping over dollars to pick up pennies. Your offer should go above and beyond their expectations. Do everything in your power to remove friction and objections along the way.

10. Incorporate video into your proposal.

If you're creating an online proposal using document file formats like PDF, add multimedia elements. This will enhance the proposal experience, make your document richer, and keep them engaged.

Try adding a video at the beginning as an intro to your proposal. Or, put a video in the project breakdown to verbally discuss some of the more confusing parts.

Extras like this can make an impression. This tip works especially well with prospects who are visual or auditory communicators.

Pro tip : HubSpot Video makes it easy to record and embed video into a website or email for a big proposal boost.

11. Include up-sell and add-on opportunities.

They say you won't receive unless you ask. And readers won't explore the upper tiers of your solutions if you don't give them the opportunity.

So, share some upsells and add-ons about your business that they can act on. Call out a specific pain point and how this extra can add value.

With this step, balance is important. Show them everything your business has to offer without overwhelming your recipient.

12. Clarify your terms and conditions.

Your business proposal should include details on your project timeline and payment schedule. This summary is basically what you and the client agree to if they accept your proposal.

How to write a business proposal: Example Terms and Conditions

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How to Write a Perfect Proposal Letter: Step-by-Step (Examples)

By Status.net Editorial Team on November 8, 2023 — 14 minutes to read

  • Understanding Proposal Letters Part 1
  • Structuring Your Proposal Letter Part 2
  • Key Elements of a Proposal Letter Part 3
  • Step-By-Step Guide to Writing a Proposal Letter Part 4
  • How to Write a Business Proposal Letter (Example) Part 5
  • How to Write a Job Proposal Letter (Example) Part 6
  • How to Write an Academic Proposal Letter (Example) Part 7
  • Successful Business Proposal Email Example Part 8
  • Example of a Proposal Letter for a Marketing Project Part 9
  • Effective Job Proposal Email Example Part 10

Part 1 Understanding Proposal Letters

A proposal letter is a written document sent to a potential client, employer, or partner, outlining your proposed idea, project, or plan. It aims to persuade the recipient to consider your proposal and take action on it.

To begin with, think of the end goal. Identify what you want to achieve with your proposal letter. This could be anything from securing a contract to obtaining funding for a project. Having a clear objective in mind helps you create a compelling document.

Next, research your target audience. Understand the recipient’s needs, preferences, and potential pain points. Tailor your letter to demonstrate how it addresses their specific requirements boosting your chances of success.

Now, let’s discuss the structure of a proposal letter. Generally, it follows a simple layout:

  • Salutation : Start with a formal greeting, addressing the recipient by their full name or title.
  • Introduction : Introduce the purpose of your letter, highlighting the central theme of your proposal.
  • Body : Explain your proposal in detail, including benefits, costs, timeline, and any other vital information.
  • Conclusion : Summarize the key points and request for a follow-up meeting or discussion.
  • Closing : End with a courteous sign-off, such as “Sincerely” or “Best regards.”

Part 2 Structuring Your Proposal Letter

Starting with a strong introduction.

Begin your proposal letter with a friendly, professional tone that captures your reader’s attention. Introduce yourself and your organization, briefly explaining your background and experience. Connect with your reader by showing that you understand their needs and goals. Make sure you mention the purpose of your proposal and the solution you want to offer with confidence.

Proposing Your Idea

After laying the groundwork, dive into the details of your proposal. Explain what your solution or idea is and how it addresses the needs and goals mentioned earlier. Make sure to highlight the key benefits, focusing on what’s in it for your reader. Be specific and use facts, figures, and examples to support your claims. Keep your paragraphs organized and use bullet points or bold text to emphasize important information.

For example:

  • Benefit 1: Reduction in production costs by 30%
  • Benefit 2: Improved customer satisfaction
  • Benefit 3: Streamlined workflow processes

This will help your reader easily understand and remember the main points of your proposal.

Ending with a Perfect Conclusion

End your proposal letter on a positive note, summarizing the main benefits and advantages of your idea. Reiterate your enthusiasm and commitment to providing the best solution possible. Offer your assistance in answering any questions or addressing concerns your reader might have. Finish with a call-to-action, such as setting up a meeting or signing a contract, and provide your contact information so they can easily get in touch with you.

Part 3 Key Elements of a Proposal Letter

Clear objective.

A successful proposal letter begins with a clear objective. When writing your letter, make sure to state the purpose of the proposal in a concise and straightforward manner. This helps the reader understand what you want to achieve and the solution you’re providing. Avoid using jargon or complex language, as it can be confusing and might lead the reader to misunderstand the core message.

Specific Details

Providing specific details is important to make your proposal letter more persuasive. This includes outlining the scope of work, timeframe, and estimated costs for the project. You should also highlight any unique aspects of your proposal that set it apart from competitors or alternative solutions.

For example, if you’re proposing a marketing campaign, you could outline the target audience, marketing channels you’ll use, content creation, and metrics for success. By providing specifics, you demonstrate that you’ve put thought into the project and have a well-planned approach, instilling confidence in the reader that you are the right choice.

Compelling Reasoning

Your proposal letter should include compelling reasoning for why the recipient should choose your solution. This can include:

  • Demonstrating your expertise and experience in the field
  • Explaining the benefits of your proposed solution
  • Sharing success stories and testimonials from past clients or projects
  • Outlining how your proposal aligns with the recipient’s goals and needs

For example, continuing with the marketing campaign proposal, you could discuss how your experience in handling similar projects has led to significant increases in sales and brand recognition for your clients. Also, you might explain how your approach aligns with the recipient’s target demographics or business objectives to strengthen your case.

Part 4 Step-By-Step Guide to Writing a Proposal Letter

  • Start by addressing the recipient with their professional title and full name.
  • In the first paragraph, state the purpose of your letter and summarize your proposal briefly. Make sure to highlight the key benefits of your proposal for the recipient or their organization.
  • In the next few paragraphs, provide details about your proposed project or partnership, such as your objectives, timelines, and expected outcomes. Also, showcase your competence and experience by mentioning relevant achievements or past collaborations.
  • When closing the letter, express gratitude for their time and consideration. Offer to provide further information or answer any questions they may have.
  • Lastly, include your full name, title, contact information, and signature.

Choosing the Right Format

Make sure your letter is in the right format to make it look professional. You will typically use a business letter format, which includes:

  • Your contact information
  • The recipient’s contact information
  • Subject line (optional)
  • Body of the letter

[Contact Details]

Dear [Recipient’s Name],

Re: [Proposal subject]

[Body of the letter]

[Your Name]

Setting the Tone

Maintain a friendly yet professional tone throughout your proposal letter. Be polite and respectful, addressing the recipient by their full name, and using “please” and “thank you” when appropriate. Keep the language conversational but clear, so your reader can easily understand your proposal. Stay away from overly technical terms or jargon, unless it is necessary and you’re sure your recipient will understand it.

Drafting the Body

Begin by providing an overview of the problem or need your proposal is addressing. Clearly explain the issue and why it’s important to solve it. Next, describe your proposed solution in detail, outlining your plan and how it will benefit the recipient. Be specific and realistic in your description; for example, if you’re proposing a project with a timeline and budget, include concrete figures and dates.

Break down your proposal into smaller sections, using separate paragraphs or even bullet points if helpful. This makes it easier for your reader to follow your argument and understand the various aspects of your proposal. Here’s a quick outline of what you should cover in the body of your proposal letter:

  • Problem/need introduction
  • Proposed solution
  • Benefits of the solution
  • Timeline and budget (if applicable)
  • Your qualifications (why you’re the right choice to carry out the proposal)
  • A call to action (how they can take the next step)

Proofreading Carefully

Before sending your proposal letter, take the time to thoroughly proofread it for errors in grammar, spelling, and formatting. Ensuring that your letter is polished and error-free shows the recipient that you take your proposal seriously and are committed to quality in your work. If possible, ask a colleague or friend to review your letter as well since a fresh set of eyes can often catch errors that you might have missed.

Part 5 How to Write a Business Proposal Letter (Example)

When writing a business proposal letter, your goal is to present your ideas or services in a way that’s compelling and clear. Business proposal letters can be sent to potential clients, partners, or investors. Here are some tips for writing an effective business proposal letter:

  • Start with a brief introduction of your company and its offerings.
  • Highlight the benefits of your product or service, focusing on the value it will bring to the recipient.
  • Be specific about costs, timelines, and any other relevant information.
  • Use clear, concise language, and avoid using jargon or overly technical terms.
  • Close the letter by mentioning next steps, such as arranging a meeting or following up with further information.
Subject: New Collaboration Opportunity with [Your Company Name] Dear [Recipient’s Name], I’m reaching out on behalf of [Your Company Name] to discuss an exciting opportunity for collaboration. Our team has developed an innovative marketing strategy that could greatly benefit your company by increasing your customer acquisition rate by 20% within the next six months. […] We look forward to the possibility of working together and will be in touch shortly to schedule a meeting to discuss further details.

Part 6 How to Write a Job Proposal Letter (Example)

Job proposal letters are typically written by job seekers looking to create their own position within a company or to highlight their unique skills and experience. These letters should be concise, persuasive, and tailored to the specific company and its needs. Here are some key points to include:

  • Briefly mention your background and skills relevant to the position.
  • Describe how your unique abilities can positively impact the organization.
  • Offer specific examples of how you can contribute to the company’s goals and objectives.
  • End with a call to action, offering to provide more information or meet to discuss the opportunity further.
Subject: Job Proposal for Social Media Manager at [Company] Dear [Recipient’s Name], As an experienced social media professional, I am excited by the opportunity to bring my skills and expertise to [Company]. Based on my research of your current online presence, I believe I can contribute to increasing your brand awareness and engagement through a tailored social media strategy. […] I would appreciate the opportunity to further discuss how my background and passion for social media can contribute to [Company]’s growth and success. Please feel free to contact me at your convenience.

Part 7 How to Write an Academic Proposal Letter (Example)

Academic proposal letters are typically written by students or researchers seeking funding or approval for a research project. These letters should be well-organized, clear, and focused on the proposed project’s objectives and potential benefits. Consider the following when working on your academic proposal letter:

  • Introduce the main research question or hypothesis.
  • Provide a brief overview of the project’s methodology and work plan.
  • Describe the expected outcomes and significance of the research.
  • Include information about the project’s potential impact on the field and broader society.
Subject: Research Proposal for Study on the Effects of Mindfulness-Based Interventions Dear [Recipient’s Name], I am writing to propose a research project investigating the effects of mindfulness-based interventions on individuals suffering from chronic stress. The primary aim of the study will be to determine the overall efficacy of these interventions in reducing stress levels and improving overall mental wellbeing.
[…] I am confident that the results of this research will contribute significantly to our understanding of the relationship between mindfulness and mental health.

Part 8 Successful Business Proposal Email Example

Imagine you own a marketing agency, and you’d like to help a local business grow their social media presence. Start by addressing the recipient’s pain points, such as limited engagement on their platforms. Then, briefly introduce your agency and express excitement about working together: Subject: Boost Your Social Media Engagement with Our Expertise

We’ve noticed that your business has a strong online presence, but engagement on your social media channels seems to be underwhelming. Our team at [Your Agency’s Name] can help you turn this around and maximize your audience interaction.

With our tailored social media marketing strategies, we’ve helped numerous clients increase their online engagement by an average of 65%. Our approach focuses on:

– Identifying and targeting your ideal customers – Creating high-quality, engaging content – Enhancing brand image and authority

We would love to discuss this opportunity further and provide you with a detailed plan on how we can work together to elevate your social media presence.

Looking forward to hearing from you, [Your Full Name] [Your Agency’s Name] [Contact Details]

Part 9 Example of a Proposal Letter for a Marketing Project

I’m excited to present our idea for boosting sales at ABC Company through a targeted marketing campaign.

As we discussed in our previous meeting, the sales figures have plateaued over the past year. Our marketing team has analyzed the situation and developed a strategy to increase brand awareness and boost sales. The campaign will focus on social media, email marketing, and online advertisements.

By implementing this project, we expect the following results:

– Enhanced brand visibility – Increased customer engagement – A 20% rise in sales within six months

The total cost for the marketing campaign is $10,000. This includes creative design, copywriting, ad placements, and performance monitoring. We propose a six-month timeline for the project, starting in December.

I would be delighted to discuss the proposal in more detail or provide further information as needed. Please let me know your availability, and I’ll schedule a follow-up meeting at your convenience.

Thank you for considering our proposal. I look forward to working together on this exciting project.

Best regards, [Name]

Keep in mind that proposal letters vary in length and detail depending on the project’s size and complexity. Always customize your letter to fit the specific requirements and expectations of the recipient.

Part 10 Effective Job Proposal Email Example

Now, let’s say you’re a freelance graphic designer aiming to work with a company that recently launched a new product. Start by expressing your intentions and introduce your expertise. Showcase your experience and services offered related to their needs:

Subject: Elevate Your New Product Launch with Professional Graphic Design Services

Hello [Recipient’s Name],

I recently came across your new product launch, and I believe your marketing materials could benefit from some professional graphic design enhancements. As an experienced graphic designer, I’d like to offer my services to help elevate your visual presentation and attract more customers.

With over five years of experience in the industry, I can create compelling designs for:

– Product packaging – Promotional materials (e.g., brochures, banners, posters) – Social media graphics – Website elements

Please find my online portfolio attached, showcasing my diverse design styles and previous projects. I’m confident that my skills and expertise can significantly contribute to your product’s success in the market.

If you’re interested, kindly reach out to me to discuss further details and pricing.

Best regards, [Your Full Name] [Contact Details]

Frequently Asked Questions

1. what are the key components to include in a proposal letter.

A well-crafted proposal letter should include the following key components:

  • Opening Statement: Start with a concise and informative introduction that grabs the reader’s attention.
  • Background Information: Provide necessary context to help your reader understand the problem or opportunity.
  • Proposed Solution: Outline your proposed solution, including your unique selling points or innovative approach.
  • Timeline and Budget: Give a brief overview of the estimated project duration and budget required.
  • Call to Action: End with a call to action, inviting the reader to take the next step, whether it’s to request more information, schedule a meeting, or approve the proposal.

2. Can you share some tips on making a proposal letter persuasive?

To make your proposal letter persuasive, consider these tips:

  • Use clear and concise language to effectively communicate your ideas.
  • Focus on the benefits that the reader will gain from your proposal, emphasizing the value you bring.
  • Include specific examples, case studies, or testimonials to back up your claims.
  • Address any potential objections or concerns the reader may have and provide appropriate solutions.

3. What’s the best way to structure a proposal letter for a research project?

A research proposal letter should generally include the following structure:

  • Introduction: Provide a brief overview of your research topic and its significance.
  • Background and Literature Review: Summarize relevant research and demonstrate your expertise in the field.
  • Research Questions and Objectives: Clearly state your research questions and the expected outcomes.
  • Methodology: Explain your research approach and the techniques you will use.
  • Expected Results: Provide an idea of the anticipated results and their significance.
  • Timeline and Budget: Outline the project timeline and the funding required.

4. How do I create an effective business proposal letter for a potential client?

To create an effective business proposal letter, follow these steps:

  • Start with a strong opening that captures the client’s attention.
  • Clearly state the problem or opportunity your proposal addresses.
  • Present your proposed solution, focusing on its unique and beneficial aspects.
  • Provide evidence of your expertise and past successes, such as case studies or testimonials.
  • Detail any necessary resources, deliverables, and a realistic timeline.
  • End with a compelling call to action, inviting the client to take the next step.

5. In what order should I present my ideas when writing a proposal letter step by step?

When writing your proposal letter, present your ideas in a logical order that flows well for the reader. A typical order could include:

  • Opening Statement: Grab the reader’s attention and introduce your proposal.
  • Background Information: Provide relevant context to help your audience understand the issue or opportunity.
  • Proposed Solution: Detail your unique and compelling solution to the problem.
  • Evidence and Support: Showcase your expertise, past successes, and any supporting data.
  • Timeline and Budget: Give an overview of the project’s duration and required funding.
  • Call to Action: Conclude with a strong call to action that encourages the reader to move forward.
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167 Free Business Proposal Templates

Close your deals faster and win over potential clients with a stunning project proposal template. Get started with any of 167+ business proposal samples from PandaDoc.

  • Project Proposals
  • Freelance proposals
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What are business proposals used for?

A great marketing proposal can be just as important as an outstanding business plan when it comes to winning new business.

Business online proposals give a potential client all the information they need to make an informed decision about your company, the products or services you sell, and why they should work with you.

Well-organized sales proposals help your business stand out from the crowd during the early stages of the sales process. This is critical because your prospective clients are considering competitors, soliciting bids, and comparing proposed solutions to their problem.

What goes into a business proposal?

While there isn’t a set business proposal format, there are a few basic things that your proposal should have. These include:

  • Cover page or title page
  • Introduction or cover letter
  • Company overview and contact information
  • Executive summary
  • Project overview
  • Scope of work documentation
  • Terms of the agreement
  • Signature field

Sales and marketing proposals are highly flexible and their contents depend on the complexity of the project.

A web design or graphic design proposal might not be as complex a construction proposal for a new building, which might need to include an extensive roadmap and production timeframe in order to meet the minimum requirements of the bid.

No matter your deliverable, your business proposal should help you cross the threshold between marketing and sales. You could include testimonials and a small portfolio of your previous work in order to build trust. A problem statement and basic pricing information are also good candidates for inclusion.

At the end of the day, your business proposal should contain a combination of both custom and boilerplate information.

Include the marketing content that would apply to any customer, but be sure to leave a little room to personalize your proposal so that business owners know you took the time to understand their problem and offer a genuine solution.

Business proposal templates and examples from PandaDoc

While business proposals can help your organization stand out from the crowd, you can’t devote hours to building the perfect proposal every time.

When responding to RFPs or submitting unsolicited proposals, your sales team needs to be able to generate and send content quickly.

That’s why PandaDoc offers free proposal templates to help you create outstanding, customized proposals. While you can download any proposal in our template library as a PDF, signing up for a PandaDoc account will allow you to import our template into the document editor for quick and easy editing.

Browse our business proposal samples and use them to take your sales outreach to the next level.

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32+ Proposal Letter Templates – DOC, PDF

It is difficult to present your small business in a positive light if you don’t have an accurate communication strategy. A business proposal can help you communicate your startup goals properly and professionally. But, a proposal letter template must precede the actual proposal templates . The purpose of this formal letter in Word is to help you excel at communicating what your startup business will be dealing with once established. You can incorporate these brief templates for sending comprehensive yet short business, wedding, school, and other request letters .

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Business Proposal Letter of Intent Template

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Last updated April 4th, 2023

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  • Letter of Intent (LOI) »
  • Business Proposal

A  business proposal letter of intent (LOI) is a formal document summarizing the proposed terms of a business deal or transaction with another party. The letter outlines the general terms and conditions of a formal agreement to start the negotiation process. Once completed, the document will describe the purpose of the transaction, which may come as an investment in a business, joint venture, real estate investment, or business acquisition.

What to Include

A business proposal letter of intent should detail the basic terms of a future transaction between two parties. Once both parties accept the terms of this agreement, a more detailed agreement may be drafted. Most business proposal LOIs will include the following information.

Party Information

The name of the individual or company submitting the proposal LOI should be included in the document. The name of the recipient should also be included.

Transaction Type

Since a business proposal letter of intent can be used for various transactions , the letter should clearly describe the nature of the proposal . Some examples of transaction types are:

  • Investment in real estate
  • The purchase of a business outright
  • Investment in partial ownership of a company or partnership

Payment Details

An essential provision in any letter of intent is how much a potential investment or acquisition will cost, who will be paid, and what percentage of ownership interest the buyer will receive for their investment.

Additionally, whether the letter is conditional on the investor’s ability to obtain financing should also be relayed in the document.

Due Diligence and Investment Conditions

Most investors will want the opportunity to perform their due diligence as a condition of their commitment to the business transaction they intend to make. The LOI will often contain a provision that states the investor’s intention to do this and communicate that information with other relevant parties.

Critical deadlines should be noted on the document. Some important dates may include:

  • The effective date of the LOI.
  • How many days the investor has to enter a formal agreement after receiving all due diligence materials.
  • The deadline to sign and return a duplicate copy of the LOI to the investor after acceptance.
  • The signing dates of the investor and principal members.

When To Use

A business proposal letter of intent is a valuable tool to ensure both parties are on the same page before incurring due diligence costs and drafting a formal agreement. Some situations where a business proposal LOI include:

  • Mergers and Acquisitions : A prospective buyer may use an LOI to inform a business owner of their interest in purchasing the owner’s business and how much they offer to pay.
  • Joint Ventures : A business proposal letter of intent may be used to propose that two companies work together on a mutually beneficial project or purpose for a limited amount of time.
  • Real Estate Transactions : A business transaction LOI may be drafted by a buyer to begin negotiations with a property owner. These are often used as bargaining tools in commercial real estate purchases.

Download: PDF , Word (.docx) , OpenDocument

BUSINESS PROPOSAL LETTER OF INTENT

Date: [DATE] (the “Effective Date”)

[SENDER (e.g., INVESTOR) NAME]  [SENDER STREET ADDRESS] [SENDER CITY, STATE, ZIP]

[RECIPIENT (e.g., BUSINESS OWNER) NAME] [RECIPIENT STREET ADDRESS] [RECIPIENT CITY, STATE, ZIP]

RE: Business Proposal

This Business Purchase Letter of Intent (the “Letter”) sets forth the proposed terms and conditions of the Purchase described hereunder and shall govern the relationship between the Investor and Shareholder (the “Parties”) until replaced by a definitive, formal agreement addressing the same purchase and subject matter (the “Definitive Agreement”). The Purchase considered in this Letter and in the Definitive Agreement is subject in all respects to the following:

1. THE INVESTOR .  [INVESTOR NAME] (the “Investor”) with a mailing address of [ADDRESS] .

2. THE INVESTMENT .  [INVESTMENT NAME] (the “Investment”).

3. INVESTMENT AMOUNT . $ [INVESTMENT AMOUNT] (the “Investment Amount”), payable on the closing date set out in this Letter.

4. THE PRINCIPAL SHAREHOLDERS . [PRINCIPAL SHAREHOLDER NAMES] (the “Principal Shareholders”) are the main shareholders or owners of the Investment.

5. THE TRANSACTION . The Investor agrees to pay the Principal Shareholders the amount of $ [INVESTMENT AMOUNT] for [OWNERSHIP PERCENTAGE] % ownership interest in the Investment.

6. INVESTMENT CONDITIONS . It shall be the obligation of the Investor to review all materials provided and, subject to the satisfaction of the Investor, enter into a formal agreement within [NUMBER] days after receiving all necessary materials. The conditions of the investment also include:

  • The review and approval of all materials in the possession and control of the Principal Shareholders;
  • The Investor and its advisors having had a reasonable opportunity to perform the searches and due diligence to their satisfaction;
  • The Investor being able to communicate with necessary clients, customers, vendors, tenants, or other third parties necessary; and [ADDITIONAL CONDITIONS] .

7. CLOSING . The closing (the “Closing”) is the act of closing the transaction where the Principal Shareholders exchange the Investment for the Investment Amount. The Closing shall occur: [CLOSING TERMS] .

8. CONFIDENTIALITY . The Investor and Shareholders shall maintain the negotiations and pertinent information confidential and limited only to the parties’ advisors, internal staff, or other necessary third (3 rd ) parties. Press or public releases are prohibited without prior mutual written authorization from the parties or as required by law.

9. GOOD FAITH NEGOTIATIONS. The Investor and the Principal Shareholders agree to into good faith negotiations to execute a formal agreement or close the transaction.

10. EXCLUSIVE OPPORTUNITY . The parties shall refrain from entering into negotiations or discussions concerning the Business with any other party unless another agreement (e.g., option to purchase, first right of refusal, etc.) is already in place.

11. GOVERNING LAW . This Letter shall be governed under the laws of the State of [STATE NAME] .

12. SEVERABILITY . In case any provision or wording in this Letter shall be held invalid, illegal or unenforceable, the validity, legality, and enforceability of the remaining provisions shall not be affected or impaired.

13. SIGNATURES .

Investor Signature: ___________________ Date: [MM/DD/YYYY] Print Name: [INVESTOR NAME]

Principal Shareholder Signature: ___________________ Date: [MM/DD/YYYY] Print Name: [PRINCIPAL SHAREHOLDER NAME]

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  • Sample Letters

FREE 40+ Business Proposal Letter Templates in PDF | MS Word | Pages | Google Docs

business proposal letter examples

A business proposal letter is a letter written by business owners to encourage or sell to prospective buyers to use or purchase their products and services. A business proposal should also include the specifications about the product being sold, like price, quality and quantity, delivery date and time, packaging, and payment terms.

Business Proposal Letter Example

32 sample business proposal letters, sample proposal letter - 13+ free documents in pdf, word, sample business proposal cover letter - 7+ documents in pdf, word.

Business owners write business proposals as a way to sustain their businesses, by marketing their products to prospective companies or buyers. One of the goals of writing business proposals is to gain the trust of their buyers, and, in the long run, their loyalty. We have Sample Letters to help you create the best business proposal.

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What to Write in a Business Proposal Letter?

You want to make a first impression to your prospective buyer. To do that you will need to include the following to your business proposal:

  • A  Business Proposal Cover Letter  will include the name of your company, your name, the date of submission, as well as the name of the person you will be submitting the proposal to.
  • An executive summary contains information on what you will do or provide and how the customer will benefit from the proposal.
  • It should also state your target market or your consumer, and how likely they are to consume your products or services.
  • Clearly state your qualifications to demonstrate to your prospective buyers that you are capable of doing or providing what you are proposing.
  • Provide a clear contract and pricing . Don’t let your buyer assume or misunderstand anything about your proposal.

What Is a Letter of Proposal?

A proposal letter is written to ask permission or suggestion to make a purchase, write an article about, or do a project. Since it is a written suggestion, all the ideas that one has in mind can be written there, and an action should be taken or provided for those specific ideas. You may also check  Sample Proposal Letters .

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 Types of Proposals

  • A preliminary proposal is requested by a sponsor to minimize putting too much effort on a full proposal. They may be in the form of a letter of intent or an abstract of the plan or proposal.
  • A solicited proposal is a response to a specific project. It should adhere to the guidelines being asked from that project. One type of a solicited proposal is a Request for Proposal or RFP.
  • A renewal proposal is used to request for continued support from their sponsors for a project that is still existing.
  • Limited submissions mean that the sponsor or sponsors are limiting the number of proposals an institution can submit.
  • A revised budget is requested by a sponsor when they want to fund a proposed project whose original budget is different.
  • An unsolicited proposal is submitted to a sponsor who did not ask for a solicitation but is believed to have an interest in the project.
  • The  supplemental proposal is used to request to increase the sponsor’s support to the current budget for any plans of expansion.
  • A revised proposal  is a proposal that has been modified but is not yet officially approved or declined by the sponsor. If the proposal is declined, a new one should be created.

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How to Write a Business Proposal

  • Once you have determined your prospective buyers and found a good timing for your product, you need to choose the best  Business Proposal Format for your business proposal.
  • Make an impressive cover letter and outline the scope of your project or product. Tell them why you are the best company for the job.
  • This is optional, but you may add a table of contents so that the reader can easily find what they are looking for.
  • The body of your proposal should answer the who, what, where, when, how, and why questions about your proposal. Include a disclaimer about the type of products or work you can provide.
  • Create a conclusion that has a call of action. This will encourage your client to take immediate action.
  • Lastly, you should never forget to thank your client for taking time to review your proposal.

What Is a Marketing Letter?

What makes a marketing letter different from a  Business Proposal ? While a business proposal is a sales pitch, a marketing letter is a publication or a newsletter that provides information related to marketing conditions and expectations. They are usually sent by businesses to their clients. Marketing letters also provide marketing commentaries and investment recommendations.

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How to Write an Effective Business Proposal/Letter

  • Use the proper or appropriate format for your proposal.
  • When writing a  Business Proposal Letter to Client , always address the needs of your client, the administration, and the solution.
  • You need first to understand the clients’s business and what they are going through.
  • Address the client’s needs in your business proposal and why you are the best person or company that can do the job.
  • Clearly state the product or service prices and the contract. Do not leave any room for confusion or for the client to assume anything.
  • Make your sentences short and simple. Use simple words and do not use any jargon in your proposal letter.
  • If you have to, you can add in graphs or pictures to make the client understand the proposal better.
  • Include important and appropriate information in your letter. You may also include customer reviews and the link to your website.
  • Close your proposal by thanking the client for their time and consideration. Also include a call to action to encourage them to respond to your proposal immediately.
  • Always have it spell-checked and proofread for any spelling or grammatical errors. This way your business proposal will look very presentable.

If you are interested in looking for other kinds of letters, you can browse through our website. Our sample templates are free and easy to download. You can easily edit them per your specifications or needs. The file size of the samples are lightweight since they are in PDF and Doc formats, which are compatible to most devices and office applications. What are you waiting for? Download now!

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Business Proposal Letter

Business Proposal Letter Examples

Business proposal letters are created and sent by entities to provide the details of the services that they can provide to other businesses or individuals. It is essential to create a business proposal letter if you would like to transact new business opportunities to a variety of people, organization, and companies. You may also see business reference letter examples.

As formal documents, letters containing business proposals must be formatted professionally and must contain a content that is usable in corporate transactions. There are no strict rules that  must be followed in creating a business proposal letter. However, you must always be aware of the basics of formal letter writing. To help you create an effective business proposal letter, refer to the templates available for download in this post.

Free Proposal Letter for Business Template

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Business Proposal Cover Letters

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Size: 12 KB

What Is a Business Proposal Letter?

There are different kinds of business proposal letters that are used in varying circumstances and corporate offerings. A few ways on how a business proposal letters can be defined are as follows:

1. A business proposal letter is the document that contains the outline about the proposed partnership of one business to another.  It can be used to create a relationship between corporate entities or it can also be made to assure the healthy competition between organizations through tie-ups and other combined programs. You may also see project proposal examples.

2. Business proposal letters are persuasive documents that help a client decide whether he/she needs to purchase an item or acquire a particular service from a provider. There are product proposals and  service proposals that are asked by an entity and there are also business proposals that are sent in an unsolicited manner. Whatever kind of business proposal letter it is that you will make, always assure that you can deliver the items that your client needs so they can decide accordingly on getting your services.

3. Business proposal letters can also be used by freelancers to offer their services to corporations. Being able to create a business proposal can make a freelancer a supplier of a particular business especially if the individual can provide the minimum needs of the company. You may also like acknowledgement letter examples & samples.

4. A business proposal letter is a way of showcasing the offerings of a company to its clients. Providing the information about the services and/or products of a business through a business proposal can be very helpful both in retail and wholesale transactions. More so, there is a big chance for business proposal to be approved for the purpose of other professional transactions. You may also check out proposal memo examples & samples.

The definition of a business proposal letter depends on its purpose and how it can be of help to gather new business commitments from a variety of entities. It is very important for you to be aware of the kind of proposal that you would like to have so it will be easier for you to curate the content of the business document.

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How to Create an Effective Business Proposal Letter

A business proposal can only be deemed effective if it can provide favorable responses from the entities where the free proposal has been sent. You can create an effective business proposal letter by assuring that these characteristics are present within the document that you will provide to clients, businesses or any other entities whom you want to have a business transaction with:

1. Your business proposal letter should have a focus. It is very important for a business proposal letter to be direct to the point. You need to discuss important parts of the proposal which will help you sell your offerings. A business proposal letter should be persuasive but not to the point that it is already hard selling the items that you would like to offer to people. You may also see appointment letter examples & samples.

2. Business proposal letters should be relevant. The items that you will write in a business proposal letter should showcase how you can be of help to the needs of the clients. Also, you need to present how you can provide them with their wants through properly discussing the benefits of your services. In some cases, effective business proposal letters are those that contain possible solutions to the current problems of an entity. You may also like proposal examples in pdf .

3. A business proposal should be informative. Your business proposal should contain most, if not all, the answers to the basic or frequently asked questions that can be thrown at you. Initially discussing these items will help consumers and businesses to put their trust on what you are offering. More so, the first discussion of a proposal can provide a big impact on how ready are you in terms of providing your services when needed. You might be interested in notice letter examples.

4. Your business proposal should be professionally formatted. It is essential for a business proposal to relay the content of its discussion in an organized manner. Using a specific proposal format within the entirety of the document will help create a business proposal letter that can be easily understood by the targeted readers.

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Inclusions of a Business Proposal Letter

A business proposal letter must be comprehensive and accurate to assure that you are representing your business well. Aside from the basic information that can be found in a formal letter, some of the items that should always be present in a business proposal letter include the following:

1. Always specify the name and company of your expected letter receiver. As a formal document, you need to provide the basic information of the person that you would like to transact with. The last thing that you want to happen is for the letter receiver to think that your business proposal letter is a generic pitch or proposal template that you send out to different corporations and business establishments.

2. Provide a specific discussion about your offer. Always specify the items that you can offer may it be in a form of a product or a service. Being able to showcase these items and relay how they can be the solutions to the current undertakings of a business can help your business proposal to be approved. May it be a partnership proposal or any other kinds of business transactions, always provide the reason why you would like to transact with another entity.

3. Be accurate with your pricing. The prices of your offerings present in a business proposal letter should be based on your updated pricing information. You do not want misunderstandings to occur especially if the proposal has been approved but then you will find out that the information that you have given is incorrect. Always be ready in proposal approvals so make sure that your pricing is correct. You may also check out research proposal examples & samples.

In creating a business proposal letter, always be aware of the guidelines that we have presented in this post and the items that you must always include in the particular letter document. Remember that a business proposal letter can help you a lot to gather new clients so put a lot of effort and time in curating it. You may also see short proposal examples & samples.

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Business Proposal Letter

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Introduction

Business proposal letter definition, reasons responsible for writing business proposal letter, how to write a business proposal.

  • First, understand  your client’s need and describe it properly
  • Second, what kind of solution you can provide to them
  • Third, what type of administrative structure your business follows

Understand your client's requirements

  • What is the biggest challenge your business is facing right now?
  • When have they first realized this problem persist in their industry?
  • How this problem has affected your business and in what spheres?
  • What is the best result they wish to get from this project?
  • What are the measures they decided to take for completing this project?

Solution you can provide

  • Write your words in such a way that you have a deep understanding of this problem and only you can offer the best solution to this problem. Have you done any case study on this particular issue? If yes, then mention that in your letter too.
  • How well you can address the need? Mention this in your letter. What are the steps you are going to take to curb this problem? Define each step properly.
  • What potential result you can assure to provide to your clients?

Type of administration you follow in your business

  • Fixed timeline you follow to complete a project
  • Terms and policies

Basic tips for writing an effective business proposal letter

  • Think how your clients will receive response to their needs and therefore, you should use phrases and words in that way that can easily convince your clients.
  • Include any social or cultural issue that can put in the form of comprehension
  • Use simple and short sentences so that it looks you are directly approaching them. Don’t make it looks cluttered with long paragraphs and complex sentences.
  • If possible, try to include any visual charts or graphs as in today’s age, images speak louder than words. Using different visual elements, you can easily make your client understand your points.
  • Once your proposal letter is ready, consider proofreading the content to avoid grammar or spelling errors.

Business proposal letter template – why you must use them

Benefits associated with business letter templates, helps in developing company’s image, real time saver, it is a document of evidence, getting them is easy, things need to be followed for writing a business proposal letter, make the opening paragraph appealing, define your services and products, mention your company’s specialized services.

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Business Proposal Template for Word, PDF

Business Proposal Template for Word

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Template Highlights

  • Add a summary of the problem, your proposed solution, pricing info, timeline, a short conclusion, terms & conditions, and optionally, an appendix
  • Not sure what to say? We got you. Just follow the simple instructions in each section
  • Make it look custom with your own logo & branding
  • Download it as a Word or PDF file
  • Print it, email it, declare your undying love for it

Template Preview

Business Proposal Template

No matter what kind of business you have, you will need to write a proposal at some point. You might respond to a Request for Proposals (RFP) that you saw advertised on an industry website, or you might receive an invitation directly from a client. Either way, it is essential to construct a clear, comprehensive response. You can adapt this template to meet the specific requirements of your potential client.

HubSpot Tip: If your business proposal is particularly long, consider including an Executive Summary that provides the highlights. See HubSpot’s Executive Summary template for more detailed guidance.

Understanding of the Problem

Projects are typically developed around problems that need to be solved. In this section, show the potential client that you understand the history of the problem and the unique requirements that it entails.

Keep your proposal customer-focused. Make the client feel like you understand them better than any of your competitors.

HubSpot Tip: Think of the organization of this section like a funnel. Start with a broad description of the context, then continue to give more specifics about the potential client and their general needs, and finally home in on the particular problem at hand.

Proposed Solution

This section is the heart of your proposal. Present your solution in as much detail as possible, preferably in a step-by-step format that addresses all of the client’s requirements.

To really drive home the point that your offering meets all of the client’s needs, consider providing a “features and benefits” table like the one below. It outlines key parts of your product or service and their specific value to the potential client.

Product/Service Feature

Benefit to the Client

You know the saying “a picture is worth a thousand words”? Well, it rings true in business proposals! Try to provide tables and graphics when possible to break up the narrative and make your points easier to understand and digest. If you work in a field that is suited to it, consider including images and examples of your products or services.

HubSpot Tip: Keep your solution focused on the client. Be specific about how you will meet their unique requirements. Using a proposal template is helpful, but you need to tailor it to every new project.

Pricing Information

While the Proposed Solution section is important for persuading the potential client to choose your company, it is also crucial to provide a well-documented, competitive pricing summary. Make sure you include pricing for everything that you described in the previous section.

Depending on the good or service you are providing, you might be paid on a fixed fee, hourly, or per unit basis. You might want to suggest a one-time payment or a series of installments. If you will be paid in multiple installments, consider detailing this in a Pricing Schedule.

You should also list and explain any assumptions that, if they were to change, would alter the price of your proposal. For example, the number of in-person meetings required, the start and completion dates of the contract, and the number of rounds of revisions allowed.

HubSpot Tip: If your pricing structure is complicated, consider using Microsoft Excel, Google Sheets, or another spreadsheet tool to calculate your final price. You can provide the price in this format or transfer it to your proposal document.

Proposed Schedule

Whether or not your client specified an expected completion date, you will want to propose one. You should offer a detailed schedule of the phases needed to meet the requirements of the proposal. You should also describe the work products, also called deliverables, associated with each phase.

Consider presenting the schedule graphically in a timeline or as a table with activities and dates, as shown below.

Project Activity

Date of Completion

HubSpot Tip: A project schedule is an essential tool for successful project management. By providing a detailed schedule in your proposal, you can show the client that you are committed to completing the project by the deadline.

It is always a good idea to simplify things for the customer. Begin the conclusion by briefly stating why you are the best choice to meet the requirements. Describe the next steps and confirm your availability for future discussions.

Then, rather than make them search for it, provide detailed contact information right at the end of your proposal, so the client can get in touch with you easily.

HubSpot Tip: Consider including a signature page directly in your proposal. This way, the client can sign right away without having to request an additional document.

Terms and Conditions

Include your company’s terms and conditions. The terms and conditions indicate the provisions, requirements, rules, specifications, and standards on which the resulting contract will be based.

HubSpot Tip: Be sure to make any adaptations that are necessary for this specific proposal.

Appendices are a good place to include any information that you think is important, but that the client did not specifically request. Also, it is a good place to insert documents that are too large to include within the document. You can reference the proposal and attach them in the Appendices so that they do not interrupt the flow of the narrative.

HubSpot Tip: Sample items for the Appendices include the bios and/or resumes of the team that would work on the project, photographs of products you will use in the solution, or screenshots of your software solution.

Frequently Asked Questions

How do i write a business proposal, is this template free, can i edit this template, related tags:.

  • Proposals, Estimates & Quotes

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Business tips

20 free proposal templates to ace your pitch

A hero image of an orange document icon on a light yellow background.

In my vast experience of convincing people to do things they're initially sure they don't want to do, I've picked up a trick or two—namely, that no matter how exceptional and transformative your product may be, if your proposal doesn't articulate its value, you might as well fold it into a paper airplane and throw it out a window.

Impactful proposals require structure, which is where a proposal template comes in. It's the strategic framework that turns your pitch into the corporate equivalent of standing outside someone's house with a boombox over your head—except instead of blasting Peter Gabriel, you're serenading prospects with solutions to their pain points.

Here, in a burst of generosity characteristic of neither me nor most of the business industry, I'll share 20 free proposal templates and show you how to use them to showcase your unique offerings.

Table of contents:

How to choose the right proposal template for your needs

Free business proposal templates for any industry, tips for optimizing a proposal template for your business, proposal template next steps, what is a proposal.

A proposal is a persuasive document used to convince someone to buy into your project, idea, or business opportunity. It outlines what you plan to do, how you plan to do it, when you plan to do it, and how much it will cost.

A proposal is the first—and sometimes only—shot to make an impression. It's your opportunity to prove that you understand a potential client's underlying needs and showcase why you're the best choice for the job. A well-crafted proposal can mean the difference between popping Champagne and crying into your takeout.

There are two types of business proposals:

Solicited proposals are submitted in response to a formal client request for proposal (or RFP) and have specific requirements issued by the client.

Unsolicited proposals , sometimes called proactive proposals, are offered to a prospect independent of a request, usually following discussions about their business needs.

Proposals come in all shapes and sizes, from a quick email pitch to a 100-page grant proposal with a budget the size of a small country's GDP. The key is choosing the right level of detail for your audience and objectives. 

If responding to an RFP from a big company, you should roll out the red carpet with videos, case studies, client testimonials—the works. For a small business owner you've been nurturing for months, a short but compelling proposal focused on key benefits and next steps is likely all you'll need.

At the end of the day, a solid proposal should convince your reader that you understand their problems and have the solutions to fix them.

Choosing the right proposal template for your business needs is a strategic decision. 

Different objectives call for a different approach and, thus, a different template. The one you choose should align with your needs and requirements to fit your project like a glove (or at least like a comfortably loose mitten). 

Follow these steps to get started:

Ask yourself, "What is the core purpose of this proposal?" (Not in the existential sense—that's a spiral no one needs.) For example, a project proposal template should facilitate a clear outline of objectives, deliverables, and timelines, while a business proposal template might focus more on market analysis and competitive edge.

Next, consider who's sitting across the table from you. A contract proposal for legal professionals will differ vastly from a storyboard proposal aimed at creatives. The template should speak their language and cater to their expectations. 

Lastly, consider your desired outcome or what you're after. Are you looking to win a contract, forge a partnership, or charm the coins out of investors' pockets? Your template should have all the necessary details to prompt a reaction more positive than the one I get when I say I'm a writer at a family gathering.

Crafting polished proposals is key to winning new clients and growing your business. But who has the time to start from scratch every time? These business proposal example templates have got you covered. Clients and customers will be so impressed with your beautifully crafted proposal that they won't even realize how little effort it actually took.

Project proposal template

Orange and white project proposal template that outlines the details of a specific project, including an executive summary, objectives, scope, timeline, and costs, submitted for approval or funding

A project proposal outlines the details of a specific project, including an executive summary, objectives, scope, timeline, and costs, submitted for approval or funding. It's essentially a wishlist of how you plan to spend someone else's money.

Best used for: Securing funding or approval for a project

Who should use it: Project managers, business owners, entrepreneurs, non-profit organizations

Business proposal template

Orange and white business proposal template including an executive summary, objective and proposed solution

A business proposal is a comprehensive offer from a business to a prospective client detailing how the business can meet the client's needs and the benefits of choosing its services or products.

Best used for: Securing funding from investors, attracting new clients, or partnering with other businesses

Who should use it: Business owners, entrepreneurs, sales professionals

Job proposal template

Orange and white job proposal template including an executive summary, understanding your needs and proposed services

A job proposal helps freelancers pitch their services effectively to potential clients. It emphasizes understanding client needs and providing a breakdown of project costs, which improves pitch quality and increases the chances of securing valuable client partnerships.

Best used for: Securing freelance work

Who should use it: Freelancers of all types, including writers, designers, developers, and more

Proposal letter template

Orange and white proposal letter template including an overview of the benefits and value proposition

A proposal letter is written to offer a solution or service to a potential client, providing an overview of the benefits and value proposition .

Best used for: Concisely presenting a proposal to a potential client or partner

Who should use it: Business owners, sales professionals, freelancers

Contract proposal template

White and orange contract proposal template including a section for the introduction, scope of work and schedule

A contract proposal is a formal offer detailing the terms and conditions under which a party will perform services or deliver goods to another party. It's the prenup of the business world.

Note: always run such contracts by your legal team to ensure they align with your interests and comply with relevant laws.

Best used for: Securing a contract with a client or partner

Who should use it: Business owners, sales professionals, lawyers

Event proposal template

White and orange event proposal template including sections for an event concept, program outline and logistics

An event proposal is a detailed plan submitted to stakeholders outlining the concept, logistics, budget, and expected outcomes of a proposed event. It's the party planner's battle strategy, where success is measured not in conquests but in compliments and clinking glasses.

Best used for: Securing funding or approval for an event

Who should use it: Event planners, non-profit organizations, businesses

Content marketing proposal template

White and orange content marketing proposal template including a section for the executive summary, business objectives and content marketing tactics

A content marketing proposal is a strategic plan presented to a client outlining how content marketing can be used to meet their business objectives , including tactics, content types, and measurement methods.

Best used for: Securing a content marketing contract with a client

Who should use it: Content marketers, freelancers, agencies

Proposal planning template

White and orange proposal planning template including a section for the project overview, approach, resources required and more

A proposal plan is a structured document that outlines the approach, resources, and timeline for accomplishing a specific goal or project. It's essentially admitting you need a plan to make your plan. It's plans all the way down.

Best used for: Ensuring that a proposal is well organized, persuasive, and complete

Who should use it: Anyone who writes proposals, including business owners, sales professionals, freelancers, and non-profit organizations

Research proposal template

White and orange research proposal template including a section for the executive summary, project overview, background and methodology

A research proposal is a systematic plan proposing a research project, typically including the research objectives, methodology, timeline, and estimated budget—the "hold my beer" for academics.

Best used for: Securing funding or approval for a research project

Who should use it: Researchers, academics, students

Budget proposal template

White and orange budget proposal template including a section for the introduction and projected income

A budget proposal is a financial plan that estimates the income and expenditures for a specific project or department over a set period—a bean counter's dream.

Best used for: Securing funding or approval for a budget

Who should use it: Project managers, event planners, business owners

SEO proposal template

White and orange contract proposal template including a section for the executive summary, current SEO status, and SEO objectives

An SEO proposal outlines a strategy for improving a client's search engine rankings , including tactics, tools, and expected outcomes. It basically says, "Follow me, and I'll show you how to be more sought-after than a parking spot at Trader Joe's on a Saturday."

Best used for: Securing an SEO contract with a client

Who should use it: SEO professionals, freelancers, agencies

Web design proposal template

White and orange web design proposal template including a section for the executive summary and current SEO status

A web design proposal outlines the scope, design, functionality, and cost of a website developed for a client. It essentially helps navigate the journey from "Hey, I need a website" to "Wow, this is exactly what I envisioned!"

Best used for: Securing a web design contract with a client

Who should use it: Web designers, freelancers, agencies

Sponsorship proposal template

White and orange sponsorship proposal template including a section for the introduction, sponsorship opportunity and sponsorship benefits

A sponsorship proposal seeks financial or in-kind support from a sponsor, detailing the benefits the sponsor will receive in return. It's like asking someone to pay for your party and, in return, they get their name on all the balloons. It's a win-win, especially if you like balloons.

Best used for: Securing sponsorships for an event or initiative

Who should use it: Event planners, business owners, and non-profits

Social media marketing proposal template

White and orange social media proposal template including a section for social media objectives and recommended platforms

A social media marketing proposal is a plan suggesting strategies for a client's social media presence , including goals, platforms, content, and metrics for success. It's a pitch to make a brand as clickable as a "Which potato are you?" quiz.

Best used for: Securing a social media marketing contract with a client

Who should use it: Social media marketers, freelancers, agencies

Consulting proposal template

White and orange consulting proposal template including a section for the executive summary, problem statement, objectives and scope of services

A consulting proposal is a document in which a consultant outlines the services they offer to solve a client's problems, including methodology, timeline, and pricing. It's for the Mary Poppins of the business world, swooping in with a bag of tricks to fix everything from their sales strategy to their coffee machine.

Best used for: Securing a consulting contract with a client

Who should use it: Consultants, freelancers, agencies

Service proposal template

White and orange service proposal template including a section for the introduction and scope of services

A service proposal is a formal offer of a service-based business to a client detailing the scope of services, deliverables, and terms of the agreement. It's like pinky promising you'll do the stuff you're really good at in exchange for cash.

Best used for: Securing a service contract with a client

Who should use it: Freelancers, agencies, businesses

Sales proposal template

White and orange sales proposal template including a section for the executive summary, company background and product/service details

​​A sales proposal helps sales professionals present their products effectively and establish credibility with potential clients by showcasing the company's background and client testimonials.

Best used for: Closing sales deals

Who should use it: Sales professionals

Grant proposal template

White and orange grant proposal template including a section for the executive summary, purpose of the project and project description

A grant proposal is a written request for funding submitted to an organization or government agency, detailing the purpose, plan, and budget of the project needing support. It's like Kickstarter but with more footnotes.

Best used for: Securing funding for a project from a grant-making organization

Who should use it: Non-profit organizations, researchers, academics

Storyboard proposal template

White and orange storyboard proposal template including a section for three steps in the board

A storyboard proposal is used to visualize and plan a project and is typically a visual representation of the project's key steps, milestones, and deliverables. It's like drawing a treasure map for your project, except the treasure is just meeting your deadlines and hopefully not walking the plank.

Best used for: Securing approval for a storyboard or selling a storyboard to a client

Who should use it: Project managers, business owners, designers

Partnership proposal template

White and orange partnership proposal template including a section for the introduction, executive summary, and partnership details

A partnership proposal is a formal document created by an individual or an organization to propose a collaborative relationship with another party. This proposal outlines how the partnership would work, the benefits it would bring to both parties, and the terms and conditions of the partnership. It's commonly used in business contexts where companies, non-profits, or other entities seek to join forces for mutual benefit .

Best used for: Establishing a mutually beneficial partnership

Who should use it: Business owners, sales professionals, non-profit organizations

When it comes to proposal templates, you need to make them work for you, not the other way around. The template is just a jumping-off point. To combat its genericness, it's essential to add your own razzle-dazzle. Here are a few tips to make any old template sizzle.

Tailor content to suit the specific project

When you begin to write a business proposal, the first thing to consider is your audience. Who are you trying to woo, and what will make them open their wallets?

Here's how to do some sleuthing to identify your target reader and customize your pitch to their needs:

Ask questions to get started: What are the client's pain points , and how will you solve them? What's your proposed scope of work and timeline? How much will your services cost? These are the questions a good proposal answers.

Do your research: Check out the client's website and social media profiles. See what they're posting about and what their customers are saying. Look for any public RFPs or project briefs. The more you understand their business and goals, the better you can position your proposal.

Focus on quantifying value using SMART goals: Once you've got a solid understanding of the work, focus on quantifying the value using SMART goals (specific, measurable, achievable, realistic, and time-bound). For example, don't just say you'll increase web traffic—promise a 25% increase in organic traffic within six months. You want the client to think, "This company gets what we need, and they've promised real, measurable impact."

Tailoring your content isn't just about fitting in—it's about fitting so well they can't imagine going with anyone else.

Add visual elements and branding

Long before our brains got rewired to crave the instant gratification of flashy screens and endless scrolling, our ancestors were also suckers for a good visual. There's nothing quite like an eye-catching graph, chart, or image to break up blocks of text and drive a point home.

Photos: Throw in some photos of your smiling face, your product in action, stacks of money, or whatever is relevant and helps tell your story. Just be sure any visuals are high quality and actually add value. And please, no cheesy stock photos of overly enthusiastic business people engaging in unnatural acts of corporate glee.

Infographics: If you have data or statistics to share, turn them into slick infographics. Those colorful, bite-sized bits of visual information are like catnip for proposal readers. But keep your infographics clear and concise. Cramming too much text or too many numbers onto one can make people's eyes glaze over faster than a hot donut.

Company branding: Spice up your proposal format with your company's colors, logo, and fonts—whatever matches your branding. This helps build brand recognition and makes your proposal look more professional. But don't go overboard, or it'll seem like you're overcompensating.

Using visuals and branding in your proposal helps bring it to life, giving readers an instant visual understanding of your company and offer, all while flexing your expertise. And that can only help your chances of getting to yes.

Choose the right language and tone

When choosing the language and tone for your proposal, you have to walk a fine line. Aim for that sweet spot where you sound like a polished pro, but not so much that people think you're actually a robot in a skin suit.

Use balanced language: Avoid stiff, formal language as much as overly casual speak. Expressions like "enclosed herewith, please find" sound pompous, while "wanna" and "gonna" are too laid-back. Simple, straightforward language is the way to go.

Engage your reader: Talk to your reader like you would a colleague or client. Let your passion shine through in a genuine, unforced way. Demonstrate your enthusiasm for the project without the aggressive, frantic energy of someone selling blenders on infomercials at 3 a.m.

Keep promises realistic: While you want to highlight the benefits and potential wins of choosing you, don't make promises you can't keep or claims you can't back up. Share relevant case studies, statistics, and data to build a persuasive yet realistic argument. Your readers will appreciate your honesty and see you as a trustworthy partner.

Meticulously proofread: With the language and tone set, be sure to proofread carefully. Double-check for any spelling, grammar, or punctuation errors that can undermine your credibility and the professionalism of your proposal. Nothing screams "I wrote this in the parking lot" like a typo.

Highlight your unique selling proposition and social proof

You've got to convince your clients you're better than all the other yahoos vying for their business, and the best way to do that is by showing off what makes you uniquely qualified to solve their problems.

Framing your unique selling proposition (USP) in a way that benefits the customer is vital because it makes your offering more relatable and appealing, directly addressing the customer's needs or pain points.

For instance, a company might boast, "Our team has 103 years of collective experience." That's a hefty number, and one can't help but picture a team of Gandalfs shuffling papers and nodding sagely. Yet, without context, it's just a number, as emotionally stirring as announcing you've collected 103 pieces of lint from your dryer.

Instead of just humblebragging about your gazillion years of experience, tell prospects how it benefits them: "Our team's 103 years of collective experience means we spot problems before they arise, we don't waste time upskilling, and, like workplace MacGyvers, we're ready to turn a paperclip and a stick of gum into a solution."

Provide solid evidence that you've done this kind of work before. Share details of similar successful projects, along with social proof like testimonials or case studies from happy clients. Mention any awards or the time you got mentioned in the paper for something other than that misunderstanding about the "borrowed" traffic cone. The more you can demonstrate your experience and expertise, the more credibility you'll build.

Include a strong call to action

At the risk of stating the obvious, which I understand is a cherished tradition in the world of business proposals, one must not, under any circumstances, let a proposal fizzle out at the end without calling out next steps. It's like leaving a high-five hanging—it's awkward and, honestly, a little sad. Give your proposal the kind of finale that has confetti cannons and at least one person in the background slow-clapping until everyone joins in.

Stick the landing by issuing a clear call to action . State what happens next, such as scheduling a meeting to discuss next steps or providing a timeline for getting started. This gives the client confidence in moving forward with your company. Circle back to your key points and re-emphasize the benefits of working together, in case they skimmed the middle part because they were eating a sandwich or something.

Remember, ending a business proposal without a call to action is like forgetting to say "Bingo!" when you've got five in a row—it's a missed opportunity that could cost you more than just mild embarrassment at the senior center. Don't let a weak ending undermine an otherwise slam-dunk proposal. A strong finish could be the difference between a lost opportunity and your next big client.

While these proposal example templates are helpful, they're only the starting point. The real magic happens when you customize the template to match your unique voice and vision. And if you create lots of proposals, take it to the next level by trying out a dedicated proposal app or automating your workflow .

Related reading:

How to write a statement of work

How to craft your brand message

Business startup checklist: How to launch a startup step by step

How to write a proof of concept

The best apps for freelancers

21 project management templates to organize any workflow

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Allisa Boulette picture

Allisa Boulette

Based in New England, Allisa is a content marketer and small business owner who hopes to make the internet a more interesting place than she found it. When she’s not working, you can find her lying very still not doing anything.

  • Sales & business development
  • Small business

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Example prompts to try with Microsoft Copilot with Graph-grounded chat

Experience the power of Get started with Microsoft Copilot with Graph-grounded chat  (formerly named Microsoft 365 Chat). See how much time you can save and how much more you can get done. Use Microsoft Copilot to catch up, create content, and ask questions. This article provides several example prompts you can try.

Tip:  When you’re giving Copilot instructions, you can direct it to specific work content by using the forward slash key (“/”), then typing the name of a file, person, or meeting.  If you write a prompt and don’t reference a specific file, person, or meeting, Copilot will determine the best source of data for its response, including all your work content.

Synthesize large amounts of data into simple, consumable responses and catch up on things quickly. Here are some examples:

You've been on vacation now you're back. You need to find out what's going on with Project X. Find the latest about Project X. What's the current timeline? When are deliverables due?

You've just joined a new team and you're trying to ramp up on recent activities. Summarize team communications over the last 30 days. What are the team's priorities? 

There's been a recent change in how your team is tracking work. Find information about the new way our team is tracking work. Include email communications and points of contact for questions.

Create content

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You want to draft a one-page description of a new project (let's call it Project Foo) that's just about to kick off at work. Using information in file1, file2, and file3, write a one-page description of Project Foo. Write it so non-technical people can understand what the project is about and when it's scheduled to be completed.

You're preparing an email to invite customers to attend an upcoming conference and visit your company's booth. Using information in Document Z, write a fun, catchy email inviting our customers to come see us at our booth during next month's conference.

You want to plan a morale event for your team. List 3-5 ideas for group activities in the Seattle area that would be suitable for my team. Include approximate cost and time estimates. 

Ask questions

Find information and get answers quickly, even if you can't remember where the information you need is or how it was shared. Here are some examples:

You need to know what's left in the budget for supplies. How much did we spend on supplies for Project Foo?  How much budget do we have left for Project Foo?

Your team received customer feedback. You want to identify the top things your team should address. Review the feedback we received from customers via email last week. What are the top three issues we should address?

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  1. Free Proposal Letter Template

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  2. Proposal Letter Template

    A proposal letter is a formal letter used to establish a business agreement with another party — either in an ongoing arrangement, or to offer one's services for a single engagement. This ready-made Proposal Letter template from Jotform Sign serves as a standard introductory letter, but you can customize the wording however you choose.

  3. How to Write a Business Proposal (+ Examples & FREE Templates)

    An effective business proposal is a document used by a B2B or business-facing company (this may not always be the case) where a seller aims to persuade a prospective buyer into buying their goods or services. A business proposal outlines what your business does and what you can do for your client.

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  5. How to Write a Business Proposal [Examples + Template]

    Download the Template for Free Types of Business Proposals

  6. How to Write a Perfect Proposal Letter: Step-by-Step (Examples)

    : Start with a formal greeting, addressing the recipient by their full name or title. : Introduce the purpose of your letter, highlighting the central theme of your proposal. : Explain your proposal in detail, including benefits, costs, timeline, and any other vital information.

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    Letter of Recommendation Template . One-Page Sales Proposal Template . TOP 25 . ... Business proposal templates and examples from PandaDoc. ... While you can download any proposal in our template library as a PDF, signing up for a PandaDoc account will allow you to import our template into the document editor for quick and easy editing. ...

  9. PDF Business Proposal

    Business-in-a-Box business proposal templates. Cover Letter and Executive Summary - the cover letter is your opening statement to the client. With this, you thank your client for the consideration, and you introduce your company formally. A cover letter is a brief outline of the market and economic conditions that your

  10. How to write a business proposal: download a free template

    This should be well-designed, so include some imagery and text that addresses the client. 2. Cover letter. Treat this as an introduction - instead of going in cold, include a letter outlining your business and your proposal, keeping it friendly and positive in tone. 3.

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    32+ Proposal Letter Templates - DOC, PDF These days proposal letters for projects are usually shared over email and the letters today have a fixed format. The basic advantage of this is that the proposals have been standardized.

  12. Free Business Proposal Letter of Intent Template

    A business proposal letter of intent (LOI) is a formal document summarizing the proposed terms of a business deal or transaction with another party. The letter outlines the general terms and conditions of a formal agreement to start the negotiation process. Once completed, the document will describe the purpose of the transaction, which may come as an investment in a business, joint venture ...

  13. Free Proposal Letter Template

    Download the free proposal letter template that suits your business type, to create a proposal letter that reflects your brand and catches the customer's eye. Get contracts with new clients. Complete and customize the simple proposal letter template to give prospective clients all the details they need to hire you for the job.

  14. How To Write a Business Proposal Letter (With Examples)

    1. Create a business header Write your contact information at the top of the letter followed by the date. Then add the contact information of the recipient. If you're sending an email proposal, you'll use a subject line with your name and general purpose instead of a business header. 2. Address the recipient properly

  15. Proposal Letter Examples

    66+ Proposal Letter Examples and Samples in PDF, Doc Good communication is critical in carrying out successful transactions in the world of business. How a given message is delivered can greatly affect the way you're perceived.

  16. FREE 48+ Sample Business Proposal Letter Templates in PDF

    Free Download A business proposal letter usually directs its attention to possible business partners or funders who need to see an opportunity before giving their green light on the project.

  17. FREE 40+ Business Proposal Letter Templates in PDF

    Sample Business Proposal Cover Letter - 7+ Documents in PDF, Word. Business owners write business proposals as a way to sustain their businesses, by marketing their products to prospective companies or buyers. One of the goals of writing business proposals is to gain the trust of their buyers, and, in the long run, their loyalty.

  18. Business Proposal Letter

    Details File Format Microsoft Word Apple Pages Free Download Free Business Proposal Letter for Partnership Details File Format Microsoft Word Apple Pages Free Download Business Proposal Letter for Service Details File Format Microsoft Word Apple Pages Free Download Product Business Proposal Letter Details File Format Microsoft Word Apple Pages

  19. 2024 Business Proposal Letter

    Business Proposal Letter DOCUMENTS GUIDANCE Edit & Download Proposal for small business or organization Edit & Download A Business Proposal Letter Edit & Download Business Proposal of Putting-up Edit & Download Business Proposal Cover Letter Edit & Download Sample Business Proposal Letter Edit & Download Sample Business Plan Edit & Download

  20. Free Business Proposal Template Template for Word

    Business Proposal Template for Word, PDF Use this professional business proposal template to pitch your company to clients, investors, partners, and more. Download Free Template Available for Word & PDF First Name* Last Name* Email* Phone number* Company name* Website URL* How Many Employees Work at Your Company?* We're committed to your privacy.

  21. 20 free proposal templates to ace your pitch

    A research proposal is a systematic plan proposing a research project, typically including the research objectives, methodology, timeline, and estimated budget—the "hold my beer" for academics. Best used for: Securing funding or approval for a research project. Who should use it: Researchers, academics, students.

  22. PDF Parts of a Business Proposal

    1 of 6 Business Proposals A business proposal is a document you send to potential customers to persuade them to do business with you. Business proposals are a common and effective way to win business. Research your potential customer before writing a business proposal; customize your proposal to address their needs.

  23. PDF WRITING A SUCCESSFUL PROPOSAL

    At the beginning of your proposal, or on a cover sheet, write a two- or three-sentence summary of the proposal. This summary helps the reader follow your argument in the proposal itself. For example: "Annunciation Shelter requests $5,000 for a two-year, $50,000 job training program for homeless women in southwestern Minnesota.

  24. Example prompts to try with Microsoft Copilot with Graph-grounded chat

    Use Microsoft Copilot to catch up, create content, and ask questions. This article provides several example prompts you can try. Tip: When you're giving Copilot instructions, you can direct it to specific work content by using the forward slash key ("/"), then typing the name of a file, person, or meeting.