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summarize in the best of fashion all the finest practices for businesses in their dealings with customers, mostly because they remain focused on the client's solution, giving back to the customer the control over his project."
Business proposal samples range from short to very long. A simple business proposal example may only be a few pages long while a complex business proposal topics example outline for a government RFP may be 80 pages long. The business proposal format may be very similar across many types of proposals by design while the content of a business project proposal example will vary dramatically. You will see by looking at a wide variety of business proposal sample documents how a similar system and format can be used to create any type of proposal and the topics listed in the samples can be used as guides to get you started faster.
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Financial Funding Proposal Template
Used 6,242 times
Reviewed by Denis Malkov
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Financial Funding Proposal Template
Prepared by: [Sender.FirstName] [Sender.LastName] [Sender.Company]
Prepared for: [Client.FirstName] [Client.LastName] [Client.Company]
[Sender.Company] is on a mission to build the greatest product possible in the (industry) space, and do so while causing no additional harm to the environment. Our aim is to become a business that inspires and executes solutions for environmental problems while creating products that impact the lives of our users. We want to define the future of ecology by providing tremendous value and opportunity to our clients, workers, shareholders, and the planet through our initiative.
We collaborate on design and development, staying focused on delivering results for the people we are passionate about. Our mission is to (insert mission and vision of your company.)
We believe in (something your business executes) to benefit (potential clients) by (what you've been doing) to (greatest importance of the product you deliver) .
[Sender.Company] will be servicing the population within the parameters of (Sender.Region or Sender.Demographic) . Our company believes in equal opportunities and the right to fundamental services for people from all cultural backgrounds, religious backgrounds, races, gender, age group ranges and income. Our work has impacted people across diverse populations and our impact can be seen in the statistical data below: (insert data of the people you’ve managed to impact).
At [Sender.Company] , our aim is to continue prospering, to lead toward success and generate value for our partners. We seek to construct a more sustainable model for retailers and strengthen communities by placing progressive change at the center of our company. Our impact evaluation approach goes beyond greenwashing. We assess ourselves by analyzing how our business positively affects the general public, our workers, consumers, and the environment.
OVERVIEW OF CURRENT PROGRAMS
Grant history, amount required, financial projections, statement of need, evaluation, funding management and planning, board of directors.
Meet the Board of Directors that sit at the helm of [Sender.Company] ’s internal control system and its performance. They do so in addition to establishing and adhering to standards and criteria that enable the executive administration to fulfill the company's objectives
(Name), as the Head of (insert department name), is an essential part of the Board of Directors, and is responsible for establishing and overseeing the group's corporate strategy and goals, as well as adopting greater policies and overseeing administration.
As the Head of (insert department name) , (Name) ensures that the group controls associated risks by establishing and evaluating [Sender.Company] ’s investment strategies, as well as detecting and defending against long-term risk to the firm.
(Name) , being the Head of (insert department name) , is accountable to the shareholders for the [Sender.Company] 's financial and operating performance. (Name) is in charge of generating and allocating funds, supervising the Executive Management Team and its operations, making crucial business decisions, and creating long-term shareholder value.
Our budget proposal explains the planned expenses for our future project. These values are estimates that are based on our in-depth analysis of future financial requirements as well as our profit generation.
LIST OF EXPENSES AND COSTS FOR FUNDING PROPOSAL
At [Sender.Company] , we are looking for funding for the aforementioned project in order to accomplish the stipulated aims. We invite you to join us as a funding source for this project.
LETTER OF APPROVAL
The administering agent and all granting or lending institutions listed herein undertake to keep the Information in this proposal secret, other than that which is agreed upon by all parties as permitted to be shared with the boards, officers, personnel, and representatives of the administrative entity and its subsidiaries, comprising auditors, legal representation, and other advisers. Each Investor undertakes that any personal information obtained from the company according to the provisions of this agreement will be kept secret and will not be disclosed, divulged, or used for any cause.
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Funding Proposal Template
This financial funding proposal template helped thousands of our customers to reach their funding goals! Make sure your application and all necessary documents look flawless by simply using this completely customizable template. You can change the text, images, colors, your logo - it's all 100% editable.
What's in this funding proposal template
Visually attractive cover.
As every business expert knows, the key to grabbing a funder's attention is to make a great first impression. That's why it's a good idea to start your proposal for funding with a visually attractive cover. Our team included a carefully designed cover in this sample proposal to ensure you have everything you need to wow the funders the second they open your email. You can change everything from the text, logo, and background image to make it more in line with your grant proposals.
The executive summary or a cover letter is the best way to start your business proposal and show your passion and knowledge to financial institutions or other donors. In short, it is a request for an investment for a nonprofit or for-profit organization. Use this page to clearly and briefly describe who you are, the nature of your business, and how the requested amount of money will be used to reach your goals and objectives.
It's time to describe in detail what your business model or business profile looks like. Think of this page as a 'body' of your funding proposal. Include your business track record (success stories), prospective clients, company goals, and philosophy; essentially, why your company should be selected. Like everything else in this free proposal template, this page is completely editable - the colors, the text, images, layout - everything.
Another great way to show how serious you are about your business is through management experience. That's why we created a perfect page that allows you to itemize your company's management structure, provide an organizational chart, a structure description, and salary forecasts. In this funding project proposal template, we've dedicated a whole section to management experience. All you need to do is fill it in!
Funding request and project objectives
It's time to highlight exactly what you would like the donor to fund, as this section of your proposal is all about the numbers! It's a perfect reminder to include quotes for equipment or supplies, building costs, etc. In short, this completely customizable page is all about answering the question: 'Why do you need that amount of money?'�
Are there any negative marks on your financial statement? Is there anything about your finances that you need to explain? These are the questions your funders will be very interested in. For that reason, we've dedicated an entire section of this proposal to a personal budget and other financial statements. From the text, logo, and background image, you can change everything to make it a better fit for your needs.
Next steps and supporting documents
It's no secret the funders often ask for lots of other financial documents during your application process. That's why we created a dedicated page for supporting documents. If you're feeling optimistic, you can even add a digital signature box that will allow your funders to sign the request right away!
Get Paid Straight from the Proposal
No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe and GoCardless.
Don't take just our word for it
Here is what some of our 10,000 users across the globe have to say
Sara K. CEO & Founder
Shade O. Business Owner
Brent R. Marketing and Advertising
150+ other free proposal templates just like these are also available inside Better Proposals
If you’re looking to expand your business, a business loan might be key. Use our pre-structured business loan proposal template that outlines your plan, results and ROI. The more details you give on your business profile, the better.
This financial advisor proposal is customizable and lets you showcase your portfolio, expertise and anything else you can offer to your clients. Use this financial advisor proposal to get amazing results.
Every mortgage advisor knows how important it is to build a trusting relationship with your clients. Use our mortgage advisor proposal to show your previous work and win over new clients.
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How to Write a Business Proposal [Examples + Template]
Published: August 09, 2023
Free Business Proposal Template
Propose your business as the ideal solution using our Free Business Proposal Templates.
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It's finally happened. You've started a new business, and your customer base is starting to expand. But even though you're making progress, you still feel like you could be doing better.
There's a whole world of untapped potential around you — prospects you know would benefit from your product or service. And the issues you're running into are less about your solution's soundness and more about how you can reach your potential base.
That's where business proposals come in. They can bridge the gap between you and potential clients. A solid proposal can 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. The proposal helps you sell your product or service rather than your business itself.
Instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.
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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.
Propose your business as the ideal solution using our Free Business Proposal Templates
- Problem summary
- Proposed solution
- Pricing information
- Project timeline
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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. It can also be helpful to have an initial call or meeting with the new client to ensure you fully understand the problem they're trying to solve and their objectives.
Once you've done your research, it's time to begin writing your business proposal. There's no one-size-fits-all approach to writing a business proposal, but let's take a look at some elements proposals often 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. It's a 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:
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:
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.
This section should show your authority in your industry. With this in mind, be sure to include:
- 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.
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
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.
2. Web Design Proposal
Companies, big and small, dedicate resources to establishing a noticeable social media presence. 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.
8. Content Marketing Proposal
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.
Business proposal templates are helpful places to get started, but what should your business proposal look like when it's complete? Below, we share an example of a business proposal template that will inspire you.
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. A nice touch would include designing the layout in your or your client’s brand colors.
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.
So before you dive into writing, outline the major sections of your business proposal and the pertinent information you want to include. This will help you stay focused and make sure your message stays intact as you write.
Use these free business proposal templates to make sure that your outline includes everything you need.
2. Keep it simple.
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, you're best off focusing on quality over quantity. 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.
A quick spelling and grammar check before you hit send isn't enough for a business proposal.
Your proposal needs to be clean and airtight. 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.
You can only be so convincing when you're personally talking up how great your business is. Adding social proof lends your proposal another degree of credibility.
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.
Prospects need direction. 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. Without urgency, your prospect might drag their feet and put off making a decision.
So, as you create your business proposal, your goal should be to create a sense 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 you can accomplish this is by stating your short and long-term goals for their business. They'll have to wait for the long-term goals, but you can 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.
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Home › Writing › What is Proposal Writing? › 17 Business Proposal Examples to Inspire You
17 Business Proposal Examples to Inspire You
Become a Certified Proposal Writer
TABLE OF CONTENTS
Sales generation and winning more businesses are a core part of business success. To get more leads and sales, every company must know how to draft an effective business proposal to persuade the clients to buy from you.
With a good proposal, you can sell more. The way you write the business proposal can determine your company’s fate- either you win a new business or lose a potential client. The business proposal targets a specific audience for your business and offers them an effective solution to their problem. The purpose of a proposal is to convince your client that you stand ahead of your competitors with unique deliverables. Give them a reason to buy from you.
The structure and format of a business proposal contain a compelling introduction with a project overview. After that, you can state the client’s problems and your unique solutions. Your proposal writing must also include all the standard information such as pricing estimates, work timelines, and testimonials. It is essential that you offer transparency and trust to your target audience alongside the solutions to retain long-term clients.
If you are struggling with writing a persuasive yet informative business proposal, you can leverage the business proposal examples in this article.
Best Business Proposal Examples to Inspire You
We have written down the 17 best business proposal examples that will help you create client-winning proposals. Change the structure, headings, and content according to your services and client’s needs.
1. Business Proposal Example
In this proposal document, it is vital to incorporate the standard information for a great sales pitch and win potential clients. This document complies with the needs and demands of the target client and suggests actionable solutions- beneficial for both the client and the company.
You can be a freelance writing company or a digital marketing firm, the basic framework for a proposal remains constant, with the same purpose of increasing sales conversions and maximizing ROI (return on investment).
A good business proposal includes a thorough project overview, addresses the client’s problems, offers solutions, gives pricing estimates, and a working timeline. Adding client testimonials and the success story (brief) of the past projects is also a plus.
2. Digital Marketing Proposal Example
This business proposal effectively engages clients with your goods or services and convinces them to consider buying from you. In addition, this proposal document addresses the client’s problems and provides them with solutions.
You can use the first paragraph or the introduction to talk about “what you have to offer” or “why the client needs you.” Then, you can include the key information about increasing organic traffic, generating more leads, better sales conversions, and user engagement.
In this proposal example, it is important to include the payment terms and timeline for the project plan. In addition, you need to include all your services, such as social media marketing, SEO or search engine optimization, PPC (pay-per-click) campaigns, digital content, email marketing, and more.
The marketing proposal will spread your business ideas amongst the clients like a wildfire in the forest- you have to kindle it.
3. Web Design Proposal Example
The web design business proposal addresses the client’s problem by understanding their needs. Whether you are designing the website for a new business, a private company, or a non-profit organization, your proposal must include explicit details.
This proposal template contains the development process of executing the proposed services for the client. Thereby includes a problem overview, solution statement, project timeline, pricing packages (hourly, weekly, yearly), call-to-action, and an “About Us” section.
After the introductory paragraph, you can write the “About Us” and “About the team” sections.
4. Engineering Services Proposal Example
In this business proposal example, you can leverage the client specifications to create a user-friendly proposal. The proposal writing highlights the work process and project plan. This proposal document ensures the client that your proposed solutions are competent to solve their problems directly.
The proposal contains the problem with their solutions, the cost breakdown, timeline, and schedule in the project description.
The “About Us” and “Team” sections come after the proposal’s explicit details, especially the solution. You can further include certifications about your legal team, client testimonials, social proof, and call-to-action to build trust and authenticity.
5. Research Proposal Example
This type of proposal is a coherent yet concise summary of your research study. It specifies the intent of research- the central questions and issues. In this document, you must include the general idea of study and the current state of recent debate or knowledge as per the area of research.
You must state the pricing estimate for the relevant research project. Include the information that demonstrates your ability to cater to challenging ideas in a clear, critical, and concise way,
You can write the research proposal as a supplier to the client, or as a student to your supervisor. In any case, you must talk about the title, abstract, research context, research questions and methods, the significance of your research, and the bibliography.
6. Grant Proposal Example
The grant or asking-for-funds proposal t is written in distinct sections. The sections consist of different titles that target the specific guidelines of the granting organization. The main elements of any grant proposal remain the same. It must include a short overview of the executive summary, the statement of your company’s need or problem, a project overview, and your budget to specify the reason why you need the funds.
To strengthen your proposal, you can also include a cover letter, organizational qualifications, client testimonials, and supporting documents. Ensure that you do not miss any of the funding agency’s guidelines or else the grant will slip out of your hands.
7. Budget Proposal Example
The project completion or grant approval depends on the budget proposal. If this proposal states a high budget, the grant or funding agency will reject your “grant proposal”. As the grant proposal states the budget is to inform the company that you do not have enough funds to complete the project.
This proposal must include all the basic information about the project and the costs of everything that you can or cannot cover in a given time limit.
8. IT Consulting Proposal Example
The proposal provides the prospective client with a clear picture of your work intent. Starting from the research to the final sign-off. The proposal must offer answers to the anticipated problems or questions. Ensure the writing format and content are excellent and that the reader says “Yes” to your services before they even finish reading.
Even though the proposal is about IT, you need to avoid the technology-related jargon- keep the content simple and easy to understand. For example, include all the following components such as project overview, estimated pricing, work timeline, scope, business goals, and a case study.
After the solution, you can add the “About Us” sections, CTA (call-to-action), and legal terms. Adding client testimonials and their feedback on your recent work can gain the client’s trust and turn them into a buyer from a reader.
9. Freelance Writing Proposal Example
It is a web-based, well-crafted proposal sample with tempting offers and value clarifications. Even though this type of business proposal must be short and to the point, it is vital to study the client and understand what they want from you.
Write the introduction and executive summary in a composed yet persuasive tone to convince the client that you are the best choice for them.
“About Me (or Us)” sections need to come after discussing the solution.
10. Construction Bid Proposal Example
This business proposal must be accurate, precise, personalized, showcase your company’s potential, and include details.
The proposal must include the scope of work, solution statement, payment schedule, project timeline, approach to unforeseeable conditions like weather and other hidden defects, and your warranty.
While the project proposal must also explain the work schedule and the extra charges applicable for additional work, the introduction needs to target the client’s needs.
11. CRM Implementation Proposal Example
It is essential to use bullet points and a convincing writing tone to deliver a value proposition to write this proposal.
This document must contain details about the focused user adoption plan, incremental delivery, domain knowledge, industrial references, client testimonials, history of past projects, and more.
12. Insurance Services Proposal Example
This proposal is concise and contains various offerings to the client. After an attention-grabbing introduction and executive summary, you can pitch your solutions to the clients.
The proposal must discuss the business plan, scope of work, timelines, and payment schedules. Keep the proposal brief, but do not miss out on the main points.
13. Graphic Design Proposal Example
An illustrative business proposal, written to put forward your skills and offerings to the potential client. The proposal, specifically the introductory and executive summary section, must focus highly on the customer needs and problems.
After highlighting the solutions and deliverables, close your proposal by incorporating credentials, client testimonials, and CTA.
14. Project Proposal Example
This project proposal highlights the company’s understanding and knowledge of the client’s requirements. Although it is challenging to cover all the aspects, the content must be specific yet persuasive and define the value proposition.
You can add details from your past successful project and the criteria for management that led to customer satisfaction. This enables the reader to sense your expertise and experience.
15. Interior Design Proposal Example
A proposal writing that incorporates visually attractive content to persuade the client. It can contain graphics, videos, and an online demo (if the proposal is online) to showcase the business’s strengths and achievements to the client.
16. Sales Proposal Example
This proposal is essential to outline the features of the products and services your company is selling. It is a detailed proposal with all the information about the project overview, solutions, deliverables, price, benefits, work schedule, and more.
To sell and generate revenues for your business, you must create awareness about your offerings. To convert your proposal writing into sales and deal closures, give them a reason to trust you, convince them you are better than your competitors and can resolve their issues.
A poorly written sales proposal means no selling.
17. Social Media Marketing Proposal
A brief discussion about the design layout, color coding, and use of social media icons can turn this business proposal into a great sales pitch.
The proposal must include an easy-to-follow and understand the timeframe for project goals and objectives while ensuring the prospect is abreast of the mode of payment and other relevant details.
Critique/ Analysis : These business proposals follow a particular format structured in a certain way. However, most of them follow the same suit by covering the essential information. The important point to note is that it is advisable to add the “About Us,” “Team,” “Certifications,” and “Testimonial” sections after you have given the project overview with potential solutions.
Write Better Proposals to Win More Business
With empowering proposal writing, let your business proposals do the talking.
The business proposals vary depending on the type and size of the company, and you have to search your target audience to offer them potential solutions. If you are an IT company, you cannot send out business proposals written for freelance writing.
Any proposal aims to target the client’s needs and demands. Above all, to convince them to buy your products and services. Once you analyze and understand what your client wants from you, you can build a solid business proposal that nobody will turn down. If you get stuck, you can talk to your client and understand what they want in a more specific way. You can ask your questions and then narrow down the solutions.
Filling up the proposal with fluff and redundant content decreases its value and risks losing the client- that can be a massive blow to your business.
Leverage any business proposal template that fits your requirements and makes your business successful.
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How to Write Winning Business Proposals: Examples & Free Templates (2023)
By Aditya Sheth , May 25, 2023
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?
Business proposal format, 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) 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:
Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:
Or this business proposal sample, which presents a plan for a social media strategy and campaign:
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.
Return to Table of Contents
How to write a business proposal step by step
Before you start creating your business proposal template, you need to know what it comprises. At a high level, your effective business proposal should include the following:
- Table of contents
- Executive summary
- The problem statement
- The proposed solution
- 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
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?”
Return to business proposal content sections
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:
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 .
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:
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.
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 :
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.
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.
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.
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:
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.
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 .
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.
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).
You can remove or add more sections depending on the goal of your business proposal. Essential, your business proposal can follow this format:
- Pricing, billing and legal
We go into detail on how you can write a business proposal (plus different business proposal templates you can apply the tips to) in the next section . But you can also click on the format items above to learn how you can best write them!
If you aim to create a holistic business proposal, feel free to just edit from the two templates right above. You can also add your brand colors and logo to your design, using My Brand Kit :
Here’s another example of a business proposal template that you can edit:
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.
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:
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 :
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:
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.
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:
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.
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 :
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:
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:
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!
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Proposal Templates > Funding Proposal Template
Funding Proposal Template
If you’re trying to raise money, it’s crucial that you present your organization or project in the best possible light. We’ve made it easy to impress with our free and fillable funding proposal template. Start customizing in minutes!
Proposal Template Bundle
- Google Docs
Financial Funding Proposal with Cover Photo Template
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Free Editable Startup Funding Proposal Template
Sample Non-Profit Funding Proposal Template
- Apple Pages
Startup Funding Proposal Layout Template
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Creating a Funding Proposal in 5 Steps
Step 1: project outline, step 2: background information, step 3: resources, step 4: budget, step 5: signatures, project proposal template to print.
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Funding Proposal Templates
- The proposed statement /title of your project.
- The step-by-step process of how you want to carry out your project in a systematic manner.
- The sample budget of your project. You must have a throughout budget for your project.
- The budget needs to match with your proposed project.
Organization Funding Proposal with Project Summary
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1. what does funding mean, 2. what is a funding proposal, 3. what are the elements of a funding proposal.
- Statement of Purpose
- Outline of the Project
- Required Resources
- Budget and Evaluation Plan
- Basic Timeline of the Project
- Team Members Involved
4. Who Needs a Funding Proposal?
5. what are some tips for writing a funding proposal, more in proposal templates.
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