Business Proposal 2022

Business
Proposal
Template
You can edit your own version in one of two ways:
1. Edit this version to fit your needs.
2. Go to “File” > “Download As” > “Microsoft Word” to
Download
How to Use This Template

Use this template to wow your prospects and land your next client. We
carefully crafted this template with everything you need to help your
business stand out from the rest.
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 potential client. Either way, it is essential to construct a clear,
comprehensive response.
Keep in mind, this template is designed to be completely customized by your
company. You can adapt this template to meet the specific requirements of
your potential client. If you feel there are sections included that you would
rather omit, or if you think a section is missing, you are encouraged to make
those changes as you see fit for your business.
Each section has italicized instructions that should be deleted before writing
the sections, alongside a [Bracketed Prompt] to note where the section
starts.
Once complete, share it with your team for approval or send it right to your
prospects.
We’ve included one long proposal template to flesh out the details of your
proposal, alongside one short proposal template for a more succinct
approach.
Business Proposal Template [Long]
Problem Summary
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.
[Insert Problem]
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 the client’s
requirements.
To really drive home the point that your offering meets all 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. You
can add more rows here by right-clicking on one of the rows and selecting “Insert
row below.”
Product/Service Benefit to the

Feature Client
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 are 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.
[Insert Pricing Information]
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. Also, describe the deliverables associated with
each phase.
Consider presenting the schedule graphically in a timeline or as a table with
activities and dates, as shown below. You can add more rows here by right-clicking
on one of the rows and selecting “Insert row below.”
Project Date of
Activity Completion
Conclusion
It’s 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.
[Insert Conclusion]
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, such as legal agreements, termination rules, or
anything else that needs to be spelled out in plain language.
[Insert Terms and Conditions]
Appendices
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 here so that they do not interrupt the flow of the
narrative.
[Insert Appendices]
Business Proposal Template [Short]

Problem Summary
Proposed Solution
Product/Service Feature Benefit to the Client
1. 1.
2. 2.
3. 3.
Pricing Information
Proposed Schedule
Project Activity Date of Completion
1. 1.
2. 2.
3. 3.
4. 4.
Conclusion
Terms & Conditions
Signature: Date:
____________________________ ________________________________

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How to Use This Template

Product/Service Benefit to the

Terms and Conditions

Business Proposal Template [Short]

Product/Service Feature Benefit to the Client

Project Activity Date of Completion

Terms & Conditions

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