Free business proposal template

Win new work with a clear business proposal covering the client need, your solution, timeline, pricing and next steps.

What's in this template

Proposal: [Project name]

Prepared for [Client name] by [Your company] · [Date]

Executive summary

[Client name] wants to [goal]. We propose to [your solution in one sentence], delivering [key outcome] by [date] for a total investment of $[amount].

The challenge

Our solution

We will [describe the approach in two or three sentences]. The work includes:

  1. [Phase 1 name]: [What happens and what the client gets]
  2. [Phase 2 name]: [What happens and what the client gets]
  3. [Phase 3 name]: [What happens and what the client gets]

Expected results

Timeline

Investment

Payment terms: [e.g. 50% upfront, 50% on delivery].

Why [Your company]

[Two sentences on relevant experience, a similar client result and what makes your team different.]

Next steps

  1. Review this proposal and share questions by [date]
  2. Sign the agreement
  3. Kickoff meeting on [date]

[Your name] · [Title] · [email] · [phone]

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