Project management business proposals writing

This page contains in-depth information on everything about making business proposals for project management companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

A project management proposal is a document that describes a proposed project and solicits support for it. It is typically used to secure funding from sponsors or investors, but can also be used to solicit support from other stakeholders. The proposal should outline the project's goals, objectives, risks, and benefits, as well as the project's budget and timeline. A project management proposal is a critical tool for any project manager, and can mean the difference between a successful project and a failed one.

With the information & links below you can get the most out of your project management proposals and make business proposals like a pro.

When trying to win new customers and projects, a project management company faces many challenges. They must create proposals that accurately reflect the scope and cost of the project, while also being compelling enough to win the business. They must also be able to effectively manage customer expectations, ensuring that the project is completed on time and within budget.

What is a project management proposal

Business proposals are proposals with an offer for the provision of project management products or services. business proposals are made for companies, government agencies as well as for individuals (consumers).

The advantages of a business proposal

There are project management organizations that doubt the value of releasing business proposals. However, in many cases, proposals play an important role in the sales process. A business proposal is a powerful sales tool. Many sales or transactions are based on business proposals. It may not always be experienced that way, but creating a project management business proposal has many advantages.

Sales process

The sales process is an important part of the business of a project management company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create project management proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, business proposal, price, supply agreement or business proposal has been signed.

Creating and writing a business proposal

Despite the many advantages mentioned, writing a project management proposal is sometimes underestimated. A good business proposal is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Business proposal design

Appearance also works in business proposals. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal application, a new era of business proposal design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a business proposal is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer business proposals via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a business proposal is still the beginning of the sales process. For example, in the first phase after approval of the business proposal, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Business proposal examples and templates

Not everyone who makes regular proposals has all the skills to create a good business proposal quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal application. A business proposal is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to business proposals. In the past, customers and prospects were satisfied with a business proposal or a mail offer. That time seems to be over. Customers choose speed, they choose business proposals which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Project management proposal example

This Project Management proposal example is a template for anyone who wants to win new customers and projects. This template is especially suitable for companies and account managers who work in adventure travel, but of course you can adapt this template to your own business. The smart software keeps you well informed during the sales process and makes the signing process a lot easier because this is done digitally. Include your distinguishing factors such as experience, approach, process and achieved results in a proposal. These factors contribute to a customer choosing your company. So important!

Discover the project management example business proposals and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal application and are available in Offorte.

View an example project management business proposal

Project management example business proposal made with a proposal application

Proposal software for project management

Project Management companies, who work with multiple clients, often have to write a large number of proposals per year. With proposal software you can create a template for a standard project description, with which you can customize your proposal for each client. This saves you time and ensures that all proposals are consistent.

A project management business proposal is made quickly with a proposal application. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the project management customer will choose faster for your company.

Discover what proposal software can do for your project management company.


Streamline project mgmt w/ AI-driven solutions.

Easily integrating into your existing workflow, our innovative solution not only enhances efficiency and cost-effectiveness, but also saves time by eliminating tedious manual tasks and lengthy revisions. Harness the power of our proposal tool to craft powerful, compelling proposals that showcase your project management firm's expertise and highlight the value you offer.

AI Proposal software for project management

About project management

A project manager manages and controls the process of a project from start to finish. It is an organizational role that manages all the resources needed to deliver a project. The project manager is accountable for all aspects of the project from planning, budgeting, implementing, controlling and closing. A project manager helps to define the end goals of a project, how to get there, how much it will cost and how long it will take. A project manager must have a very good understanding of both business and technical issues in order to lead a team successfully through each stage of the project.


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
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Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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