Online proposal template
Impress with a professional proposal
View the proposal examples and discover how you can present your offer professionally online. These examples show the versatility of our proposal program and how it can seamlessly adapt to any corporate identity. They are designed for diverse audiences, but can easily be customized for your business with personalized content.
You can put together a proposal using the content library, where the design is determined by a template. This ensures a uniform appearance of all your documents and simplifies the automation of your proposal process. The examples below were created using the templates available in your account and are fully customizable.
All purpose
Entrepreneurs need to deliver professional, efficient proposals. A well-designed proposal template saves time, ensures consistency, and reduces errors, helping you customize pitches, build trust, and increase conversion rates for clients across any industry or service offering. Details for all purpose
Accounting
Accounting firms provide crucial services. The right proposal template saves time, ensures professionalism, and clarifies your offering upfront, helping you close deals faster while presenting a customized, polished proposal every time, designed to fit both your brand and clients' needs. Details for accounting
Bookkeeping
Bookkeepers manage more than numbers, and a clear proposal template shows clients exactly what to expect. It simplifies your workflow, saves time, builds trust upfront, and lets you present services confidently while staying on brand. Details for bookkeeping
Coaching
This structured, professional example helps communicate services, outline client goals, and clarify pricing, making it easier for prospects to say yes to your coaching program. Details for coaching
Engineering
Engineering firms need well-structured proposal templates to save time, ensure consistency, and effectively communicate complex solutions. A strong template boosts clarity for clients and helps your team focus on winning projects without starting from scratch each time. Details for engineering
Handymen services
A handyman proposal template helps you quickly provide clear, professional job estimates, improving client trust and speeding up responses. It ensures all key details, like costs and timelines, are covered, making it easier to win more jobs. Details for handymen services
Marketing
This proposal example gives marketers a good basis to pitch their services. It keeps everything nice and consistent and saves you valuable time. Moreover, it is super flexible for customization, provides a professional appearance, and makes communication with customers a lot easier, which of course helps to increase those conversions nicely. Details for marketing
Travel agency
Save time, deliver consistent proposals, and boost bookings with travel agent proposal templates. These customizable templates present itineraries clearly, highlight your expertise, and make it easier for clients to say "yes" to their next adventure. Details for travel agency
Startup
Entrepreneurs can save time and boost conversions. We allow startups to focus on content, keep branding consistent, and present professional pitches, helping close deals faster across clients or investors. Details for startup
Training
Trainers provide valuable services, and the right proposal template helps communicate that value clearly. Streamlined for efficiency, these templates save time, strengthen professionalism, and highlight how your tailored training can meet clients’ specific needs. Details for training
Webdesign
Web designers need proposals that look professional, and set clear client expectations. A customizable template streamlines the process for each project, ensuring consistency while still allowing personalization to fit unique goals and design style. Details for webdesign
Business services
Entrepreneurs need efficient proposals to land clients. A well-structured template saves time, boosts professionalism, and enhances focus, ensuring each pitch is clear, personalized, and poised for better conversion outcomes without starting from scratch every time. Details for business services
More examples
The templates are fully customizable to suit your type of business and are mainly intended as inspiration and a starting point. There are even more to use within the software. Show more examples
Proposal structure for a customer-oriented structure
Structure is essential in any business document. It provides clarity and strengthens customer confidence. A well-organized proposal helps the client move through the decision-making process without any obstacles. Below you will find a new order of important parts, supplemented with additional elements that can increase the power of your proposal.
1. Introduction
Start your document with a strong introduction that immediately grabs attention. Use powerful statements or provocative questions to engage the customer from the first sentence. Avoid clichés and focus directly on the customer's specific needs and wishes. This section sets the tone and determines the direction of the rest of the document.
2. Company presentation
Continue with a brief introduction of your company. This helps the customer to get a better idea of who you are and what you do. Use visuals or videos to enhance your story and make sure you emphasize the unique qualities of your company. This is also the time to briefly share your vision and mission, so that the customer understands what drives you.
3. The Current Situation at the Customer
Describe the customer's current situation in a way that shows you fully understand their challenges and goals. This part is crucial to build a bond with the customer and give them confidence that you are the right partner to solve their problems.
4. Desired Situation and Objectives
Then sketch a picture of the desired situation and the goals that the customer wants to achieve. Make sure you put these goals in the customer's context so they understand how your solution will help them achieve their ambitions. This is a good time to emphasize the benefits of your approach.
5. Detailed Explanation of Method and Planning
Describe your working method and the planning of the project in detail. Share how you work, what steps are being taken, and what the expected results are. Also use this section to highlight your expertise by adding examples of previous projects. This gives the customer insight into your approach and what they can expect.
6. The Price and Investment
After explaining your working method and the results to be achieved, the customer is probably already convinced of the value you offer. Now it's time to discuss the investment. Use transparent and detailed cost calculations, but above all emphasize the value and return on investment. By using the term 'investment' you show that the expenditure contributes to achieving important goals.
7. Closing
End with a powerful closing that invites the customer to action. Conclude with enthusiasm and clearly indicate the next steps. Avoid formal and distant language; instead, choose an inviting and positive tone that encourages the customer to continue the conversation.
8. Customer Cases and Testimonials
After outlining the current situation, strengthen credibility by sharing successful customer cases and testimonials. Show how you have solved similar problems before and what results you achieved. This helps to convince the customer of your experience and expertise.
9. General Terms and Conditions
Conclude with the general terms and conditions. This ensures transparency and clarity, which contributes to a positive feeling for the customer. Refer to this in a positive way, so that the customer sees it as confirmation of your professionalism and reliability.
Additional elements for a complete proposal
Risk analysis
Add a section that identifies the potential risks of the project or collaboration, along with how you plan to mitigate them. This shows that you are proactive and have considered all possible scenarios.
Follow-up actions and time frame
Provide a clear overview of the next steps and a timeline. This helps the customer to better understand the process and prepare for what is to come.
Contact details
Make sure you clearly include your contact information at the end of the document so that the customer can easily contact you with questions or to discuss the process further.
With this customized and structured approach you ensure a convincing and professional document that your customer can read with confidence, which significantly increases the chance of a successful collaboration. Would you like to learn more about how to best make a proposal? Then learn more in our knowledge base
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