How to Write a Business Proposal — 2022 Guide and Template

title page of business proposal example

A business proposal can make or break your chances of securing a new client. Write a great one, and you’ll likely snag their business.

Write a poor one, and you might lose out—even if you’re offering the best service out there. So, how do you write a business proposal? What is the proper format? What do you need to include?

While it all depends on your industry, and whether or not you’re offering a product or service, writing a business proposal is pretty straightforward. We’ll answer all those questions and more throughout the course of this guide. 

What to expect with this business proposal guide

Whether you’re starting fresh or need to look at a specific section, here’s what we’ll be covering in this guide. 

  • What a business proposal is
  • The differences between a business proposal and a business plan
  • The format of a business proposal
  • How long to make your business proposal

How to write a business proposal

You can download a free business proposal template here to start writing up your own proposal as you work through this article. By the end, you’ll be prepared to develop a well-written business proposal that can explain your business clearly and win more clients. Let’s get started.

What is a business proposal ?

A business proposal is a document you’d send to a prospective client, outlining the service you’re offering, and explaining why you’re the best person for the job. 

It’s a pitch by a business or individual to complete a specific job or project, to supply a service, or, in some instances, to be the vendor of a certain product.

What are the different types of business proposals?

A business proposal can be either solicited or unsolicited. With a solicited proposal, the prospective client will put out a request for proposals; with an unsolicited business proposal, you are approaching a client in hopes of attracting their business, even though they did not explicitly request a proposal.  

While both are commonplace, a solicited proposal is an easier sell, as your prospective client has already decided that they want to make a purchase or use a service, and they’re evaluating possible vendors or businesses.

With a solicited proposal, your prospective client might have issued an RFP, or “request for proposal.” This is exactly what it sounds like—they want you to send over a business proposal so they can take a look at it.

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Differences between a business proposal and a business plan

A business proposal is not the same as a business plan . This is the most common misconception, but while there are areas of overlap (like your executive summary ) the two are different.

That being said, you can certainly pull information from your business plan while writing your business proposal—in fact, that’s a great way to start.

But don’t confuse the two; they are distinct and separate. In short, a business plan represents the cohesive strategy of how your business operates and makes money. A business proposal is an official pitch to clients selling your products or services. 

A business proposal outlines a particular product or service offered by an established business to a prospective client.

You’re trying to sell your prospective client on your product or service, not on your business itself. You’re not after funding, as you are with a business plan, you’re trying to make a sale.

A business proposal is also not an estimate; although you’ll likely touch on costs and pricing in your business proposal, an estimate is much more informal and just a quick look at the costs, not the whole picture.

What goes into a business proposal?

Your business proposal should address the three Ps:

  • Problem statement: What your customer’s current problem is
  • Proposed solution: How your business solves that problem better than other solutions
  • Pricing: How much that solution costs compared to alternatives

If you’re stuck on how to start, maybe try brainstorming first; start with these three points, and you’ll have a rough, bare-bones version of your business proposal.

Once you’ve done that if you’re ready to go more in-depth, here is a step-by-step look at how to format your business proposal.

Your business proposal should start with a title page, which should include your name, the name of your company, the name of the person to whom you’re submitting your proposal, and the date submitted.

Table of contents

Depending on how long your business proposal is, a table of contents is a nice touch. Include it after your title page, and before you launch into any details. If you’re delivering it as a PDF, including anchor links down to each section, so it’s easy to get to specific areas. 

Executive summary

Introduce your proposal with a great executive summary, one that really sells your business and the products or services you provide—it’s about why you’re the right company for the job. You can draw from your business plan’s executive summary here, too.

Statement of problem, issue, or job at hand

Following your executive summary, go on to discuss the problem that the client is currently facing. Think of “problem” or “issue” loosely; after all, their main problem may just be finding the right person to complete their project. But be sure you understand why they want the product or service they’re seeking. If the proposal is for developing a brand new website, make sure you understand what they want to get out of the site—better sales, more content management flexibility. 

This is the place to show your new client that you understand their needs , and fully grasp the issue they are trying to solve. Take this opportunity to restate the issue they are facing in your own words so that they know you understand what they are looking for.

Approach and methodology

This section shows how you plan to tackle your potential client’s problem, and the steps you’ll take to carry out your plan.

This is where you’ll get into the nitty-gritty of how you actually plan to fulfill your client’s needs. While earlier sections might have been a bit surface-level, this section of the business proposal is where you’ll go into detail about what steps you’ll take to solve their problem.

Be careful of going into too much detail, though—keep the jargon to a minimum. Your client should be able to follow along and get a clear sense of your plan, but you don’t want to drown them in minutiae.

Qualifications

Go ahead, brag a little—this is the section of your business proposal where you get to convince your potential client why you are the most qualified person to take on the job.

You can mention any relevant education, industry-specific training, or certifications you have, your past successful projects of a similar nature, years of experience, and so on.

Schedule and benchmarks

Be clear with your potential client: How long will your proposed project take?

Making sure you and your prospective client are on the same page from the outset will help make sure that the relationship stays positive for both of you, and that you don’t set your client up with unrealistic expectations.

While you might be tempted to underestimate how long it will take you to complete the project, don’t. Don’t promise what you can’t deliver!

If you’re offering a product, this section might not be applicable to you, so feel free to omit it. The business proposal format is flexible, so tailor it to suit your business and industry.

Cost, payment, and any legal matters

Here is where you get down to brass tacks and state the cost, and payment schedule if necessary.

How you structure this section will largely depend on the particular project or service you are offering. A section entitled “Fee Summary” may be sufficient if one-time payment is required; otherwise, a “Fee Schedule” list or pricing table might be more appropriate. Always refer back to the client’s RFP whenever possible, to make sure you’re supplying them with all the information they need to help make their decision.

If there are any legal issues to attend to, such as permits or licensing, include this information here. Feel free to add a section entirely devoted to handling the legal side of the project if need be.

This is your final sell—don’t be afraid to detail for your prospective client all they have to gain by choosing you to complete the project.

Impress upon your clients why you are the best choice, and all the ways in which their business will benefit from choosing you and your business as their solution.

How long should a business proposal be?

When it comes to the format of a business proposal, this is the million-dollar question without an answer. Remember in school, when you’d ask your teacher how long an essay should be, and they’d reply, “as long as it takes to answer the question.”

The same applies to your business proposal. It ultimately depends on your industry, the scope of the project, and the client’s specifications in terms of detail and elements included.

Make your pitch stand out with SBA-approved business plans. All the info investors and lenders need to evaluate your business. Get LivePlan.

That being said, the tighter your initial proposal can be and the more directly you can make your point, the easier it will be to pitch it to clients. Start by following the business proposal format above as a guide, and you’ll be well on your way to creating a winning business proposal—and securing new clients.

Editor’s note: This article was originally written in 2018 and updated for 2021.

AvatarBriana Morgaine

Briana Morgaine

BrianaMorgaine

Briana is a content and digital marketing specialist, editor, and writer. She enjoys discussing business, marketing, and social media, and is a big fan of the Oxford comma. Bri is a resident of Portland, Oregon, and she can be found, infrequently, on Twitter.

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Blog Business

How to Write Winning Business Proposal: Examples & Free Templates (2024)

By Aditya Sheth , Jan 25, 2024

How to Write Winning Business Proposals

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?

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, but most B2B SaaS companies do so) 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:

general business proposal template

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

simple business proposal project proposal template

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

social media marketing business proposal template

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.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

Table of contents

Executive summary, the problem statement, the proposed solution, qualifications, 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

Gray Business Consulting Proposal Template Cover Page_Venngage

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?”

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:

Creative Social Media Business Proposal Template 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 .

Proposal-ToC-Example

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:

Gray Business Consulting Proposal Template About Us

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. 

Texture Business Proposal Template

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 :

Sales Plan Proposal Table Template_Venngage

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.

business proposal qualifications section

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.

Abstract Business Consulting Proposal Template Timeline_Venngage

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. You can even use the  Excel Invoice Template  to create professional-looking invoices (including brand logo and other elements) and add them to this page.

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:

Bold Business Proposal Template Pricing Page_Venngage

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.

Modern Business Proposal

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 .

Orange-Simple-Project-Proposal-Template

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.

business project proposal template

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).

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.

3. Unsolicited 

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:

corporate 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 :

content marketing plan business proposal example

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:

Example of a Business Proposal

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.

Social Media Plan Proposal Template

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:

Red Human Resources Consulting Proposal Template Team

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.

Simple Business Proposal Example

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 : 

SEO Marketing Proposal

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:

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:

Project Business Proposal

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!

More business communications templates + writing tips you might be interested in…

  • 31 Consulting Proposal Templates to Close Deals
  • How to Write a Project Proposal [10+ Templates]
  • 20+ Professional Business Letterhead Templates + Branding Tips
  • How to Write a White Paper [Tips & Templates]

How to Write a Business Proposal (Examples & Templates)

A complete guide to writing business proposals that land deals. Easy-to-follow steps, actionable examples, and insider tips from sales pros.

title page of business proposal example

John McTale

11 minute read

How to write a business proposal

Not a fan of writing business proposals? Few people are. After all, it puts you in quite a vulnerable position. You need to convince prospects to pick you and make them understand why you’re the perfect fit for their needs.

This guide will show you a simple step-by-step process you can follow to ace every business proposal you create. Plus, for every section of your proposal, you’ll get sample content you can take as a point of reference and use to score more deals.

First, see a business proposal example created with Storydoc:

Static business proposal presentatio

Interactive

Static, plain-text proposals are a relic of the past. With Storydoc, you’ll get engaging, interactive proposals looking better than anything you’ve ever created. Rise above your competitors and give your customers a proposal they will be proud to show their boss.

What is a business proposal ?

A business proposal is a formal document devised by a company and delivered to a prospect with the purpose of securing a contractual agreement between the two parties. A good business proposal shows to your potential clients why your offer is the most beneficial to them. Before we dig deeper, if you just need a quick checklist, here it is. To learn more about a specific section just click on a desired item in the interactive table of contents and we’ll take you right there.

Here's how to write a business proposal:

Now, let’s go through each step and see some examples.

1. Create a title page

Starting with the basics. The title page of your business proposal needs to feel professional and inviting. Most importantly, though, make it feel as personal as possible. Include:

  • The name of your business
  • The subject matter of your proposal
  • Your prospect’s name and job title
  • Your prospect’s company logo
  • Submission date

Business proposal title page example:

Jane Atkins ABC Company Inbound Marketing Proposal for Acme Corp

ACME logo

Submitted to: John Random, VP Growth Submitted on: May 5, 2023

Using your client’s logo is virtually a must. But you kick your title page up a notch by applying other elements of their branding, too: think colors, master visuals, and overall vibe. They will notice and appreciate it. These unique business name ideas will make you stand out from the crowd - your business name matters.

2. Include an interactive table of contents

One of the keys to success in business communication is setting up expectations and then meeting them. A table of contents achieves just that: you tell your readers exactly what they’ll find in your proposal. If you’re sending your proposal electronically, make the ToC clickable, with jump-to links to appropriate chapters of your proposal. It will make navigating through the document so much easier (much like we did with this piece, you're welcome!).

Speaking of electronic versions… Do your best to prevent your prospects from printing out your proposal. A 2020 study found that once someone prints your proposal, your chances of landing the deal shrink by 84%!

Sample table of contents:

Executive Summary

Assessment and Project Overview

Methodology - SEO Audit - Internal Linking Optimization - Digital PR Assets - Digital PR Outreach

Qualifications and Testimonials

Terms and Conditions

Agreement and Rollout Process

3. Write a compelling executive summary

As the name implies, an executive summary is a section that, well, summarizes the whole document. In business proposals, your executive summary should contain the essence of your value proposition: explain why you’re submitting the proposal, what makes your product or services relevant to the client’s specific needs, and how you’re going to tackle their problems. The key thing to remember? Don’t mistake an executive summary for an introduction. The summary is basically a shortened version of your whole proposal. Its purpose is to provide a busy reader ( who could be your prospect ’s boss, the titular executive) with an overview of your offer, clear enough for them to not have to read the proposal in full. If you want to learn more about writing executive summaries, specifically, see our dedicated guide: Executive Summary—Examples and Definition

Sample executive summary for a business proposal:

EXECUTIVE SUMMARY This proposal outlines a detailed plan of action aimed at maximizing the profits of Acme Corp by boosting the inbound organic traffic to your e-commerce store. As your company displays a very high on-site conversion rate and the online traffic you generate is highly monetizable, the best strategy for maximizing your revenue is boosting your SEO performance. Acme Corp is lagging behind its key competitors in most of the search performance metrics: domain rating, backlink quality , and, as a result, organic traffic. Applying basic SEO maintenance will result in a dramatic increase of relevant monthly visitors to your site, contributing to a substantial increase in revenue. In the second phase of the project, our team will enhance your online presence and earn high-quality backlinks through a data-driven digital PR campaign, further improving your domain rating and the consequent search engine rankings for the highest-converting keywords and phrases.

While executive summaries come at the beginning of business proposals, write this section last. Create the rest of your proposal beforehand, then “skim the cream:” compile the key bits into the summary.

4. Identify the problem and propose a solution

Here’s where the big guns come in. If you’ve managed to get them interested enough to reach this part, you’re halfway there. It doesn’t mean it gets easier at this point. Quite the contrary— This section, usually called “Assessment,” or “Project Overview,” is the meat and potatoes of your proposal. You need to make sure it tastes like Black Angus fillet mignon with gratin dauphinoise. Here are a few tips for making it powerful and convincing to your prospects:

  • Focus on the grander scheme of things here. Paint a big picture, plant an idea: it’s not the time to get to the nitty-gritty yet.
  • B2B buyers can smell generic from miles away. Do your best to customize this part to the exact needs of your customer, never use a copy-pastable template.
  • Make it about them. Instead of “selling” your product or services, focus on the tangible business result they’ll get out of this. ROI is the most direct, hard-hitting metric after all.
  • Don’t overuse jargon or highly technical terms. You’re communicating with a human, not an algorithm.
  • It’s okay to use your sales deck as a point of reference. It’s what got them interested in the first place, so do rely on the same main message.

Sample project overview in a business proposal:

ASSESSMENT AND PROJECT OVERVIEW Acme Corp is currently looking for ways to bring more inbound traffic to the company website. As an e-commerce business with competitively priced, high-quality performance clothing, any traffic you generate is highly monetizable. Your current traffic sources mostly constitute direct (15%), AdWords (40%), and display ads (18%). Organic traffic acquisition has been heavily underperforming for your site. At the same time, both your key competitors, DoeSports and GreenWay, bring in twice as much organic traffic as you do through paid sources (via Ahrefs, and SimilarWeb analysis). This shows that SEO efforts can be highly profitable in your industry. Your e-commerce store suffers from a few easy-to-fix SEO issues that we will address immediately:

  • Poor-quality backlinks from spam sites, low SEO health score, and irrelevant anchor text in internal links.
  • Fixing these issues alone will boost your SERP positions by 5–10 places for highest-volume keywords, amounting to 5,000–8,000 more unique visitors per month.
  • Considering your extremely high average conversion rate of 3% and an average conversion value of $75, those efforts will increase monthly revenue by at least $11,250.

Furthermore, in comparison to your competitors, AcmeCorp has a poor domain rating: 49, compared to 66 of DoeSports and 70 of GreenWay, indicating fewer relevant backlinks and weaker referring domains. Our team will acquire relevant, high-quality backlinks from key industry publications through digital PR and outreach campaigns based on unique data-driven studies. This will result in:

  • A significant boost in your domain rating, directly contributing to all major search engines rankings.
  • A projected boost in traffic to your website of further 12,000 visitors per month.
  • Enhanced brand visibility.

Even at the stage of the deal where you send the proposal, don’t assume your customer understands what they’re buying and why they need it. You still need to get your sales message across: let your prospects understand the value attached to your price tag.

5. Explain your methodology

If the executive summary of a business proposal is the why , and the project overview, the what , here’s the part where you describe how . If you’ve nailed the previous sections, your prospect knows that your solutions are relevant to their problems and has a bird’s eye view of expected outcomes. It’s time to explain your methods for achieving what you promise to deliver. List all the deliverables they can expect from the project or service, together with a timetable and a list of dependencies detailing the deadlines or frequency of delivering specific items or milestones. How granular you are in this part largely depends on the duration of collaboration you’re discussing, and many other project-specific details.

Example #1:

If you’re writing an event video proposal, you’ll want to explain what the client can expect:

  • Before the event (consulting your needs and ideal outcomes, auditing the venue, setting up lighting, and so on),
  • During the event (how many videographers on site, exact timetable, total shooting time),
  • After the event (post-production, sound and music, additional editing, total length of video material delivered).

Example #2:

If, on the other hand, your proposal refers to long-term marketing consulting contract, the description of your methodology will be more general:

  • Month 1: identifying and fixing technical SEO issues (anchor text, internal linking, backlink quality).
  • Month 2: auditing the site content and optimizing existing URLs for search engine performance using an SEO rank tracker tool .
  • Month 3: automating the funnel, running A/B tests on form pages.

And so on… Let’s have a look at what it might look like in practice.

Business proposal sample—methodology:

METHODOLOGY

  • Disavowing links from low-reputation websites
  • Fixing critical issues on existing URLs
  • Improving site speed
  • Fixing errors in robots.txt
  • Optimizing meta titles and meta descriptions
  • Fixing errors in HTML tags

Internal Linking Optimization

  • Identifying internal linking opportunities
  • Creating SEO-friendly anchor text combinations
  • Removing links to 404 URLs

Digital PR Assets

  • Running unique surveys via OnePoll
  • Creating data-driven content relevant to the audiences of industry online publications
  • Creating shareable infographics depicting the findings of the study

Digital PR Outreach

  • Identifying key leads in relevant industry websites
  • Email outreach to our database of relevant contacts
  • Passive link building via Google AdWords

6. Back up your proposal with proof of qualifications

Your business proposal might be visionary so far. Still, if it’s not credible, it will get you nowhere. The client might love your ideas. They might be beyond excited to see them come to life. But— They don’t know you. And remember the old saying: “Trust everybody, but always cut the cards.” (Yes, it’s a euphemism for “Trust no one, ever.”) How do you make them trust you? Show them you’ve done it before and you succeeded. Again, and again. List verifiable, measurable achievements you or your company can boast about and pepper those with social proof. See a few examples:

  • Customer case studies,
  • Testimonials,
  • Certifications,
  • Industry awards,
  • Years of experience,
  • Media mentions.

The ideal composition of those will depend on the type of project and the industry: If you’re a photographer, your client won’t care too much about the awards you might have gotten or what The New Yorker wrote about your solo show. They’ll want to review your portfolio to see if that’s the vibe they're into and hear from your past clients to check if you’re not a pain to work with. If, in turn, you’re writing a marketing business proposal, your best bet will be to emphasize examples of your past campaigns together with detailed key metrics you boosted for your clients. Writing a proposal in an informal tone? You can add a short “About Us” section. Introduce team members who would be working on the project and explain what makes them the best professionals available on the market for solving the particular problem in question.

7. Outline your pricing options

This is where things get rather technical. On the face of it, the pricing section seems fairly obvious. They might be in love with your solutions, but they don’t yet know if they can afford you. Pricing is a tricky part on your end, though. You don’t want to scare off your lead with a sky-high estimate; at the same time, you don’t want to undersell yourself. The best option is to go for an interactive pricing page where every type of service or activity has a separate price tag to it and your clients can easily select a package that suits their needs and meets their budget—ideally, the total price should get automatically calculated. Alternately, you can use an estimate generator , which is an effective tool for automatically calculating cost forecasts based on various criteria and input data. This tool is both affordable and consumes little computing resources, so you can get it along with the best laptop for the money in the $300-$500 range. If you don’t have such an option at hand, create a very specific pricing table that clearly identifies each item or service, as well as the billing period. Here’s a practical example.

Sample pricing for a business proposal:

Sample pricing for a business proposal

Remember, your goal is to make them comfortable with the pricing. Make them understand that your offer is not a cost but an investment worth every penny. A great way to achieve this is adding a live ROI calculator. It’s a perfect reminder of why they’re reading the proposal in the first place: to find a solution that will help them increase the revenue.

Below, you can see a sample ROI calculator created with our presentation maker tool :

Interactive ROI calculator example

How to write a business proposal - interactive ROI calculator

8. Finish with terms and conditions + contractual agreement

Here’s a bad dream— The client loved your proposal, you’re midway through the project, and, all of a sudden, they’re refusing to make a second payment on your account. “We agreed on 30% upfront, and a full payment upon completion.” You know that’s not what you agreed on. Or do you? A proper business proposal comes with a detailed set of terms and conditions, together with contractual agreement at the bottom, helping both parties involved avoid any misunderstandings. In the terms and conditions, describe the timeline of the project, payment terms and schedule, cancellation policy (if applicable), and possible pre-agreement amendments to the proposal itself.

Sample terms and conditions for a business proposal:

TERMS AND CONDITIONS Timeline Start date: June 1, 2023 End date: July 31, 2023 Total payment due: $11,150 40% of the total payment is due upon signing. 100% of the total payment is due upon project completion. After the final payment, any elements of text, graphics, photos, or other creative work created by ABC Company for Acme Corp are owned by Acme Corp. ABC Company retains the right to showcase their creative work done for Acme Corp as examples in their portfolio. Prior to signing the contractual agreement, elements of this proposal might be amended in cooperation with Jane Atkins, ABC Company.

At the bottom of your document, include a legal agreement clause and a space for signatures. Make it easy for them to make a decision without additional documents. Adding a date and signature space in a business proposal will help you close the deal faster. For maximum convenience, you’ll want electronic signatures enabled.

Sample agreement clause for a business proposal:

If you agree to the terms of this inbound marketing proposal, please sign in the field below. Your signature indicates that you enter into a contractual agreement with ABC Company that commences on the date signed below. [ date ] [ signature ] John Random, Acme Corp

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And that’s a wrap…

I hope this step-by-step overview of business proposal writing has straightened out any queries or doubts you might have had. For the final word, here are a few extra tips to keep in mind before you hit “send.”

Business proposal tips:

  • Start with an outline.
  • Never reuse old proposals.
  • Use hard numbers whenever possible.
  • Don’t shy away from your brand.
  • Make next steps obvious.
  • Re-read, proofread and edit.

Thanks for reading. Keeping my fingers crossed for your proposal!

title page of business proposal example

Hi, I'm John, Editor-in-chief at Storydoc. As a content marketer and digital writer specializing in B2B SaaS, my main goal is to provide you with up-to-date tips for effective business storytelling and equip you with all the right tools to enable your sales efforts.

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5 Professional Business Proposal Examples to Inspire Your Own

Clifford Chi

Updated: May 24, 2022

Published: May 13, 2019

Throughout the buyer’s journey, content obviously plays a huge role during the beginning and middle stages. At the last stage of the buyer’s journey, though, it can be somewhat overlooked.

business proposal examples: image shows two people working on a business proposal together

A lot of marketing teams are focused on creating the beginning- and middle-stage content that brings in the views and leads most sales teams are focused on closing during the final stage of the buyer’s journey. So, in a nutshell, marketing teams don't create enough content for this stage and sales teams don't leverage them enough during it.

→ Download Now: Free Business Proposal Template

However, one of the most important pieces of content any organization can create and leverage really only gets used during the final stage of the buyer’s journey -- the business proposal. By outlining your organization’s value proposition, highlighting how your product or service can solve your prospect’s specific problem, and listing your pricing, your business proposal communicates crucial information your prospects need to know before they even think about doing business with you.

Fortunately, to help you create an engaging and convincing business proposal, we’ve rounded up the best business proposal examples we could find on the Internet. Read on to learn how to start writing business proposals that will win you contracts and grow your organization.

title page of business proposal example

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

  • Problem summary
  • Proposed solution
  • Pricing information
  • Project timeline

You're all set!

Click this link to access this resource at any time.

1. “ How to Write a Business Proposal [Tips & Examples] ” | HubSpot

In her thorough blog post about writing a business proposal, Meredith Hart , a Junior Staff Writer for HubSpot’s Sales Blog, fleshes out the fundamental elements included in most business proposals and even created a business proposal example in Canva to give you even more insight on how to craft a compelling one.

After reading her informative blog post, you’ll learn about the fundamental elements you should include in your business proposal, their purpose, how to write each element, overarching tips for creating a top-notch business proposal, and some business proposal examples for web design, SEO, and sales.

2. “ How to Write a Business Proposal (The Modern Way) | PandaDoc

One of the most robust business proposal examples on this list, PandaDoc’s guide on writing a modern business proposal will help you chip away at this daunting task one step at a time.

In their guide, they cover the structure most business proposals follow, the ten sections to include in your own, what information to include in each section, an example of each section, some quick tips for improving your business proposal, and what you should do after you send your business proposal to a prospect to help you anticipate any follow up questions they might have and, in turn, boost the odds that you close them as a customer.

3. “ Business Proposal For PDF & Word ” | HubSpot

business proposal template

Download the Template

In HubSpot’s flagship business proposal example offer, they provide you with a fully customizable sample template that gives you detailed instructions on what sections to include in your business proposal, the information to include in each section, and how you can write each section in a convincing fashion.

Since their business proposal template is completely customizable, you can also replace their instructions with your own information, add additional information and sections, and add your own branding and logo. Additionally, you can download your finished business proposal as a Word or PDF file, print it, and email it to your prospects.

4. “ How to Write a Business Proposal in 6 Steps ” | Fit Small Business

Fit Small Business’ business proposal example is the most fleshed out example on this list. Not only do they cover what exactly a business proposal is, the steps to writing a successful one, and provide an example of one, but they also describe the best methods and tools for sending a business proposal, how to follow up, and what to do after you win a contract.

Additionally, Fit Small Business provides you with some design tips for your business proposal, the best business proposal formats to use (with examples), and answers to frequently asked questions about creating effective business proposals.

5. “ HubSpot Partner Agency Proposal Examples ” | HubSpot

To help marketing agencies write better business proposals, HubSpot teamed up with four of their agency partners to create four downloadable proposal examples for each of the agency’s specializations.

After downloading it, you’ll have access to proposals created by agencies that specialize in inbound marketing, growth content strategy, industrial manufacturing marketing, and digital solutions and consulting marketing. Since your organization operates in its own specific situation, you can sift through each example to see which one best meets your needs.

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How to Write a Proposal in 10 Easy Steps [Templates Included]

You’re tasked with writing a proposal, and a lot is at stake.

Now is not the time to guess. What should you write? How can you appeal to the client’s deepest desires? How do you satisfy client expectations for your specific industry?

Now is the time to follow a proven process. We’ve analyzed millions of proposals sent with our software to see which tips and tricks actually have an impact on closing rates.

We’re covering all that and more.

Keep reading for our step-by-step guide that shows you exactly how to write a proposal simply by customizing the sections in one of our proposal templates . The right template will show you exactly what to include while helping you save hours on design and formatting.

Graphic showing the elements needed to write a proposal

What’s in this guide:

What is a proposal?

How to write a proposal in 10 easy steps, industry-specific proposal writing guidelines, 3 proposal templates, next steps: write your own proposal.

A proposal is a document that outlines a project or service to clarify the details and get agreement from all parties involved. Proposals typically include the overall service approach, important timelines, and key deliverables.

For best results, use proposal software instead of a PDF. This way, you’ll get important features for sales like e-signatures, brand and content control, and full visibility into the client’s viewing activity.

The 9 Important parts of a proposal

There are many different ways to structure a proposal . Through our research of successful proposals , we’ve found that the winning documents usually include these key sections:

Executive Summary

Deliverables

Terms and Conditions

Case Studies (or Social Proof)

Each proposal might name these key sections differently, or put them in a different order.

No matter the sections you choose, make sure you include a table of contents. If you use Proposify , the table of contents is automatically shown on the left-hand side, so clients can easily click around to review different sections again. As you might imagine, the pricing section is often viewed a few times before a decision is made.

Proposals vs reports

While a proposal is used to pitch a new project or service (either to a client or internally to your boss), a report is designed to share details on a project that’s already taken place. Use reports to audit business operations or share the success of a marketing campaign.

Follow along with our step-by-step process, as we use our advertising proposal template . While the content of the examples is specific to advertising, this template can easily be adjusted to fit any industry or project type.

Step 1. Discover the needs and requirements

You can’t write a great proposal without a great pitch.

Take the time to understand what your client needs, what their goals are, what they’re concerned about, and what results they care about most.

If you’re pitching a project internally, be sure to talk with different stakeholders and members of your team.

Tips for discovery:

During discovery sessions , ask the appropriate questions to find out if the client is worth your time. Do they fit your ideal client profile? Are they ready to implement your solution? Set criteria to determine if this prospect is ready to even receive a proposal for you. And make sure to update your criteria over time as you learn more about your ideal client.

Proactively discover and handle objections . Ask the client about any concerns, hesitations, or times they’ve been burned by service providers before. This way, you know exactly what points to cover in your proposal.

Get verbal agreement from the client on your pitch and approach before putting it in writing with a proposal.

Step 2. Create the cover page

Kick off your proposal writing with a compelling cover page (also known as the title page). The visuals and style take center stage here—it’s your first impression after all. As for the text, you just need a proposal title and key details such as your company’s name, the client’s name, the date, and your contact information.

Our proposal example features a bright, bold design and all of the details you need. There’s no “one way” to do this right, as long as you’re following your brand guidelines.

Writing a proposal. Advertising packages

Tips for creating cover pages:

Give your project a results-driven title that will immediately put the entire pitch and investment into perspective.

Make sure to choose a proposal template that matches the style of your brand, as it will be easy to change the colors and text later.

Step 3. Write the cover letter

Now it’s time to write your cover letter. This is one of the most challenging proposal sections to write because it really sets the tone for the rest of your pitch.

The cover letter (also known as the executive summary) should do more than just provide an overview. This section must be persuasive enough to convince your client to read the rest of the proposal.

Appeal to their desires, hit their key pain points, and get them excited about the transformation you can provide. Make sure you’re crafting compelling, relevant messaging specifically for each individual buyer.

Writing a proposal. Cover letter.

Tips for writing cover letters:

Make sure the copy is on brand. That might mean funny and irreverent or serious and formal.

Put the focus on the outcome of the service, whether that’s customer acquisition, improved facility safety, or a memorable event.

Step 4. Create a company bio

Before you move on to the project approach and pricing, it’s smart to tell the potential client a bit about your company.

This section could include basic information such as your founding date and the niche you focus on, as well as small business bragging rights, such as awards, average results, or audience reach.

If this is an internal pitch, you can write about your team instead of the entire company.

In our example proposal, there’s one page for a company bio and one page for company statistics that matter to the potential client.

Writing a proposal. Who are we?

Tips for writing company bios:

Even though this section is about you, find ways to make it about your prospective client. Include the company details that show that you can get them the results they’re looking for.

Get creative. Instead of just a wall of text, can you use icons or statistics to show who you are?

Make sure to save this section as a template to re-use it for future proposals. You don’t have to modify this for each client, but you might want to create slightly different company bios for different services (if you offer very different services).

Step 5. Add social proof

We recommend that you include social proof immediately after your company bio section. This way, you use the words of your previous clients to back up the nice things you just said about yourself.

Social proof can be testimonials, mini case studies, reviews, and star rating averages.

If you’re doing creative or construction work, you might also want to include a couple of portfolio samples.

What people are saying.

Tips for using social proof:

Match the testimonial or review to the pitch. Have a bank of testimonials to choose from so you can always pick the most relevant ones.

Be concise. You may want to trim or edit long testimonials so each one is under 50 words. Otherwise, prospective clients might not read them.

Continue to proactively collect social proof. Ask happy clients to write a testimonial or review you online

Step 6. Outline the core approach

Now it’s time to sell your services. Create an approach section to showcase what you want you plan to offer the client.

There are so many different ways to write this section, as it really depends on what you’re pitching. You might break the work down into categories with bullet points or descriptions for each category. Or, you might write a few paragraphs describing your proposed solution and why you believe it’s the best fit for the client.

Your advertising media mix.

Tips for writing approach sections:

Consider giving this section a unique name, such as The Project Path , Our Plan , or Let’s Get to Work .

Beef it up with additional details. You might include a list of deliverables, a more detailed breakdown of the scope of services, or a timeline illustration with important milestones.

If you don’t have package options and there’s only one price listed, then this section should be very detailed. If there are pricing and service options, then this section will be simpler, and the following section will have the service breakdowns (per package options).

Step 7. Create a pricing table

When writing proposals, make sure to give plenty of time and attention to the pricing section. All of the details and options you provide will help clients better understand what they’re getting.

We recommend naming this section "Your Investment" as it helps remind potential buyers of the investment they’re making in their business.

In our example below, you’ll see 3 package options on the first page of the pricing section. And then, the client can select their package choice on the second page. This will automatically update the total pricing of the proposal.

Advertising with us: Your investment

Tips for proposal pricing:

Use optional pricing when possible, such as packages, project lengths, or add-ons, because these methods are known to positively affect closing rates .

Make sure to clarify the different types of costs, such as hourly costs versus fixed costs for an event management pitch.

Step 8. Write bios for your team members

In Step 4, you created a bio for your company to sell your company’s expertise and prove that you have what it takes to succeed at the service you’re pitching.

Now it’s time to show your client the real humans they’ll be working with if they decide to work with you. Think of this as the “you’re in good hands” section.

Include the faces the client will interact with, making sure to specify your team’s unique talents and what they bring to the table.

Our Sales Team

Tips for writing team bios:

Only include bios for up to 6 people. You could write bios for the entire company (for a very small business), the executive team, or the people who will handle the account if the proposal is won.

Use this section to show off not only your credentials but your personality. Have fun with it, but as always, stay on brand. A formal proposal might skip the jokes and stick just to the accolades.

Step 9. Add your business contract

This section of the proposal should include the contractual details that will formalize the agreement. This way, you can send the business proposal, and you don’t have to also send a separate contract.

You might have multiple pages of legal clauses or a simple statement of work.

Statement of work and contract

Tips for writing proposal contracts:

If the statement of work isn’t already clarified in the meat of the proposal, make sure to include it here.

Include a clause on refunds, cancellations, and project modifications.

Make sure to have your legal team help you craft the contract section so you know it satisfies your company’s requirements.

Step 10. Sign and send it for signature

And lastly, you need to write your e-signatures page and add an e-signature for yourself and one for your client.

As soon as a client has chosen their pricing options, they can sign the proposal to begin the project.

Writing a proposal. Standard legal content and sign-off

Tips for adding proposal e-signatures:

Write a message above the signature that helps to seal the deal. Talk about how excited you are to get started and clarify what the immediate next steps will be after the proposal is signed.

Always sign your proposals before you send them! Our research shows that a proposal is more likely to close if you’ve already signed it by the time the client opens it.

Review your proposal analytics to know how to follow up with clients. For example, if a client hasn’t opened the proposal yet, remind them to do so. But if they’ve opened it several times, ask if they have any questions or if they would like to modify the project.

Every industry has its own proposal writing best practices. Here are some tips to consider.

When writing a software proposal, ensure you include ample information on how you will help the client implement and utilize your software. That might look like staff training sessions, custom integrations, a pilot rollout, etc.

Construction

In the construction industry, you will likely receive a request for proposals (RFPs) from large corporations and government agencies. So make sure you check the details of the RFP so that your solicited proposal covers all required information.

You typically need to include a very detailed pricing and timeline breakdown, and you might need to showcase your adherence to state and county requirements , whether for certifications, environmental protections, etc.

Marketing is all about results. You should include a couple of different formats of social proof, such as statistics with client results and testimonials. Marketing also requires a lot of creativity regardless of the channel, so make sure you showcase your company’s creative side with unique proposal headings and imagery.

When you’re writing a proposal for event management, catering, or some other service, you need to keep a couple of things in mind. First, make sure that you source testimonials from event attendees, not just your direct clients. Also, your pricing section should include the fixed costs (such as a venue) and the variable costs (like your team’s hours decorating the event or the venue’s bar tab at the end of the night). For any variable costs, provide an estimate that’s 10% higher that what you actually expect.

Proposify offers dozens of proposal templates to guide your writing and help you win deals. Here are some of our favorites.

1. Construction job proposal template

Construction Job Proposal

Ready-made for the construction industry, this template includes previous projects to serve as portfolio pieces, a detailed project summary with items the client is expected to provide, and a project schedule.

2. Accounting proposal template

Accounting Proposal

While this template was created for accounting services , it can be easily modified to fit various consulting services. The top sections include the introduction letter, about us page, project summary with goals and service breakdown, and a detailed pricing estimate.

3. Catering proposal template

Catering proposal

With this event catering proposal template , you’ll get a short and sweet introduction page, a longer company bio, a food showcase, event details (great for proactively handling any confusion or mix-ups), a theme moodboard, and a menu sample.

This proposal could be adapted for other types of creative work, such as photography, retail store decorating, or makeup services.

To write an effective proposal, you must start with a solid understanding of the client’s needs. This way, you can put their desired results and transformation front and center. Write a cover letter, project summary, company bio, and pricing table to clarify what the client will receive while also selling your company as the best solutions provider.

You can easily write a proposal using our detailed, beautifully designed proposal templates .

Ready to close deals faster? Start your free trial of Proposify.

essential grammar tips image

10 Essential Grammar Tips For Better Proposal Writing

July 20, 2021

Plain language proposal writing tips

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How to Format a Business Proposal (With Examples)

Mary Cullen

Table of Contents

How a proposal is read by a client, business proposal title page, table of contents and headings, white space, lists and tables, client specifications, visual appeal, online versus offline submission.

You wrote a proposal that persuasively sells your solution to a client’s problem. Now, you need to make it look great.

Formatting a proposal can be an intimidating process. There is a range of aesthetics, design tools, and printing options. We created this article based on a common question we receive in our online proposal writing course . Clients often ask: 'What is the best way to format my proposal?'.

We will answer this question by getting you to see your proposal as a client would. Then, we’ll outline basic formatting techniques that can be used thoughtfully and strategically to strengthen your proposal.

In order to understand how to format a successful proposal , we need to understand how the client reads one.

It’s almost guaranteed that the initial review of the document will be a speed read. The client will be looking to quickly understand the proposed solution, budget, and other key details. At some point in its consideration, it will hopefully be read thoroughly. But to make it to that stage, the document needs to support skimming.

Your preparation process should have identified the key concerns or decision points, which are formatted to be easily found. You may also be familiar with the style they find most useful. These considerations allow you to format with the reader in mind.

The title page is flexible in its formatting. It can be any design, so long as it is professional, legible, and appropriate to the industry.

A proposal title, though, is often a missed opportunity. These documents are often called: “Proposal for XYZ Company.” Not only is this boring, but it also does nothing to highlight the benefit offered to the client.

Your title page should immediately sell your proposal. Read the following title examples and see if it makes you want to read more of the document:

Title : Customer Service Review Subtitle : Reduce Response Time and Customer Satisfaction Strategies
Title : Technical Report Writing Training Subtitle : Convey Complex Information to Technical and Non-Technical Audiences
Title : Point of Service Software Upgrade Subtitle : Ease Client Scheduling Across Four Regions

Skimming a document is much easier with a table of contents. The table consists of each heading and subheading and the associated page number.

Each distinct topic within your proposal should have its own section with headings and subheadings. A wall of text is cluttered and overwhelming to the reader. Breaking out the text into smaller paragraphs and sections makes the document more visually digestible.

These section titles also offer a big opportunity. The wording of each heading and subheading doesn’t need to be simply descriptive. They can be persuasive and compound the overall impact of the document.

White space is your friend. It gives the document a modern, accessible appearance.

This effect can be achieved in many ways. Add (more) space between paragraphs and sections. Increase margins. Break large paragraphs into smaller ones.

Important or bulky information can be presented more clearly using lists or tables. These forms naturally draw the eye of the reader. Their separation from paragraphs adds importance to that information.

Wedding planner services on the wedding day include staff coordination, decoration organization, vendor confirmation, venue consultation, schedule logistics, and troubleshooting.

Wedding planner services on the wedding day include:

  • staff coordination
  • decoration organization
  • vendor confirmation
  • venue consultation
  • schedule logistics
  • troubleshooting

The list presents the same information in a format that is easier to read, remember, and reference.

Always verify if the client has any formatting specifications.

Some RFPs must be submitted with proposal sections directly answering to RFP sections. Clients may have document length or font instructions. Other clients have no directions and prefer creativity in the document.

No matter the directions, they must be followed exactly. The client has provided them for a reason. To incorporate all their desires ensures your document can properly fall into their internal review process. Importantly, it also shows your attention to detail.

There is flexibility within the proposal aesthetic, so long as it meets certain qualities.

The proposal should feel complete. The overall design of the document is appealing and encourages the audience to open and read more. Images and graphics are inserted where they enhance the bid (and never distract the reader).

Many companies also strive for consistency, so that clients can recognize their work. A style guide is highly valuable in this case. The guide is developed based on best practices and preferences within the company. It can define any aspect from font selection to word choice. Following a style guide produces documents with a certain standard and uniformity. If there is a marketing department in your company, coordinate with their graphics team to ensure you are using the brand graphics correctly.

Another handy tool for standardization is a template. Whether an internal or online version, these prepared documents can save time for the writer. In templates, many of the formatting decisions have already been made.

Templates should be used with caution. Each proposal must be crafted to meet the client’s needs. If the existing template does not suit the current client, the proposal needs to be modified or entirely restarted.

In our ultimate guide to writing a proposal, we discuss when and how to use graphics. Graphics can either hurt or aid in your presentation of content. As a general rule, you want to keep them simple and easy to understand. They should not be flashy or distracting. If you have a graphic designer at your company, you can ask them for assistance.

  • Ensure that the graphics are large enough to read
  • Use your company colors when possible
  • Ask yourself if each graphic adds or distracts from the message
  • Evaluate what message readers will get who flip through the proposal only looking at the graphics briefly.
  • Use whitespace liberally
  • Use a simple and easy to read typeface
  • Use hierarchy to order your content

We have put together a list of proposal templates that have been professionally formatted. These examples proposals span multiple industries and were created by proposal software companies. You can view the documents and our critiques of each in our article 10 Best Proposal Examples .

The submission type must be factored into formatting. Online and offline proposals present their own benefits and challenges. What looks sleek online may look terrible in hard copy, and vice versa.

No matter the format, submit the highest quality version possible to the client.

Always review your proposal and its formatting in the exact way your client will receive it. A pro tip is to ensure that electronic submissions can still be easily and properly printed. There are still many decision-makers who prefer a paper copy.

In either case, an introductory letter or email is valuable. This text can be added to the email or as a printed page that lies on top of the hard copy. The letter provides an introduction to the proposal and the benefit to the client. It can also provide an opportunity to invite the next action from the proposal, such as a review meeting.

A business proposal needs to look great. It also needs to be accessible and client-ready. Thoughtful formatting ensures that the persuasive texts actually gets read.

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How to Write a Proposal Cover Page + 6 Examples

Posted by: Cinthya Soto

First impressions count, and a proposal cover page is the first impression you will make on a potential client. That’s why it’s essential that your architecture proposal has an outstanding cover page. Many might neglect the title page, treating it as a simple formality after the rigorous process of proposal writing . However, this initial page should captivate just as much as the rest of the proposal. 

But how do you strike the right balance between professionalism and creativity? How do you ensure your cover page stands out in a sea of similar proposals? If these questions have crossed your mind, you’re in the right place. 

In this blog, we’ll cover each element necessary to create an outstanding proposal cover page in the AEC industry. We’ll also prove you with six examples in the AEC examples and tell you why they work. By the end of this blog, you’ll be ready to elevate your proposal game and leave a lasting mark on your reader. 

The Importance of Proposal Title Pages 

In the Architecture, Engineering, and Construction (AEC) industry, firms often compete for high-value contracts, and clients are looking for partners they can trust. Architecture proposal covers play a big role in both of these factors– making you stand out among the competition and building trust among potential clients. 

It not only speaks to the professionalism and quality of your firm but also serves as a differentiator, setting you apart from competitors. Like the foundation of a building, a strong proposal title page supports the entire structure of your proposal, ensuring it stands firm among the competition. 

The title page is often the first thing a client or reviewer will see when they open a proposal, and as with any first impression, it can set the tone for the entire proposal review process. Here’s why the proposal title page is so crucial in the AEC industry: 

Making a Lasting First Impression 

Just as the exterior of a building can draw you into its architecture and ambiance, a well-designed proposal title page grabs the attention of its reader. The proposal title page is a key tool in making a lasting impression. The first impression you make demonstrates your understanding of design, precision, and the client’s requirements. 

Moreover, a well-organized and clear title page helps set the tone for the rest of the proposal, meaning that the document is professionally prepared and well-thought-out. 

Showing Your Professionalism

The title page often includes critical details such as the project name, submission date, company logo, and contact information. A strategically designed title page indicates that you pay attention to detail, a quality highly valued in the AEC industry.

A professional title page also symbolizes your firm’s standards and the quality of work one can expect. If you can’t be bothered to make the cover look good, a client may question the diligence and care you will bring to their project. 

Getting Ahead of the Competition 

It’s clear that an impressive proposal title page can help you get ahead of the competition. For this reason, pay attention to factors that make your proposal cover stand out, such as branding and your value proposition. 

The title page is an opportunity to showcase your company’s branding and identity. This differentiation helps clients quickly identify and remember your proposal amongst a pile of others.

Moreover, highlight your value proposition on the cover to subtly emphasize what makes your firm unique and why you are the best choice for the project. 

How Do You Write a Cover Page for a Proposal?

A cover page is a window to your proposal. It should be neat, organized, and able to demonstrate important information in a quick glance. Here’s a step-by-step guide on how to structure and include the relevant details on your proposal’s cover page: 

1. The Name of Your Company 

This aspect immediately identifies who is sending the proposal. Place this at the top or center of the page, preferably in a larger font. Select a font that’s easy to read and showcases your style. Additionally, use minimal colors and visuals to keep the attention on the name and title. 

2. Logo and Graphic 

The cover page should display high-quality logos and graphics that highlight your work to its fullest advantage. Go for sharp, well-illuminated images that resonate with your unique style and aesthetic. 

Position your company logo strategically. It could be near the name of your company or at the top center of the page. If you have a relevant graphic or image that represents the project or your company’s ethos, consider integrating it into the design, but ensure it doesn’t clutter or overwhelm the page. 

3. Project Title 

The project title should be located centrally or just below your company name. This tells the recipient what the proposal is about. Make sure the title is specific and descriptive. It should capture the main goal, scope, and value of your project in a few words. 

4. Date of submission

Typically placed at the bottom or top-right corner. This indicates the currency and relevancy of the information presented. You might format it as: “Submission Date: August 21, 2023.”

5. Name of Client

This should be positioned either centrally, near the project title or in the top-left corner. This personalizes the proposal and makes it clear who it is intended for. For example,  “Proposal Prepared for: [Client’s Name/Company]” 

6. Contact Information 

It’s essential to have your contact details on the front page, making it convenient for potential clients or employers to reach out to you. Include a dedicated section, often at the bottom, with the following details:

  • Phone Number
  • Email Address
  • Website 

Title Page Tips for Architecture, Engineering, and Construction Proposals 

In the AEC industry, every detail counts, from the beginning of a project to the end. A well-constructed title page can set the tone, show professionalism, and resonate with the values and expectations of your prospective clients. Here are some key tips to ensure your title page captures attention: 

Have a Catchy Title 

The title is, without a doubt, the most important part of a proposal title page. It directs the reader’s attention and sets the stage for what’s to follow. It is the first aspect that the reader will process, and it shapes their initial perception of the entire proposal.

A catchy title is like a magnet – it draws the reader in. It evokes curiosity, intrigue, and a desire to learn more. Craft your title in a way that it doesn’t just inform, but also persuades. Make a promise or hint at a unique approach. Instead of “New Building Proposal,” consider “Innovative Design Meets Sustainable Living.”

An engaging title is not just about being catchy; it also needs to be informative. It should provide a concise snapshot of your proposal’s core. Vague titles can lead to confusion, while overly detailed ones can overwhelm you. The balance lies in being succinct yet meaningful.

Wherever relevant, ensure your title gives a hint of the primary benefit or the unique value your proposal brings. If you’re presenting a sustainable architectural design, for instance, that’s not just a feature – it’s a significant benefit that can set your proposal apart.

Moreover, there are times when one line isn’t enough, and that’s okay. Using a subtitle allows you to add depth, provide clarity, or further pique interest. While the main title might capture attention with its bold assertion, the subtitle can deliver a more detailed promise or context.

Create an Impactful Design

The cover page, the first point of contact, should be designed to impress and inform. Choose colors that align with your brand and resonate with the proposal’s theme. Limiting to 2-3 primary colors can create a more cohesive and professional look. Colors evoke emotions and perceptions. For instance, blues might convey trust and stability, while greens can emphasize sustainability, so keep that in mind when creating your proposal cover page. 

Moreover, ensure the title is prominently sized, with subtitles and other details progressively smaller but still legible. Prioritize “easy to read” fonts, especially for critical information. Clean, sans-serif fonts are often favored for their readability.

Make sure to position your company logo where it’s easily visible, typically at the top or center of the page, and use graphics that complement the proposal’s content. 

Additionally, white space (or negative space) gives elements on the page room to breathe, enhancing readability and the overall aesthetic. While you want to convey key information, avoid filling every inch of the page. Strategically using white space can make your cover look more professional and organized.

Keep Branding Aligned 

The cover page of a proposal presents an opportunity to assert and reinforce your company’s brand. Ensuring brand alignment on this critical page is essential. Brand consistency ensures that the reader instantly identifies the proposal’s source, enhancing the recall value of your company.

Familiarity breeds trust. When clients or partners recognize consistent branding , it instills a sense of reliability and professionalism in your services. Moreover, distinct and consistent branding helps your proposal stand out from a pile of generic documents, giving you a competitive edge.

The best way to ensure consistency across your brand is to implement a software solution, like Digital Asset Management (DAM) software , to manage the ever-growing number of images, videos, logos, and media you keep in your digital asset library. 

Every company has brand assets that shape how people view and engage with the brand. Your assets collectively contribute to your brand, and ensuring their consistency and currency is the main focus of DAM solutions. 

Don’t Forget About Proofreading

You must make sure your proposal cover page is perfect through diligent proofreading. In an industry with lots of competition, your brand’s reputation can be a differentiator. Errors, however minor, can tarnish your brand’s image and reduce the trust clients place in your capabilities. 

The cover page is the very first thing a prospective client or partner sees. A single spelling error, grammar mistake, or misalignment can display a negative image, even before the proposal’s content is reviewed. Proofreading showcases diligence, care, and a commitment to excellence. A flawless cover page communicates that you apply the same meticulousness to your projects as you do to your winning proposals .

Beyond just errors in grammar or spelling, proofreading ensures that the proposal’s intent, objectives, and key details are clearly and effectively communicated. Ambiguities or inconsistencies might lead to misunderstandings or misinterpretations.

Lastly, an unchecked cover page might contain outdated logos, incorrect project titles, or misnamed client details. Such oversights can be embarrassing, unprofessional, and potentially cost you valuable contracts. As mentioned earlier, especially in a field like AEC, consistency is of high importance. Proofreading ensures that such information is consistent across the cover page and the entire proposal. 

6 Proposal Cover Page Examples

The heart of your proposal might be strong and compelling, but what about its face—the cover page? Now that we’ve gone detailed each aspect that makes up a standout proposal cover page, let’s see what it looks like in action with six cover page examples across the AEC industry. These AEC title pages not only showcase diverse styles and approaches but also serve as a roadmap for creating your captivating cover. 

Architecture Proposal Title Page 

Architecture proposal cover page

Why this architecture proposal cover page works: 

  • Great use of white space 
  • The logo is clearly visible 
  • Colors align with brand 
  • Submission date included 
  • The project name catches your attention and is located in the center of the page
  • Includes information for the client company and sender company 

architecture proposal cover

Source: Proposal Kit

  • Limiting to 2-3 primary colors 
  • Great use of images 
  • The logo is placed at the top, making it easily visible 
  • Includes proposal/submission date 

Engineering Proposal Title Page Examples 

engineering proposal cover

Source: Template.net  

Why this engineering proposal cover page works: 

  • Great use of color scheme (no more than 3 colors) 
  • Imagery isn’t overpowering 
  • The company logo and company name are placed at the top 
  • The title is front and center 
  • The font is easy to read 
  • Includes contact information 
  • Includes submission date 

engineering proposal cover template

Source: SampleTemplates  

  • Great color scheme 
  • Use of white space 
  • The logo and company name are located at the top 
  • The project title is eye-catching, located centrally 
  • Use of 3 primary colors creates a professional look 

Construction Proposal Cover Sheet 

construction proposal cover

Source: Office Templates Online

Why this construction proposal cover page works: 

  • Effective color scheme 
  • The logo is placed at the top 
  • The title is big, centered, and easy to read 
  • Use of tagline and subtitles 
  • Contact information included 

OpenAsset Proposal Cover

  • The project title is located in the center 
  • Proper use of images in the background 
  • Easy-to-read font 
  • 2 primary colors are used for a professional look 
  • The company logo is visible 

How to Have the Perfect Title Page for Every Proposal 

To win clients and secure projects for your AEC firm, it’s essential to create compelling proposals, starting with the title page. However, we recognize the obstacles you may encounter in this process. That’s why, unlike traditional DAM systems, OpenAsset offers a project-based DAM solution specifically designed for AEC marketers . 

Our platform enables you to create documents in seconds with templates and generate high-quality RFP responses efficiently and effortlessly. With a wide range of integrations and valuable features, OpenAsset serves as the ideal marketing technology solution for creating persuasive content, proposals, presentations, and more. 

If you’d like to learn more about our DAM technology, you can reach out to our Support team, here or contact one of our digital asset experts today to schedule a demo . 

Get OpenAsset DAM Insights

title page of business proposal example

How to Create Winning Proposals

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Business Proposal Example (Breakdown + Free Sample)

Business proposal example to help you write your next business proposal. View examples of what set business proposals apart and learn to write your own.

Follow this business proposal example and learn how to write the perfect business proposals today.

As our name suggests, we’re very familiar with business proposals here on Proposeful 🙂

We’ve spent a lot of time studying what goes into creating an effective business proposal and in this page you’ll be able to follow us as we analyse a business proposal example and break it down into a simple to follow structure.

Business Proposal Example

The proposal sample we’ll be analysing is one of our  free proposal templates  and is composed of all the information your client will need to make a decision.

View Proposal Example

It’s a made-up proposal for the made-up company we call Acme Co. It doesn’t really matter what exactly the services or products you’re selling are, most buying decisions require pretty much the same information:

  • What am I buying?

Why do I need it?

  • How will this investment return to me?
  • Who am I buying this from?
  • Can I trust this provider?

Can I afford it?

If you consider all of your recent buying decisions – either personal or professional – you probably mentally considered all of these items. Sometimes, we skip some of them: for example we can be more flexible with the price when we’re in great need of something, or we can immediately trust someone who we don’t really know but was very positively recommended by someone else we trust.

As we follow our business proposal example, you’ll notice how we address each part of these items and how positively our client should feel about your offer when you follow this structure.

What am I buying? How to set the mood right

Does your client really need to be reminded?

Surprisingly, yes!

Specifying what exactly your client is purchasing helps set the tone for the rest of our pitch. In our proposal example, we address this right on the cover, by creating a title that accurately translates the client’s needs into a specific, deliverable solution.

For example, if your client is requesting a proposal for an e-commerce store so that they can sell their products online, which of the following titles should you use?

  • E-commerce development proposal
  • Online store to help Acme Co. reach more clients

It’s easy to see how the second one shows more alignment with your client’s goals and a better understanding of their needs. Your client might even get excited when reading a masterful title like this, as they remember why exactly they’re looking to spend money!

We address this question in the section of our proposal example we call “the challenge”.

The idea here is to explain to your client – in your own words – the exact problem they have and why they should be looking to fix it.

Although your client already knows that, exposing the problem in your own words is again a great way to connect to your client – showing you understand their challenges – and offers an opportunity to remind them why they so desperately need you (that’s the reaction you want to get, after all!)

What ROI can I expect?

If you have any hope of closing a sale, your client better be getting more value from hiring you than from keeping their money in the bank, right?

That’s why you need to address the ROI (Return On Investment) your client can expect to get.

Now, that might be hard to speculate, and you might feel you don’t really have an answer for that. In some industries – advertising, for example – ROI is a part of day-to-day operation and it’s easy to speculate and create goals. In others – like photography, for example – ROI can be more qualitative than quantitative. Still, it’s always possible to present a clear return to your client.

For example, if you’re working on something to strengthen their brand – like photography, graphic design, a new logo, etc. – you can write about how a stronger brand and better quality images and pictures help improve the results from campaigns and build customer trust. You don’t have to put a number on it, but you must be able to explain what they’re getting out of it.

We address this question in both the “Our Solution” and “Expected Results” sections of our proposal example, as the ROI is tightly linked to your unique value proposition.

Who am I buying this from and can I trust them?

If you have managed to build interest in your client by now, they might be asking themselves the first soft sales objections, like:

  • Is this provider trustworthy?
  • Can’t we do this internally with our own team?
  • Do they really have the experience to achieve our goals?

All of those questions are natural in any sales process. In retail, customers will sometimes research brands and different options for months online before making a purchase decision. Your sales are no different – even if the client is in a hurry or you’re the only provider available, you won’t close the sale if they don’t trust you.

Also, even if you have been referred to this customer by someone you trust, it’s important to remember that sales, specially in larger companies, usually involve more than a single person. In fact, in a typical 100-people company,  up to 7 people can be involved in a buying decision .

Therefore, it’s important that your primary contact not only trusts you, but has reasons to defend you as the perfect match for their company when deciding internally between providers.

We address those issues in the “Why Us” and “Case Study” sections of our proposal sample, where you can tell your clients a bit about your work and experience and – more importantly what you have done for other companies.

If you’ve had a similar client with a similar problem, it’s a great idea to include a (anonymous, if need be) case study about what sorts of results you were able to achieve for your other client. For some areas – e.g. webdesign – a portfolio is enough, but for consultants and marketers, for example, it’s important to go into details of what problems you’ve solved for other clients.

This will be very important in building trust in your client. You’ll note that in our proposal example we use testimonials. These area a great, often overlooked, way to show your prospect that other companies and people trusted you as well and had a great experience working with you.

If your client is confident your solution is solid, their ROI is clear and you are the perfect company for their job, they might still have one objection: money!

We address this in the “Total Investment” section of our proposal sample, where we list a few  options for our client to choose from. It’s important to limit choices to 3 or 4 at most, ideally less. The reason for that is you don’t want to create friction and have your client confused regarding different packages and marginally different ROI.

You’ll notice in our proposal example we always use the term “Investment” when referring to price. The reason for that is to constantly remind our client that they’re not spending frivolously, but rather investing in a solution with clear ROI to their business.

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How to write your business plan cover page

When you think of putting together your business plan , the business plan cover page may not be the first thing that comes to mind. While it’s traditionally one of the last sections you create in a business plan, it’s one of the most important.

Definition: What is a business plan cover page?

The cover page of a business plan is used to give an overview of all the key information of your business. This includes your company name, logo, address, and any other information that may define your business. It's the first page of your plan, so it should look professional, visually pleasing, and informative.

When potential investors or banks read a business plan, their first impression is the cover page—but don’t overthink it. A business plan cover page is meant to be simple and straightforward, with some important contact information and, more importantly, your logo.

Use this breakdown to find out what the purpose of your cover page is, which elements you need to include, and how to structure it to maximize your impact:

What is the purpose of a cover page?

Your cover page exists to communicate what the enclosed document is and to provide the necessary information for a reader to contact you about your business.

The appearance and quality of a business plan cover page will set the tone for your business plan’s content, so make sure it’s visually appealing, free of errors, and concise.“ Simple, clean and powerful are the three goals of a strong business plan cover,” suggest the experts at Growthink . Don’t clutter your cover page with details about how your business will operate—save those important details for the executive summary .

What should you include on a business plan cover page?

To keep it simple, your business plan cover page should include:

Company logo

  • Document title
  • Business name
  • Business address and contact information
  • Business plan completion date
  • Confidentiality statement

How should you format a business plan cover page?

Once you know what information belongs in this section, all that remains now is to organize it. If you need some further guidance, these downloadable templates can streamline the process of drafting a cover page—and the rest of your business plan, too.

A business plan cover page for Meow Bots Inc. The slogan is “the future of pets.” The cover page example also includes information on the President, address, email, and phone number. There is a confidentiality statement at the bottom.

1. Company logo

Add a high-resolution thumbnail of your logo at the top of the cover page. This will help establish a brand identity and allow readers to connect visually to the business right from the start.

Hot tip: people are 89% more likely to remember your logo if you put it in the top left corner.

Give the logo some space and then include the words “Business Plan” in a large, bold font. You can also frame the title as “Three–” or “Five–Year Business Plan,” if you intend to make those kinds of financial projections in the document.

3. Business name

Beneath the title, write your company name in a bold font. This should be the most noticeable and prominent feature on the page, so choose a large typeface.

4. Tagline (optional)

This part is optional, but you can also include a catchy slogan or motto that describes your company and what you do.

5. Address and contact information

Under the company name, include your business’s physical address and website if you have one. Provide the details necessary for interested parties to contact you, such as a phone number and email address.

It’s also helpful to include your name as the business owner and the names of any partners or executive officers so that potential investors know where to direct their inquiries.

6. Date of completion

Below the contact information, write the year (or year and month) in which this business plan was finalized and issued. If you’re including the month, it’s a good idea to update it throughout the year as you send out your business plan so readers don’t assume it’s outdated.

7. Confidentiality Statement

At the bottom of the page, include a sentence to the effect of:

“This document contains confidential and proprietary information created by [business name]. This document is issued exclusively for informational purposes and should not be reproduced without the consent of [business name].”

Adding this confidentiality statement offers a protective measure against the disclosure of your business idea , according to this cover page guide .

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Cover page design

Now it’s time for the finishing touches: the actual design of your cover page. Your business plan’s cover page gives the first impression of your business, so your company logo, fonts, and brand colors should all work together to make people want to read more.

Brand colors

90% of a customer’s impression of your business comes from the brand colors you choose, so it’s important to choose colors that represent your business’s personality and elicit the right emotions from your readers.

Don’t know where to start? Grab a pen and paperand write down three emotions you want your customers to feel when they think of your brand. Now you can brainstorm some colors that represent those emotions. For example, you might choose blue if your product is associated with reliability, or yellow if your product is supposed to make your clients feel happy. It’s safer to only choose 2-3 colors , including black, for your color scheme.

You can also analyze the competition and choose colors that help you stand out. Canva has more detailed instructions on how to create your brand color palette .

When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif . It’s also important to choose fonts that are simple, easy to read, and represent your brand.

Serif fonts give off the impression that your brand is trustworthy and dependable, and work great for more traditional businesses, like law practices. “Serif fonts have been widely used in books, newspapers, and magazines, which is why they remind us of more classical, formal and sophisticated themes—think of Old English and Roman scripture,” Robyn Young, founder of branding agency robyn young & co, told Canva .

But if you’re going for a more contemporary and youthful feel, then sans serif is the way to go. “Brands that want a modern aesthetic that scales well at different sizes and is easy to read on screens are going to choose sans serif for their main branding elements,” said Young .

When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

Business plan cover page examples

To further illustrate the structure and format of a business plan cover page, we’ve compiled a few cover page template examples. The first example from officetemplatesonline is simple but attractive and effectively emphasizes pertinent information. The next cover page example is from a fictional clothing store . They usea pop of color to instantly tell you about their brand personality.

Keep your business plan cover page simple

As you prepare to write your business plan , remember to keep your cover page simple and concise. With your logo, business name, and contact information, you’ll introduce the reader into your business plan quickly and easily—and set yourself up for success as a result.

Just don’t forget to proofread and keep an eye out for typos!

Related Posts

Let our How to Start a Business Playbook guide the way.

title page of business proposal example

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

title page of business proposal example

10 Best Professional Business Proposal Examples

A business proposal has the power to make or break your chances of landing a new or top client. If you write a great proposal and contract , you are likely to get them signed up.

Creating a well-crafted proposal will get you more leads. The vital question is how can you ensure you include the essential information? 

However, if you write a poor business proposal, you’ll definitely lose out to someone who put in the work – even if the service you offer is the best out there. 

With this in mind, what is a business proposal? How do you write a great business proposal? What information do you need to include, and what is the appropriate business proposal template?

The fact is that this depends on your industry and if you offer a service or product. Luckily, writing a business proposal is relatively straightforward, so you shouldn’t lose sleep over it. This article will answer the above questions, show you several business proposal samples, and more.

Do you need to convert a Word, PPT or other kind of document to PDF? Use Sizle’s free PDF Converter for fast and free file conversion.

What Is a Business Proposal?

Here’s an easy-to-remember definition of a business proposal. It is a written document sent by a supplier to a prospective client to win a project. Basically, it’s a sales document that comes with the regular information found in documents like quotes, estimates, and bids.

A proposal is commonly unsolicited or solicited. This means that the purchasing company is either reacting to an offer or is actively looking for proposals that meet a particular need – in most cases, from a salesperson to appraise a proposal.

How to Write a Business Proposal?

Now, let’s see a step-by-step guide on how to write your business proposal. An ideal business proposal should contain a: 

Title page: This should include your name, the company’s name, the person’s name you are submitting the proposal to, and the date submitted.

Table of contents: this depends on the length of the business proposal. It should come after your title page before you go into details. 

Executive summary:   See example here . Start your proposal with a well-written executive summary. It has to sell your business, the services or products you offer, and the reason you are the ideal candidate for the job. 

Statement of problem: here, you discuss the job or issue at hand. Show your prospective client that you understand what they need, and you grasp the problem they’re trying to solve. 

Approach and methodology: this section shows how you intend to tackle your prospective client’s problem. List the steps you’ll take to actualize your plan.

Qualifications: You’re allowed to brag a little here. In this section, try to convince your prospective client that you’re the most qualified company for the job. Mention relevant education, industry-specific certifications or training(s) you have, similar successful projects done in the past, years of experience, etc.

Schedule and benchmarks: Let your potential client know how long the proposed project will take.

Cost, payment, and other legal matters: The structure of this section depends on the particular service or project you are offering. Disclose how much it’ll cost, and if necessary, a payment schedule. If there are legal issues like licensing or permits, ensure you include it too. 

Benefits: Let your prospective client know everything they have to gain if they choose you to handle the project. Let them know the reasons that make you the best choice and the ways their business will benefit if they choose you as their solution.

Proposals , contracts and other sensitive documents should always be shared securely.

1. Free Business Proposal Template

A business proposal is an ideal way to go If you want to get funds for your business venture. However, drafting a complex business proposal can be a tad difficult. You can fully customize this template, add your company’s logo, change colors and fonts, and upload images, so your proposal stands out. 

2. Free Project Proposal Template

Preparing a research project entails a comprehensive project proposal that describes the tasks and objectives that will be accomplished to attain a specific goal. It is just like a product you’re selling to your customers but through an in-depth written proposal. 

The Free Project Proposal template contains every information clients often look out for in a proposal. Details like the project’s overview, goals, description, anticipated outcomes, and more. You can change layouts, edit the information, and add more details if need be.

3. Consulting Proposal Template

Professionalism is vital with consulting proposals — after all, you are presenting yourself as a specialist in your industry. Use this Consulting Proposal Template to set yourself apart by quickly drafting up sophisticated PDF proposals. 

If you have multiple clients you want to send the proposal to, this template will work perfectly for it. You don’t have to design the proposals from scratch, all you have to do is fill in some important form fields like the project description, scope of work, objectives, company background, and payment terms with the user-friendly PDF Editor. You can also sign off the proposal with an e-signature, and you’re good to go. 

4. Bid Proposal Template

A bid proposal describes what your business can offer the client by describing both the financial means and the action plans to achieve the proposal. Convince a prospective client that you are the perfect fit by including information like project details, estimated cost, and scope of work. Don’t forget to sign off the document with your e-signature. 

5. Sponsorship Proposal Template

If you are wondering how to get funding for your big event, this is the perfect proposal template for you. All you need to do is fill in the form with the event and sponsorship details, and the template creates elegant PDF proposals instantly. You can choose to print, download, or email the proposal to prospective sponsors. 

Keep in mind that your sponsor may also be getting several proposals weekly, so you have to stand out. Talk about your organization’s story, core values, and purpose and describe how your sponsor’s support will benefit you and them as well. The template comes with a drag-and-drop PDF Editor that allows you to add your logo, update colors, and add e-signatures to get a unique look. A sponsor’s support can make or break your fundraising event, so you need to stand out from the crowd. 

6. One Page Proposal Template

This type of document is commonly given to prospective clients for fast and relatively small projects. For it to be approved, you have to show all the essential information on one page. This business proposal should show the problem and also give the solution.

This One Page Proposal Template shows the project details, client information, project duration, estimated budget, objectives, labor, parts, and the approver’s signature. Also, it uses the e-signature widget to show the approver’s digital signature.

7. Grant Proposal

This formal document is used to request funding, a financial budget, or investment from investors. This document must be straightforward and accurate because it will go a long way in convincing the investors to grant the request.  This Grant Proposal looks professional, and you can find the company’s information, the project, goals and objectives, timeline, budget, and approver’s signature. Also, this grant proposal template has a cover letter and a cover page together with the company’s mission and vision. 

With the Configurable List widget, you can display the project timeline, which shows the activity, start, and end date of the project, and you can dynamically add fields as needed. 

8. Marketing Proposal Template

This document is often provided by marketers to prospective clients as they use a letter to communicate their strategy and ideas to help achieve the business goals of the potential client. The marketing proposal document gives information about the latest market trends, their challenges, and the proposal’s purpose is to encourage the client to be part of the project.

It starts with introducing the marketing firm and their methods in planning their marketing approach. The template is customizable, and you can modify it with the PDF builder of JotForm. 

9. Proposal Letter Template

This is a formal letter, and its aim is to bid and close an agreement with another business. A proposal can be either be for a short-term or long-term engagement. It can also be to offer your services for an event or for a continuous business agreement. Whatever the case may be, the letter intends to encourage the recipient to enter into an engagement with the letter’s sender.

10. Non-profit Business Proposal Template

A non-profit business proposal proposes a business plan to an investor that wishes to fund the non-profit organization for a business engagement. It describes the non-profit organization, short or long-term plans, how to attain these goals or a project plan that the organization plans to address.

This proposal offers info on problems the non-profit organization sees and how to address them as a project or business.

Do you need to convert a Word, PPT or other kind of document to PDF? Use Sizle’s free  PDF Converter  for fast and free file conversion.

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  • How to Write a Research Proposal | Examples & Templates

How to Write a Research Proposal | Examples & Templates

Published on October 12, 2022 by Shona McCombes and Tegan George. Revised on November 21, 2023.

Structure of a research proposal

A research proposal describes what you will investigate, why it’s important, and how you will conduct your research.

The format of a research proposal varies between fields, but most proposals will contain at least these elements:

Introduction

Literature review.

  • Research design

Reference list

While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take.

Table of contents

Research proposal purpose, research proposal examples, research design and methods, contribution to knowledge, research schedule, other interesting articles, frequently asked questions about research proposals.

Academics often have to write research proposals to get funding for their projects. As a student, you might have to write a research proposal as part of a grad school application , or prior to starting your thesis or dissertation .

In addition to helping you figure out what your research can look like, a proposal can also serve to demonstrate why your project is worth pursuing to a funder, educational institution, or supervisor.

Research proposal length

The length of a research proposal can vary quite a bit. A bachelor’s or master’s thesis proposal can be just a few pages, while proposals for PhD dissertations or research funding are usually much longer and more detailed. Your supervisor can help you determine the best length for your work.

One trick to get started is to think of your proposal’s structure as a shorter version of your thesis or dissertation , only without the results , conclusion and discussion sections.

Download our research proposal template

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Writing a research proposal can be quite challenging, but a good starting point could be to look at some examples. We’ve included a few for you below.

  • Example research proposal #1: “A Conceptual Framework for Scheduling Constraint Management”
  • Example research proposal #2: “Medical Students as Mediators of Change in Tobacco Use”

Like your dissertation or thesis, the proposal will usually have a title page that includes:

  • The proposed title of your project
  • Your supervisor’s name
  • Your institution and department

The first part of your proposal is the initial pitch for your project. Make sure it succinctly explains what you want to do and why.

Your introduction should:

  • Introduce your topic
  • Give necessary background and context
  • Outline your  problem statement  and research questions

To guide your introduction , include information about:

  • Who could have an interest in the topic (e.g., scientists, policymakers)
  • How much is already known about the topic
  • What is missing from this current knowledge
  • What new insights your research will contribute
  • Why you believe this research is worth doing

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As you get started, it’s important to demonstrate that you’re familiar with the most important research on your topic. A strong literature review  shows your reader that your project has a solid foundation in existing knowledge or theory. It also shows that you’re not simply repeating what other people have already done or said, but rather using existing research as a jumping-off point for your own.

In this section, share exactly how your project will contribute to ongoing conversations in the field by:

  • Comparing and contrasting the main theories, methods, and debates
  • Examining the strengths and weaknesses of different approaches
  • Explaining how will you build on, challenge, or synthesize prior scholarship

Following the literature review, restate your main  objectives . This brings the focus back to your own project. Next, your research design or methodology section will describe your overall approach, and the practical steps you will take to answer your research questions.

To finish your proposal on a strong note, explore the potential implications of your research for your field. Emphasize again what you aim to contribute and why it matters.

For example, your results might have implications for:

  • Improving best practices
  • Informing policymaking decisions
  • Strengthening a theory or model
  • Challenging popular or scientific beliefs
  • Creating a basis for future research

Last but not least, your research proposal must include correct citations for every source you have used, compiled in a reference list . To create citations quickly and easily, you can use our free APA citation generator .

Some institutions or funders require a detailed timeline of the project, asking you to forecast what you will do at each stage and how long it may take. While not always required, be sure to check the requirements of your project.

Here’s an example schedule to help you get started. You can also download a template at the button below.

Download our research schedule template

If you are applying for research funding, chances are you will have to include a detailed budget. This shows your estimates of how much each part of your project will cost.

Make sure to check what type of costs the funding body will agree to cover. For each item, include:

  • Cost : exactly how much money do you need?
  • Justification : why is this cost necessary to complete the research?
  • Source : how did you calculate the amount?

To determine your budget, think about:

  • Travel costs : do you need to go somewhere to collect your data? How will you get there, and how much time will you need? What will you do there (e.g., interviews, archival research)?
  • Materials : do you need access to any tools or technologies?
  • Help : do you need to hire any research assistants for the project? What will they do, and how much will you pay them?

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

Methodology

  • Sampling methods
  • Simple random sampling
  • Stratified sampling
  • Cluster sampling
  • Likert scales
  • Reproducibility

 Statistics

  • Null hypothesis
  • Statistical power
  • Probability distribution
  • Effect size
  • Poisson distribution

Research bias

  • Optimism bias
  • Cognitive bias
  • Implicit bias
  • Hawthorne effect
  • Anchoring bias
  • Explicit bias

Once you’ve decided on your research objectives , you need to explain them in your paper, at the end of your problem statement .

Keep your research objectives clear and concise, and use appropriate verbs to accurately convey the work that you will carry out for each one.

I will compare …

A research aim is a broad statement indicating the general purpose of your research project. It should appear in your introduction at the end of your problem statement , before your research objectives.

Research objectives are more specific than your research aim. They indicate the specific ways you’ll address the overarching aim.

A PhD, which is short for philosophiae doctor (doctor of philosophy in Latin), is the highest university degree that can be obtained. In a PhD, students spend 3–5 years writing a dissertation , which aims to make a significant, original contribution to current knowledge.

A PhD is intended to prepare students for a career as a researcher, whether that be in academia, the public sector, or the private sector.

A master’s is a 1- or 2-year graduate degree that can prepare you for a variety of careers.

All master’s involve graduate-level coursework. Some are research-intensive and intend to prepare students for further study in a PhD; these usually require their students to write a master’s thesis . Others focus on professional training for a specific career.

Critical thinking refers to the ability to evaluate information and to be aware of biases or assumptions, including your own.

Like information literacy , it involves evaluating arguments, identifying and solving problems in an objective and systematic way, and clearly communicating your ideas.

The best way to remember the difference between a research plan and a research proposal is that they have fundamentally different audiences. A research plan helps you, the researcher, organize your thoughts. On the other hand, a dissertation proposal or research proposal aims to convince others (e.g., a supervisor, a funding body, or a dissertation committee) that your research topic is relevant and worthy of being conducted.

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If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. & George, T. (2023, November 21). How to Write a Research Proposal | Examples & Templates. Scribbr. Retrieved February 26, 2024, from https://www.scribbr.com/research-process/research-proposal/

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EU AI Act: first regulation on artificial intelligence

The use of artificial intelligence in the EU will be regulated by the AI Act, the world’s first comprehensive AI law. Find out how it will protect you.

A man faces a computer generated figure with programming language in the background

As part of its digital strategy , the EU wants to regulate artificial intelligence (AI) to ensure better conditions for the development and use of this innovative technology. AI can create many benefits , such as better healthcare; safer and cleaner transport; more efficient manufacturing; and cheaper and more sustainable energy.

In April 2021, the European Commission proposed the first EU regulatory framework for AI. It says that AI systems that can be used in different applications are analysed and classified according to the risk they pose to users. The different risk levels will mean more or less regulation. Once approved, these will be the world’s first rules on AI.

Learn more about what artificial intelligence is and how it is used

What Parliament wants in AI legislation

Parliament’s priority is to make sure that AI systems used in the EU are safe, transparent, traceable, non-discriminatory and environmentally friendly. AI systems should be overseen by people, rather than by automation, to prevent harmful outcomes.

Parliament also wants to establish a technology-neutral, uniform definition for AI that could be applied to future AI systems.

Learn more about Parliament’s work on AI and its vision for AI’s future

AI Act: different rules for different risk levels

The new rules establish obligations for providers and users depending on the level of risk from artificial intelligence. While many AI systems pose minimal risk, they need to be assessed.

Unacceptable risk

Unacceptable risk AI systems are systems considered a threat to people and will be banned. They include:

  • Cognitive behavioural manipulation of people or specific vulnerable groups: for example voice-activated toys that encourage dangerous behaviour in children
  • Social scoring: classifying people based on behaviour, socio-economic status or personal characteristics
  • Biometric identification and categorisation of people
  • Real-time and remote biometric identification systems, such as facial recognition

Some exceptions may be allowed for law enforcement purposes. “Real-time” remote biometric identification systems will be allowed in a limited number of serious cases, while “post” remote biometric identification systems, where identification occurs after a significant delay, will be allowed to prosecute serious crimes and only after court approval.

AI systems that negatively affect safety or fundamental rights will be considered high risk and will be divided into two categories:

1) AI systems that are used in products falling under the EU’s product safety legislation . This includes toys, aviation, cars, medical devices and lifts.

2) AI systems falling into specific areas that will have to be registered in an EU database:

  • Management and operation of critical infrastructure
  • Education and vocational training
  • Employment, worker management and access to self-employment
  • Access to and enjoyment of essential private services and public services and benefits
  • Law enforcement
  • Migration, asylum and border control management
  • Assistance in legal interpretation and application of the law.

All high-risk AI systems will be assessed before being put on the market and also throughout their lifecycle.

General purpose and generative AI

Generative AI, like ChatGPT, would have to comply with transparency requirements:

  • Disclosing that the content was generated by AI
  • Designing the model to prevent it from generating illegal content
  • Publishing summaries of copyrighted data used for training

High-impact general-purpose AI models that might pose systemic risk, such as the more advanced AI model GPT-4, would have to undergo thorough evaluations and any serious incidents would have to be reported to the European Commission.

Limited risk

Limited risk AI systems should comply with minimal transparency requirements that would allow users to make informed decisions. After interacting with the applications, the user can then decide whether they want to continue using it. Users should be made aware when they are interacting with AI. This includes AI systems that generate or manipulate image, audio or video content, for example deepfakes.

On December 9 2023, Parliament reached a provisional agreement with the Council on the AI act . The agreed text will now have to be formally adopted by both Parliament and Council to become EU law. Before all MEPs have their say on the agreement, Parliament’s internal market and civil liberties committees will vote on it.

More on the EU’s digital measures

  • Cryptocurrency dangers and the benefits of EU legislation
  • Fighting cybercrime: new EU cybersecurity laws explained
  • Boosting data sharing in the EU: what are the benefits?
  • EU Digital Markets Act and Digital Services Act
  • Five ways the European Parliament wants to protect online gamers
  • Artificial Intelligence Act

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    Step 2. Create the cover page. Kick off your proposal writing with a compelling cover page (also known as the title page). The visuals and style take center stage here—it's your first impression after all. As for the text, you just need a proposal title and key details such as your company's name, the client's name, the date, and your ...

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    Your title page should immediately sell your proposal. Read the following title examples and see if it makes you want to read more of the document: Title: Customer Service Review. Subtitle: Reduce Response Time and Customer Satisfaction Strategies. Title: Technical Report Writing Training. Subtitle: Convey Complex Information to Technical and ...

  15. How to Write a Proposal Cover Page + 6 Examples

    4 6 Proposal Cover Page Examples 5 How to Have the Perfect Title Page for Every Proposal The Importance of Proposal Title Pages In the Architecture, Engineering, and Construction (AEC) industry, firms often compete for high-value contracts, and clients are looking for partners they can trust.

  16. 167+ Free Business Proposal Templates

    167 Free Business Proposal Templates Close your deals faster and win over potential clients with a stunning project proposal template. Get started with any of 167+ business proposal samples from PandaDoc. Featured Accounting & tax Affidavit Forms Bill of sale Project Proposals Freelance proposals Marketing proposals Service proposals HR proposals

  17. Free Business Proposal Template in Word

    Get your template The hassle-free international business account. Connect with investors, clients and employers all over the world, and get paid using a Wise multi-currency business account.

  18. Free, custom, printable proposal cover page templates

    781 templates. Create a blank Proposal Cover Page. HS. Black White Yellow Modern Business Proposal Cover. Document by Hayra Studio. Black and White Modern Business Proposal Cover Page Document. Document by chloe blue's Images. Green and Tan Playful Business Proposal Cover Page. Document by Afilabs.co.

  19. Business Proposal Example (Breakdown + Free Sample)

    In our proposal example, we address this right on the cover, by creating a title that accurately translates the client's needs into a specific, deliverable solution. For example, if your client is requesting a proposal for an e-commerce store so that they can sell their products online, which of the following titles should you use?

  20. Designing a Business Proposal Cover Page

    Susette Horspool Updated: Sep 2, 2022 2:49 PM EDT In perusing the Internet, I noticed there were a number of terms being used interchangeably with "cover page" that could create confusion. Cover sheet, title page, and cover letter are all different items used for different purposes.

  21. How to write your business plan cover page

    Give the logo some space and then include the words "Business Plan" in a large, bold font. You can also frame the title as "Three-" or "Five-Year Business Plan," if you intend to make those kinds of financial projections in the document. 3. Business name. Beneath the title, write your company name in a bold font.

  22. 10 Best Professional Business Proposal Examples

    The Free Project Proposal template contains every information clients often look out for in a proposal. Details like the project's overview, goals, description, anticipated outcomes, and more. You can change layouts, edit the information, and add more details if need be. 3. Consulting Proposal Template.

  23. How to Write a Research Proposal

    Title page Introduction Literature review Research design Reference list While the sections may vary, the overall objective is always the same. A research proposal serves as a blueprint and guide for your research plan, helping you get organized and feel confident in the path forward you choose to take. Table of contents Research proposal purpose

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    As part of its digital strategy, the EU wants to regulate artificial intelligence (AI) to ensure better conditions for the development and use of this innovative technology. AI can create many benefits, such as better healthcare; safer and cleaner transport; more efficient manufacturing; and cheaper and more sustainable energy.. In April 2021, the European Commission proposed the first EU ...