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Budget Proposal
A budget proposal is a formal document that is used to outline the financial budget plan for a company, a project, or campaign. Jotform Sign ’s free Budget Proposal includes space to fill out expenses for employees/personnel, equipment, materials, supplies, travel, events, workshops, conferences, and utilities. Customize this template however you see fit, then share it via email to collect e-signatures from any device.
Need to make some changes? No problem! You don’t need any coding or design experience — simply drag and drop to add or edit form fields, include your personal branding, change fonts and colors, and much more. You can also set up an automated signing order to ensure signatures are received in a timely manner. Save time and paper with this online Budget Proposal template from Jotform Sign.
More templates like this
Free Business Proposal Template
Getting your business off the ground is no small task and might require gathering funding from investors. With Jotform Sign, your young business can create a Free Business Proposal Template to outline your business’ needs, ideas, and benefits — making it easier to get investor buy-ins. Just create and customize your proposal, then send it to your investors and stakeholders for their e-signatures.Need to make changes to your Free Business Proposal Template? No problem! Jotform’s got you covered. Drag and drop to personalize your form to align with your company branding and policies. Add or remove form fields, create automated signing orders for multiple investors, upload logos and branding, and choose fonts and colors that work best for you. Work smarter with Jotform Sign.
Free Project Proposal Template
Don’t waste time creating multiple project proposals from scratch. With Jotform Sign’s ready-made Project Proposal template, you can generate and customize a professional-looking proposal that includes details such as an overview and description of the project, resources and budget, project goals, expected outcomes, and more. Update the wording however you see fit, then share it with clients via email to seamlessly gather e-signatures from any device.Want to personalize this Free Project Proposal to match your company’s branding? No problem! Using our powerful online builder, you can add or edit form fields, upload your logo and branding, include images, change fonts and colors, and make other design changes without any coding. Once both you and your client have signed this proposal, you’ll automatically receive a finalized document — ready to share, download, and print for your records.
Mobile App Development Proposal Template
Create a Mobile App Development Proposal Template that works for all occasions with Jotform Sign. With our entirely online signature and feedback collection process, you’ll be able to manage and reference signatures from your team members in one convenient place. Share via email or embed in your online team portal.Customizing this Mobile App Development Proposal Template is simple and efficient with Jotform Sign. Update the terms and conditions, add or remove form fields, change fonts and colors, and make other cosmetic changes with no coding required. Create your app proposal, send it straight to your team, and start collecting signatures and feedback instantly. Collaborate smarter with Jotform. To collect e-signatures on any device, create an e-sign document with Jotform Sign.
These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.
- Sign Templates /
Free Proposal Templates
Write a winning proposal in minutes with Jotform’s Proposal PDF Templates. Whether you need a business proposal, bid proposal, or project proposal, these free proposal templates will help guide you in creating an attention-grabbing proposal that contains key information regarding objectives, strategy, and budget. Proposal submissions will automatically be converted into PDFs that are easy to print, pitch, and present.
Personalize your proposal for your company or potential clients using Jotform’s PDF Editor. If you need to start from scratch, you can always get started generating a custom proposal for free! In any case, you’ll be able to modify your proposal template however you’d like, from writing additional form fields to changing fonts and colors. Jotform simplifies the proposal process so you can spend less time drawing up your proposals and more time closing deals.
Prepare a business proposal to present to interested investors. Personalize to match your branding. Works on all devices. Collect e-signatures quickly.
Need to write a project proposal? Get started with one of Jotform’s free project proposal templates here to save time and effort.
Create a proposal to send to your mobile app development team. Works on desktop, tablet, and mobile devices. Drag and drop to customize. No coding knowledge needed.
Cleaning Proposal Template
Save time by automating the way you create, fill out, and sign proposals. Easy-to-customize document template. E-sign instantly on any device.
Consulting Proposal Template
Create a professional consulting proposal via Jotform Sign. Drag and drop to customize. Fill out and e-sign from any device. Easy to share. No coding.
Bid Proposal Template
Create a bid proposal for upcoming projects. Customize to match your project’s theme. Works on any device — desktop, tablet, or mobile. Collaborate smarter.
Sponsorship Proposal Template
This sponsorship proposal template helps you attract and convince your leads to be part of your event as a sponsor. It contains a front page, cover letter for the leads, company overview, information about the event and terms.
Grant Proposal
Create a custom grand proposal in seconds. Easy to share and collect e-signatures. Works on any device. Drag and drop to customize. Streamline your workflow.
Construction Proposal Template
Create a construction proposal for all your needs. Drag and drop to customize. Works on smartphone, tablet, and desktop devices. E-sign in seconds.
Software Proposal Template
Create a software proposal in seconds. Fill out and e-sign in seconds. Share with clients via email. Works great on any device. Converts to a PDF.
One Page Proposal Template
Generate one page proposals with ease. Free template. Easy to customize. Share in seconds. Fill out and sign on any device. Save time with e-signatures.
Video Production Proposal Template
Create a professional video production proposal. Works on tablet, mobile, and desktop devices. Built to match your company needs. E-sign in seconds.
Generate a custom budget proposal in seconds with Jotform Sign. Fill out and sign on any device. Drag and drop to customize. Converts to a PDF document.
Non profit Business Proposal Template
Generate a nonprofit business proposal and share via email. Fill out and sign from any smartphone, tablet, or desktop. Customize in seconds. No coding.
Proposal Letter Template
Create a proposal letter with this ready-made template. Easy to customize and share via email. Fill out and e-sign from any device. Converts to a PDF.
Marketing Proposal Template
Generate a marketing proposal with this free template. Fill out and e-sign in seconds. Easy to customize and share. Converts to PDF document. No coding.
Interior Design Proposal Template
Create a custom interior design proposal with this free template. Easy to customize and share. E-sign in seconds. Works on all iOS and Android devices.
Event Proposal Template
Create, track, and manage event proposals online. Gather e-signatures from any device. Drag and drop to customize the design. Turn into completed PDFs.
Job Proposal Template
Create a job proposal with this free template. Fill out and e-sign from any device. Easy to customize and share. Works great on any Android and iOS device.
Contractor Proposal Template
Create a professional proposal for your next contracting job. Works on mobile, tablet, and desktop devices. E-sign in just seconds. Converts to PDF.
Catering Proposal Template
Create a catering proposal for your client’s next event. Easy to edit and customize. Works on all mobile, tablet, and desktop devices. Receive copies upon approval.
Research Proposal Template
Create a professional research proposal with Jotform Sign. Easy to customize and share. Fill out and e-sign anytime, anywhere. Converts to a PDF.
Music Business Proposal Template
Create a business proposal for your next music venture. Create and send in minutes. Drag and drop to customize. Works on all iOS and Android devices.
Go To Market Strategy Template
Create a go-to-market strategy for your team. Works well on all devices. Drag and drop to customize. Email or embed to share. Converts to PDF easily.
What is a proposal?
A proposal is a formal offer written in response to a specific request or opportunity with a prospective client. As the name suggests, it proposes a unique idea or a solution to a client’s problem. Proposals are evaluated on whether they meet a client’s expectations regarding goals, timelines, deliverables, and budget.
What are the different types of proposals?
From sales proposals to construction proposals to book proposals, proposals are written for all purposes and industries. Some of the most common types of proposals are grant proposals, research proposals, and business proposals. Business proposals are either solicited or unsolicited. A solicited proposal is one that has been requested by a client or written in response to an RFP (request for proposal). RFPs are sent out by companies and agencies and list specific requirements. Unsolicited proposals initiate the sales process without responding to a request and are generally considered to be more challenging to write.
What should I include in my proposal?
Our free proposal templates already include everything you'll need for your proposal. To learn more about proposals, read our article on items to include in a proposal!
How should I write an effective business proposal?
It takes a lot more than a good idea for a proposal to be successful. Check out our tips on how to write a winning proposal .
What makes a proposal different from an estimate, quote, bid, or business plan?
Unlike estimates, quotes, and bids, proposals include information beyond the specific cost of a project or service. Proposals provide an in-depth explanation of the work being done, with details about scope, deliverables, milestones, and qualifications as well as budget.
While a business plan and business proposal might sound like the same document, one focuses on a company’s internal operations while the other seeks to create a business relationship with another company. A business plan, usually written with the intent of securing funds from an investor, summarizes a company’s overall goals and objectives. On the other hand, a business proposal focuses on a specific project or service for a prospective client.
Can a proposal become a contract?
For a document to be considered a legally binding contract, it must consist of an offer, consideration, and acceptance. A proposal can serve as the foundation for a contract, but it will generally only require a client’s signature, whereas a contract needs signatures from all involved parties.
A signed proposal may become a contract only if it contains signatures from each party and contractual language such as terms and conditions. However, it’s best to keep your contract separate from your proposal in case your client disagrees with your offer and requires a new document outlining the negotiated terms. If you need inspiration for your contract, we recommend our free contract PDF templates.
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13+ SAMPLE Project Budget Proposal in PDF
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1. vendor comparison has been improved, 2. understanding of the project, 3. create a sense of credibility, 4. provide an estimated timeline and budget for the project, 5. expectations should be established, 6. project planning should be informed, step 1: make a gantt chart, step 2: add the employee days for each organization, step 3: provide an estimate of labor costs, step 4: include travel and subcontracting expenses, step 5: assemble everything, share this post on your network, you may also like these articles, 21+ sample demolition proposals in pdf | ms word.
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All-in-one budget proposal template
Let’s face it — new business projects can require a lot of buy-in and resources. Persuading relevant stakeholders to invest in a new project isn’t easy — and that’s where a budget proposal template comes in as your tool to effectively communicate to them exactly where each dollar goes.
In this article, we’ll walk you through how easy it is to create your next budget proposal with our fully customizable budget proposal template so you’ll be ready to win the hearts, minds, and pockets of investors.
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What is a budget proposal template?
A budget proposal template is a reusable document with categories for every potential cost for any project or activity a company or organization might undertake. A budget proposal is a formal document you use to estimate a project’s costs . It’s not enough to show how much a project costs without context.
A budget proposal template helps break down the total cost into several categories getting super granular. This helps stakeholders visualize approximately how much capital a project will need, and where it will go.
A full budget proposal can also contain attached documents, including:
- Budget proposal letter
- Project description
- Expected outcomes
Why use a budget proposal template?
The main reason you’d need a budget proposal template for any project is to deliver a professional proposal that effectively persuades others to invest in or approve the project..
A budget proposal template helps you prep for detailing those costs to the stakeholders in a formal budget proposal document or after you’ve received an RFP template . This way, they can figure out if the project is worth backing. Once the project kicks off, the budget proposal document helps you allocate resources to the right areas and lets you track your actual costs against projections.
Compare real versus expected costs
After completing the project , you can evaluate actual costs against your proposal to see how well you performed. Again, a well-structured template makes this process a breeze. You can then take any insights and make more accurate budget proposals for the next project.
Don’t miss out on crucial details
It can be hard to remember every cost category you need to cover when writing a budget proposal. That’s what a budget proposal template is for. It covers all major cost categories with fields for expected amounts.
You can also improve on and reuse that template each time you need to draft a new proposal. It saves you time and ensures you don’t miss anything. A well-researched and detailed proposal makes you look professional and trustworthy, inspiring stakeholder confidence in the project.
What are some examples of budget proposal templates?
Ready to dive into the actual templates? Let’s take a look at a few different budget proposal templates and how you can use them.
Project budget proposal template
Below, you can see a detailed project budget proposal template. It has dedicated fields for goals and objectives, project scope, and the potential impacts of completing the project successfully.
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It’s a great idea to include this information because it helps justify the project. The more evidence you can provide of a project’s potential benefits, the easier it will be to get buy-in.
Organization budget proposal template
Here, we have a budget proposal template for an entire organization . Key executives, such as the CFO, might request something like this.
As you can see, this template breaks expenses down by categories like legal fees, audits, IT costs, and more. Plus, it includes the total amount for each category and subcategory. This allows stakeholders to scrutinize each cost, helping to gain their confidence and buy-in.
Marketing budget proposal template
Budgeting is important to marketing initiatives and campaigns because it allows marketers to maximize the effectiveness of their spending. Marketers have to run campaigns, and campaigns cost money. The marketing department has to justify each one to management. Therefore, they’ll be going through a lot of budget proposals — so a dedicated template for marketing budgets comes in handy.
This template breaks down costs into the research, communications, networking, and event categories. If you rely more on digital marketing channels, you can adjust the template to reflect that.
Research budget proposal template
Researchers are no strangers to budget proposals. They have to attach these to their grant proposals in order to win funding for their research studies.
This proposal template covers the salaries of each researcher involved in a project. Each entry has a spot to list the individual’s name, role, rate, and estimated hours to calculate the approximate funding needed in the proposed budget.
monday.com’s budget proposal template
monday.com’s budget proposal template is completely customizable so you can use to create a perfect proposal for any project or use case. Thanks to our drag-and-drop editor, you can easily tailor it to your needs, editing columns, widgets, formulas, and more. You can also color-code it, create custom labels, and make it easy to understand visually. There are different views available, so you can visualize your template as a table or a Gantt chart .
Cross-department collaboration is vital for many types of budget proposals, and monday.com makes this a breeze. You can easily share the board with relevant teams with the click of a button, synchronize data across boards and departments, and much more.
That makes it easy to provide a neat budget proposal to managers, executives, and anyone else who needs it. If you currently work with spreadsheets, you can easily import Excel budget spreadsheets or Google Sheets proposal data into monday.com as well. Our Work OS is equipped to serve as your complete finance CRM , too. Check out a few more related templates.
Related monday.com templates
High-level marketing budget template.
A marketing department makes more budget proposals than most others since they’re in charge of running campaigns. A high-level marketing budget template can help them plan their campaigns ahead of time. This helps them make more persuasive and accurate proposals, which leads to more effective and efficient campaign spending. Plus, they can track their spending with ease and set up notifications to make sure they don’t go over spending limits.
Expense tracking template
Your budget won’t be too useful if you don’t track your expenses, and that’s why an expense tracking template can come in handy. Once your proposal is approved, you should grab this template right away. In your template, you can add, remove, or rearrange any categories you want to create a setup that works for you. Plus, notifications make it easy to know if certain payments are about to come due.
Finance requests template
Whenever someone in your organization needs funding for something in that budget proposal, such as a purchase or reimbursement for travel, you can make it easier to organize them for approval by requesting that they submit a finance request. But monitoring multiple finance requests can become overwhelming fast. You need to make sure each request’s reason is valid, check that the company has funds available, and track the progress of each one the whole way.
With a good finance requests template , that struggle becomes a thing of the past. You can easily gather all requests with a customizable form. Then, the template has several pre-built finance request stages, helping you manage and track each request at a glance. Just set up some deadlines and notifications, and your team can stay on track with all finance requests.
FAQs about budget proposal templates
How do you write a budget proposal.
To write a budget proposal, you’ll need to brainstorm all costs associated with the project. You should also be able to concretely define the project’s goal for which you’re creating a budget. Additionally, you should know the project’s estimated return.
From there, you can organize costs into direct costs and general/administration costs, and you can even break these down into subcategories. Using a budget proposal template makes this much easier because all the categories will be there. You’ll simply have to estimate their amounts.
What are the parts of a budget proposal?
Budget proposals may differ in their look depending on your industry, organization size, and goals. However, most budget proposals generally have some common pieces:
- Goal, project name, or purpose : This is relatively self-explanatory — this is the main goal you hope to accomplish. Ideally, you want a mission statement written out here.
- Direct costs : This section contains the costs associated directly with completing the project. For instance, if the project involves making a new product, the labor involved might be a direct cost. These may be broken out into subsections by categories.
- General and administration : These are costs like accounting expenses, support staff and customer service, maintenance, and most other costs that aren’t directly involved in completing the project. These are sometimes called indirect costs.
- Total : Each section and subsection may have its own total. There will also be a grand total for all costs at the bottom.
Why do I need a budget proposal?
A budget proposal is useful for several reasons. For one, it helps you see if a project is viable. If you have an estimate for a project’s potential returns, you’ll need to weigh it against the costs. Even if the project is viable, having a detailed budget proposal helps you get buy-in from all stakeholders. It reassures the stakeholders that the costs are worth it.
Once the project kicks off, you can use your budget proposal to allocate resources accordingly and continually evaluate your actual spending against the budget. This will help you minimize the chances of exceeding your budget and adjust spending as needed.
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However, funding requires approval — and that approval can only be gained if you have a project budget proposal that has information about budget items and estimated total costs
A well-prepared project budget proposal can help secure financing and establish clear goals and timelines. Plus, the document ensures that the project stays on track and is completed within the desired timeframe and budget constraints
The budget should list all cost details for the year or another appropriate period of time. It should include any applicable salaries & wages, fringe benefits, services, supplies, equipment, publications, travel
Often we think that a budget is a simple format attached to a project proposal and you need to fill it according to the activities and strategies proposed in the project. However, when you start opening up a proposal backwards
This Budget Proposal provides necessary costs associated with the project [Project.Name] (the "Project") which [Sender.Company] would like to pursue. Costs for the Project have been itemized in this Budget
In a project budget proposal, the objective, outcomes, and procedures that will be taken to finish the project are all described, as well as the budget that will be used to complete the project
Gain stakeholder buy-in and keep projects on budget with this budget proposal template