Business Proposal
A proposal that wins the conversation: summary, the client's challenge, your solution, deliverables, a timeline and a price table that works out discount, tax and total, with an acceptance signature.
Free. Fill in, print, save as PDF or download as Word without an account. Saving to your account needs a free account.
Country versions
- International
- Korea *
- Japan *
- Germany *
* check with local advice
A template, not advice.
Read more
What it is
A business proposal is the document you send a prospective client after a first conversation. It answers four questions in order: do you understand my problem, what exactly will you do, when will I get it, and what will it cost? A proposal is neither a contract nor a price list. It is a short, clear case for working with you, detailed enough that the client can say yes.
This template gives that case a proven order: an executive summary that the busy decision-maker reads first, the client's challenge in their own words, your solution, optional expected results, a short "why us", the team, a table of deliverables, a timeline whose lengths in weeks are counted for you, and a price table that works out each amount, the discount, the tax and the total. It ends with payment terms, assumptions, next steps and a signature block in which the client confirms that they wish to proceed.
When to use it
- You have had a first conversation or a brief from a client and need to put your offer in writing.
- The work is more than one price line: a project, a retainer or a package of services.
- Scope and schedule must be clear enough that both sides understand the same thing as included.
- You are answering a request for proposal and want a structure that is easy to compare.
How to fill it in
- Enter your company and the client; your own details come from your saved company settings.
- Write the challenge and the solution first, and the executive summary last, in four or five sentences.
- List the deliverables with what each includes and when it arrives, then the phases with start and end dates. The weeks are counted for you.
- Fill the price table with quantity and unit price. Each amount, the subtotal, the discount, the tax and the total are worked out as you type.
- Choose the payment terms, note your assumptions and the next steps, then print, save as PDF or download Word.
Common mistakes
- Starting with the history of your company. The client reads first what is about them, so start with their challenge.
- A summary that repeats the introduction instead of stating the answer and the price.
- Prices without assumptions. If the price depends on the client supplying texts, access or decisions, say so.
- Mixing prices with and without tax in one table.
- Leaving out the validity date, so that the offer seems never to expire.
Steps at a glance
- Fill in
- Check the preview
- Save as PDF, Word or Excel
Country versions
Pick the country you need. Each version uses the wording and layout commonly found there; a version marked “check with local advice” should be read by someone who knows the local rules before it is used.
- International (XX): Written in English, Korean, Japanese, German
- Korea (KR): Written in Korean, English – check with local advice
- Japan (JP): Written in Japanese, English – check with local advice
- Germany (DE): Written in German, English – check with local advice
Designs
The same form in several designs. The fields and the wording stay the same; only the look changes.
- Ledger
- Banner
- Executive
- Classic
- Modern
- Formal
- Minimal
- Side band
- Compact
- Boxed form
- Warm
- Plain (black and white)
Your details fill it in
Fields that ask for your name, address or company details are filled from My details, so you do not type them again; you can still change any field for one form. Signed in, your details stay in your account; otherwise they stay in this browser only. A passport, identity or social security number is never saved.
Questions
- Is a signed proposal a contract?
- The acceptance block only confirms that the client wishes to proceed on the basis of the proposal. Whether that creates a binding agreement depends on the country and on your wording, so for larger jobs follow it with a written contract. This is a general template, not legal advice.
- How is the tax worked out?
- You type the rate. The form applies it to the subtotal after any discount and rounds to the currency's smallest unit. It cannot know which rate applies to your sale, so check that with your tax adviser.
- Can I leave out the discount, the team or the tax?
- Yes. Optional parts that stay empty do not appear on the page, and without a tax rate the tax line disappears.
- Can I send it as a Word file?
- Yes. You can download Word or print to PDF, and the Excel file carries the tables and their sums.
- What changes when I pick another country?
- The starting currency and tax rate, the words in the price block, and the way the addressee and the signatures are written. You can change the currency and the rate in every version.
- Is this form legal, tax or accounting advice?
- No. It is a template: it gives you the usual structure and wording, not advice. Rules differ by country and case, so have someone qualified read anything that matters before you sign, send or file it.
- Which countries and designs does it come in?
- It comes in 4 country versions: International, Korea, Japan, and Germany. 12 designs.
A form is a template, not legal, tax or accounting advice. Rules differ by country and case.