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Free Proposal Templates
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.
Free Business ProposalBusiness
You have a business plan in mind and you have already structured it on how it shall operate step-by-step, but you need some funding or you need to execute a loan with a company. Making offering loans sometimes, in order to protect their business would need to know how successful your plan is. Companies or proprietors sometimes would need to build partnerships for engaging to new ventures, they need to have a document in order to properly visualize the business plan set in order for their investors to collaborate about the business that the company has in mind. A business proposal is an effective tool to help the investors see a better projection of how the business plan will be.A business proposal is a document that gives a roadmap that outlines about the specific project, product, or service. It helps pitch the business to a potential client or investor. With a use of a business proposal, it gives you an opportunity to formalize in detail the outline of what you can bring to the table with a potential partner.
Free Project ProposalProposal
Planning a research project requires a detailed project proposal describing the objectives and tasks that need to be accomplished to reach a particular goal. Think of it as a product that you are selling to your consumers but through a detailed written proposal. With the JotForm Project Proposal template, you can be sure that your proposal is presented in a professional way. The Free Project Proposal template we have available has all the information that clients would normally look for a proposal presentation. Information such as an overview of the project, description, goals, expected outcomes, and many more. You can edit this information, change layouts and add more details to meet the requirements of your project.
Most business owners rely on a third party or in-house consulting firm or organization that aims to provide professional assistance to resolve issues within the company or help the company achieve its goals and be successful. This consulting proposal template from JotForm aims to help and guide consulting firms or any individual to create a detailed and professional proposal template for their existing and potential clients. Having a consulting proposal template handy saves you time and money and improve client's satisfaction. This consulting proposal template example will allow you to edit the design and information that will best suit your proposal. It has the basic and necessary information such as project description, company background, objective, the scope of work, start date, completion date, consulting rates, and payment terms. Try it now and impress your clients.
What should I include in my proposal?
Use our free proposal templates to make sure your proposal includes everything it needs. Aside from the proposal itself, you’ll also need a cover and cover letter or executive summary.
Your cover needs to include the proposal date along with the names of the proposal, the client, and your company. Effective proposal covers are simple yet well designed. Select fonts and colors that match your company’s brand, and include a high-resolution image of your company logo. Your cover design should be consistent with the design for the rest of your proposal.
Cover letter/executive summary
This is your first and therefore your most important opportunity to engage with a potential client. The aim of your executive summary or cover letter isn’t to summarize your proposal, but to persuade the client to read the rest of your proposal. To do that, you need to focus solely on the client and their needs.
Your cover letter or executive summary should include the following:
Hook the client instantly with an attention-grabbing intro. Give a brief summary of their mission statement and objectives. Talk about their strengths and the weaknesses you’re hoping to fix.
You can’t propose a solution if you don’t address the problem first. Show that you did your homework and have a clear understanding of the client’s situation as well as what they hope to get out of resolving it.
Now you can introduce yourself — but only in the context of the client’s needs. Rather than focusing on your process or the features you plan on bringing to the table, discuss the benefits the client will receive. Be specific enough about your solution without giving away the details in your proposal.
Assure the client that your company is capable of delivering on time and on budget. Whether you decide to provide examples of past successes or go into further detail about your services, you need to prove how you — and no one else — can give the client what they’re looking for.
Call to action
Tell the client why you’re eager to work with them and how your companies would make great partners. Urge them to read the rest of your details in the proposal.
Your proposal will follow a structure similar to your executive summary but provide more details. Again, make sure to focus on the client’s needs before diving into your proposed solution, company history, or project costs.
The body of your proposal should include:
Reintroduce the issue the client is facing and the goals they’re trying to achieve. Define how your method is the most effective and necessary approach to solving their problem.
Outline your approach to tackling the client’s challenges. Provide a timeline for project deliverables and describe how each milestone will benefit the client. Be sure to detail your strategy as much as possible.
List project fees and any additional resources you might need. Give the client multiple pricing options to choose from. Describe what you can do within their budget and what more you can do beyond it.
Take the time to brag about yourself and your team. Explain what your company does and what your values are on an “About Us” page. List references or case studies to demonstrate just how successful your company has been.
Tell the client how to proceed should they choose to accept your proposal. Have a lawyer review any legal language, such as terms and conditions, you might put in your conclusion.
How do I write an effective business proposal?
It takes a lot more than a good idea for a proposal to be successful. Here are the best tips we’ve found on how to write a winning proposal:
Personalize your proposal. Our free business proposal templates will shorten writing time so you can focus on what you’re selling rather than how you’re selling it. Make sure to customize our proposal examples for your client to avoid sounding generic or impersonal.
Follow instructions. If you’re responding to a request for proposal (RFP), make sure to follow every guideline you’ve been given. Double-check that you’ve met all requirements to prevent being dropped from consideration.
Focus on the client, not yourself. The client wants to know how you can help them become a better business, not how your company got started. Talk about your products or services only in the context of the client’s needs. They don’t need all the details — just the most relevant ones.
Speak to the client, not at them. Research their company to get a better understanding of what they’re looking for. Use their language, such as any company-specific keywords or acronyms. Try not to alienate the client with overly technical language or jargon. If you must use abstract terms, define them.
Be realistic. Set a reasonable timeline that you can actually stick to. Account for any obstacles that could potentially slow down your process. As much as you’d like to meet every expectation, don’t promise what you can’t deliver.
Stay true to your brand. Even though a successful business proposal is written for the client, your proposal should also reflect you and your company. Misleading the client into thinking your company is something it’s not will only lead to disappointment.
Be a good writer — or find someone who is. A proposal needs to be as persuasive as possible. Write in a professional tone that engages the audience while maintaining your brand. Use positive instead of negative words and active verbs instead of passive ones. Don’t confuse the client with complicated words or long sentences that you wouldn’t want to read yourself.
Keep your proposal short. Clients are less likely to read a long proposal, especially if they’re busy executives. Include nothing more than the information the client needs. Delete anything that doesn’t add value.
Proofread. Any typos or grammatical errors will tell the client that you didn’t take the extra step to give them a polished proposal. If you couldn’t do that, how can you deliver the best results when working with them?
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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