Business proposal, problem to price.
A client proposal that covers the challenge, your approach and deliverables, the timeline, the investment and why you’re the right team.
Use this templateFree to start. Your brand kit dresses it the moment you copy it.
What it asks for
7 of these 9 go to review before you send.
- Document date
- Date
- Client
- Party
- Client problem
- Text
- Proposed approach
- Text
- Deliverables
- Text
- Timeline
- Text
- Pricing
- Amount
- Sender credibility
- Text
- Proposal valid until
- Date
Sections
- The Challenge
- Our Approach
- Timeline
- Investment
- Why us
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When to use it
Use it after a discovery call, once you can describe the client’s problem, the outcome you’ll deliver, the scope, the timing and the price.
Jurisdiction
A proposal assumes no legal jurisdiction. Contract terms, taxes and regulated claims need their own review.
Before you use it
- The template doesn’t calculate prices, tax, margin or discounts, or route quotes for approval.
- A proposal isn’t automatically a binding agreement. Decide whether accepted terms need a contract or a statement of work.