Business proposal template
A client-facing business proposal that moves from the client's problem to a priced, scheduled solution, with a deliverables table, investment schedule, and sign-off block ready for approval.
Try this template
1 · Edit the data
2 · Download the PDF
Generated locally in your browser. Nothing you type here is uploaded, stored, or sent to a server.
Edit the values and download the PDF — generated locally in your browser, no account needed.
What this document is
A proposal has to carry a prospect from their problem to a decision. This template moves in that order — executive summary, your reading of their needs, the proposed solution, deliverables and schedule, the investment table, commercial terms, and the assumptions the price depends on — and ends with an acceptance block.
Who uses it
Consultants and agencies pitching scoped work, small businesses responding to enquiries, and teams wanting one house format for scoping and pricing.
When to send it
Send it after a discovery conversation, while the client's own words about the problem are still fresh. A qualified pipeline generates as personalized proposals in one run.
How batch generation works
- 1Open the template in the studio and adjust the layout, colors, or wording in the visual editor.
- 2Import your data — upload a CSV or XLSX, paste from a spreadsheet, or type a single record.
- 3Map your columns to the template's fields; exact matches connect automatically and fuzzy matches wait for your confirmation.
- 4Review validation: every row is checked for missing required values, bad dates or numbers, and duplicate filenames.
- 5Generate: up to 25 documents locally in your browser for free, or hundreds through a secure cloud batch with per-row results.
Common mistakes to avoid
- Opening with your company history instead of the client's problem; the executive summary comes first for a reason.
- A price with no assumptions section, so every change of scope becomes an argument about what was included.
- Deliverables without dates, which turns the schedule into an expectation nobody actually agreed to.
Privacy
The preview above and all local batches run entirely in your browser — names, amounts, and other values are never uploaded. Cloud batches are explicit, isolated per workspace, protected by short-lived signed links, and deleted at the end of a visible retention window (or earlier, on your request).
Template-specific check: An acceptance block is not automatically a contract. Confirm with a legal advisor what form your engagements require at their value.