Business Proposal Template

A polished business proposal is critical to generating new business for your company. Its important to include the sections that will help your prospects see why your company is the right choice for them. Template sections include About Us, Our Team, Pricing and Estimate, and Terms.

Wow Your Customers

Blow your clients away with a beautiful proposal that stands out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.

Set Your Prices

Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall.

Work With Teammates

Easily collaborate with teammates on proposals. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate.

Get It Signed

Close the deal faster with integrated e-Signatures. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included.

Track Everything

Ever wonder what happens to your proposal after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.

Get Your Time Back

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes.

Best proposal software ever! 

I’ve tried soooo many proposal softwares and I’ll never try another one after Proposable. It’s so easy to use and it looks good, which all the others don’t.

Taylor Woodruff

Account Executive,

Smart, reliable, and constantly improving.

Proposable just works. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process.

Brad Wisler

CEO, Periodic

Edit & deliver this template.

Template Overview

Get your business noticed with a polished proposal for new clients. A good proposal is essential for any business to show why it can provide the best services to customers. The business proposal template will help you show your company’s history, give examples of your services, and make a contract.


  • Take advantage of a customizable business proposal that you can edit according to the needs of your business.
  • Effectively introduce your company, and precisely describe the services that you offer.
  • Make a case for your services, and present them as viable solutions to the challenges your prospect is currently facing.
  • Easily create a pricing and estimate list that details the components of your engagement in a clear and concise manner.


Template Sections

Here are the sections that are included with this free template. Each section can be customized to fit your business.

About Us

This short introduction details your company’s history and primary fields of expertise.

Your Needs

One of the first steps toward convincing a prospective client to obtain your services is by reminding them why they need you in the first place. This section summarizes the challenges they are likely facing and what you can do to address them.

How We Work

This section offers a brief preview of what your business does. Here, you can mention how many customers are currently part of your network, or what solutions your subject matter experts are capable of delivering.

Our Team

Introducing your team to your prospect is one way to build rapport early on in the engagement. This section enables you to do just that, whether you plan on building individual profiles about your top personnel or attaching a video which your recipients can open and view digitally.

Solutions for All Industries

It’s also important to provide your prospective customers an idea about the kinds of businesses or industries you’re currently engaging with. You can mention relevant examples of these in this section.

Pricing and Estimate

Key to building trust in any business relationship is being transparent about the prices you charge for your services. This section allows you to itemize the different elements of your engagement in a clear-cut manner.

Terms and Conditions

The terms and conditions section of your proposal can include the non-disclosure agreement as well as other arrangements and provisions that are integral components of your agreement with the client.

Accept and Sign

The final section of the proposal will constitute the signatures of representatives from both parties. This will seal your agreement with the client.

Edit & deliver this template.