Proposal Templates > Medical Proposal Template

Medical Proposal Template

Save time and represent your medical product or service well with this flexible medical proposal template. This template includes a cover page, introduction, description of services, and pricing estimate sections.

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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.

Edit & deliver this template.

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Template Overview

If you want to save time writing your proposals, then try our customizable medical proposal template. Present your product or service with confidence using this configurable medical service proposal template.


  • Use a professional medical training proposal template that you can edit depending on your requirements.
  • Effectively present the benefits of your medical training program by thoroughly explaining your methodologies and describing your success metrics.
  • Present easy-to-understand pricing schemes that are tailored to the individual needs of different organizations.
  • Close your medical proposal with a well-thought-out terms and agreement section describing your obligations and your clients’ corresponding responsibilities.


Template Sections

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


Properly introducing your organization and the medical training programs that you offer is key to building trust early on in the proposal stage. This section can provide brief background information regarding your organization while also being a perfect spot to place an introductory video that your prospects can play online.

Our Methods

Accurately describing the tools, methods, and processes used and followed in your medical training programs will allow your prospective clients to better understand how exactly they will benefit from the training you’re offering. Make sure to clarify your success evaluation methodology, which will afford your clients an empirical and measurable means to assess the positive impact of your services.


Every client has its own set of needs and priorities. This is why it is helpful to have different pricing schemes or packages that address these individual requirements. You can describe them in detail in this section of your proposal.

Terms and Conditions

This section specifies your duties as a training service provider and reiterates the scope of your medical training services. It also identifies the responsibilities of your client, particularly as regards the payment of relevant fees.

Agree and Sign

This section finalizes the agreement between your organization and the client.

Edit & deliver this template.