Proposal Templates > Property Management Proposal Template

Property Management Proposal Template

Much like real estate, Property Management requires a high level of detail and professionalism. With this Property Management Proposal template, you’ll stand out from the competition.

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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

Clients in need of property management services are constantly on the lookout for a trustworthy and professional partner. Use this detailed property management proposal to show prospective customers that, with your company, their property is in good hands. The property management proposal template consists of an introductory section, a section for your mission and vision, and a section where you can detail your management and leasing services.


  • Fill in and customize this pre-made property management proposal according to what you and your client requires.
  • Introduce your clients to your company’s vision, mission, and values, as well as to the roster of accredited property management professionals who will helm the task.
  • Put your prospective clients at ease by providing a walkthrough of your management and leasing services—all readily available within the proposal.
  • Outline the next steps that your prospective client should take after signing the proposal of general information.


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 section will detail what your brand is about, what industry experience you’ve been able to accumulate in property management, and the growth you’ve overseen through the years. Also take the opportunity to introduce the key players on your management team. Include their headshots and briefly list their educational experience, credentials, and certifications in the area of property management.

Vision, Value, Mission

Expound on these three things that situate your property management company in the best position to help your clients. Outline your commitments to professionalism, excellence in managing assets, and abiding by the laws of the community.

Management Agreement

This section can be the “meat” of your proposal, in which you declare your aptitude and lawful certification as a real estate brokerage firm, your accounting processes, your collection processes, how you will handle tasks like maintenance and repair of properties, and how you can help your client go about leasing and advertising the property.

Agree and Sign

This is a proposal template for general information and is not to be used in lieu of a contract of services. Your client can use the built-in e-signature feature to acknowledge that they have read the proposal, and you can formalize an agreement from there.

Edit & deliver this template.