How to Write a Business Proposal [Examples + Template]

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• Types of Business Proposals
• How to Write a Business Proposal
• Business Proposal Ideas
• Business Proposal Examples

What Is a Business Proposal?

A business proposal is a formal document created by a company and provided to a prospect to secure a business agreement, and is a sales document created to persuade your potential customers to buy from you. A business proposal is used in various industries to help sell a wide range of products or services.

From selling carpets to offering enterprise software solutions and social media marketing, all of it starts with a business proposal.

It’s a common misconception that business proposals and business plans are the same. The proposal’s aim is to sell your product or service rather than your business itself. Instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.

Types of Business Proposals

There are two types of business proposals: unsolicited and solicited.

• Unsolicited Business Proposals – With unsolicited business proposals, you approach a potential customer with a proposal, even if they don’t request one, to gain their business.
• Solicited Business Proposals – Solicited business proposals are requested by a prospective client.

In a solicited business proposal, the other organization asks for a proposal with an RFP (request for proposal). When a company needs a problem solved, they invite other businesses to submit a proposal that details how they’d solve it.

Whether the proposal is solicited or unsolicited, the steps to create your proposal are similar. Ensure it includes three main points: a statement of the problem the organization is facing, a proposed solution, and pricing information.

Before writing your business proposal, it’s crucial you understand the business you’re writing the proposal for. If they’ve sent you an RFP, make sure you read it carefully so you know exactly what they’re looking for. Having an initial call or meeting with the new client can also be helpful to ensure you fully understand the problem they’re trying to solve and their objectives.

Once you’ve done your research, it’s time to begin writing your business proposal. There’s no one-size-fits-all approach to writing a business proposal, but let’s take a look at some elements proposals often include. (You can design your business proposal using Canva.)

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1. Begin with a title page.

You have to convey some basic information here. Introduce yourself and your business. Be sure to include your name, your company’s name, the date you submitted the proposal, and the name of the client or individual you’re submitting the proposal to.

Your title page should reconcile engagement with professionalism. It’s a tone-setter, so you need to ensure your style is sleek, aesthetically appealing, and not too “out there.”

Here’s an example of what it looks like when done right:

2. Create a table of contents.

A solid UX is valuable in virtually any context — and business proposals are no exception. You need to make things as simple and accessible as possible for the people on the other side of your proposal. That starts with a table of contents.

A table of contents will let your potential client know exactly what will be covered in the business proposal. If you’re sending your proposal electronically, it helps to include a clickable table of contents that will jump to the different sections of your proposal for easy reading and navigation.

3. Explain your “why” with an executive summary.

The executive summary details exactly why you’re sending the proposal and why your solution is the best for the prospective client. Specificity is key here — why are you the best option for them.

Similar to a value proposition, your executive summary outlines the benefits of your company’s products or services, and how they can solve your potential client’s problem. After reading your executive summary, the prospect should clearly know how you can help them — even if they don’t read the full proposal. Here’s what one should look like:

That example thoughtfully and effectively conveys what the business does as a whole and how it can specifically serve the reader’s needs. Here’s what yours shouldn’t look like:

This particular example is extremely vague. It doesn’t allude to what the reader specifically stands to gain from doing business with Outbound Telecom and fails to actually speak to why it should be considered “the best in its industry.”

4. State the problem or need.

This is where you provide a summary of the issue impacting the potential client. It allows you to show them you have a clear understanding of their needs and the problem they need help solving.

Research, critical thinking, and extra thought are key here. You have to do your homework. Take a holistic look at the specific issues your client faces that you can help solve. Then, compellingly frame them in a way that sets you up for the next step.

5. Propose a solution.

Here’s where you offer up a strategy for solving the problem. Like the last step, you need to lean into specificity and personalization in this one. Ensure your proposed solution is customized to the client’s needs so they know you’ve created this proposal specifically for them.

Let them know which deliverables you’ll provide, the methods you’ll use, and a timeframe for when they should expect them.

6. Share your qualifications.

Are you qualified to solve this prospect’s problem? Why should they trust you? Use this section to communicate why you’re best for the job. Include case studies of client success stories, and mention any relevant awards or accreditations to boost your authority.

7. Include pricing options.

Pricing is where things can get a bit tricky, as you don’t want to under or over-price your product. If you’d like to provide the prospect with a few pricing options for their budget, include an optional fee table. Some proposal software offers responsive pricing tables which allow clients to check the products or services they’re interested in, and the price will automatically adjust.

8. Clarify your terms and conditions.

This is where you detail the project timeline, pricing, and payment schedules. It’s essentially a summary of what you and the client agree to if they accept your proposal. Ensure you clear the terms and conditions with your legal team before sending the proposal to the client.

9. Include a space for signatures to document agreement.

Include a signature box for the client to sign and tell them exactly what they agree to when they sign. This is also a chance to include a prompt for the prospect to reach out to you if they have any unanswered questions you can address.

There’s a lot to keep in mind when writing a business proposal. Here are a few tips to help you out:

1. Start with an outline.

If you want to produce a thoughtful, effective business proposal, you need to know what you’re hoping to achieve with it. So before you dive into writing, outline the major sections of your business proposal and the pertinent information you want to include. This will ensure you stay focused and your message stays intact as you write.

2. Include data and visuals.

You want your business proposal to capture your prospect’s attention and help set you apart from any others they might have received. One of the best ways to do that is to include hard, quantitative data that helps stress the value of your business.

If you can find some relevant, compelling figures that highlight what you have to offer, you can establish authority and make yourself that much more convincing — it also helps to include visuals such as charts and graphs to enhance your proposal.

3. Add social proof.

Like the previous point, adding social proof gives your proposal another degree of credibility. You can only be so convincing when personally talking up how awesome your business is.

Prospects are skeptical. In many — if not most — cases, they probably won’t take you at your word. They’ll likely trust peers and fellow customers more than someone trying to win their business. That’s why including elements like customer quotes and testimonials can go a long way.

4. Incorporate video into your proposal.

If you’re doing an online proposal over a document or PDF, you can include multimedia elements to enhance the proposal experience. They can make your document richer and more engaging.

Whether you add video at the beginning as an intro to your proposal or in the project breakdown to verbally discuss some of the more confusing parts, extras like this can make an impression — especially on prospects who are visual or auditory communicators.

5. Use a call-to-action.

Prospects need direction. The best proposal in the world can only take you so far if you don’t clearly define the next steps. That’s why you must ensure the reader knows what to do next after reading your proposal.

A clear-cut call to action is the best way to get there. Define and highlight exactly what they should do to act on the interest your proposal has generated. Without that guidance, you might leave your reader in limbo.

6. Include up-sell and add-on opportunities.

They say you won’t receive unless you ask — readers won’t explore the upper tiers of your solutions if you don’t give them an opportunity to. If you want to use your business proposal to get the most out of a reader’s interest, you need to include some additional information about your business for them to act on. They need to know what else you have to offer.

7. Create a sense of urgency.

No one wants to feel like they missed a great opportunity. A lack of urgency tends to cause people to drag their feet and take time to decide. As you create your business proposal, your goal should be to create a sense of urgency.

Prospective clients should read your business proposal and feel that now is the best time to sign up for your service. A way you can accomplish this is by stating your short and long-term goals for your business. While they will have to wait for the long-term goals, make the short-term goals so enticing that they are instantly ready to begin a collaboration.

8. Keep it simple.

There’s no definitive blueprint for a business proposal’s length. Yours should be however long it takes to convey the information you want to get across.

That said, you’re best off focusing on quality over quantity. Keep your sentences short and simple, and avoid including too much business jargon. You want your proposal to be straightforward enough for anyone who picks it up to make sense of. So don’t get carried away with being too fancy.

9. Make the decision for them.

Craft your copy in a way that seems like saying “no” to the proposal would be stepping over dollars to pick up pennies. Your offer should go above and beyond their expectations, and you should do everything possible to eliminate friction and objections along the way.

10. Stay on brand.

Don’t be afraid to let your company’s personality shine through in your proposal. Stay true to your brand and show the client what differentiates you from your competitors.

11. Quality control.

Your proposal needs to be clean and airtight. You don’t want to undermine your messaging by coming off as sloppy and unprofessional. Before you send the proposal out, make sure to read and reread it for any typos or grammatical errors.

Business Proposal Examples

In need of some inspiration before you begin writing? Here are examples of business proposal templates from popular business proposal software companies you can use to help create your proposal.

1. SEO Proposal

Image Source: Business in a Box

This proposal clearly outlines the steps that need to be taken to help prospective client increase their visibility and traffic from search engines. They’ve created a table for each stage of the project timeline and included information on each deliverable and when it’s due.

2. Web Design Proposal

This example demonstrates a clear understanding of the client’s needs. It includes a brief analysis of their current website and which specific features could be added or improved upon.

3. Sales Proposal

Image Source: Business in a Box

While this template is simple, it gives the prospect an overview of the products and services you offer and how they can be used to create a custom solution to address the client’s problem or goal.

4. Marketing Project Proposal

Some business agreements need much information and detail to satisfy the audience. However, if your audience prefers a short and to-the-point project summary, this one-page proposal is right for you. Break down the issue, solution, strategy, goals, and costs on this attractive and easy-to-read template.

Image Source: Lucidpress

5. Business Consulting Proposal

This proposal goes deeper with several different page layouts to meet your needs. You can pitch your offerings, break down the price, and show off your team with this sleek but bold consulting template.

Image Source: Proposify

6. Social Media Marketing Proposal

This template pairs engaging visuals with professional copy and solid structure. It’s an excellent option for any business looking for a proposal template that lends itself to a thoughtful organization and effectively conveys necessary information.

7. Content Marketing Proposal

Image Source: Nusil

This interactive template includes interesting copy that can inspire any business looking to make a bold impression. If you’re looking for an engaging option for digital proposals, look at this template.

Depending on the type of business you’re in, your business proposal elements will vary based on the prospect’s needs. With a professional, customized business proposal, you’ll surely delight your client and potentially gain their business.