Proposal Manager Templates (25 Word+Excel)

Writing your first business proposal? There’s a lot to manage besides the writing, isn’t there? That’s why we created this set of templates. It covers everything you need to prepare, write, respond, and coordinate your proposal development activities.

Example of spreadsheet to coordinate the deliverables you need to prepare for the bid

What’s in the Proposal Manager template pack?

Your Proposal Manager Toolkit includes the following:

  • 25 x Microsoft Excel spreadsheets
  • 25 x Microsoft Word documents

It includes Bid-No Bid log, Clarifications, Competitors Matrix, Costs Breakdown, Deliverables Timetable, Partner / Subcontractor Matrix, Phased Costs, Post-Award Debrief, Proposal Checklist, Proposal Development Schedule, References, RFP Schedule, Status Report, and Success Ratio templates.

This template pack includes 25 logs, forms, checklists, and templates to help you succeed as a Proposal Manager. It includes Bid-No Bid log, Clarifications, Competitors Matrix, Costs Breakdown, Deliverables Timetable, Partner / Subcontractor Matrix, Phased Costs, Post-Award Debrief, Proposal Checklist, Proposal Development Schedule, References, RFP Schedule, Status Report, and Success Ratio templates.

Instant Download – MS Word + Excel

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25 Proposal Forms & Checklists Screenshots

Instant Download – MS Word + Excel

Download Now for only $9.99!

Download Template

Click here to download these templates

What Business Proposal Templates do I need?

You probably don’t need all these templates, especially if you’re just starting out. However, having them on your C drive, ready to use if you ever need them, means you don’t have to go searching for them later on. You can relax knowing you have all the tools you need to coordinate your response to the RFP.

Of course, you can also modify and tweak these templates for other projects. A nice timesaver, no?

Here’s what you get. I think you’ll agree it’s a pretty good deal for the price.

You get 25 Proposal Templates including the following:

Document Control

Control all proposals that you are responsible for. Sort by contributor, document number, proposal title, client name, date, review, status, and version.

RFP Schedule

Monitor the schedule of all RFPs that your company plans to bid for. Sort the spreadsheet by Issuers (e.g. Dept of Transport), official document number, proposal title, publication date, submission date, Bid Manager, review date, and its Status, such as Bid or No Bid.

Bid-No Bid Log

Record which RFPs (ITTs) you decide to bid or not bid for. Record the Request For Proposal number, submission date, likelihood of success (e.g. 75% chance of winning bid), its estimated value, potential profit, and risk status.

Success Ratio

Track the success ratio of bids you have submitted. Sort by proposal number, Bid Manager, reason for success (or failure) to win bid, comments, and bid results.

Proposal Development Schedule

Monitor the tasks allocated to team members for the duration of the proposal lifecycle. Sort by team member, section/task (e.g. writer Andy.T is responsible for sections 1,2 4), review and finish dates, status (draft, under review or signed-off), and other comments.

Deliverables Timetable

Track the project’s development phases (i.e. design, development, testing), timeframes, due dates, deliverables and key events, such as Go Live dates.

Bid Team Roles and Responsibilities

Record the bid team’s roles and responsibility by tracking the Request for Proposal’s #, its value (i.e. L/M/H), date issued, who it is assigned to, their role on the project, and the proposal’s status, due date and description.

Capture Review Meeting

Schedule meetings with the proposal team members. Record the Date, Time, Attendees, Agenda, Location, Bid No., Proposal Title, and Comments.

Proposal Checklist

Check that you have covered all the key areas, such as RFP Name, Bid Manager, Section #, Requirements, Description, Priority, Availability, Comment, Resource, and Due Date.

Clarifications

Record details of the clarifications that either you or other bidders have submitted, such as Clarification number, Clarification, Answer, Comments, Status.

Post-Award Debrief

Record details of the debrief, including date, time, attendees, location, bid no., proposal title, and comments.

Costs Breakdown

Capture the overall costs by Section, Description, and Price.

Software Pricing

Record details of the software costing (e.g. 3rd party application), such as its description, qty, Unit Price, Installation Cost, VAT, Comments, Total Cost, and details of Single User, Group License, Shareware.

Server Pricing

Record details of server pricings, including its description, Quantity, Unit Price, Installation Cost, VAT, Expenses and Total Cost.

Phased Costs

Record the costs of all development phases (e.g. Year 1, Year2, Year3) for Software Development, Services, Software, Hardware, Network, Telecommunications, Training, Contingency, and Total. Include the accuracy of this estimate, e.g. up to 50% 60% 70% 80% 90%.

SLA Pricings

Capture the pricing of different Service Level Agreement, e.g. Service Level 1, Service Level 2, Service Level 3.

Risk Assessment

Assess the level of risk involved, e.g. Risk Level Range, Risk Item, The Risk Score, Budget Risk (What risk does the budget represent?), External Dependencies Risk (Dependencies on sub-contractors?), Management Risk, Critical Risk (How critical is this bid for the company?), Failure Risk (What is the risk of failure?), and Complexity Risk (How complex is the bid?).

Status Report

Track the main issues for each project, such as the level of severity, key deliverables, their value, and the level of severity (5 = High, 1 = Low).

Client Meeting Schedule

Arrange meetings with clients. Track the RFP #, Proposal Title, Date, Location, Agenda, Comments, Status.

References

Record the details of your main references, such as their Name, Company, Title, Email, Tel, Confirmed, Comments.

Resume Matrix

Ensure that the correct resumes (CVs) are included in each proposal.

Skills Matrix

Locate the most appropriate individuals for each proposal. Sort by Name, Degree, Masters, Ph. D, Prince 2, Years Exp., Security Clearance, IBM Certified, SUN Certified, Novell Certified, Microsoft Certified.

Partner / Subcontractor Matrix

Identify the most appropriate partner for each proposal. Sort by Partner, Key Contact, Role, Tel, Email, Skills.

Competitors Matrix

Track your main competitors. Record details of their name, Size, Recent Wins, Strength, Weakness, and Industry.

Inventory of Supplies

Maintain an inventory of office and production supplies. Record Order Dates, Item, Supplier, Tel, PO Number, In Stock.

Customers

Since 1998, I’ve worked with our partner Klariti.com has provided products and services to some of the largest companies in the world including AIG, Bearing Point, Cisco, Coca Cola Corp, Dell, EDS, Ernst & Young, GE, HBO, IBM, Intel, JP Morgan, KLM Airlines, KPMG, Macy’s, McDonalds, Microsoft, Oracle, Price Waterhouse Coopers, Saab, Safeway , Sara Lee, Siemens, TATA, Toyota, Vodaphone, Walmart, and Western Union.

Endorsements

“Thank you, it is pleasant and refreshing to find a company with such a sense of customer service, I cannot remember when I have seen such service. when I first ordered, I have to admit that I was skeptical as to the final results, but am pleased to report that I am 200% satisfied with your service and quick responses. I will use this service in the future and recommend it to many others.”
Brad Porter

“Ivan,
Thank you for going the extra mile and making it work in my “outdated” Excel program! If you need a testimonial for your website, I’ll gladly write one up. I so appreciate your kindness, persistence and patience.”
Suzanne, Virginia
“I have now purchased 3 different documents. They are very simple to understand, well laid out and very well written. Thank you for saving me weeks, if not months of frustration.”
Dan Faubion
Advnt Biotechnologies, Phoenix, Arizona 85027

“Thank you for your prompt response. If you would like to have a reference, you can quote me. ‘Top professional templates and excellent customer service‘”
Regards
Frederick Tsang

“Hi Ivan, thank you so much. I am blown away with the promptness of your response. I didn’t expect to hear from you so soon. Thanks again.”
Kathy

“Thanks Ivan. Rare to find such service online. Really appreciate it.”
Regards,
Prema

“Thanks for the quick response. The documents meet my business need beautifully.”
Regards,
Leonard

“I’d just like to compliment, how much I really like the quality of your work (the frameworks are very structured and clear) and it is very convenient to use as well. Once again, thank you so much.”
Regards,
Cherry, Australia

Kudos to you for going the extra steps for me read your files and be able to utilize them.”
Sincerely A Happy Customer!
Jacqueline

You can read more Customer Testimonials here.

Instant Download – MS Word + Excel

Download Now for only $9.99!

Download Template

Click here to download these templates

Business Proposal Template Pack

The templates are in Microsoft Word and Excel and can be downloaded online for only $9.99. The template pack includes the following documents:

Templates delivered in: Excel Word
Bid Team Roles and Responsibilities
Bid-No Bid Log
Capture Review Meeting
Clarifications
Client Meeting Schedule
Competitors Matrix
Costs Breakdown
Deliverables Timetable
Document Control
Inventory of Supplies
Partner / Subcontractor Matrix
Phased Costs
Post-Award Debrief
Proposal Checklist
Proposal Development Schedule
References
Resume Matrix
RFP Schedule
Risk Assessment
Server Pricing
Skills Matrix
SLA Pricings
Software Pricing
Status Report
Success Ratio

Instant Download – MS Word + Excel

Download Now for only $9.99!

Download Template

Click here to download these templates

Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Excel format (.xlsx).

File Size: The Download file is 2 MBs.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

60-day Money-Back Guarantee

Secure Online Order Form

FAQs

Who are your Customers?

Here is a sample list of our customers.

Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich.

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

How do I get my templates?

After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

Where are my templates?

By default, when you download the files, they are saved to the Download folder on your computer.

What is the refund policy?

We offer a 60 days refund policy.

I have not received my product. Who do I contact?

Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.

Help! I’ve accidentally deleted my templates!

Just drop us a line with the order number. We’ll send it out.

Why does my file say it’s corrupt?

If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.

How Do I Buy the Templates?

This page explains the order process.

It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template.

How do I Download the Templates?

After you buy the order, you’ll get an email with a link to download the templates.

If you have any problem downloading the templates, send me the order number and I will get back to you.

Please allow 12 hours for a response as our time zone may be different than yours.

How do I Pay with my Credit Card (Instead of PayPal)

This page explains how to buy templates using your credit card instead of PayPal.

Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.

Read How to Pay with Your Credit Card (Instead of PayPal) here.

How Can I Contact You?

You can contact me at:

  • Email: ivan at klariti.com / info at klariti.com / ivanawalsh at gmail.com
  • Tel: 00.353.860.886.349
  • Facebook / Twitter

As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.

Regards,

Ivan Walsh