Proposal Templates (10 x MS Word Designs + 2 x Excel Spreadsheets)

Download these Proposal Templates (10 MS Word designs + 2 Excel files) to create business proposals that will sell your products and services.

Use this template to show prospective clients that:

  • You are a trustworthy professional organization
  • You understand the client’s needs and requirements
  • Your products and/or services match their requirements
  • You have a proven track record with solid references
  • You can offer a compelling proposal that stands out

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Proposal Template: Purpose

The purpose of a business proposal template is to help persuade your readers to take action, for example, to persuade a potential customer to choose your goods and/or services, or to persuade a government body to fund a project or implement a program.

You can use this 28-page Microsoft Word template to write concise, effective, and comprehensive business proposals. The success of a proposal depends on how describe WHAT you are proposing, HOW you plan to do it, WHEN you plan to do it, and HOW MUCH it is going to cost.

This proposal template was designed with these requirements in mind. It contains the basic components of a business proposal: start (the Executive Summary), middle (the Body of material to be presented) and an end (the Conclusion).

Proposal Templates Designs

When you download the file, it contains 1o different MS Word templates. You can modify these to suit your requirements and adjust them for different projects.

This template is ideal for IT, Consultancy, Energy and other type of business proposals

You can use this green and white design for environmental projects, such as bids related to conservation, nature, green issues and similar activities.

This template of an undersea diver suggests innovation, creativity, social awareness. It can also work for leadership proposals or where you wish to demonstrate that you stand out from the crowd. 

You can use this classic black and white themed template for a range of government, construction, or social themes. 

This striking image of the heavens conveys energy, vision, and creativity. 

The ability to ride the waves and overcome difficulties resonates with us all. This striking image can be used in a variety of RFP responses, from technical, government, to fund raising.

This modern blue and platinum template allows you to add your own image. It can be modified quite easily as an internal report or a similar business document

This abstract template can be used for science, security, software development or construction proposals

This template is quite popular for software development, SaaS, hardware and technical service proposals

This is one of the most popular templates, especially for business consultancy proposals

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Proposal Template: Main Content

We have also included several attractively formatted tables, for example, daily rates and costs may be presented in a matrix so the reader can see where the final figures come from. Likewise, we have included Excel spreadsheets, pre-populated with sample material to get you up and running.

These include a Project Costs spreadsheet and a detailed Work Breakdown Structure (again with sample data) which you can use as a framework for your proposals. This template helps you articulate your key strengths, your understanding of their requirements, your proposed solution, and what’s most important, how they will benefit by doing business with you.

Executive Summary. This includes sample data to get you started and tips on how to improve your executive summary.

An example of the table of contents

Respond to each requirement as outlined in the RFP document

Describe your Project Plan, including the Start/End dates for each task

An outline of the project team structure

In this section we identify the risks you anticipate will occur during the project and the steps you will take to mitigate against these occurring

Describe the qualifications of your key people

Proposal Template: Table of Contents

1 Executive Summary

2 General Information

2.1 Company Details
2.2 Company Profile
2.3 Benefits
2.4 Main Arguments
2.5 Agency Effort Required

3 Solution Overview
3.1 Response to Requirements

4 Project Management
4.1 Project Plan
4.2 Project Estimating
4.2.1 Work Days by Phase
4.2.2 Work Days by Role
4.2.3 Experience
4.3 Risks
4.4 Issues
4.5 Assumptions

5 Qualifications
5.1 Pen Portraits
5.2 References
5.2.1 Reference # 1
5.2.2 Reference # 2
5.2.3 Reference # 3

6 Costs
6.1 Fixed Price Costs
6.2 Itemized Cost Breakdown
6.3 Technical Support

7 Conclusions

8 Appendix

2 Free Proposal Excel Templates

Project Costs including sample data

Work Breakdown Structure template with sample data

Proposal Template: Content & Format

The package also includes two additional Microsoft Word templates, which have the same material but different cover sheets in case you have a preference.

  • All of the templates can be modified very easily and contain no macros, embedded files or other type of plug-ins.
  • The Klariti branding and logos can be removed by simply deleting the images from the cover sheets.
  • These templates are in Microsoft Word and Excel format and can be downloaded immediately online.

The template pack includes the following documents:

10 x Proposal templates 28 pages each Download Word template
Projects Costs  1 x worksheet Download Excel template
Work Breakdown Structure  1 x worksheet Download Excel template

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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