- 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
Proposal Template: PurposeThe 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 DesignsWhen 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
This is one of the most popular templates, especially for business consultancy proposals
Proposal Template: Main ContentWe 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
Work Breakdown Structure template with sample data
Proposal Template: Content & FormatThe 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.
|10 x Proposal templates||28 pages each|
|Projects Costs||1 x worksheet|
|Work Breakdown Structure||1 x worksheet|
Product SpecificationsFile 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 File, Save 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
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