Template

Business proposal templates

A business proposal shows a customer that you understand what they need and sets out what you will do, when and for how much.

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Business proposal

Blank:Word PDF

Example:Word PDF

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Blank and worked example, in Word and PDF, in one ZIP file (441 KB).

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How to use it

Fill in who the proposal is for, who it is from and a valid-until date.
Start with the client's need, so they can see you have listened.
List each item with what is included and its price, then add up the total.
Add dates for each step and say who is responsible.
State payment terms and what is not included, then send it for signature.

About this template

This free template is written to send to a client. It has a summary, a short statement of the client's needs, a priced list of what is included, a timeline, payment terms and an acceptance section for both sides to sign. The worked example is a fictional design studio quoting for signs and leaflets, with the subtotal and total worked out. Download as Word to edit and add your own details, or as a PDF to print.

Questions

What should go in a business proposal?

A summary, what you understood about the client's need, what you will provide, the price, the timing, your terms and a way to accept. This template has a section for each.

Is a proposal the same as a quote?

They overlap. A quote is mainly a price. A proposal also explains the approach and the benefit to the client.

Is a signed proposal a contract?

That depends on the wording and the circumstances. This template does not give legal advice - take professional advice for anything with legal consequences, and see GOV.UK for official guidance.

Should I charge VAT?

That depends on your business. The template has a "VAT (if charged)" line. Check the current rules on GOV.UK or with HMRC.