Business Proposal Generator
Fill in what the client told you, what you will do, by when and for how much. The proposal builds itself as you type: a cover, an executive summary, every section in order and a place to sign. Print it or save it as a PDF.
What a business proposal includes
Cover
The title, who it is prepared for and by, the date and how long it is valid. Add your logo so it matches your other paperwork.
Executive summary
Four or five sentences a busy approver can read alone: the goals, your recommendation, the price, the timeline and the next step.
Their situation and goals
The problem in the client's own words, then the outcomes they want. Buyers trust a proposal that sounds like the call they were on.
Solution and scope
What you recommend, what is included and what is not. The "not included" list prevents most arguments later.
Timeline and price
Milestones with dates or weeks, then each price line, with one-time, monthly and yearly amounts totalled separately.
Terms, next steps, signatures
Payment terms and validity, the concrete next step, and a signature block for both sides.
Proposal, quote or RFP response?
- Proposal
- Makes the case for a solution to a problem the buyer described, with scope, timeline and price. Sent after a discovery call.
- Quote
- A price for a stated list of items, valid until a date. Sent when the buyer already knows what they want.
- RFP response
- A proposal written to the buyer's request for proposal, in their format, answering their questions in their order.
Only need prices? Use the quotation generator.
Answering a buyer's request? See the RFQ template for manufacturers and distributors.
How to write the proposal after a discovery call
Use their words
Open the situation section with what the buyer said, close to verbatim. It shows you listened and it is the part they read most carefully.
Three goals at most
Pick the outcomes the buyer repeated or tied to money or time. A long list of goals reads like a brochure.
Recommend one option
Lead with the option you would choose in their place. If you show alternatives, keep them short and say why you recommend the first.
End with a dated next step
"Sign by Friday so we can hold the install slot on the 3rd" moves a deal. "Let us know" does not.
Before you write it: how to run a discovery call, consultative selling, the account plan template.
The best first section is the client's own words.
Record the discovery call (with permission) and ParrotNotes gives you the transcript, a summary and the next steps, so the situation and goals in your proposal are what the buyer actually said. Free for 100 minutes of recording a month.
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