How to Write a Business Proposal (Examples & Templates)

If a business does not sell, it will not make money and, as a result, will fail.

It is for this reason that you must write business proposals.

A well-written business proposal can make the difference between landing a new client and losing one.

We show you how to close more deals, make more sales, and smash your business goals with our comprehensive guide on developing business proposal templates.

What is the definition of “business proposal”?

When a B2B or business-to-business organization wants a potential customer to buy their goods or services, they write a document called a business proposal.

A business proposal template, such as this content marketing plan, lays out what your business does and what you can do for your customers.

Determine the client’s pain points before creating a business proposal template that will keep their attention.

Then provide your buyer with the best solution for resolving their problems.

What should a business proposal contain?

A typical goal of a business proposal is to answer the following questions:

What your firm does and who you are.

The issue that your buyer is having

Your company’s solution to resolving the situation

How will your firm effectively deploy this solution?

An estimate of the resources (time, money, etc.) needed to put the solution in place.

You can see how this sample business proposal addresses the topics mentioned above.

What three forms of business proposals are there?

1. required in writing

When you respond to an official request to write a business proposal, you create a formally solicited business proposal.

In this case, you’re familiar with all of the requirements and have a lot (if not all) of information on a potential buyer.

All you have to do now is write a business proposal for your customer to review before you can start the sales process.

2. a spur-of-the-moment request

When there isn’t an official call for a proposal, informally solicited business proposals are written.

A potential customer is interested in your services and asks for a proposal so that they can see how good they are.

An unsolicited proposal necessitates a lot more investigation on your part.

These kinds of proposals are frequently born out of casual discussions.

They aren’t based on official requests, which usually include additional information.

3. Uninvited

Consider this a sales brochure or a chilly email.

Unsolicited business proposals frequently take a generic, one-size-fits-all approach to proposal writing.

Unsolicited proposals show a lack of awareness of the buyer’s needs.

You can propose a personalized solution based on your buyer’s demands with further market research, customization, and identifying consumer pain spots.

This method can be quite persuasive, as shown in this business proposal example:

What is the best way to write a business proposal?

You must first understand what your business proposal template entails before you begin.

Your excellent business proposal should include the following items at a high level:

Title

The contents of the book

A brief summary

The statement on the issue

The proposed remedy

Qualifications

The timetable

Pricing, billing, and legal considerations

Conditions of Sale

The approval

Below are some business proposal examples that show how to incorporate these ten components.

The title of a business proposal

A catchy title can make the difference between someone reading your proposal and ignoring it in favor of one from a competitor.

What characteristics distinguish an excellent title page?

The following are the necessary components to include:

Your name, as well as the name of your company,

The prospect’s name is (or their business)

The date on which you’ll be submitting your proposal

The gray business consulting proposal template above has all of the information a potential client would need.

The title also provides a significant tangible benefit to the potential purchaser.

“Who doesn’t want to expand their business?” you could ask.

The contents of the book

Every winning business proposal template should include a table of contents.

As a result, your proposal will be scannable and easy to understand as a result of this.

C-level executives are usually the ones you’ll be pitching to.

These are those who are too busy to read your complete proposal in one sitting.

That’s why the table of contents is included in the majority of the business proposal examples on this page.

Including a table of contents in your paper allows people to read it at their leisure.

They can also skim through the parts of the proposal that are most significant to them.

You can see how the table of contents is used in this abstract business proposal template:

You may also make it easier to explore your business proposal template by including hyperlinks in the text, particularly in the table of contents.

Your clients will be able to navigate to certain areas of the document without having to scroll through the full document.

In the Venngage editor, adding hyperlinks is simple.

To make a link out of text, select it and then click the link button in the top bar.

Choose the page to which you want to link from there!

Then, as an interactive PDF, save your finished design.

A brief summary

In annual reports, project plans, and even marketing plans, the executive summary is a must-have.

It’s a condensed version of your document’s entire contents.

To put it another way, create a business proposal outline that is simple to write and shows your value proposition.

The following are the objectives of your executive summary:

Introduce your business to the potential buyer.

Give a summary of your company’s objectives.

Highlight your company’s achievements, general vision, and long-term goals.

Include any other pertinent information.

An executive summary that is both detailed and short is included in this gray business proposal example. It also includes social proof in the form of clients the company has worked with:

Take note of how detailed this sample business proposal is.

From the start, you want to keep your executive summary simple and straightforward.

This sets the tone for the remainder of your proposal.

It also encourages your buyer to read the rest of your proposal.

Try to write an executive summary that will give your prospective client a clear sense of what your firm does and how you can help them, even if they don’t read the complete proposal (which they will most likely do with a solid executive summary).

The statement on the issue

Writing a business proposal is all about solving a buyer’s problem.

Your objective is to make the problem description as clear as possible.

This instills in your prospect a sense of urgency.

They’ll be eager to discover a solution to the issue.

And now you have the answer.

A clearly defined problem statement accomplishes two goals:

Instead of sending a boilerplate pitch, it shows the prospect that you have done your homework.

It allows you to point out a problem that your prospect may not have been aware of in the first place.

This bold business proposal template above clearly defines the issue at hand while also providing a glimmer of optimism, namely, how you can fix your prospect’s problem.

This leads me to a

The proposed remedy

This is the good stuff.

In the proposed remedy section, you demonstrate how you might alleviate your prospective buyer’s pain points.

This can be included in the problem statement section, but if you have a detailed answer or like to delve into more detail, a separate part is recommended.

Don’t leave any specifics out when it comes to the answer you’ll offer.

Explain how you write to convey the solution while writing a business proposal.

Include a rough time frame for when they might expect your answer, as well as any other important information.

Take a look at how this business proposal template describes the project concept, deliverables, and KPIs quickly and succinctly:

Qualifications

The prospect to whom you’re pitching your solution likes what they’re reading at this point.

However, they may not have faith in your ability to keep your commitments.

What is the reason for this?

It’s because they are unfamiliar with you.

It’s your job to persuade them that you can solve their situation.

This last portion is crucial since it provides social proof.

When writing a business proposal for a potential client, you might emphasize what your company does well and how qualified your team is.

This free business proposal template highlights the company’s achievements, client testimonials, case studies, and industry awards.

Other sorts of social proof can also be used to establish your business’s credibility.

This increases the likelihood that they will say yes!

Attaching detailed case studies of your work is an excellent method to establish confidence with a potential client by demonstrating how you’ve solved similar difficulties for previous clients.

This is exactly what our case study examples post can show you how to do.

The timetable

It’s also crucial to detail the next steps you’ll take if your buyer decides to work with you to show how prepared you are.

Make a schedule for how and when you’ll finish all of your deliverables.

You can accomplish this by creating a flow chart.

Alternatively, include a timeline with deadlines.

Do you want to pitch a long-term project?

An infographic with a timeline might be a better fit.

Even something as simple as a table can do the trick with this abstract business proposal template below.

The chronology isn’t necessarily fixed in stone; it’s more of a guess.

The purpose is to answer any queries your potential client may have about the underlying B2B sales process and how you will deliver it.

Pricing, billing, and legal considerations

It’s on this page where you can write down how much you pay, when you pay, how much you pay, and how this contract is legal.

The key to smart pricing is giving your customers a variety of choices.

This can be helped with a pricing comparison table.

You’ll want to offer your client some breathing room.

Make sure you’re not frightening away your client by charging too much or undervaluing yourself.

Another wonderful technique to ensure that your potential client understands what he’s paying for is to divide your pricing into stages.

Take a look at how this straightforward business proposal template accomplishes this:

Legal considerations might be incorporated within the terms and conditions section.

Alternatively, you can include them in the proposal’s signature area to keep things simple.

Conditions of Sale

So far, summarize everything you’ve said you’ll deliver.

Include what you expect in return from your potential buyer.

Include the total project timetable, as well as payment options and a payment plan.

This way, you’ll both be clear on what you’ve agreed upon.

This phase is crucial because it describes all of the legal aspects of the transaction.

That is why your proposal’s terms and conditions section must be as detailed as possible.

When working on this area of the business proposal, I would recommend engaging a lawyer or your legal team.

If you’re a seasoned business who understands your business’s legalities, you can apply the same terms and conditions to all of your proposals.

The approval

This is the final phase of the process.

Your client has reviewed your business proposal and is interested in purchasing your services.

To obtain the requisite signatures, include a tiny section at the end of your proposal.

This way, both you and your client can sign the proposal, which means that you and your client have agreed to work together.

In your business proposal template, make sure to include your contact details.

It serves as a polite reminder to your client to get in touch with you if they have any questions.

Tips on how to design a business proposal

You now understand how to write a business proposal.

To get you started, we’ve included some winning business proposal templates and samples below.

I’ve also included some design ideas for you to think about when you write your next business proposal:

1. Recognize your target audience.

You’ve already won half the battle if you know who your target buyer is, their pain issues, their budget, and their deadlines, among other things.

Determine which customers to pitch if your business assists clients with anything from hosting freebies to growing their blogs.

This is a sure-fire method of closing the deal.

Creating user personas for your prospective buyer can assist in clarifying things.

It will also assist you in properly positioning your business proposal.

This increases the likelihood that your buyer will put your business proposal in the “Yes!” bucket.

2. Make your brand stand out in a crowded field.

Incorporate brand standards into your business proposal templates if your organization has them.

Consider how brand identity is highlighted in business proposal examples like the one below:

Everything, from the color palettes to the company emblem, adheres to their brand rules.

As a consequence, you’ll have a business proposal that is consistent throughout.

It’s actually quite simple to change this template to match your brand materials.

You may import your color palettes, logos, and font choices into Venngage’s MyBrand Kit tool.

You can now use any Venngage template as your own.

You might want to take a look at this sample business proposal template:

Source

Design firms are well-versed in the art of design.

They did an outstanding job of maintaining their brand colors while going for a dark design.

Their white emblem is evident throughout the proposal thanks to this unusual color choice.

3. Experiment with using fewer words and more graphics.

Have you ever seen a proposal and thought, “Wow, this is all text and no graphics; I love it!”?

No, neither do I.

The “less is more” philosophy is perfectly shown in the free business proposal template below.

It does an outstanding job of communicating what it needs to communicate.

You may make a tidy business proposal that is significantly more scannable by replacing some of the text with icons and images.

Do you want to keep things as professional as possible?

You may always use your team’s headshots instead of icons.

This identifies the person with whom your buyer will be working.

For some ideas, look at this formal business proposal format:

4. For your business proposals, create a proposal with a variety of designs.

It’s never a bad idea to go above and beyond every now and then.

Add some extra color to your business proposal template.

This improves the appeal of your business proposal.

It also aids in the retention of information by your buyers.

Source

The background of the business proposal sample rotates between black, white, and grey.

It still manages to keep its branding consistent.

It can be fun to change your backdrops from time to time, which can add some variety to a business proposal that might otherwise be very similar.

This SEO business proposal example demonstrates that you may change the colors on any other page.

However, the color scheme remains consistent throughout the proposal:

Pro Tip: Not a color aficionado?

This guide can help you choose the best color scheme for your proposals.

Questions and Answers Regarding Business Proposals

What is a business proposal’s purpose?

A business proposal aims to make the B2B sales process between you as a supplier and a customer easier.

It does this by being both a source of information and something to enjoy.

When you write a proposal, you want to get your buyer to buy what you have to offer.

What are the best business proposal design practices?

Make sure you spell-check everything.

The business proposal’s purpose is to persuade your buyer that you’re the best candidate for the task.

A proposal that contains typos or grammatical problems sends the opposite message.

Before sending your proposal, make sure to spell-check it thoroughly.

Allow your brand to stand out.

As previously said, researching your potential buyer and focusing on their pain areas is essential when drafting a business proposal.

That does not, however, imply that your business proposal template must be dull.

Demonstrate how unique you are in comparison to other businesses.

If you follow your brand’s rules, add extra images, change the design of your proposal, or show off your uniqueness in your text, you can make your proposal stand out from the rest.

Save your business proposal as a PDF.

This enables you to include additional materials with your business proposal.

A firm explainer movie or case studies highlighting previous client work are examples of these.

Also, who doesn’t like the ability to save paper?

What should the length of your business proposal be?

The length is determined by the scope of the job as well as the project’s complexity.

Here’s an example of a one-page business proposal:

Is it possible for your business proposal template to be just one page?

Yes, as long as you know who your buyer is and what their problems are.

You should also be able to tell your potential buyer what they need to know about your business in a short amount of time.

Alternatively, if you’re feeling brave, how about just two pages?

Clients often prefer it if you get right to the point and skip the fluff.

This green modern marketing proposal template, for example, doesn’t spend any time getting down to business:

When it comes to deciding how many pages to include in your business proposal template, there is no one-size-fits-all solution.

At the end of the day, “the only rules you make for yourself are the ones you make for yourself.”

At the end of the day, producing winning business proposals that sell comes down to knowing your buyer, their possible pain areas, and portraying yourself as someone who can help them.

What are you waiting for now that you know how to write great business proposals?

Take action immediately and begin writing your own business proposals to close more deals and expand your business.