Proposal Templates (Word)

Our Proposal Templates can be used to create business proposals that will sell your products and services. You can 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

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

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: