General

Top Free 6 Business Proposal Templates

by
Alfredo Ramirez

We've scoured the internet to bring you the top free business proposal templates, and we're excited to highlight why they stood out to us. Additionally, we are sharing two new templates inspired by projects we’ve successfully won in the past.

For agency owners or nonprofit consultants, the quality of your proposal can make or break your business. A well-written proposal not only showcases your expertise and experience but also demonstrates your ability to understand and meet your client's needs. Creating a comprehensive, professional proposal that sets you apart from the competition is essential to winning new business.

But where do you start? With so many templates and guidelines available online, it can be overwhelming to figure out the best fit for your business. That's why we've curated some of the top free business proposal templates from the internet. We’re also launching two unique templates in Word and PowerPoint file types, so the memo and deck types can benefit from them equally.

Proposal Essentials

First, let's examine some key elements that should be included in any great proposal. A strong proposal should include:

  • An introduction: This is your chance to introduce yourself, your business, and your experience, as well as provide some context for the proposal. You should also include a brief overview of your approach and what sets you apart from other agencies or consultants, such as a client list or proprietary method.
  • A summary of the client's needs: It's essential to clearly outline their needs and objectives. This will help guide readers and serve as your outline to tailor your proposal to show that you understand their needs and goals.
  • A description of your services: You'll want to provide a detailed description of your services. Be sure to highlight your relevant experience or expertise in this area. This will be the most customized part of any proposal.
  • Pricing: Be transparent and upfront about your pricing. Provide a cost breakdown, highlight recurring costs, and call out any discounts or promotions you may offer.
  • Team: Call out who is working on the project and why they are well-suited for its execution.
  • Timelines and deadlines: Clearly outline the timeframe for the project, including any deadlines for deliverables.
  • Case Studies: If you have any client testimonials or case studies, this is a great place to include them. Testimonials can help build trust and credibility with potential clients.
  • A call to action: End your proposal with a clear call to action. This could be a request for a meeting or a follow-up call to discuss the proposal in more detail.

For more detail you can read the essential checklist for any business development proposal.

Free Business Proposal Templates

Our new Word doc and PowerPoint templates were explicitly designed for agency owners and consultants and include all of the above components.

The Word doc is best suited for the less image-inclined who want to tell an easy-to-craft written story. It includes a variety of customizable sections, including an introduction, summary of client needs, description of services, pricing, team, and timelines. We’ve provided examples of how to write each section and include highlighted areas for you to update images, colors, and themes.

Our PowerPoint template is better suited for deck builders who want a short and visually compelling demonstration of their project execution. The template includes a variety of customizable slides, including an introduction, a summary of client needs, a description of services, pricing, timelines and deadlines, your team, testimonials, and a call to action. Like the Word doc, we’ve provided examples of how to write each section and include highlighted areas for you to update images, colors, and themes.

Top Memo Style Templates

Now that we've covered the basics and shared our templates, let's look at some of the best online templates. The ones below, like our Word doc template, are for those who prefer writing and less imagery in their approach.

1. Red And White Simple Modern IT Consulting Proposal

This IT consulting proposal from Canva is simple, bordering on minimalist, but provides ample space for sharing plenty of detail for your services. It is also very spacious, making it easy for anyone to read. Like the social media proposal above, this one is highly adaptable to any project.

2. Blue Modern Company Profile

This Canva profile template is a bit different from the regular memo format because it is not designed for any one type of project. It is extremely clean and contains plenty of white space for easy reading, yet it can also be replaced with supporting imagery.

Top Presentation Style Templates

In addition to the templates above, we’ve aggregated the top presentation-style templates for decks, PowerPoints, and PDFs. This works for those who want a short and visually compelling demonstration of their project execution.

3. Yellow and White Photo Marketing Proposal Presentation

This marketing proposal presentation is not just for marketers but is highly adaptable for any project. This template, in particular, is clean and spacious, relying more on pictures without being too text-heavy yet still able to tell the story of your proposal.

4. Blue Triangle Business Proposal Presentation

The Bleu Triangle proposal template is slightly different from past examples in that this is very text-heavy. This template is best reserved for complex projects and presentations while leaving room for abstract imagery that can contrast the rich text.

5. Purple Modern Business Proposal Presentation

This modern proposal template is also great for complex projects that can be visually explained using tables, boxes, and other imagery. The built-in boxes and designs are great for presenting your project without losing the reader in the complexity of the information.

6. Modern and Minimal Business Proposal Presentation

We’re closing this section with a simple yet elegantly awesome PowerPoint template. Use it for any project, and you will not be disappointed.

How to Customize Your Business Proposal Template

Customizing your business proposal template is crucial to stand out from your competition and effectively communicate your value proposition to potential clients. Here's how to make your template uniquely yours while maintaining professionalism and clarity.

Modifying Templates

To begin, adjust the basic visual elements of your template to align with your brand. This includes:

  • Changing Fonts and Colors: Select fonts, likes sans serif fonts, that are easy to read and professional. Consistency in font choice helps maintain a clean look. Modify the color scheme to match your company’s branding. This not only makes the proposal aesthetically pleasing but also reinforces your brand identity and ensures accessibility.
  • Layout Adjustments: Rearrange elements to make the flow of information more logical and easy to follow. This might mean moving sections around or changing the layout of content to improve readability.

Adding Unique Elements

Incorporating unique elements can significantly enhance the impact and readability of your proposal:

  • Infographics and Charts: Use infographics to summarize complex information or data, making it easily digestible at a glance. Charts are great for showcasing statistics, timelines, or project phases in a clear and engaging way.
  • Custom Visuals: Include custom visuals or developmentsuch as photos, illustrations, or icons that reflect your business. These visuals can make your proposal more engaging, less text-heavy, and help the reader feel like it was made uniquely for them.
  • Unique Differentiators: Highlight what sets your business apart. This could be your proprietary technology, exceptional customer service, or a unique approach to projects. Make these differentiators prominent to remind the client why your business is the right choice.

Tailoring Content

Customize the content of your proposal to speak directly to the client’s needs:

  • Address Client Needs: Start by clearly understanding and outlining the client’s needs and objectives. Tailor each section of your proposal to reflect how your services can meet these needs.
  • Project-Specific Details: Include specific details about the project to show that your proposal is not generic. Detail how your skills and services can uniquely benefit the specific project at hand.

Consistency Check

Ensuring consistency throughout your proposal is essential:

  • Style and Tone: Maintain a consistent style and tone that reflects your brand and resonates with the client. This could be formal or more conversational, depending on the industry and client type.
  • Proofreading: Always proofread your proposal multiple times. Errors can undermine the professional quality of your proposal. If possible, have another team member review it as well to catch anything you might have missed.
  • Formatting Consistency: Use the same formatting choices throughout the document—such as bullet points, headers, and fonts—to ensure the proposal is cohesive and professional.

By carefully customizing your business proposal template, you not only enhance its visual appeal and readability but also significantly increase its potential to win new clients.

Other Resources

These are not the end-all, be-all resources for proposal writing. There are dozens of other resources available online thatyou should check out, including the ones shared below.

  • Canva: As you might have noticed, we’re big fans of Canva, a free-to-use online graphic design tool. While you can use it for anything from graphics and flyers to posters and logos, we’re huge fans of its simplicity and built-in design elements for creating any memo or deck.
  • Proposify: Proposify offers a simple, streamlined workflow using pre-approved content, which allows you to send out winning proposals with just a few clicks.
  • Bidsketch: Bidsketch is a cloud-based proposal software that offers a variety of customizable templates and tools to help you create professional proposals quickly and easily.
  • PandaDoc: PandaDoc is another cloud-based proposal software with various customizable templates and tools to help you create professional proposals.

At first, I was more traditionalist and enjoyed creating my proposals in Microsoft Word and PowerPoint (definitely never Google Slides). While I continue to build most of my proposals and decks in PowerPoint, I’ve increasingly relied on the design tools I shared above.

Conclusion

Understanding how to craft an effective business proposal is crucial for securing new clients and expanding your business. This guide provides you with the essential components of a compelling proposal, along with detailed steps on how to customize templates to better fit your unique business and client needs. By modifying templates, incorporating unique visual elements, tailoring the content specifically to your prospective client, and ensuring consistency in style and tone, you can create a professional and persuasive proposal.

Select a template or tool and begin customizing your business proposal. With the right approach, you’ll be well on your way to winning over clients and successfully growing your business.

ABOUT THE AUTHOR

Alfredo Ramirez

Alfredo is the COO and Co-Founder of Prosal. He has over ten years of experience working in the nonprofit industry and previously founded a successful digital strategies business, winning over $2 million in RFPs throughout his career. He is an avid mountain biker and snowboarder and enjoys anything that takes him outdoors.

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