Business Proposal Template

Our business proposal template has been carefully crafted to make a lasting impression on potential investors and clients while saving precious time. This company proposal template contains all the essential elements to spotlight your unique products and services. 

Avoid the hassle of starting from scratch; use our template to create a compelling business proposal sample.

Used by 156 people

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Our business proposal template comes with a pre-structured layout that enables you to craft professional proposals in no time.

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What will you get in the business proposal template?

Our business proposal template comes with a pre-structured layout that enables you to craft professional proposals in no time.

Cover Page
Project Overview
Challenges and Goals
Executive Summary
Scope of Work
Deliverables and Timeline

Frequently asked questions

How do I write a business proposal?

Developing a successful business agreement is a complex and time-intensive task. It requires comprehensive market research, compelling writing, and a clear understanding of the prospect's problems. 

From elaborating the problem statement to proposing a tailored solution with a project timeline, each stage demands substantial effort. Creating a business document that is visually pleasing, error-free, and in line with your brand identity can also be daunting. 

You can use our business proposal template to simplify this process and increase your likelihood of success. Our sample offers a transparent framework to get you started instantly, saving you considerable time, money, and energy.

What is a business proposal used for?

A business proposal is a formal document that outlines your services and product offerings and helps you acquire new clients and partners. B2B companies typically write proposals to other businesses; however, they are not commonly used by B2C companies. Proposals function as persuasive documents that explain your company’s capacity to resolve the client’s specific issue or fulfill their needs. 

Proposals are commonly employed to secure contracts, attract investors, and obtain approval for new projects. A well-crafted proposal transparently communicates your company’s Unique Selling Proposition (USP), showcasing your expertise and dedication to deliver exceptional results.

What are the four 4 basic steps to writing a business proposal?

Crafting a detailed business proposal is crucial for impressing a potential customer. To create an effective document, you can follow the following steps:

  • Understand the Client’s Needs: Conduct an in-depth analysis of the client’s objectives, problems, and desired results. At the end of the day, these insights form the basis of a customized solution.
  • Develop a Comprehensive Solution: Detail your proposed strategy, emphasizing how it caters to the client’s unique needs. Convey the value proposition and anticipated outcomes clearly for an effective business proposal.
  • Create a Compelling Document: Showcase your solution in a clear, concise, and persuasive manner. One of the best practices to impress a client is to utilize visuals and data to establish your expertise in the domain.
  • Refine and Proofread: Ensure the proposal is free from errors, uniformly formatted, and professionally presented.
Who can use Zomentum’s business plan template?

Our business plan template is versatile in nature can can be customized to suit your needs. The sample business plan created by our expert team at Zomentum can be used by 

  1. Service-based businesses
  2. Product-based businesses 
  3. Freelancers and independent contractors 
  4. Startups and entrepreneurs
  5. Professional services companies
  6. Technology companies
  7. Construction and engineering firms
  8. Event planners and hospitality businesses, and many more
How can I use Zomentum’s business proposal template?

Utilizing Zomentum’s business proposal template is easy, just follow the below steps: 

  • Simply navigate to our website and explore our complimentary free template library. Then, select the business proposal template that best suits your business requirements. 
  • Use the intuitive drag-and-drop interface to personalize different sections across the entire document, including your company name, contact information, and other elements. You can even incorporate videos to customize your pitch further. 
  • Set up a timer on approvals and obtain legally binding e-signatures. You can integrate the template into a unified and single-login portal that your partners prefer. 

With a few clicks, you can craft professional and persuasive company proposals that captivate your clients.

What are the different types of business proposals?

Business proposals can be classified based on their purpose and origin. 

  • Solicited business proposals, such as RFP proposals, are generated in response to an official request. 
  • Unsolicited business proposals are proactively dispatched to potential clients. 

These proposals can be further classified as: 

  • Sales proposals concentrate on selling products or services
  • Investor proposals seek funding for business expansion. 
  • Project proposals cover project scope and deliverables.
  • Grant proposals request financial support for particular activities.
  • Marketing proposals are designed to explain promotional strategies on social media and other channels.

You can download our company proposal template and tailor it as per your needs.

What is the difference between a business plan and a business proposal?

The primary distinction between a business plan and a business proposal lies in its objectives. 

A business plan is a comprehensive document that outlines a company’s overall strategy, goals, operations, and financial projections. It serves as an internal roadmap for the business.

A business proposal, on the other hand, is a focused document designed to persuade a specific audience to accept a business idea, product, or service. It highlights the solution to a problem and includes a clear call to action. 

While a business plan has a broader scope, a business proposal is highly targeted and persuasive.

How long should a business proposal be?

The length of a great business proposal depends on the complexity of the project or product. Ideally, aim for conciseness while providing essential information. A general guideline is to keep the document between 5 to 10 pages. Remember, the focus should be on clarity and impact, not length. 

Always prioritize quality over quantity. For transactional proposals below $10,000, a proposal should ideally be fewer than 10 pages and never more than 50 pages. Keep it crisp, on-point, and visually appealing. Stay under 6-10 pages unless your product or service offerings are highly complicated.

Invest your time in building client relationships,
not crafting sales proposals.

70%

reduce time to deal by

3min

build quotes in

6X

boost deal size by

85%

Average Win Rate on Proposals

3mins

Build Quotes with our AI Module

34%

Jump in Conversion Rate

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Explore how Acme Inc is advancing through digital sales transformation

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

Business Proposal Template

Our business proposal template has been carefully crafted to make a lasting impression on potential investors and clients while saving precious time. This company proposal template contains all the essential elements to spotlight your unique products and services. 

Avoid the hassle of starting from scratch; use our template to create a compelling business proposal sample.

What will you get in the business proposal template?

Cover Page
Executive Summary
Project Overview
Scope of Work
Challenges and Goals
Deliverables and Timeline
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