Top Components You Should Include in the Proposal Template Doc

by Ruben 2 Minutes

Project proposals are documents that are part of the selling process. It outlines the problem facing the company, the plan of action to tackle the issues, and an overview of the scope of work to turn the proposal to reality. In many instances, most contractors and agency managers look for proposal template doc in response to the Request for Proposal (RFP) from the client. But it is also possible to create and submit unsolicited proposals to get new business.

Even inside an organization, the proposal template doc may come in handy as well. For example, the IT department in the company may need to draft this paper for management approval. It allows the boss to get deeper insight about what the project will entail.

What Should the Proposal Template Doc Contain?

Each and every proposal you submit should follow a logical sequence right through the conclusion. There is a basic proposal template doc you should follow. This involves:

  • Introduction
  • Background
  • Strategy
  • Budgeting
  • Outcome

Following this proposal template doc structure can help you reap long-term rewards. It catches the attention of the reader and allows you to put your business in good light.


In the introductory section, you should tell prospective clients what the project is all about. Be sure to make an impact from the very beginning. In essence, you want the prospect to keep reading because the document is worth their while. Present the data and show the feasibility of the project. The introduction is not the place to go into the details. Even here though, they should already have a rough idea about what the sections contain.


Just expound on the points written on the introduction. Cite examples and reasons why the proposed project is a good one. The best proposal template doc examples around contains historical data, future projections, and the current situation of the business. The long and short of it is that the background should establish that something must be done to ensure the long-term viability of the client’s business.


In this section of the proposal template doc, the goal is to outline the procedures that will make the project successful. An explanation on how you will accomplish each step of the process should ideally be included here. The reader begins to get an in-depth overview of the complexity of the project and its potential to give the business an edge against competitors.


The budget section is obviously very important to every decision-maker. They need an estimate of the cost before they can give it a go-ahead. For this reason, the proposal template doc must contain accurate facts and figures as well as a well-researched estimate of maintenance cost. A lot of proposals, while perfect in other areas, fail here. Don’t fall for the same mistake. Give supporting details to the reader.


Besides all of the above elements in the proposal template doc, you should also demonstrate the outcome the clients can expect from the project. Spell out the benefits succinctly. The advantages can include improved efficiency, reduced costs, or increased sales among others.

For a great example of how all of this goes together, check out this free mobile app development proposal template.

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by Ruben
Ruben originally founded proposal software, Bidsketch as a one-person company while working as a software developer for a billion dollar payroll company. Since its early days as a “company of one,” Bidsketch has grown to help over 2,000 paying customers win billions of dollars in new business and save thousands of hours in the process.