Business Proposal Template

Seal the deal with our compelling and persuasive Business Proposal Template – create a comprehensive, coherent, and effective proposal with Qwilr.

About this template

Set your business apart and win over prospects with our interactive Business Proposal Template. Designed to impress and engage, this template allows for a seamless proposal creation process, highlighting your unique value proposition and solutions.

Empower your team to present a polished, professional, and persuasive pitch that captivates potential clients and drives successful outcomes

What's included?

  • About the company
  • Process
  • Project estimate
  • Testimonial
  • About our team

About the author

Brendan Connaughton, Head of Growth Marketing

Brendan Connaughton|Head of Growth Marketing

Brendan leads growth marketing & demand generation at Qwilr – looking after performance marketing, SEO, CRO and analytics. Brendan’s has experience with high growth companies like Airwallex and led growth teams agency side for a few years.

A business proposal serves as a powerful tool for companies to secure new business opportunities and broaden their customer base. It is a comprehensive document that presents a company's products or services to prospective clients, with the primary objective of persuading them to choose the company over its competitors.

Business proposals are most commonly used in B2B sales and partnerships. For instance, they are used when responding to a request for proposal (RFP), seeking financial support from investors, or establishing a strategic partnership.

To create an effective business proposal, it is crucial to consider its persuasive and informative aspects, while tailoring it to the specific needs of the client. The proposal should clearly articulate the company's offering, outline the key benefits to the client or partner, and substantiate the company's relevant experience and qualifications.

Some of the key elements of compelling business proposals are:

Executive Summary

This concise overview of the proposal serves to highlight the crucial points and advantages of the company's offerings. Ensuring that the executive summary is engaging and captivating is crucial, as it is often the first section that potential clients read.

Scope of Work

Here, the specific products or services that the company will deliver, along with the project's timeline and budget, are outlined in detail. Providing comprehensive information in this section enables the client to have a clear understanding of what they can expect from the project.

Company's qualifications and experience

This can encompass case studies, 'lighthouse' logos, testimonials from past clients, and information about the company's team and expertise. By showcasing the company's qualifications and experience, the proposal can foster trust and credibility with the client.

By developing a persuasive, informative, and tailored proposal, a company can effectively demonstrate its unique qualifications and ability to fulfill the needs of its clients.

Business proposals are an indispensable tool for companies aiming to secure new business.

They serve multiple purposes and can significantly contribute to the achievement of business objectives:

Response to a request for proposal (RFP)

RFPs are commonly issued by companies seeking specific products or services, outlining detailed requirements that potential vendors must fulfill. Crafting a well-thought-out business proposal can distinguish a company from its competitors and ultimately secure the business.

Sending to new business opportunities

This proactive approach proves particularly effective for organizations seeking to expand their offerings or venture into new markets. By presenting a compelling case for their products or services, companies can persuade potential clients to give them a chance.

Pivoting its offering

Another valuable scenario in which a business proposal can be beneficial is when a company aims to pivot its offerings. This may involve identifying a new market opportunity or developing a new product. In such cases, a business proposal becomes a powerful communication tool to introduce the company's innovative ideas and convince potential clients to embrace them.

Ultimately, the key to a successful business proposal lies in comprehending the needs of the potential client and tailoring the proposal accordingly. By doing so, companies significantly enhance their chances of securing new business and accomplishing their commercial objectives.

A business proposal offers numerous benefits when seeking new business opportunities:

1. It enables a company to distinguish itself from competitors by showcasing its unique selling proposition and demonstrating the significant value it can bring to clients.

2. Plays a crucial role in establishing trust with prospective clients. By thoroughly understanding the client's needs and developing a tailored solution, the company demonstrates its commitment to delivering high-quality service. This aspect holds particular importance in industries where trust is paramount, such as finance or healthcare.

3. Acts as a roadmap for the client-company relationship. By clearly defining expectations and ensuring alignment before commencing work, misunderstandings and disputes can be minimized.

A well-executed business proposal serves as a valuable tool for companies pursuing new clients or partnerships. By highlighting the unique selling proposition, fostering trust with potential clients, and providing a roadmap for the client-company relationship, a business proposal sets the stage for a successful partnership.

Qwilr's business proposal template is a powerful tool that can help companies save time and impress potential clients. Whether you're a small business owner or a large corporation, this template is designed to meet your specific needs and create professional, effective proposals.

Here are some tips for using Qwilr's business proposal template effectively:

1. Customize the template to your needs

Qwilr's template offers full customization options, allowing you to personalize it with your company's logo, adjust the colors, and modify the layout to align with your brand.

Additionally, you can easily add or remove sections to tailor the proposal to your client's needs.

2. Showcase your company's unique offering

Qwilr's business proposal template enables you to highlight your company's unique offerings in a compelling way.

Take advantage of the built-in video feature to create a short video that effectively showcases your company's products or services. Alternatively, use the interactive pricing tables to present your pricing options.

3. Incorporate testimonials, logos and case studies

Leverage the testimonials section within the template to showcase quotes from happy customers. Furthermore, use the case studies section to highlight successful projects your company has completed in the past.

This will effectively demonstrate the value of working with your company to potential clients.

Qwilr's business proposal template is a powerful tool that enables companies to create professional and effective proposals effortlessly.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

Creating a business proposal involves several steps:

1. Research:

  • Understand the client's needs and requirements
  • Analyze competitors in the market

2. Determine offerings:

  • Identify the services or products your company can provide
  • Ensure they align with the client's needs

3. Document outline:

  • Create a clear and concise proposal document
  • Clearly explain how your offerings meet the client's needs
  • Highlight the unique aspects of your offerings

4. Pricing:

  • Include a pricing section that outlines the costs
  • Provide transparent information on the pricing structure

5. Proofreading and editing:

  • Carefully review and proofread the proposal
  • Make necessary edits to improve clarity and coherence
  • Ensure the proposal is error-free and professional

6. Submission:

  • Submit the finalized proposal to the client
  • Follow any submission guidelines or instructions provided

Remember, each step is crucial in creating a comprehensive and persuasive business proposal. Taking the time to research, tailor your offerings, and present them effectively will increase your chances of success.

Qwilr makes it easy to present your business proposal to prospective clients.

Simply share the proposal with the share link you create in Qwilr, and your prospect will be able to view it on desktop, mobile or tablet.

Qwilr also allows clients to interact with the proposal, such as by accepting or rejecting proposals, or by asking questions or giving feedback.

Qwilr comes with built-in digital signature functionality that allows your prospect to accept and sign your marketing proposal online. No longer do you need to upload PDF documents into tools like Docusign. With Qwilr, you get everything you need in one place for one low price.

Yes! Qwilr includes the ability to add interactive pricing tables to your proposals. In these tables, you can add prices for services on an hourly, fixed or recurring basis. You can group various services together (I.e. all meetings) and even allow certain services to be optional.

Qwilr’s pricing tables are dynamic, so if a prospect was to select one of your optional extra services the price is updated real time, and when they accept and sign the proposal they’ll be accepting and signing for the increased total price.