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We include this Letter of Transmittal chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.

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Overview of the Letter of Transmittal Chapter

The Letter of Transmittal chapter plays an important role in the structure of a business proposal. It serves as an introductory section that helps set the tone for the proposal document. While it shares similarities with a cover letter, the Letter of Transmittal provides a more focused introduction to the proposal. It offers a snapshot of what the proposal contains and highlights the key points that will be discussed in more detail in the following pages.

How is the Letter of Transmittal Chapter Used?

In a business proposal, the Letter of Transmittal is typically placed at the beginning of the document. Its primary purpose is to introduce the sender to the recipient, providing crucial context about the proposal's origins and objectives. It is particularly useful when the proposal is being submitted to someone who expects a formal introduction or when the document needs to establish a professional tone from the outset. This chapter is also an opportunity to make a strong initial impression and encourage the reader to consider the proposal seriously.

What is Included in the Letter of Transmittal Chapter?

The Letter of Transmittal chapter generally includes several key elements:

  • Sender and Recipient Information: Names and contact information of the individuals or organizations involved.
  • Brief Project Description: A concise overview of the project, its goals, and its significance.
  • Purpose of the Proposal: A clear statement regarding why the proposal is being submitted.
  • Call to Action: A polite encouragement for the recipient to read the rest of the proposal and consider its contents for approval or implementation.

 

Use Case Examples for the Letter of Transmittal Chapter

  • Government Contract Proposals: Introduces the vendor and outlines the submission for a governmental request for proposal (RFP).
  • Construction Project Bids: Sets the stage for presenting a bid, highlighting the construction company's qualifications and the project overview.
  • Research Funding Requests: Opens with a summary of the research project and its importance, aimed at persuading funders to support the initiative.
  • Consulting Services Proposals: Introduces a consulting firm and briefly describes the proposed solution to the potential client's problem.
  • Technology Upgrade Proposals: Starts with an overview of the technological needs and the proposed solutions, aimed at upgrading an organization's systems.

 

Key Takeaways

  • First Impression Counts: The Letter of Transmittal is important for making a positive first impression and setting a professional tone for the proposal.
  • Context and Clarity: It provides the recipient with context about the proposal's origins and its objectives.
  • Encourages Engagement: Includes a call to action that encourages the recipient to consider the proposal further.
  • Versatile Introduction: Can be tailored to suit different types of proposals, from government contracts to research funding.
  • Important Details Included: Contains critical elements such as sender and recipient information, a brief project description, and the purpose of the proposal.

 

The editable Letter of Transmittal template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Illustration of Proposal Pack Energy #11

Illustration of Proposal Pack Energy #11

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Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Samples Using the Letter of Transmittal Chapter

The Letter of Transmittal template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:

Document Layouts Using the Letter of Transmittal Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Electrical #4

The Letter of Transmittal chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Electrical #4 design theme. There are hundreds of design themes available, and every design theme includes the Letter of Transmittal chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Letter of Transmittal.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

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The Letter of Transmittal is essentially an alternate version of the Cover Letter. Use the Letter of Transmittal to introduce yourself and the project, give a brief description of the project, and conclude with a call to action.
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