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How to Write an Engineering or Automation Business Proposal

Did you know? Proposal Packs are designed for writing engineering related proposals with pre-written templates, samples, graphic design options and automation software.

How to Write an Engineering or Automation Business Proposal - (2024)

The term “engineering” can encompass so many different types of businesses these days, but there's one thing they all have in common. Whether your company is automating a factory, fabricating parts for marine engines, or improving the efficiency of wind generators, you constantly need to line up new partners, secure new contracts, get projects approved, and find new customers.

Because engineering is all about details, you can't simply dash off a list of the products or services you offer and hope to finalize a deal that way. Instead, you will need to write a business proposal.

If you've just been assigned the task of writing a proposal for the very first time, you may be feeling a surge of anxiety. You know your business and you can explain your plans, but maybe you're not a writer. Don't fret - writing a proposal is not nearly as difficult as it may first seem. That's because all good business proposals follow a basic principle and share a common structure.

The basic principle is: customize each proposal for the reader. This means always keeping the reader - your potential customer or partner - in mind when you present your information. The first question in most people's minds is “What's in this for me?” So focus on explaining the benefits of your proposal to the reader. Also, keep in mind the reader's knowledge level - what do they already understand about your organization or your project? What questions and concerns will they have?

The common proposal structure has four parts:

  • An introduction section
  • A customer/partner-centered section
  • A detailed project description section
  • A section describing your organization and experience

Let's look at the sections in more detail. The introduction section is short. You'll simply write a Cover Letter that explains who you are, why you're submitting this proposal now, provides all your contact information, and asks the reader to take the next step (call for a meeting, approve the project, etc.) after reading your proposal. Then, create a Title Page, which simply names your proposal. Examples might be “Proposed Retooling of Cutting Machines to Improve Efficiency” or “Smith Engineering's Proposed Design for New Solar Panels.” Next, if your proposal is long, you may want to include a Table of Contents and an Executive Summary (a list of your most important points), but you can come back later and insert those.

The following section should be all about your potential customer or partner. Describe their needs and requirements. If you are responding to a formal Request for Proposal, then restate the requirements specified in the RFP document, as well as adding any others that you may be aware of, such as a general need for efficiency, cost savings, or matching the capabilities of competitors. Pages in this section will have names like Background, Problem Statement, Needs Assessment, Requirements, Limitations, Budget, Deadlines, Responsibilities, and so forth. Your goal is to describe in detail what your potential customer or partner wants and expects.

After you've described the situation from your reader's point of view, it's time to explain how you propose to meet all those needs and requirements. In this project description section, you will include all the details of your proposal, including what it will cost. Obviously, the topic pages in this section will vary widely from one organization to the next and from one project to the next.

At the very least, you'll want pages like Project Plan, Schedule, Cost Summary, and Benefits. If you're describing a complex project, you might want to include Specifications, Blueprints, Process Summary, Milestones, Subcontracts, or Oversight, just to name a few - the list of possible topics is long. Be sure to include all the pages you need to describe precisely what you have in mind. Including details shows you are an expert who knows what it takes to carry out a big project.

Finally, in the last section, it's your chance to brag about yourself. Include all the information you have that will persuade the proposal reader that you have the expertise to deliver on your promises. You'll want a Company History or About Us page, perhaps a list of Personnel or Team Members who will work on the project, a list of Clients Served or similar Projects you've worked on, and descriptions of any special Training or Certifications that you have that make you especially qualified to take on the project. Referrals, Testimonials, Awards and Achievements go a long way in convincing readers that you can be trusted, because it's always more credible when outside parties recommend you than when you brag about yourself.

Here are some related samples included in every Proposal Pack

Here are some related templates:

Before you send the proposal out the door, make sure the pages are free of grammatical errors, and be sure they look neat and attractive, too; you want each proposal to represent you at your professional best. You might want to use your organization's logo, incorporate special bullet points or fonts, or add a colored border around the pages - graphic touches like this can help your proposal stand out when the competition's tough, or when you simply want to “wow” your readers. Learn how to effectively select colors for a winning business proposal.

Proposal PackProposal Pack for Any Business covers this type of proposal and includes samples. There are also some commonly used specialty design themes available:

Now you know the basic principle and the common structure for a good proposal. You don't have to start with a blank word processing screen, either. A dedicated product like Proposal Kit can speed up the writing project with thousands of professionally designed template pages, and dozens of sample proposals. Each template includes instructions and examples of information to include on that page, so you won't waste time wondering what to write. The samples show you how a variety of proposals and reports might look and what they could contain.

Naturally, Proposal Kit includes instructions and “best practice” articles about how to write winning proposals. There are even some boilerplate contracts you can adapt for your own purposes. Proposal Kit is a great productivity tool for any business that needs to write proposals, and it works for reports and studies and all kinds of general business documents, too.

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It will provide you with the inside track.You can order and instantly download the Proposal Kit that best suits your needs.

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