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How to write your Bid Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

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Proposal Pack for Any Business

( Design themes, color schemes, fonts, and images are all customizable )

This set of chapters was selected for creating a comprehensive bid business proposal aimed at detailing a company's offer for a project or service in a clear and formal manner. This document was created for a potential client or partner, setting out the scope, costs, and terms of the offer to secure a business agreement.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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As a business consultant who applied for funding on behalf of organizations, the proposal pack wizard provide me with all the materials I needed to submit many grant awarding proposals. Not only did I save on time but the financial costs were kept to a minimum. I would definitely use this product every time I needed to write a proposal."

Leslie Bannon
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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases for the Bid Proposal Template

  • Submitting a construction project bid to a government agency.
  • Proposing a new IT solution to a large corporation.
  • Bidding for a catering service contract for a public event.
  • Offering professional consultancy services to a nonprofit organization.
  • Submitting a bid for a janitorial services contract to a school district.
  • Proposing to supply goods to a retail chain.
  • Bidding for a landscape maintenance contract for a large commercial property.
  • Proposing a healthcare program to a health insurance company.
  • Offering transportation services to a logistics manager.
  • Bidding to provide security services to a shopping mall.

Chapters Suggested for the Bid Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Needs Assessment, Goals and Objectives, Cost Summary, Project Plan, Schedule, Company History, Capabilities, Testimonials, Guarantees, Terms and Conditions, Services Provided, Management Plan, Personnel, Back Page

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Bid Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.

While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.

Components of the Bid Proposal Template

Creating the Bid Proposal Template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The Cover Letter serves as a personalized introduction to the proposal, explaining the purpose of the bid and highlighting the key points that will be detailed in the following pages. It sets the tone and encourages the recipient to consider the proposal thoroughly.

Title Page

The Title Page includes basic but essential information such as the proposal's title, the company's name, and the date. This page acts as the front cover of the document, providing a professional appearance right at the outset.

Table of Contents

The Table of Contents lists the sections and their page numbers found in the document. This helps the reader easily navigate through the proposal, improving clarity and usability.

Executive Summary

The Executive Summary provides a concise overview of the proposal, including the main objectives and the proposed solution. This summary helps the reader quickly understand the essential elements of the bid.

Needs Assessment

The Needs Assessment outlines the specific requirements or problems that the potential client or partner is facing. This section demonstrates an understanding of their needs and how they align with the services or products offered.

Goals and Objectives

Goals and Objectives detail what the proposal aims to achieve. This section clarifies the intended outcomes of the project or service, ensuring both parties have aligned expectations.

Cost Summary

The Cost Summary offers a detailed look at the financial aspects of the proposal. Utilizing the Proposal Kit software's line-item database, this part can automate data entry, providing clear and precise cost information.

Project Plan

The Project Plan outlines the approach and methodologies the company will use to achieve the outlined goals. This section includes detailed steps and processes to ensure thorough understanding and planning.

Schedule

The Schedule section presents a timeline for when different aspects of the project will be completed. The Proposal Kit software can assist in creating a detailed and accurate schedule to ensure timely delivery.

Company History

Company History provides an overview of the company's background, highlighting experience and past success. This builds credibility and trust with the potential client or partner.

Capabilities

The Capabilities section describes the skills, technology, and resources the company possesses, which are relevant to successfully fulfilling the bid's requirements.

Testimonials

Testimonials include statements from previous clients or case studies that demonstrate the company's reliability and the quality of work. This serves as social proof to reassure the proposal's recipient.

Guarantees

Guarantees outline any promises or warranties the company provides concerning the quality and delivery of the service or product. This section helps in building trust and mitigating potential concerns about risk.

Terms and Conditions

Terms and Conditions set forth the legal aspects of the offer, including payment terms, contractual obligations, and other legalities. This segment ensures all parties are aware of their rights and responsibilities.

Services Provided

Services Provided details the specific services or products being offered in the bid. This section clarifies what the client can expect to receive, ensuring transparency and understanding.

Management Plan

The Management Plan describes how the project or service will be managed and supervised. It details the roles and responsibilities of the team members involved.

Personnel

The Personnel section provides information about the qualifications and experience of the team members who will be involved in the project. This assures the client of the competency of the team handling their project.

Back Page

The Back Page serves as the closing section of the proposal, typically containing contact information and a polite thank you note, inviting the client to reach out with any questions or for further discussion.

This template is also referred to as

  • Proposal Submission Template
  • Project Offer Document
  • Service Offer Proposal
  • Contract Proposal Template
  • Proposal for Project Bid
  • RFP (Request for Proposal) Response
  • Tender Submission Template
  • Project Proposal Document
  • Business Offer Template
  • Competitive Bid Document

How to create the Bid Proposal Template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

How to Build Proposal Template from an AI Outline

This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.

Key Takeaways

  • The Bid Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
  • You can create unlimited custom variations of this template.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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