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How to write your Business 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.

Proposal Pack for Any Business

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

This set of chapters was selected for crafting a comprehensive business proposal intended to outline a company's offerings and persuade potential clients or investors. This document was created for a targeted audience by detailing the project, product or service involved, associated costs, and the organizational background to establish credibility and facilitate decision-making.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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I have been a long time user of Proposal Pack and Proposal Pack Wizard. The combination of the content in the proposal pack and the automation the proposal pack wizard provides saves me so much time so I can focus on my business. The ability to utilize the verbiage that comes with proposal pack saves me days of time not having to recreate the wheel. The wizard makes it so much easier to manage the entire proposal process, it would be mistake not to use them both together."

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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 Business Proposal Template

  • Pitching a new product to potential investors.
  • Proposing a service offering to a new client.
  • Seeking funding for a business expansion.
  • Detailing a project plan for stakeholder approval.
  • Responding to a specific Request for Proposal (RFP).
  • Presenting a business plan to potential partners.
  • Outlining solutions to a client's problem in a targeted proposal.
  • Updating existing clients on new service enhancements.
  • Proposing a strategic partnership with another business.
  • Submitting a business proposal in a competition or for an award.

Chapters Suggested for the Business Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Introduction, Company History, Project Overview, Services Provided, Products Offered, Market Analysis, Client Analysis, Competitive Analysis, Marketing Strategy, Technology Plan, Management Plan, Operations Plan, Financial Statements, Cost Summary, Investment Analysis, Return on Investment, Funding Request, Conclusion, Appendix

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Business 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 Business Proposal Template

Creating the Business 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 introduces the proposal, setting the tone and briefly explaining the intent of the document. It typically addresses the potential client or investor directly, highlighting the key benefits of considering the proposal.

Title Page

This page displays the title of the proposal, the name of the company proposing, and the date. It acts as the front page and gives a professional look to the document.

Table of Contents

This section helps in navigating the proposal by listing all the chapters along with their page numbers. It provides an organized overview and quick access to specific sections.

Executive Summary

The executive summary provides a concise overview of the entire proposal. It summarizes the main points including the purpose, the solution offered, and the anticipated outcome or benefit.


This chapter introduces the purpose of the proposal. It outlines the problem or opportunity the proposal aims to address and sets the stage for the detailed information that follows.

Company History

Company History offers a brief account of the company's background, emphasizing achievements and growth over time to establish credibility and trust.

Project Overview

This section describes the specific project or solution being proposed. It outlines the scope, goals, and timelines, providing a clear idea of what is being planned.

Services Provided

Services Provided details the various services the company offers that are relevant to the proposal. It highlights how these services can benefit the client.

Products Offered

This chapter outlines the products being proposed or that are available for sale. It includes specifications, benefits, and how these products meet the needs of the client.

Market Analysis

Market Analysis provides an overview of the current market environment, discussing trends, customer demographics, and market needs that support the viability of the proposal.

Client Analysis

Client Analysis focuses on understanding the specific client's needs, preferences, and challenges, showing how the proposal is tailored to meet their requirements.

Competitive Analysis

This section analyzes the competition, showcasing how the proposed solution or product is superior or different, and positioning the company strategically within the market.

Marketing Strategy

Marketing Strategy outlines how the product or service will be promoted and sold. It details the channels, tools, and tactics that will be used to reach the target market.

Technology Plan

The Technology Plan describes the technological tools and systems that will be used in the project or service delivery. It outlines how technology will enhance efficiency and effectiveness.

Management Plan

This part details the organizational structure and leadership roles. It includes information on the management team responsible for executing the proposed plan.

Operations Plan

Operations Plan describes the day-to-day operations necessary to deliver on the proposal's promises. It covers logistics, facilities, and workflows.

Financial Statements

Financial Statements present the financial health of the company with detailed records like balance sheets and income statements, supporting the company's stability and profitability.

Cost Summary

The Cost Summary provides an itemized list of expenses related to the project. Utilizing the line-item database in Proposal Kit, this section can automatically calculate total costs.

Investment Analysis

Investment Analysis evaluates the potential financial investment required for the project, detailing the allocation of funds and expected financial involvement from external sources.

Return on Investment

This section calculates the potential return on investment, providing a financial justification for the project or proposal, showing its value to the investor or client.

Funding Request

Funding Request explicitly states the financial support needed from the investor or client, detailing how the funds will be used and under what terms.


The Conclusion summarizes the proposal, reinforcing the benefits and requesting a favorable decision or further discussion.


The Appendix is used for supplementary documents that support the proposal. This may include technical details, additional data, or references that are pertinent to the proposal.

This template is also referred to as

  • Business plan document
  • Investment pitch layout
  • Financial proposal structure
  • Client project proposal
  • Service offering presentation
  • Product launch proposal
  • Strategic partnership plan
  • Business expansion template
  • RFP response format
  • Business pitch framework

How to create the Business 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 Business 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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