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How to write your Product and Service Proposal

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An example of both product sales and services sales in the same proposal.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Components of a Product and Service Proposal

There is no one-size-fits-all template for a product and service proposal. Proposal Kit templates can be customized as needed to fit any situation using the extensive chapter template library. Here are some key chapters typically included in this type of template. Use this template as your starting point and customize it as needed using the software included with each Proposal Pack or the Professional bundle.

Cover Letter

The Cover Letter introduces the proposal to the reader. It sets the stage for the document and provides an overview of what is to come. In a Product and Service Proposal, this chapter briefly acknowledges the recipient, mentions the purpose of the proposal, and highlights the key offerings.

Executive Summary

The Executive Summary is a concise summary of the entire proposal. It gives an overview of both the products and services being offered, their benefits, and why they are the best choice for the client. This section should capture the reader's interest quickly and make them want to read further.

Cost Summary

The Cost Summary outlines the financial aspects of the proposal. It includes a detailed breakdown of the costs associated with the products and services being proposed. This chapter helps the client understand the pricing structure and any potential value or savings.

Getting Started

The Getting Started chapter provides a step-by-step guide on how the client can begin working with your company. It includes initial steps, timelines, and any prerequisites. This chapter makes it easy for the client to see a clear path forward.


The Benefits chapter highlights the advantages of using the proposed products and services. It focuses on the positive outcomes and improvements the client can expect. This section should be tailored to address the specific needs and goals of the client.


The Features chapter lists and describes the key features of the products and services being offered. It provides detailed information so the client can understand exactly what is being proposed. Highlighting unique or superior features can differentiate your offerings from competitors.

Customer Support

The Customer Support chapter explains the support services available to clients after the sale. It ensures the client that they will receive ongoing assistance and can rely on your company for help. Details about support levels, availability, and contact methods should be included.


The Recommendations chapter offers tailored suggestions on how the client can best use the products and services. It provides expert advice and insights based on the client's specific situation. This chapter demonstrates your expertise and adds value to the proposal.

Company History

The Company History chapter provides background information about your company. It includes details such as founding date, milestones, achievements, and experience. This chapter builds credibility and trust with the client.

Services Provided

The Services Provided chapter details the specific services you are offering in the proposal. It clearly outlines what will be done, how it will be done, and the expected outcomes. This helps the client understand the scope and nature of the services.


The Products chapter lists and describes the products being proposed. It includes specifications, uses, and any other relevant details. This chapter ensures the client is fully informed about the product offerings.


The Reviews chapter includes testimonials and feedback from previous clients. Positive reviews can help build trust and demonstrate the quality and reliability of your products and services. This chapter can be very persuasive for potential clients.


The Guarantee chapter outlines any guarantees or warranties offered on the products and services. It reassures the client of the quality and reliability of what is being proposed. Details about terms and conditions should be included.

Examples of projects a Product and Service Proposal may be used for

This document can be used in many contexts and has various uses depending on the needs. Depending on your situation, customize the chapter list as needed using a Proposal Pack or the Professional bundle.

  • Selling a combination of software and installation services.
  • Proposing maintenance services along with hardware sales.
  • Offering a package of consulting services and related software tools.
  • Presenting a bundled solution of training services and educational materials.
  • Combining product development services with manufacturing equipment sales.
  • Proposing a joint venture involving technology products and support services.
  • Offering a comprehensive package of medical devices and associated training services.
  • Proposing a security system installation with ongoing monitoring services.
  • Combining marketing services with advertising product sales.
  • Offering a subscription service with initial setup products.
  • Proposing a full business solution including both IT products and consulting services.
  • Offering integrated home automation products and installation services.
  • Proposing combined web development services and hosting products.
  • Offering bundled telecommunications products and support services.
  • Proposing a combination of office supplies and equipment maintenance services.
  • Offering a mix of e-commerce solutions and training services.
  • Proposing a combined package of eco-friendly products and sustainability consulting services.
  • Offering a package deal of fitness equipment and personal training services.
  • Proposing a combination of leasing options for vehicles and fleet management services.
  • Offering a package of custom furniture and interior design services.


Also Known As

The Product and Service Proposal may also be referred to in different ways or be used in more specialized situations, such as:

  • Sales Proposal
  • Combined Offerings
  • Mixed Proposal
  • Product Service Bundle
  • Dual Proposal
  • Integrated Solutions
  • Multi-Offer Proposal
  • Package Deal Proposal
  • Joint Proposal
  • Comprehensive Proposal



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Chapter Templates Used in the Product and Service Proposal

Cover Letter, Title Page, Table of Contents, Executive Summary, Cost Summary, Getting Started, Benefits, Features, Customer Support, Recommendations, Company History, Services Provided, Products, Reviews, Guarantee, Back Page

You use this this proposal for

  • General business proposal
  • Non-technical proposal
  • Product sales proposal
  • Service sales proposal

How to create the Product and Service Proposal 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 is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

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. Names and stories in examples are fictional; however, the templates are from real client use cases.

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 Proposal Pack 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 with an 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.

You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling this template - Product and Service Proposal - for their first project if they do not have the required platform to run the Wizard software.

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.

How to Build Templates Featured on Proposal Kit Website

Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

  • The Product and Service Proposal is a selectable proposal template layout.
  • You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
  • Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • We made Proposal Kit for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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