SalesInteractive tool available

Simple Business Proposal Template

Build a professional business proposal online or download an editable DOCX proposal template.

Create your receipt online and record payment details, or download the editable template to customise manually.

DOCX + PDFLast reviewed 2026-07-19

Keep proposals honest and avoid claiming experience, staff, equipment, or partnerships you do not have.

Proposal preview — not editable

Preview only

This preview cannot be edited on the website. Download the editable DOCX or XLSX file to enter your business information.

Preview only

Complete field preview

Every field listed below is included in the editable download.

  • Cover page and proposal metadata
  • Executive summary and client need
  • Proposed solution
  • Scope, deliverables, and milestone timeline

Plus 4 additional fields listed below.

What is included

  • Cover page and proposal metadata
  • Executive summary and client need
  • Proposed solution
  • Scope, deliverables, and milestone timeline
  • Pricing and total investment
  • Payment terms
  • Assumptions, exclusions, next steps, and notes
  • Customer and business acceptance signatures

How to use this template

  1. 1State the customer problem and your proposed solution in plain language.
  2. 2List what is included and what is excluded from the scope.
  3. 3Add realistic timelines, deliverables, and payment terms.
  4. 4Review the proposal with the customer before accepting deposits or starting work.

Who this template is for

  • Cleaning service pitches
  • Catering event proposals
  • Marketing support offers
  • Small supply contracts

Related guides

Related templates

Keep planning

Pair this template with a practical guide.

Use the guide library to understand when and how to apply each template in a real business workflow.