Proposal templates

Real structures, not filler. Each template lists the sections that matter, shows a worked pricing example, and explains why each part earns its place. Copy them into whatever tool you already use.

Which template do you need?

The distinction that actually matters is not your industry — it is whether you are pricing a project or an ongoing service. They fail in different ways, so they need different sections.

A project proposal lives or dies on scope. The client agrees to a fixed outcome for a fixed number, and everything that goes wrong afterwards traces back to a boundary nobody wrote down. So a project template spends its weight on deliverables, explicit exclusions, acceptance criteria and a change process — the web development and IT services templates are both shaped that way.

A retained-service proposal lives or dies on expectations over time. Nobody signs a year of support because the deliverable list is tidy; they sign because they believe you will answer when something breaks. So a service template spends its weight on tiers, an SLA matrix, an onboarding plan and — the section clients quietly check for — how they leave if it does not work out. That is the managed services shape.

How to use these

Start from the structure, not the wording. The sections are the part worth copying; the sentences should be yours, because a proposal that reads like a template is the fastest way to look interchangeable with the other three bids on the desk. Two rules carry most of the value: put a number on every deliverable so “a few revisions” cannot be argued about later, and write the exclusions section even when it feels awkward — it is the only part of the document that protects your margin six weeks in.

The templates

The eight sections of an MSP agreement, a Bronze/Silver/Gold per-user pricing table, an SLA matrix, and the offboarding clause that wins trust.

Pairs with our IT services & MSP proposal software page.

For project work — migrations, network refreshes, implementations. Nine sections, a fixed-fee breakdown, and acceptance criteria that get you paid.

Pairs with our IT services & MSP proposal software page.

Nine sections, a worked pricing breakdown at a $95/hour rate, and the exclusions clause that prevents scope disputes.

Pairs with our web development proposal software page.