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Proposal Templates: Why You Need One and How to Structure Your Document

A reusable proposal template isn’t just a nice-to-have—it’s a must-have for sales professionals handling high volumes. Busy freelancers, digital agencies, and independent consultants all stand to benefit by adding a proposal solution to their sales process. A well-designed reusable proposal template can save businesses a significant amount of time and money in the medium to long term. Better Proposals makes it possible to transition from the sales pitch, terms agreement, E-signatures, payment, and client onboarding with a single workflow.

Leverage Expert Guidance

Not sure where to start? Adam Hempenstall, the founder of Better Proposals, offers a free Proposal University course that covers all the essentials of writing and designing winning proposal documents. Whether creating your first template or refining an existing one, these expert tips will set you up for success.

Course Modules Include:

  1. The Introduction
  2. What They're Going to Get
  3. Process and Timescales
  4. Writing About Yourself
  5. Using Social Proof
  6. Pricing
  7. Next Steps
  8. Terms and Conditions
  9. Gurantees

    10. Bonus material:

  10. Writing the Email to Your Client
  11. Structuring a Proposal Template

Transform Your Sales Workflow

Discover the power of proposal templates today and revolutionize how you approach client pitches, project proposals, and onboarding. The Better Proposals team is here to help you every step of the way so you can build a sales workflow that works for you and never against you. With round-the-clock human support and cutting-edge new tools, there’s no better time to choose Better Proposals for your business.

Learn how to kick-start with templates

Choose or customize a template, create a proposal in minutes and close deals in record time.

Proposal Design University

Design the Perfect Template with Better Proposals
Proposal Design University

Proposal Design University
Import Microsoft Word to Better Proposals

How to Import your Proposal Template from Microsoft Word
Import Indesign to Better Proposals

How to Import your Proposal Template from InDesign

Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 2 minutes, and we do that 24 hours a day.
Start a chat in the bottom right for a quick answer or email us and we’ll get back to you shortly.

Try Better Proposals Free Today

Start sending world-class, professional looking proposals, with no errors, in way less time.
Blow your clients' minds and your competition out the water.

14-day free trial. No credit card required.
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