Free Business Loan Proposal Template

This business loan proposal template managed to secure funds to over 16,000 clients! If you're unsure of how your business loan requests should look, simply use this completely customizable template and get ready to close the deal! You can change the text, images, colors, your logo - it's all 100% editable.

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Trusted by 10,000+ customers. Capterra review score
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EVERYTHING YOU NEED IS INCLUDED

What's in this Business Loan Proposal Template

Visually attractive cover

No matter which industry you're writing a business loan request for, the first impression always matters. In this business loan proposal template, the first thing your creditor sees is a nicely designed cover, fit for a world-class company like yours. From the text, logo, and background image, you can change everything to make it a better fit for your needs.

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Visually attractive cover

Summary

The best way to start your bank loan application is with a direct and straightforward cover letter or executive summary. Use this page to clearly and briefly describe who you are, your business background, the nature of your business or start-up, and how the loan will be used to help your company succeed.

Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.

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Summary

Business profile

Explaining what your business does and the process of using and repaying the loan may sound a bit overwhelming to small business owners. That's why we created a business profile - a page dedicated to the history of your business, along with current activity and results.

It is a perfect place to highlight your business plan, leave some links to your brochures or any other documents that will help soft sell your business.

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Business profile

Management experience

The best way to show potential creditors how serious you are about your business is through management experience. Describing the experience, qualifications, and skills of key members of your management team gives you the perfect opportunity to show you understand exactly what your business needs to succeed.

In this business loan proposal template, we've created a whole section for management experience. All you need to do is fill it in!

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Management experience

Loan request and payment

This section in the business loan proposal template is all about the numbers. Show precisely why you need business financing, the amount you are requesting, the interest rate, as well as what you will use it for.

Whether you're looking for a small business loan or a large sum of money, this is the place to write it down. Like the rest of this template, every part is editable, from the text and logo to the background image.

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Loan request and payment

Financial statements

This is the section the creditor will spend the most time looking at! It is also the perfect place to include your personal financial statements, balance sheets, credit history and reports, tax returns, and any other financial document you see fit for the cause.

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Financial statements

Next steps and supporting documents

Once the hard part of writing the loan proposal is done, use this section to attach the proof behind the story you have told. If you're feeling optimistic, you can even add a digital signature box that will allow your creditors to approve your business loan right away!

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Next steps and supporting documents

Get paid straight from the proposal

No more messing around with invoices, no more waiting for checks to clear. This proposal template lets you take payments directly from the proposal, using the integrations with PayPal, Stripe, and GoCardless.

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Get paid straight from the proposal

Don't take just our word for it

Here is what some of our 10,000 users across the globe have to say

Sara K.
G2 stars
It's a great software! I'm a software consultant and it's helped me not only save time on proposals, but deliver a really great, simple experience to the client. Read, choose your options, sign, and all the admin is out of the way, we can dive straight in.

Sara K.
CEO & Founder

Shade O.
Capterra stars
It is a really great software! If you're looking to create beautiful proposals that impress clients in a timely manner, Better Proposals definitely comes through!

Shade O.
Business Owner

Brent R.
GetApp stars
Better Proposals improved a process that I didn't even know I could improve. I never really used formal proposals before because it was a pain to do a nice one. But Better Proposals introduced me to some new ideas I could use, and potential clients love them!

Brent R.
Marketing and Advertising

THE BIGGEST PROPOSAL TEMPLATE LIBRARY IN THE WORLD

150+ other free proposal templates just like these are also available inside Better Proposals

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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 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

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