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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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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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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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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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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Web Design
"Writing proposals are always a bittersweet affair - it's a painful process to go through. Better Proposals has made writing proposals much easier, and they look great! Every single client I proposed to, loved my proposal and if this isn't a testimony to Better Proposals's quality, I don't know what is."
Michael Kwan
Pixl Digital

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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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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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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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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In just the last 24 hours alone...

$372,306 of business
won using Better Proposals

Tim Coe
"Every business is struggling in some way or another at the moment but one thing we're finding easy is get proposals signed and deals done thanks to how quick and easy it is for us to create proposals and our clients to sign them"
Tim Coe
Marketing Consultant

Simple.
Attractive.
Effective.

Win more business without wasting hours writing and designing proposals.

Save Time Writing Proposals Save You Time The Automatic Designer makes it easy to create great-looking proposals in minutes.
Beautifully Designed Online Proposals 100+ Beautiful Designs Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Impress your clients Clients Love It “Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Close Deals Faster Instantly Close the Deal Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Follow Up at the right time Smarter Follow-Ups We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Organised Pipeline Manage Your Pipeline Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.
"Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me."
Jack Manley
Freestyle Web Design

Win more business and get paid faster

Join 8000+ happy customers and enjoy a simpler, faster and more professional way to send proposals.
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Integrates with your favourite tools



CRM

Live search your contacts and sync your proposals with your opportunities.
ZAPIER

Connect Better Proposals with over 1200 other world class apps and services.
LIVE CHAT

Answer questions and handle objections while your prospect is reading your proposal.
PROJECTS

After signing, instantly create a new project in your project management tool.

Here are just some of our 50+ integration partners

zapier
stripe
paypal
basecamp
trello
hubspot
pipedrive
zoho
capsule
insightly
salesforce
infusionsoft
integrations crm

See the rest of the tools we integrate with

See all integrations
Use our API
Get Paid Faster with Instant Payments Integrate your Stripe account to immediately take a payment after your client has signed.

They say 'strike while the iron is hot'. There's no better time to ask for the payment than seconds after they've signed your proposal.


payments

payment logos

Your questions, answered

Common questions about plans, designs and security

You don’t have a template for my industry! 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. 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. Do you need my credit card number? Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan. Are my proposals secure? Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else. 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 proposals, 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. 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 proposal 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 proposals 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.