EVERYTHING INCLUDED IN THIS TEMPLATE
Stunning cover
First impressions matter, especially when you're trying to sell your product to a client. That’s why this general service proposal template kicks off with a great-looking cover image. Customize the cover to reflect your branding to capture your clients' attention before they even start reading the proposal.
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A dedicated section for your process
Writing about what you do and how you do it is hard. You want to mention all the important details, but don’t want to overwhelm your client with irrelevant information. In this general service proposal template, the structure is already laid out for you. Use the guidelines to describe your process and add a few client specifics when you use it.
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Presenting your plan of action
Now that you’ve explained what you do, your client wants to know how you’ll apply it to their situation. As with the previous section, the structure is already done. All you need to do is fill in the specifics.
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Social proof
There’s nothing like success stories told by previous clients to get your new client on board. Whether you want to use a few testimonials or include a case study, this service template makes it easy to provide your potential clients with all the proof they need.
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Pricing
This is one of the most crucial parts of each service proposal, so it's important to get it right. This proposal template allows you to enter your services and rates into a pricing table and have a finished pricing section. No matter how you charge for your services, you can tailor it to your needs.
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Next steps
Your clients won’t know what to do with the proposal if you don’t tell them. That’s why this section gives clear, editable instructions on which actions your clients should take to seal the deal. This general service proposal template also lets clients sign directly within the proposal using a fully legal and compliant digital signature.
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Terms and conditions
Every service business needs a contract with its clients. To get you started, we’ve included general terms and conditions that you can edit and adjust to your needs.
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SEE HOW IT WORKS
Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Reuse what works
Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.



Become flawless
Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.
Create VIP experiences
Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.
Documents for all your project stages
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Need to write a service proposal, but not sure where to start? Use this template to create your own winning proposal.
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Need to write a service proposal, but not sure where to start? Use this template to create your own winning proposal.
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Need to write a service proposal, but not sure where to start? Use this template to create your own winning proposal.