Free Human Resources Proposal Template

Free Human Resources Proposal Template That Wins Clients

Do you want a completely editable proposal template that brought more than $147 million in sales to HR companies worldwide in 2022 alone? No more sending training programs in Google Docs, this template allows you to add, delete, or change sections as you see fit, make it your own, and improve your sales value in just a few short minutes.

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EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisHuman Resources Proposal Template

Attention-grabbing Cover

As an HR agent, you sure know the importance of a first impression. To get you started in the best way possible, this proposal starts with a visually attractive cover. It is the first thing a client sees when the proposal lands in their inbox and it will definitely bring you extra attention. Just as the rest of this proposal, every part is editable, from the text and logo to the background image.

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Pre-Written Introduction Section

The best way to explain to companies the benefits of outsourcing their HR services and writing a meeting summary is through our pre-written introduction section. By using this sample proposal, you will get an intro that is already structured to suit your needs. Just add a few specifics and make it your own! Like everything else in this HR proposal, it's completely customizable, which includes the colors, the text, images, and layout.

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Processes and Timelines

It may be difficult to explain every way having a Human Resources department can benefit a company, especially to someone out of the industry. Fortunately, our Plan of action section is already made to fit the perfect amount of information and you can adjust it to suit your business plans.

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Case Study Example

The best way to show potential clients what you have to offer is through a client story. By sharing a success story you were part of, you will get a perfect opportunity to show you understand exactly what your partners' wishes and goals are. In this human resources proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we used.

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Pricing

Whether you feel more comfortable charging for your services per hour, in monthly packages, or have optional up-sell services, you can make it happen with this automatically calculated pricing table. Just enter the numbers where necessary, add a short description of the service, and your customized quote is ready to send out.

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Next Steps with Digital Signing

Nothing is more aggravating than losing a promising client. Sadly, this happens when communication becomes poor for any number of reasons. The 'Next steps' page allows for a clear and concise explanation of the steps following the proposal's signing and gives your clients a chance to sign it directly! All digital signatures are 100% legal and compliant. When your client signs, you can see your digital signature certificate in your Better Proposals account.

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Pre-Written Contract

Ensuring your HR consulting services are covered with a contract is a great way to manage client expectations and curb delayed payment issues. We have included all the necessary things on your Terms and Conditions page, but to ensure they are fully applicable to your company, we would suggest reading them over with a legal professional.

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Take Payment from Your Client

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account the better. Using our integrations with Stripe, PayPal, and GoCardless you can take payment from your client the moment they sign your proposal and then, if needed, start a subscription.

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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.

Free Human Resources Proposal Template That Wins Clients

A look at everything in thisHuman Resources Proposal Template

Attention-grabbing Cover

Pre-Written Introduction Section

Processes and Timelines

Case Study Example

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

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Your questions, answered

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