Medical Services Proposal Template

Visually attractive cover

The first thing your client should see when they open a business proposal is a beautifully designed cover fit for a world-class medical business. An attractive cover is what gets them interested, so if you don't do the first step right, it's always going to be an uphill struggle from there.

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Pre-written introduction section

Writing a sample proposal that will be sent out to many clients is never easy. How much is too much? Is it clear enough for your clients to understand it? Completely valid questions that you no longer have to worry about.

In this medical services proposal template, the page detailing the services you're offering is done, with an introduction and structure already prepared. You just need to add a few client specifics, and that's it! Like the rest of this proposal, it's all editable - the colors, the text, images, layout - everything.

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Processes and timelines

Explaining the processes medical businesses use daily can be difficult. You want to give enough detail, but not so much that it seems overwhelming. Fortunately, our process and timescales page already has the perfect amount of information, so all you have to do is tweak it a bit to suit your exact process.

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Case study example

The best way to introduce yourself to prospective clients is through a case study. By sharing a success story you were part of, you will get a perfect opportunity to show you understand exactly what your clients' needs are.

Our proposal software has an example case study already created. All you need to do is replace our example with one of yours and use the structure we've used.

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Pricing

Whether you want to charge for your medical services as they are being used, or offer a monthly package, you can make it happen with our automatically calculated pricing tables. All you have to do is put the numbers in, type a brief description, and your proposal's pricing part is done.

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Next steps with digital signing

A digital signature is a perfect way to avoid meeting in person simply to transfer the documents between you and your client. Instead, briefly explain your plan in the 'Next steps' chapter, get your customer to sign, and your proposal is officially accepted!

Our digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.

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Pre-written contract

Even healthcare businesses need to make sure they have a contract to cover their work. Our Terms and Conditions page has been written explicitly with medical services in mind. However, it is as customizable as the rest of this proposal if it doesn't suit you entirely.

We may not be legal professionals, but if you don't have anything written just yet, this will likely be a great start. That said, get a legal professional to read it over.

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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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