EVERYTHING INCLUDED IN THIS TEMPLATE
A professional cover page
The template opens with a clean, modern cover that's easy to customize with your logo, branding, and client details.
It's a simple way to create a proposal that reflects the quality of the Shopify stores you build.
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Start with the client's goals
The introduction summarizes the challenges discussed during your discovery call and explains how your Shopify development services will help solve them.
Update the sample copy with your own so every proposal feels tailored to the business rather than copied from a template.
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A clear project roadmap
Clients appreciate knowing what happens after they sign. This proposal includes a step-by-step timeline covering strategy, content preparation, store development, app configuration, testing, and launch.
Each phase can be updated to match your own process and delivery schedule.
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A sample case study
A case study helps clients understand how you've solved similar challenges before. This template includes a featured project where you can explain the client's goals, the Shopify solution you delivered, and the outcome.
Replace the sample story with one of your own to showcase your experience and build trust.
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Pricing that's easy to follow
Whether you're quoting a complete Shopify store development project, product migration, email marketing setup, or ongoing support, the pricing table keeps everything organized.
Automatic calculations handle the totals, while optional services make it easy to tailor each proposal without creating multiple versions.
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Next steps with digital signatures
The Next Steps section explains exactly what happens next, from signing the proposal and paying the deposit to scheduling the kickoff call.
Clients can sign electronically, helping you move from proposal to project without unnecessary back-and-forth.
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Pre-written terms and conditions
This template includes pre-written terms covering project scope, revisions, browser testing, content responsibilities, Shopify subscriptions, third-party services, payments, and ownership.
Everything is fully editable, giving you a solid foundation for your own Shopify development contract.
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Take payments from your clients
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 a payment from your client the moment they sign your proposal. Then if needed, you can also start a subscription.
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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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