How to Create Your First Business Proposal

7 pieces of an all-star proposal

1. The Cover Letter

2. Executive Summary

3. The Proposal

4. Services & Pricing

5. The Terms

6. About Us

7. Electronic Signature

What to include in your first proposal

Your proposal is the overview of what your company can do as a solution to your client’s need.

You need to call your client directly to ask them open-ended questions to discover those needs.

Get to know client:

What do I know about that company?

What do I know about the project?

Why are they outsourcing?

What is their pain?

What do they want? What do they need?

How to service your client:

Can I solve that problem? What makes us qualified to provide a solution?

How can my company provide that solution?

How can I make my company valuable by creating a solution to their problem?

How can I specifically represent our company as a solution to their problem?

Will this job help my company in the future?

Let’s talk pricing(What your clients are spending time looking at)

Charging by the hour, project, retainer?

Offer options: quantity, hours, services

Add payment plan in Terms & Conditions

Nice-to-have bitsAdd a Get-Started section with specific instructions to get project rolling

Electronic Signature: Make it easy to say Yes!

Jazz it up & show off, adding: Photos, Videos, Links to previous works

Education, Experience, Examples

Extra items, like Equipment Rental, etc.

Now, let’s create!

Log into http://www.quoteroller.com

Click on Proposals tab

“Create a proposal”

1. Start

Enter Proposal Name

Choose your template

Pick your client to send to

Click Step: Price

2. Pricing

Here is where you build your Catalog items to send to your client.

Click on the Green + button to add a service

Enter Name, Price, Quantity (QTY)

Mark any Service as Optional or Quantity Editable

Hit Save

2. Pricing: Add a Service

Mark any Service as Line Item or Total Discount

Choose Tax Type

Choose Currency

Click Step: Edit

3. Pricing: Pricing Table Settings

This is the important bit, where you convince your clients you offer them a solution

Drag-n-Drop Content Blocks

HTML blocks, slideshows, photos, videos, links, signature blocks, PayPal payment forms

Click Step: Finalize

3. Edit

Customize your email message (making sure to keep Proposal link.)

Double-check with Preview the Proposal

Choose if you want to enable: PDF, electronic signature/RightSignature, password protection, expiration date, attach files

Click Send the proposal

4. Finalize

Average time it takes to create a quote with Quote Roller = 15 minutes !

!

Average win rate increase using Quote Roller = 28%

-Noisy little Monkey, digital marketing agency

The way the Quote Roller catalogue works I can slap the standard services into a quote line by line, and edit them really easily as

necessary. Sometimes since using Quote Roller, I’ll leave a meeting, find a good mobile signal and work on the proposal immediately – copy and paste my notes from Evernote onto the coversheet, add in

and edit the services, products, subscriptions and boom, the client will get the fees straight away. That just stinks of WIN, doesn’t it!

Go to QuoteRoller.com to start saving time & money creating

persuasive business proposals today!