Free template
Free proposal template
A proposal template that sets out the client's goals, your scope, the timeline and the price, ready to fill in and send.
Free, no sign-up. Word (.docx).
Proposal template
What’s in the template
- Overview: the client's goal, in their words
- Scope of work: what's included, and what isn't
- Timeline
- Pricing table
- Payment schedule
- Next steps and acceptance
Tips for your proposal
Lead with their goal
Open with what the client wants to achieve, not with your process.
Say what's not included
Listing exclusions up front is the easiest way to prevent scope creep later.
Put a date on it
Give the proposal an expiry date so it doesn't sit unanswered.
Make yes easy
End with the exact next step and a place to sign.
Send proposals clients sign online
Start from a branded template in Tristiks Grow, see when it's viewed, and, if you like, get a draft invoice the moment it's signed.
See proposals and contractsFAQ
Questions, answered
Still have questions? Talk to our team.
What should a proposal include?
The client's goal, the scope of work and what's excluded, a timeline, the price, how payment works, and how to accept.
How long should a proposal be?
As short as it can be while answering the client's questions. Two or three pages is plenty for most projects.
Is the proposal template free?
Yes. Download it and use it as often as you like, with no sign-up.
Let Tristiks Grow do the paperwork
Start a free 14-day trial with no credit card, or book a demo to see proposals, timesheets, expenses and invoices filled in for you.