Service Proposal Template To Close Deals

A great service proposal is a well-thought-out, concise pitch that highlights the most important details. No need for fluffy, verbose language. Put your differentiators front and center, whether that's your portfolio samples, your extensive experience, the speed of delivery, or the enjoyable client experience.

Make sure your writing matches your brand voice — whether that's calm and professional or quirky and fun.

To start using this template, you'll need to create a Proposify account. Start your free 14-day trial, with no credit card required. You'll then be able to update the colors, photos, and text for the service proposal. Our hope is that you'll love our features enough to stick around, but you can always download the proposal as a PDF and save it for continued use without becoming a Proposify customer. To create your own content library with interchangeable snippets and easily create update proposals at any time, you'll want to sign up for a Proposify subscription.

Go over everything your clients need to know to say “yes” to working with you. If you want your proposal to close, make sure to include these key sections: a cover letter that highlights the most important details of your pitch; company info and bios for all of your team members; a description of your services; and the proposed cost or pricing options.

You might also want to include additional pages to further clarify your services, such as timelines, deliverables, project phases, a list of what isn't included, what the client needs to provide, etc. The more complicated or expensive your service, the more details you should provide in order to give the client full peace of mind.

When you use Proposify to send proposals, you experience many benefits as a sales team. Your sales and operations leaders can finally gain control over the entire proposal process. They’ll be able to limit the content to approved templates and proposal snippets that can be mixed and matched to craft the perfect pitch for each client. This yields brand consistency across the organization. Teams also gain visibility with client activity tracking, open proposal tracking, and closing analytics across regions, teams, and services.

A service proposal is a document that outlines a proposed agreement for a professional service. The intention of the proposal is to sell your services, showcase your company as a capable service provider, and clarify what the offer entails to eliminate any disagreements or confusion during the project or ongoing relationship.

Move over PDFs. There's a much better way to send your proposal than attaching a PDF to an email. For a more professional client experience, send a digital proposal that can be viewed in a web browser. Why? Because your clients will be able to click a link in the email and open the proposal without downloading anything. More importantly, they can review it, leave comments, select their pricing options and add-ons, and e-sign to begin the contract.