Service Proposal Template To Close Deals

Use our service proposal template to pitch housekeeping, grocery delivery, personal assistance, styling, or any other luxury or professional service. Included are a beautiful cover page, a clean and simple introduction letter, and a description of services. The service proposal also helps you showcase your company as the best for the job with team bios and a “Why Choose Us” page.

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All Proposify proposal templates are 100% customizable.

What’s included in this service proposal template?

Everything you need to make a great impression and win over a new client! The clean and simple design can suit any business. Customize this service proposal template with your own photos, brand colors, and text. Here’s what’s included:

An eye-catching cover page

This beautiful cover page is easy to customize. Pick your two main colors. Then swap out your logo and add a photo.

Service proposal template cover page
Service Proposal Template cover letter

An introduction letter

Use the cover letter to bring attention to how you will help the client achieve their goals. Highlight the best aspects of your pitch.

An about us page

This proposal template also has an about us page so you can share your company's founding story, experience, awards, specialization, etc.

Service proposal template about us page
Service proposal template team page

Team bios to sell your experience

The team page includes photos, names, and titles so you can show off the team behind all the magic.

Descriptions of your services

There are separate blocks that you can use to describe different services, or elements that are always included.

Service proposal template services page
Service proposal template why us page

Reasons the client should choose your company

Make it crystal clear why the client should choose you. Embed a video pitch, or replace the video with text or bullet points.

Pricing tables with options

This template includes beautifully formatted tables with three subscription plans to choose from. You can easily add or remove options.

Service proposal template pricing options page
Service proposal template agreement page

Agreement and legally binding e-signatures

Seal the deal with a contract and e-signature page. Link out to your terms and conditions, or add them directly to the proposal.

Tips for creating an excellent service proposal

Do you want to take your service proposal template to the next level? Do you want to make it impossible for the client to say no? Then you'll want to try these tips.

Make it visual with images and videos

Adding images to your service proposal increases the closing rate by up to 26%. With our template, it's easy to swap out images for your own custom or stock photos.

Boost closing rates by up to 103% by embedding a video in your proposal. Record a friendly introduction or quick pitch and add it to the digital proposal in Proposify.

Service proposal template images and video

Offer price options

Service proposals with fee tables have a 35.8% higher close rate. Clients appreciate being able to review everything that's included in the price.

For best results, rely on the power of three. Offer three different packages or monthly subscription options.

Service proposal template pricing

Include a contract and e-signatures

When you add e-signatures, you can increase success rates by 465%, and help deals close up to 60% faster.

Make sure to add your terms and conditions or a statement of work along with the e-signature page. This can be done in a matter of minutes with Proposify.

Service Proposal Template eSignatures page
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Frequently asked questions about service proposal templates

What is a service proposal?

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.

How do I write a service proposal?

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.

What should my service proposal include?

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.

What's the best format for sending a service proposal?

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.

How do I edit this service proposal template?

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.

What are the benefits of using Proposify to send proposals?

With Proposify, you get easy-to-customize templates and a drag-and-drop proposal builder, so you can create any design (without being a designer). It's also super easy to edit the proposals for client requests. This means no more tinkering with Adobe, searching for different versions of your proposal, or sending inconsistent messaging across the sales team.

And with proposal analytics, you can keep track of client activity and follow up accordingly. You'll also be able to benchmark your proposal acceptance rate and stay on track with your goal to close more deals.

Learn why over 10,000 businesses love Proposify

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Drag & drop library sections

Managing proposals is a breeze in Proposify. Save all your case studies, fees, images and team bios all in one central library.

Tag them, search them and drop them into your layout. Proposals just got... dare we say... fun?

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Online previews & signatures

No more emailing big PDFs, printing and shipping proposals or faxing back signatures (ugh). Your client gets a branded, interactive proposal they can sign off electronically. No need for extra software or logins. Oh, and we tell you as soon as your client opens it.

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Track everything

Keep a pulse on your the sales pipeline of your agency. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter.

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Sync up your other apps

Proposals are just one part of your agency sales process. We tie together your other software, so you can import contacts from your CRM, auto create deals and generate invoices in your accounting software. We are regularly adding new integrations.

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Customer Support to the Rescue

We understand that when you’ve got questions, especially when you’re on a tight proposal deadline, you NEED answers. Our customer happiness specialists are at the ready, armed with friendly, helpful, timely support by email or online messaging. We’re here to help, regardless of which you plan you’re on or if you’re just taking us for a test drive.

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We Keep Your Data Safe and Private

When it comes to protecting your private information, we’ve got it locked down tighter than Alcatraz. We partner with Amazon Web Services, use 128-bit SSL encryption, and create daily backups. And we never, EVER disclose any data to third-parties without your permission. Rest easy, nothing’s getting out of here alive.

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