PROPOSAL / QUOTATION

[Your Business Name]
[Your Address]
[Your Phone]
[Your Email]
[Your Website]
[Your Tax ID / EIN]

PROPOSAL NUMBER: [PROP-001]
DATE: [MONTH DAY, YEAR]
VALID UNTIL: [MONTH DAY, YEAR — typically 30 days]

PREPARED FOR:
[Client Name]
[Client Title]
[Client Company]
[Client Address]
[Client Email]

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EXECUTIVE SUMMARY
[Provide a brief 2-3 sentence overview of the proposed solution and its value to the client]

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1. UNDERSTANDING OF NEEDS
Based on our discussion on [DATE], we understand that [Client Company] is seeking to:
- [Need or problem 1]
- [Need or problem 2]
- [Need or problem 3]

Our goal is to [brief statement of how your solution addresses these needs].

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2. PROPOSED SOLUTION

[OPTION A — SERVICE-BASED]

Phase 1: [PHASE NAME] — $[AMOUNT]
[Describe scope, deliverables, timeline]
Timeline: [START DATE] to [END DATE]

Phase 2: [PHASE NAME] — $[AMOUNT]
[Describe scope, deliverables, timeline]
Timeline: [START DATE] to [END DATE]

Phase 3: [PHASE NAME] — $[AMOUNT]
[Describe scope, deliverables, timeline]
Timeline: [START DATE] to [END DATE]

[OPTION B — PRODUCT-BASED]

Item 1: [Product Name] — $[AMOUNT]
[Description, quantity, features]

Item 2: [Product Name] — $[AMOUNT]
[Description, quantity, features]

Item 3: [Product Name] — $[AMOUNT]
[Description, quantity, features]

[OPTION C — HOURLY / RETAINER]

Retainer: $[AMOUNT]/month
- [NUMBER] hours per month
- Billed in [INCREMENT, e.g., 15-minute] increments
- Unused hours [DO / DO NOT] roll over to next month
- Minimum commitment: [NUMBERS] months

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3. INVESTMENT SUMMARY

| Item | Amount |
|------|--------|
| [Phase or item 1] | $[AMOUNT] |
| [Phase or item 2] | $[AMOUNT] |
| [Phase or item 3] | $[AMOUNT] |
| | |
| SUBTOTAL | $[AMOUNT] |
| TAX (if applicable) | $[AMOUNT] |
| TOTAL | $[AMOUNT] |

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4. TERMS & CONDITIONS

4.1 Payment Terms
- Deposit of [PERCENTAGE]% due upon acceptance of this proposal
- Remaining balance due [UPON COMPLETION / per milestone schedule]
- Late payments accrue interest at 1.5% per month

4.2 Timeline
- Estimated start date: [DATE]
- Estimated completion: [DATE]
- Timeline may be affected by delays in client feedback or approvals

4.3 Scope
- This proposal covers the scope described above. Additional work will be billed at our then-current rates or documented in a separate Change Order.
- This proposal is valid for [NUMBERS] days from the date of issuance.

4.4 Assumptions
- Client will provide timely feedback and approvals within [NUMBERS] business days
- Client will provide access to necessary systems, data, and personnel
- [List any other assumptions]

4.5 Exclusions
- [List what is NOT included in this proposal]

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5. WHY WORK WITH US
[Briefly describe your qualifications, experience, or differentiators — 2-3 sentences]

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ACCEPTANCE

To accept this proposal, sign below and return a copy to [Your Email]. We will then send the agreement and schedule the project kickoff.

Accepted and Agreed:

[CLIENT NAME]
Signature: ___________________________
Printed Name: ________________________
Title: _______________________________
Date: _______________________________

[YOUR BUSINESS NAME]
Signature: ___________________________
Printed Name: ________________________
Title: _______________________________
Date: _______________________________

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IMPORTANT DISCLAIMER: This template is provided for informational purposes only and does not constitute legal advice. It is a starting point for your proposals. You should consult with a licensed attorney in your jurisdiction to ensure this proposal complies with applicable laws and meets your specific needs.
