Business Proposal Template
A business proposal that takes a client from their situation to your price and a clear yes, with a prompt in each section and a finished example. Draft it with AI in your brand, then send a live link.
Free template · Opens in your browser · Nothing to download
Made for consultants, agencies and small businesses who pitch new clients.
What’s inside the template
Six sections, in the order a client reads and decides. Each has a short prompt telling you what to write. The pictures show our finished example.
Cover
Who it is for, the project in one line, and who to contact, so it reads as theirs.
The situation
The client’s problem and goal, in their words, before a word about you.
Your approach
What you will do and why it fits this client, in plain steps, not a sales pitch.
Deliverables and timeline
What is included, what is not, and the phases with dates, on one screen.
Investment
One clear total, what it covers, payment terms and how long the offer stands.
Next steps
Exactly how to say yes: reply, book a short call, sign, and when work starts.
Edit it online. Send it as a link.
Xtensio is the living deliverables workspace for firms that send work to clients. Your business proposal sits next to your capability statement, case studies and client reports, all on your brand.
Edit it in your browser
Sign up free and Xtensio offers to draft the proposal with AI from a few lines in your brand, or start from the template. Then click any text to edit.
Apply your brand
Enter your website and Xtensio picks up your logo and colours. Check they look right. Need a first draft of a section? Edit with AI writes one from your notes.
Send it, then keep it current
Share a live link, present it on a call, or download a PDF for procurement. Change the price or a date and the link updates, with nothing to resend.
Prefer to start with AI? The AI Client Proposal Generator writes a first draft you can edit.
Everything you need to deliver it
Compare Free and Plus →Draft with AI 500/mo on Plus
Draft the whole document from your notes or website, or rewrite any section with Edit with AI.
Live links
One link that always shows the latest version. Set it public or private.
Present full screen
Walk a client through it on a call, straight from the browser.
Download PDF and PNG
For bid portals and email. Watermark-free on Plus.
Export to HTML Plus
Hand the page to a web team or host it yourself.
Link analytics Plus
See views and engagement for every link you share.
Project workspaces Unlimited on Plus
Group deliverables by client and invite the client in. Three on Free.
Your domain and links Plus
clients.yourfirm.com/proposal, with optional passwords.
Your team, your history Plus
Up to 5 people working together, with 365 days of version history.
Often sent with a business proposal
Templates for the rest of the engagement. Each one opens in the Xtensio editor, ready to fill in.
“Xtensio is flexible and easy to use, making client deliverables very versatile and reusable across different product and market types.”
How to write a business proposal
The short version. The full guide covers each section, pricing and how to send a proposal so it gets read.
1. Start with their problem
Restate the client’s situation and goal before you describe your work.
2. Keep it two to five pages
Move company history, bios and past projects to an appendix.
3. Show the plan before the price
Put approach, deliverables and timeline ahead of the investment.
4. Make yes easy
End with one clear next step, a date, and who to contact.
Questions about business proposals
What is a business proposal?
A document that shows a client you understand their problem, sets out how you will solve it, what they get and when, and what it costs. It is what a client reads and approves before work starts.
What should a business proposal include?
A cover, the client’s situation, your approach, deliverables and timeline, the investment, and a clear next step. This template has each of those, in the order a client reads them.
How long should a business proposal be?
Two to five pages for most projects. Go longer only when the client sent a formal request with questions, and answer every one in their order.
Is this different from a consulting proposal?
A business proposal works for any client project: design, marketing, IT or services. A consulting proposal adds a measurable objective and a team section for advisory work.
Can AI write my business proposal?
Xtensio’s AI proposal template drafts every section from a few lines about the client, the work and the price, in your Brand Kit’s colours and fonts. You review and edit before you send.
Is this template free?
Yes. Create a free Xtensio account, then start from the template or draft it with AI. No credit card required. Exports on the free plan carry a small Xtensio mark. Xtensio Plus ($12 a month) removes it and adds your own fonts and domain.
Make your business proposal today
Free account, opens in your browser. No credit card required.
Made for consultants, agencies and small businesses who pitch new clients.
