What’s the Ideal Visual Format for Your Proposal?

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Social proof: Points like statistics (money and time saved are usually the go-tos), case studies, or testimonials from similar clients help build your case. You can also use things like the number of years you’ve been in business (more years equals more trust) or the number of clients you’ve served (like McDonald's “1 billion served” signs).
Optional Items to Include in Your Business Proposal
Table of contents: A table of contents can be helpful if your proposal includes many different services and important information. However, it isn't necessary if it's a shorter proposal.
Package options: Depending on your type of business, it can be helpful to give a few pre-packaged options for different service levels. You have your economy (cheap) option, the standard package, and the premium offering. This can help prospective clients self-select for their own needs and save you time when creating custom pricing and service packages.
Contract: Some businesses will need to get a contract with terms italy telegram data and conditions signed before work begins, so your proposal can be a good place to include that. Accounting firms, for example, need to get new clients to sign an engagement letter that details the scope of work, payment terms, when they’ll be billed, etc. If you have that or something similar yourself, include it here.
Payment options: You can make proposals part of the purchasing process. If it makes sense for your business, include a section on payment terms, the payment information they’ll need to provide, and a list of payment options they can choose from (typically, this will be ACH, credit card, or check). Including this here can cut the time it takes to close the deal by getting it taken care of early.
Signature line: Again, if you want to make the proposal part of the actual purchasing process, you can include signatures in it. Many service providers, such as real estate agents, will use a software program to send the proposal with e-signature lines everywhere they need the client to sign. E-signature programs like DocuSign or Adobe Sign streamline this.
According to an Adobe study, 65 percent of business proposals containing a signature block close within 24 hours.

The format you use to deliver your proposal will depend on what you need to include. If you’re just sending a proposal that outlines the work you’ll be doing but doesn’t need e-signatures, using a PDF works great.