captureplanning.com Tutorials and resources for proposal writing and business development

We have created a better template tool than the one below, but you are still welcome to play with it. Click here for the new Template Tool, which requires a free registration to use.

Proposal Template


How the template works
The items that are checked on this page will be used to generate an outline form with text boxes for the text under each heading. The text you enter on the outline form will be used to create a rough draft proposal. The proposal text generated can be cut and pasted into your word processor for completion.

Limitations
In this version, only text may be entered. Placed holders may be inserted into the draft for where you should incorporate tables and graphics when you get the text into your word processor.

Other Notes
The Proposal Template is intended for educational purposes. A real proposal should be built around the customers requirements and completely customized. No template can anticipate the needs of all clients in all markets. However, if you are having trouble getting started, this tool may provide you with inspiration. Please use the tool as a starting point and then, using your customer awareness, make any change necessary to achieve a winning proposal.

Select the items you would like to include in your proposal from the options below.

Executive Summary

Introduction to the proposal
Introduction to the organization submitting the proposal
Features/benefits table
Key qualifications
Why select us

Products to be bid

Architecture
Configurations
Features/benefits
Specifications
Collateral
Services to be bid

Deployment
Integration
Maintenance and Support
Methodologies
Risk Mitigation
Quality Assurance
Management Plan

Organization
Roles and Responsibilities
Subcontracting Plan
Milestones and Deliveries
Relevant corporate experience

Project Summaries
References/testimonials
Staffing

Key personnel resumes
Representative resumes
Methodologies
Other factors for consideration

Assumptions
Options
Future considerations
Additional capabilities
Pricing and contractual considerations

Pricing methodology
Pricing
Timekeeping, invoicing, and payment terms
Legal and contractual requirements/terms




Free Articles:
Hundreds of free proposal writing and business development articles that provide a taste of what's in our premium content:

Advice for Writing Great Proposals
How to Write a Business Proposal
Proposal Management
Red Teams & Proposal Quality Validation
How to Create a Compliance Matrix
Improving Process and Procedures
Win Strategies and Themes
How to Write an Executive Summary
Professional Services Marketing
Proposal Templates and Reuse
Miscellaneous Proposal Tips
Proposal Graphics & Visual Communications
Storyboards and Content Planning
Government Contracting
Request for Proposals (RFP)
Bid/No-Bid Decisions
Business Development and Marketing
Relationship Marketing and Customer Contacts
Sales Letters & Copy Writing


See our proposal guides

Miscellaneous
Home
About Us
Privacy Policy
Contact Us

About Us | Privacy Policy | Contact Us

Copyright © 2015. Please view the Terms of Use prior to copying or distributing. This site is part of the CapturePlanning.com Network.