Step-by-Step Guide to Creating a Proposal Template
Adding a Proposal Template allows you to create structured, professional proposals quickly and efficiently.
Here’s a simple, step-by-step explanation of what a proposal template includes and how to use it.
- Add Basic Information
Name: Enter the full name of the lead or client. This field is required. - Currency: Select the appropriate currency for pricing
- Add Proposal Description
Description: Write a brief summary of the proposal, explaining what is being offered. This helps the client understand the purpose of the proposal at a glance. - Add Proposal Items
Use the item table to add details of the services or products being offered: - Field Purpose
Item Name Name of the product or service being proposed. - Description Additional information about the item, if needed.
- Quantity Number of units being offered
- Unit type
Unit Price Cost per unit of the item. | - Tax Select applicable taxes (e.g., GST 18%, VAT 10%, IGST 10%).
- Amount Automatically calculated based on quantity, unit price, and tax. |
- Choose a File Upload a related file if needed (e.g., design, contract, image). |
- Click Add Item to include more items in the proposal.
- Review Summary
At the bottom of the template, the system will automatically calculate: - Sub Total: Total before taxes and discounts.
- Discount: Any price reductions applied (if any).
- Tax: Total tax based on selected rates.
- Total: Final amount payable.
Why Use This Template?
- Ensures consistent and professional proposals
- Saves time by reusing a standard format
- Reduces errors with automatic calculations
- Keeps all proposal details organized and clear for the client