1. Proposal Details
Proposal number: [PROPOSAL NUMBER]. Date: [DATE]. Valid until: [EXPIRY DATE]. Prepared for: [CLIENT NAME], [CLIENT COMPANY], [CLIENT ADDRESS] (the "Client"). Prepared by: [PROVIDER NAME], [PROVIDER COMPANY], [PROVIDER ADDRESS] (the "Provider"). Contact for questions: [NAME, EMAIL, PHONE].
2. Background and Objectives
The Client has asked the Provider to [SHORT DESCRIPTION OF THE REQUEST]. Based on [DISCOVERY CALL / BRIEF / SITE VISIT] on [DATE], the Provider understands the Client's main goals to be: [GOAL 1, e.g. launch an online store by spring]; [GOAL 2]; [GOAL 3]. Success will be measured by [MEASURABLE OUTCOME, e.g. store live with 50 products and online payments working].
3. Proposed Solution and Scope of Work
To meet these goals, the Provider will: [DESCRIBE THE APPROACH IN 3–6 PLAIN SENTENCES OR BULLET POINTS]. The scope includes: [IN-SCOPE TASKS]. The scope does not include: [OUT-OF-SCOPE ITEMS, e.g. copywriting, photography, paid advertising, third-party license fees]. Anything not listed as included is outside the scope of this proposal.
4. Deliverables
The Provider will deliver: [DELIVERABLE 1, FORMAT AND QUANTITY]; [DELIVERABLE 2]; [DELIVERABLE 3]. Each deliverable includes [NUMBER] rounds of revisions. Further revisions are charged at [HOURLY RATE OR FIXED AMOUNT].
5. Timeline
Work will start within [NUMBER] business days after the Client accepts this proposal and pays any deposit. Planned milestones: [MILESTONE 1, TARGET DATE]; [MILESTONE 2, TARGET DATE]; [FINAL DELIVERY, TARGET DATE]. Dates move by the length of any delay caused by late feedback, content, approvals, or access from the Client.
6. Pricing
[OPTION A, NAME: SCOPE SUMMARY, PRICE] [OPTION B, NAME: SCOPE SUMMARY, PRICE] [OPTIONAL ADD-ONS: DESCRIPTION, PRICE] Selected option (to be marked by the Client): [OPTION]. Prices are in [CURRENCY] and [INCLUDE / EXCLUDE] applicable taxes. Expenses such as travel, printing, or third-party services are [INCLUDED / BILLED AT COST WITH THE CLIENT'S PRIOR APPROVAL].
7. Payment Terms
The Client will pay [PERCENTAGE OR AMOUNT] as a deposit on acceptance, [PERCENTAGE OR AMOUNT] on [MILESTONE], and the balance on final delivery. Invoices are due within [NUMBER] days. The Provider may pause work while any invoice is more than [NUMBER] days overdue. [OPTIONAL: Late payments bear a fee of [AMOUNT OR RATE], to the extent permitted by law.]
8. Assumptions and Client Responsibilities
This proposal assumes that the Client will: name [CLIENT CONTACT] as the single decision-maker; provide [CONTENT, BRAND ASSETS, ACCOUNT ACCESS, DATA] by [DATE]; and give feedback within [NUMBER] business days of each delivery. If these assumptions change, the Provider may adjust the timeline or price through a written change request.
9. Changes to Scope
Either Party may request changes. The Provider will describe the effect of each change on price and timeline in writing, and the change takes effect only once the Client approves it in writing (email is sufficient). Approved changes become part of this agreement.
10. Terms of the Engagement
[CHOOSE ONE: (a) The engagement is governed by the Provider's service agreement attached as Exhibit A, which prevails over this proposal if they conflict; or (b) the following terms apply.] Ownership: on full payment, the Client owns the final deliverables created specifically for it; the Provider keeps its pre-existing materials, tools, and know-how and grants the Client a license to use them as part of the deliverables. Confidentiality: each Party will keep the other's non-public information confidential and use it only for this project. Liability: to the extent permitted by law, neither Party is liable for indirect or consequential losses, and the Provider's total liability is limited to the fees paid under this proposal. Termination: either Party may end the engagement with [NUMBER] days' written notice; the Client pays for work performed up to that date, and the deposit is [NON-REFUNDABLE / CREDITED AGAINST WORK PERFORMED]. The Provider is an independent contractor. Governing law: [GOVERNING LAW JURISDICTION].
11. Validity and Acceptance
This proposal is valid until [EXPIRY DATE]. The Provider may withdraw or revise it before the Client accepts. By signing below, the Client accepts the selected option and the terms of this proposal, which then form a binding agreement between the Parties. Signing this proposal electronically has the same effect as a handwritten signature, and the Parties may sign in counterparts.
12. Acceptance and Signatures
ACCEPTED BY THE CLIENT: [CLIENT COMPANY] Signature: ____________________ Name and title: [SIGNATORY NAME, TITLE] Selected option: [OPTION] Date: [DATE] PROVIDER: [PROVIDER COMPANY] Signature: ____________________ Name and title: [SIGNATORY NAME, TITLE] Date: [DATE]