ProposalsProposal
Business proposal template
A proposal that reads like a decision document, not a brochure: the problem in the client's words, what you will do, when, for how much, and a place to sign yes.
Opens in the Salsox editor with 5 signing fields already placed for Client and Provider. Add their emails and send. The free plan sends 3 documents a month.
Who signs
- Client
- Provider (you)
Preview
Proposal
Prepared for: Goldfields Haulage Ltd, attention Mr. Kwesi Badu, Managing Director Prepared by: Meridian Operations Consulting Date: 24 October 2026
The challenge
Goldfields runs 60 trucks but plans routes by phone each morning. Drivers wait an average of 70 minutes before departure, fuel costs rose 18% this year, and customers are not told when deliveries will arrive.The goal
To cut morning waiting time below 20 minutes and give every customer an arrival window by text message.
Our approach
We will map your current dispatch process, introduce a route-planning tool already used by similar fleets, train two dispatchers, and set up automatic arrival texts to customers.| Phase | What happens | Timing | Fee |
|---|---|---|---|
| 1 | Discovery: ride along with drivers, map dispatch, agree targets | Weeks 1 to 2 | GHS 18,000 |
| 2 | Set-up: configure routing tool, import customers, test arrival texts | Weeks 3 to 5 | GHS 32,000 |
| 3 | Go-live and training: run alongside the old process, then switch over | Weeks 6 to 8 | GHS 20,000 |
| Total | GHS 70,000 |
Expected results
Within three months of go-live, we expect morning waiting time under 20 minutes and fuel spend down at least 8%, measured from your fuel cards.Why us
We have set up dispatch for four haulage and distribution firms in Ghana since 2023, including two with fleets over 50 trucks.Terms
This proposal is valid until 23 November 2026. Payment: 40% on acceptance, 30% at the end of Phase 2, 30% on go-live. Work outside the phases above will be quoted separately and agreed in writing before it starts. Each party keeps the other's confidential information private.
Acceptance
By signing, the Client accepts this proposal, including the price and terms above.
Client: Goldfields Haulage Ltd Signature: Signature · Client Date: Date · Client Name: Name · Client
Provider: Meridian Operations Consulting Signature: Signature · Provider Date: Date · Provider
These templates are general starting points, not legal advice. Laws differ between countries and states: check that a template suits your situation, or ask a lawyer, before you rely on it.
About the Business proposal template
A business proposal wins when the client recognises their own problem in the first paragraph. That is why this template starts with the problem, stated with the client's numbers, then the goal, before saying a word about you.
After that, the structure is the one buyers use to compare offers: what you will do, in phases with timings, what each phase costs, the result they can expect and how it will be measured, and why you are credible. The pricing table ties each fee to a phase, which makes the total easier to approve and easier to stage if budget is tight.
The proposal ends with terms and an acceptance block, so a yes is a signature, not another round of email. Sent through Salsox, the client signs on their phone, and with Sign & Pay the first payment can be made as they accept.
- Signers
- 2
- Signing fields placed
- 5
- Details to fill in
- 21
How to use this template
Open it in Salsox
Choose Use this template. Sign up free if you have no account; the template opens straight after.
Fill in the details
Type your details into each blank, or start from the sample to see how it reads. Save it as your own template to reuse it.
Add signers and send
The editor already has every signature, date and initials field in place. Add each signer's email and send; they sign on their phone, and everyone gets the sealed copy with its audit trail.
Used in
Questions
What should a business proposal include?
The client's problem, your proposed solution, deliverables and timeline, pricing, expected results, why you are the right choice, and the terms of acceptance.
How long should a proposal be?
As short as it can be while answering the buyer's questions. Two to five pages is typical for a small engagement; the pricing and acceptance should be easy to find.
Should a proposal be signed?
Yes, if you want acceptance to mean something. A signed proposal records the agreed scope and price and can act as the contract for smaller projects.
Related templates
Proposals
Sales proposal template
Close a B2B deal on one document: recap what the buyer told you, show the offer and pricing they can approve, explain onboarding, and let them sign to buy.
Proposals
Consulting proposal template
For independent consultants and small firms: frame the client's question, show how you will answer it, who will do the work, what it costs, and the assumptions the price rests on.
Proposals
Marketing proposal template
For agencies and freelance marketers: tie the plan to the client's numbers, show which channels you will run and what you will report, and price it as a monthly retainer they can approve.
Proposals
Software development proposal template
For studios and freelance developers: turn a client's idea into a scoped build with milestones, a fixed price per milestone, what happens after launch, and who owns the code.
NDAs
One-way NDA template
A unilateral non-disclosure agreement for when information flows in one direction: you are showing a contractor your product plans, an investor your numbers, or a buyer your business.
Quotes and estimates
Quote template
A quote the client can accept by signing: itemised prices, what is and is not included, how long the price holds, and the terms that apply once they say yes.
Send it for signature in minutes
Start from this template in Salsox: fill in the blanks, add your signers and send by email, WhatsApp or SMS. Signers sign one field at a time on their phone, and you can collect a payment in the same step.