10 Tips When Using A Business Proposal Template

Writing a business proposal is one of the most challenging tasks for any business. This is especially true when you create a document for a customer or client who does not know what they need but knows what they want. To remove the challenges with writing a business proposal, use an easy-to-use and customizable business proposal template.

Tip #1: Know that business proposal templates can help you achieve your goals.

There are many positive reasons to use a business proposal template. One of the main benefits is customization. Business proposals, especially those created for customers and clients, have a specific format. Most of your time should be on writing the content and ensuring all material follows this format. The formatting and template should be easy to use and will save you time.

Tip #2: Focus on content first.

Although many people approach business proposal creation from the format side, we recommend starting with content instead. Before you even begin writing or selecting a template, know what information you need to include. Thoroughly research your client and their needs to create this document. This will ensure that each section of your proposal matches their needs as much as possible.

Tip #3: Evaluate the layout of your document.

Have a general idea in mind about how long your business proposal is after researching your client’s needs. Once you have determined the length, it is now time to look at templates. Evaluate each one by skimming over each section and determine which will match your content the best. You should be able to visualize how it will look when you are finished writing.

Tip #4: Use a template that matches the length of your proposal.

Your business proposal template should match the length of your proposal. For example, if you have determined that your investment proposal letter or case study will be three pages long, choose a template with three pages. This will ensure that it matches your document and does not leave any blank or unused space. By using a full-length business proposal template, every section is included, and no material is left out by accident.

Tip #5: Know how to make changes before starting using one.

You want to make sure you know how to edit, add and delete content from your template before you begin using it. It is a good idea to have a professional that knows how to edit templates or one that comes with an instruction manual. This way, you can make the changes needed for your business proposal without any hassle.

Tip #6: Make sure you know how to use each element of your template.

All the necessary elements in a business proposal are crucial when closing a sale or securing funding. Make sure your template includes all these elements before you start writing. Many business proposal samples come with graphics and logos that may need editing depending on who they belong to. Ensure no surprises by knowing what will be included upon purchase of the template.

Tip #7: Ensure quality control.

When using any business proposal template, it is important to ensure you are receiving high-quality content. By taking the time to research the author, you can ensure that your document will be created by someone who knows what they are doing. If this is not possible with your budget or deadline, look for a template that includes an editing support option. With Venngage, all our templates come with professional editor assistance at no extra cost!

Tip #8: Ensure it matches your company style and branding.

Your business proposal should match your brand as much as it matches their need. By using the appropriate color themes and fonts, you will be able to create a cohesive beautiful final product. This will help strengthen your credibility and give the impression of a professional company.

Tip #9: Proofread your document before finalizing it.

Once you have finalized your business proposal template, proofread to ensure that any errors or inconsistencies are caught and corrected. Save the document frequently to avoid losing work if something does happen. Venngage automatically saves all of our templates as you work, so this is not an issue!

Tip #10: Save your final draft for future use.

Save your final product once you have proofread it thoroughly. This way, should you need to make other proposals in the future, they can be made quickly and easily with this template rather than starting from scratch again. Venngage has hundreds of beautiful business proposal templates available to suit every occasion!


With a business proposal template, you should be able to fill in the blanks relatively quickly and have your basic document completed within 15 minutes or less. Many people are intimidated by the idea of creating a business proposal because they think that it is going to take hours just to complete the basics. However, with a good business proposal template, you should be able to complete the document in no time at all.

If you have any questions, please ask below!