Free Proposal Template

Our proposal template makes it easy to send out customizable, professional-looking proposals. It’s perfect for business owners who are just getting started or exploring software instead of pen and paper. The template is part of a larger free toolkit where you can store client information, convert their proposals to invoices, and get paid for your work.

If you’re just looking for a quick-start project proposal template that you can reuse as often as you like, download the free PDF and start sending out proposals right away.

Your home service proposal should include:

• Your business’s name, logo, and contact details
• Your client’s name and contact details
• Proposal number for record-keeping purposes
• A breakdown of the type of work you’ll be providing, along with a detailed description
• The approximate cost estimate of completing the work, factoring in labor costs, material costs and quantities, any special discounts or rates, and sales tax
• Optional line items for added services or tasks that would enhance the work
• A description of anything that specifically won’t be included in the work
• How long the proposal is valid for
• Terms and conditions (e.g., deposit amount, invoice payment terms)

A job proposal template is a blank copy of your proposal form, which you can fill out to create a detailed proposal after a consultation. You can find templates as fill-in PDFs, Microsoft Word or Google Docs, Excel or Google Sheets spreadsheets, free quoting tools, or even software like Jobber. These templates are essential to keeping your business efficient and consistent.

Here’s what a work proposal template can do for you:

• Help you stay organized and include all necessary information
• Reduce room for error by including mandatory form fields
• Make you look more professional than handwritten proposals
• Cut down on repetitive data entry and save you time
• Help you track rates, prices, expenses, and accounts receivable
• Set client expectations and protect your business with terms and conditions
• Make filing easier with digital copies of all proposals

With our free proposal template, it’s easy to add in the specific details for that job, get the proposal approved, complete the work, invoice the client, and get paid faster—all with just a few clicks.

That depends on how you’re doing it! If you’re using pen and paper, it could take a while to write down your contact details, add the customer’s information, write in all your line items from memory, and tally up the costs in your head.

With a free proposal template, some of that information is already in place and the calculations are done automatically, including taxes and discounts. It should only take a few minutes to fill in the details that are specific to the project, then send off the V to the client for approval.

Proposal and quote management software like Jobber makes it easy to create a proposal using your desktop or mobile app.

Here’s what you can do with proposal software:

• Set up client files for storing proposals, job details, and invoices
• Let new leads request work through your website or Local Services Ads
• Create proposals with add-ons, packages, and images
• Convert proposals into jobs and invoices
• Give clients the option to approve proposals and pay deposits online
• Communicate with clients using email and SMS
• Schedule teams, route work, and track time and expenses
• Get paid faster using automated follow-ups and credit card processing

Learn more about how Jobber can help you create quotes and proposals that win work faster.