Companies & business
Technical and commercial proposal template (US)
A general template under US law. Laws differ from state to state, so check it against your state's law or with a lawyer licensed there. We are not a law firm and do not give legal advice.
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Preview — US standard
Proposal: Proposal Title
Prepared for: Client Name, Client Company
Prepared by: Your Name, Your Company
Date: Proposal Date
Valid until: Proposal Expiration Date
1. Your Needs
Summary of the Client's Situation, Goals and Challenges
2. Our Solution
Description of the Proposed Solution and How It Meets the Needs
3. Scope of Work
Included:
• First Deliverable
• Second Deliverable
• Third Deliverable
Not included: Exclusions
4. Timeline
| Phase | Activities | Duration |
| --- | --- | --- |
| First Phase | First Phase Activities | First Phase Duration |
| Second Phase | Second Phase Activities | Second Phase Duration |
| Third Phase | Third Phase Activities | Third Phase Duration |
5. Team
Team Members and Roles
6. Why Us
Relevant Experience, Results and References
7. Investment
| Item | Price |
| --- | --- |
| First Price Item | $First Price |
| Second Price Item | $Second Price |
| Total | $Total Price |
Payment terms: Payment Terms. Prices are in US dollars, and sales tax is extra where it applies.
8. Assumptions and Terms
Assumptions, such as client responsibilities and access. This proposal is not a binding contract. If accepted, the work will be performed under Master Agreement or a Contract to Be Signed.
9. Next Steps
To proceed, sign below or contact Contact Name, Email and Phone.
Accepted by: Client Signature Name and title: Client Printed Name and Title Date: Acceptance Date