Professional services proposals

Need to create a proposal for a landscaping project? Solar panels? Accounting services? Select from a wide range of PandaDoc templates and create the perfect professional services proposals. All our templates use proven, tested structures to help you close more deals.

HVAC Proposal Template

HVAC Proposal Template

This HVAC sales proposal contains all details and relevant information regarding the scope of work, cover letter, pricing, and other terms requested by a client.

Landscaping Proposal Template
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Landscaping Proposal Template

Appearance makes an impression and an unkempt office or home landscape area can give the wrong one. Use this Landscaping Proposal to let your prospects know how you can make their landscaped area aesthically pleasing as well as what you will do to maintain the area.

Accounting Proposal Template

Accounting Proposal Template

This free customizable accounting proposal is great for small accounting firms and certified public accountants (CPAs) looking to help businesses become more efficient and financially stable by leaving the numbers to the pros.

Event Management Proposal Template

Event Management Proposal Template

Use this Event Management Proposal to let your prospective clients know how your company can help plan the best, most memorable event possible.

Cleaning Proposal Template

Cleaning Proposal Template

Save time growing your business by automating and sending more cleaning proposals. This cleaning proposal template is legally binding and meets your industry standards.

House Cleaning Proposal Template

House Cleaning Proposal Template

Use this house cleaning proposal template to show potential customers just how professional your company is, and make it easy for them to select a service package and sign up for your services.

Roofing Proposal Template

Roofing Proposal Template

This one-page roofing proposal template can be filled out quickly to provide clients with a detailed price estimate for roofing replacement.

Construction Proposal Template

Construction Proposal Template

Your construction business needs to be on the move and on site. Use this construction proposal template to create, send, track and get it signed from anywhere.

Architectural Proposal Template
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Architectural Proposal Template

Architects and firms can use this architectural proposal template to set out the scope and costs of proposed works, including sketches, plans or drawings, and then track the parts your prospects are looking at.

Event Proposal Template

Event Proposal Template

Use this free event proposal template to offer event management and planning for any business, sporting event or otherwise.

Flooring Installation and Repair Proposal Template

Flooring Installation and Repair Proposal Template

Put your business’ flooring expertise on display and gain new clients by adding photos of your work, customer testimonials, and project details to this customizable flooring installation and repair proposal template.

Solar Panel Installation Proposal Template

Solar Panel Installation Proposal Template

Impress your residential clients with this solar panel installation proposal. Use the tables to detail system costs, tax credits, and lifetime financial benefits of your solar systems.

Architecture Firm Proposal Template

Architecture Firm Proposal Template

Architecture Firms can use this free architectural proposal template to not only describe their specialties, skills, and processes, but also to set out the scope and costs of proposed works, sketches, plans, and drawings.

Event Catering Proposal Template

Event Catering Proposal Template

People always remember the quality of the food and the professionalism of the staff of a catering company. Use this Event Catering Proposal to show your clients how you put on a great event.

Car Wash Proposal Template
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Car Wash Proposal Template

Does your company offer car wash services to company fleets? This car wash services proposal template will help you stand out against your competitors when seeking new commercial clients for your car wash business.

Wedding Photography Proposal Template

Wedding Photography Proposal Template

This wedding photography proposal template is perfect for freelance photographers and photography agencies alike. It makes it easy for you to highlight your unique qualifications, your past work samples, and the photography services that you offer.

Printing Services Proposal Template

Printing Services Proposal Template

Commercial printers should use this printing services proposal template to offer a detailed breakdown of their services and pricing to potential business clients.

Window Cleaning Proposal Template

Window Cleaning Proposal Template

This window cleaning proposal template is perfect for companies that offer window cleaning services to commercial and residential properties. Use the template to show off images of your work, detailed pricing, and key reasons why a property owner should hire you.

Plumbing Proposal Template

Plumbing Proposal Template

This plumbing proposal template makes it easy to create professional estimates for your company’s potential clients.

Real Estate Proposal Template

Real Estate Proposal Template

Captivate prospective buyers with this free real estate proposal template. Quickly specify property details, secondary costs, additional terms, and any other sections you deem necessary. You can also add your own branding and graphic materials with just a few clicks.

Accounting Services Proposal Template
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Accounting Services Proposal Template

Impress your business clients with this detailed accounting services proposal! The template includes pre-written accounting services description, a large pricing table, and electronic signature fields.

Painting Proposal Template

Painting Proposal Template

Use this free painting proposal template to create a persuasive and detailed project outline for potential clients. It includes sections for outlining the scope of work, payment terms, your past experience, timeline, and warranty and follow-up work. It is suitable for individuals, independent companies, and larger organizations and can be fully customized with your branding and images.

Medical Services Proposal Template

Medical Services Proposal Template

This medical services proposal template can be used by any company providing medical services to another company. Relevant use cases include on-site emergency services, outsourced medical care, and long-term medical services support.

What is a professional proposal?

A professional services proposal, or consulting proposal, is a digital or printed document that details a project set out by a business to meet a challenge or need of a potential client. 

There are all kinds of proposals for professional services, and most fall under two categories: Solicited and unsolicited project proposals. 

Solicited proposals: A customer reaches out to your business and asks for a proposal to solve XYZ. This is also known as a request for proposal or RFP. They may be an existing client that has worked with your business before, or they may have found your business from a web search or through word of mouth. 

Unsolicited proposals: A proposal sent directly to prospective clients from your business, like a cold call or email. Unsolicited proposals are often more general than solicited proposals as the potential client’s needs are unknown. 

No matter the type of proposal you create, it should answer a handful of standard questions like: 

A professional proposal strategy is essential whether you’re a large or small business, as it’s critical to have a game plan when you need to present to a prospective client. 

It may seem like a lot of work to drum up a consulting proposal template out of thin air, particularly when there are so many sample proposals for services out there, but with some planning, you can create a template that sees you through almost every new client proposal. 

Advantages of using a professional services proposal template

So, now you need a proposal for the services template. Where do you start? 

You could create one from scratch, but this would require a fair bit of work on your part. It’s also easy to miss elements of a proposal when you start from square one.

Your best bet, which will save you time and money, is to use a professional services proposal template, particular one included as part of professional services proposal software

Not convinced? Here are just a handful of the many benefits of using professional proposal software and templates: 

  1. The templates are already created, so you can get started right away without having to create sections — not to mention design them. Simply find the best template for your business, like a marketing consulting proposal, and get started entering all your information. 
  2. Any proposal software worth its salt will give you the option to customize any and every field. This is important when you’re creating proposals for different clients with different needs or if your business is creating business consulting proposals to suit different departments. 
  3. Not everyone is a graphic design wizard; if you are, you still may not have the time to create a design out of thin air for your new proposal template. A huge benefit of professional services proposal templates is that there are dozens (if not more) of professionally designed templates to choose from, so finding one for your business is hassle-free. 
  4. What is the number one reason to choose professional services proposal software? The time you’ll save! You won’t have to brainstorm, choose fonts, and design your templates. You can pick the proposal template for services you like, fill it in, and customize it to ensure the main selling points of your proposal pop. Simple! This will free up time to focus on other tasks in your workflow.

Frequently asked questions about professional services proposals

How can you write a professional services proposal?

Once you’ve selected your proposal software — or better still, a comprehensive document workflow solution — and decided on a professional service proposal template, you’ll still have to write your winning proposal. 

With a template on hand, the proposal process is easier and can be boiled down to these steps: 

  1. Do a bit of research. You need to have information about your prospective clients, like the client’s name, the company name, and other relevant team members. The conversations to gather this information will also help you define different aspects of your proposal and dig into what expectations are for the project and their estimated budget. 
  1. Organize all the information into a rough outline that may include:
  1. Start entering project details into your business proposal template. Go through each section and include graphs, pictures, testimonials, and case studies relevant to the project. 

What should you include in a proposal for services?

Here’s a look at what you can include in your proposal for professional services, but remember, your final proposal structure should be tailored to your business, specific project, and prospective client. 

Executive summary: A short, catchy intro that precisely defines what you will do to solve the client’s problem. 

Project scope: Spell out how you’ll achieve the client’s desired results and the scope of work involved. Consider using sections like the concept, needs, and objective to create structure. 

Project costs: Estimate what the project will cost and break these costs down for the client. Include any work you’ll need to contract out. 

Delivery: List projected completion dates for each phase of the project and the method of delivery. 

Terms: List your terms for taking on the project, completion of the project, and any fees. You may want to consider having an attorney review it before it’s sent to the client. 

How do you write a proposal for consulting services?

Similar to any professional services proposal, an effective consulting proposal defines the relationship between you and the prospective client. 

First, you’ll want to reach out to your client and gather all necessary information about their business and goals. 

Next, you’ll want to create your proposal template and write up your client’s consulting project goals and desired outcomes. All this information should come from your chats with the client.

Finally, make sure your client sees in the proposal how you’ll be helping them achieve their goals and the value you bring to their endeavors, which they may not find elsewhere.

With these fundamentals, the rest of a consulting services proposal is just gravy and can follow the structure of a typical business proposal.