In many ways, healthcare businesses are just like other businesses across different sectors and industries.

Here’s a shortlist of all the templates you might want to consider for your business:

• Business-specific proposal kits and templates
• Supply contracts and terms of sale
• HIPAA-compliance and business associate agreements
• Invoices, receipts, and other payment agreements
• Letters of acknowledgment
• Employment contracts
• Quotes and estimation templates

Of these tools, the business proposal templates that are specific to your business are likely to be the most unique and take the most time to create because they will vary from business to business.

For example, you may not need a research proposal template if you’re a test tube manufacturer supplying goods to a lab.  However, you might need a proposal kit explaining the value of your service and the quality of your product.

The easiest way to know what templates you should create is to audit the existing documentation that your team sends on a regular basis.  Review digital files and printables, then make a list of any documentation that is part of a kit or packet, like the new patient onboarding pack you’d find at a doctor’s office.

Once you’ve discovered which documents you need, create templates from those items using digital tools so that they can be easily changed.

One of the issues that makes healthcare so different from other organizations is the advent of HIPAA and its related set of rules and regulations around confidentiality.

It may make the most sense to add a HIPAA business associate agreement or address compliance as part of your standard proposal.  You may also simply want to include standalone HIPAA documentation, like this HIPAA Business Associate Agreement Template by Uploadcare as part of a proposal pack.

Depending on the nature of your business, you may need to create separate proposals and agreements that appropriately clarify your relationship between HIPAA, your organization, and that of the company you partner with.

Often, yes!

While it’s easy to mistake a proposal as nothing more than a quote or an estimate, many formal proposals include all the elements that are necessary for a contract.

This includes items such as the legal terms and conditions of the contract, as well as an itemized list of products and services that might be exchanged for monetary value. If the proposal you send or receive has any of these factors, it’s likely that it lives up to the legal definition of a contract.

Were you to sign this document or give any indication that you accept the terms and conditions of the proposal, you could be held liable for that indication of consent!

Remember:  Contracts don’t have to be signed or even witnessed in order to be considered valid.

However, many proposals will contain instructions for next steps and/or an electronic signature block that parties can use to signal agreement to the terms and conditions enclosed within the proposal.

While you don’t have to design your own templates, taking the time to create a design can have a major impact on whether or not your proposal strikes a chord with the reviewer.

This is especially true in RFP scenarios, where you’re bidding against competitors to supply similar products or scopes of work. While the requesting company may have some inclination toward what you do and how you operate, a well-crafted proposal is your chance to demonstrate your value in an organized and methodical way.

Rather than sending a collection of black text on a white page, study the proposal samples in our Community Gallery and review examples that you find online for inspiration into what makes the perfect proposal for your market.

Somewhat.

The downloadable versions of the PandaDoc template you’ll find in our template library are only available in PDF format. While you can import them into MS Word or Google Docs to review them, your ability to change or reformat the document will be limited.

PandaDoc users can enjoy a fully editable version of our templates and proposal examples by importing our templates directly into PandaDoc. Using our platform editor, you can make changes, upload text and images, and even reformat your entire document using our built-in tools.

Absolutely! If you have previously created Word templates in a .doc/.docx format, you can import those to PandaDoc and continue optimizing them on our platform.

For documents that are already set up as templates and easy signing, uploading the file and adding associated fields like text boxes and electronic signature blocks is the fastest and easiest way to convert and optimize your template.

And the best part: the PandaDoc editor is easy to use.  No technical expertise is required. Simply upload and use the drag-and-drop tools on the sidebar to set your document up for the best viewing experience.