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Service Proposal

Introduction:

PandaTip: The introduction sets the tone for your service proposal. Feel free to edit the template’s introduction to make it more personal.

[Client.FirstName],

This document is our formal proposal for the services you and I have discussed in previous conversation. In this service proposal, you’ll find a bit of background on [Sender.Company], details regarding the results we hope to deliver for your company, pricing details, and a tentative delivery timeline.

Should you have any questions, comments, or concerns once you’ve reviewed the service proposal in its entirety, feel free to use the comment menu to the right of the proposal to contact me directly.

Regards,
[Sender.FirstName] [Sender.LastName]
[Sender.Title], [Sender.Company]

Our Background

PandaTip: This section of the service proposal template serves to position your company as a trusted service provider. Including customer testimonials communicates to your prospect that you are capable of delivering on your promises.

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Because we focus so heavily on providing outstanding service and support, we’ve found that our existing clients are often our greatest sales people. Here are just a few of the glowing recommendations from current [Sender.Company] customers!

“[Sender.Company]’s team has remained extremely loyal to us throughout our relationship. Whenever we require training or support, we’ve found that they are our most supportive and responsive vendor.”

“We’ve had great success since choosing [Sender.Company]. They made what we thought were unattainable promises in the beginning, but they’ve proven themselves by keeping those promises and delivering more than we ever expected.”

Solution

I’ve identified the following challenges and goals based on previous conversation with you:

PandaTip: A service proposal should focus on your client, not on your company. Use this section of the template to demonstrate that you have a firm understanding of what your client needs, and that you’ve developed a service solution that will benefit them.

Proposal Contents

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Proposal Contents

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With this in mind, I offer the solution below. I am confident that this solution will overcome the challenges you face, while helping you achieve your goals with ease.

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Pricing

PandaTip: Use the template’s pricing table to convey any project costs. You can also include taxes and discounts.

The table below details the costs associated with this service proposal.

Name Price QTY Subtotal
 
$0.00
1
$0.00
 
$0.00
1
$0.00
 
$0.00
1
$0.00

Subtotal       $0.00
Total    $0.00

Delivery

PandaTip: Product delivery, onboarding, customization, and training are common concerns amongst B2B buyers. This section of the service proposal template allows you to demonstrate that you’ve taken the time to develop a detailed implementation strategy.

Time is always a factor when implementing a new solution in your organization. I’ve met with my operations team to develop an implementation schedule for this project, detailed in the table below.

Stage Description Completion date
     
     
     
     

Approval

PandaTip: Once your prospect e-signs this service proposal template, you’ll receive a notification via email so that you can plan your next steps.

By signing this service proposal, you indicate your approval of the proposed solution and pricing. Once I receive your signed copy of this proposal, I’ll create a formal service agreement and schedule a time to cover it with you.

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