Professional services proposal template to fill in

Enter your details, the client's and the scope of work, and get a proposal with deliverables, fees and terms already laid out.

Free, no sign-up, no watermark.

Fill in the document

Every field is optional: fill in what you have and download the result.

Client responsibilities

Information, access, staff time or facilities the client must provide

Currency

Total effort (days)

Subtotal

Discount

Tax rate (%)

Tax amount

Total fees

Estimated expenses

Travel and other reimbursable costs, if any

Planned start date

Planned completion date

Schedule assumptions

Dependencies or approvals the timetable relies on

Invoicing arrangement

For example: on acceptance, on delivery of each milestone, or monthly in arrears

Payment period

Days from invoice date

Termination notice period

Governing law

Courts of

For the provider — name

Position

Date of signature

For the client — name

Position

Date of signature

Client purchase order number

Complete only if the client requires it on invoices

Place of signature

Provider Logo

Proposal reference

Internal reference used on invoices and correspondence

Proposal date

Valid until

Last date on which the client may accept this proposal

Version

Provider legal name

Tax identification number

Registered address

Contact person

Position

Telephone

Client legal name

Tax identification number

Address

Contact person

Position

Telephone

Engagement title

Background

The client's current situation and the reason for the engagement

Objectives

The results the client expects at the end of the engagement

Scope summary

Main workstreams, activities and methodology

Out of scope

Deliverables

Ref.

Deliverable

Effort (days)

Target date

Price

Add one entry per record. Filled entries collapse so the form stays short.

What the document includes

Each of these is captured in the form and printed into the finished document.

Provider Logo
Proposal reference
Proposal date
Valid until
Version
Provider legal name
Tax identification number
Registered address
Contact person
Position
Email
Telephone
Client legal name
Tax identification number
Address
Contact person
Position
Email
Telephone
Engagement title
Background
Objectives
Scope summary
Out of scope
Client responsibilities
Deliverables
Currency
Total effort (days)
Subtotal
Discount
Tax rate (%)
Tax amount
Total fees
Estimated expenses
Planned start date
Planned completion date
Schedule assumptions
Invoicing arrangement
Payment period
Termination notice period
Governing law
Courts of
For the provider — name
Position
Date of signature
For the client — name
Position
Date of signature
Client purchase order number
Place of signature

Frequently asked questions

What should a services proposal always include?

Scope, deliverables, fees, timeline and what is explicitly out of scope. The last one prevents most disputes, and it is the section people leave out.

How long should it stay valid?

Thirty days is the usual figure. State it in the document, so a client returning six months later does not expect last year's rate.

Should I break the fee down?

Break it down when the work has distinct phases, because it lets the client approve part of it. Quote a single figure when the value is in the outcome rather than the hours.

Can I add as many deliverables as I need?

Yes. The table grows with the rows you add, one per deliverable, each with its own description and fee.