Free document builder
Service Proposal Builder
Turn your notes into a service proposal: what the client needs, how you will do it, what they get, when, and what it costs — as one price, or as two or three options to choose from. Choose a concise or a project structure, preview the PDF, then download it and an editable Word file with the same content.
What are you proposing, and to whom?
USD · US Letter · valid until 2026-12-01
Empty sections are left out of the PDF and Word document.
PDF preview
This shows the PDF. The Word file has the same content, but its page breaks depend on the program that opens it.
See every page of your proposal, exactly as the PDF will print it.
What goes into a good proposal
- The client’s need, in their terms. Show you understood the problem before you describe the solution.
- Your approach and deliverables. How you will do it and exactly what they receive.
- Scope and exclusions. What the price covers and what it does not.
- Timeline and responsibilities. When things happen, and what you need from the client for those dates to hold.
- Clear pricing. Itemised, with one-off and recurring charges shown separately, and a payment schedule that adds up.
- A next step. How the client says yes, and how long the offer stands.
Two starting structures, two examples
The concise structure suits a straightforward service: a short description, a list of deliverables and simple pricing. The project structure adds detailed deliverables and milestones with dates. The examples — a recurring office-cleaning service and a five-page website — use invented businesses and are labelled “Fictional example” on every exported page until you remove the label.
Offering options
Some clients decide better with a choice. In options mode you describe two or three complete alternatives — for example two, three or five visits a week — with their own inclusions, limits and prices, plus optional extras. The document shows a side-by-side comparison of limits and prices, then each option in full. Prices of different options are never added together, and one-off and recurring charges stay separate. The options example shows how it looks.
Honest by design
- No invented experience, testimonials, guarantees or return-on-investment claims. The experience section appears only if you write it.
- No signatures, acceptance tracking or claims to be a binding contract. Follow up an accepted proposal with a scope of work.
- Nothing is uploaded: the PDF and Word files are made in your browser.
Common questions
How is a proposal different from a quote?
A quote lists prices. A proposal explains the job: what the client needs, how you will do it, what they receive, when, what you need from them, and then the price. Use a proposal when the client is choosing between options or the work needs explaining.
Does the builder write the proposal for me?
No. Each section has a short prompt and a placeholder example to show the kind of thing to write, but every word in the document is yours. There is no AI, and nothing is filled in on your behalf.
Why are one-off and monthly charges not added up?
Because a set-up fee and a monthly fee are different kinds of money. Adding them into one “total” would mislead the client about what they pay and when. The proposal shows a one-off total and a total for each recurring period.
Can I offer good, better and best options?
Yes. Choose “Two or three options” under Pricing. Each option has its own name, inclusions, exclusions, limits, and one-off and recurring prices; optional add-ons are listed separately. The options are alternatives, so their prices are never added together, and none is labelled “most popular” or “best value” — the client compares what actually differs. When the client has chosen, record the choice to export a confirmation with that option’s totals only.
How does the payment schedule work?
It splits the one-off total into payments, by percentage or by fixed amounts. It must add up to exactly 100% or exactly the one-off total before you can download. Recurring charges are billed per period and are not part of the schedule.
Can the client sign it?
The proposal asks the client to confirm acceptance in writing and says that it is not a signed contract. The builder does not collect signatures or track acceptance. Once the client agrees, set out the work in a scope of work or agreement.