Proposal template that turns pitches into projects
Build branded proposals that let clients select offerings, e-sign, and pay, so work starts the day they say yes.
What is a proposal template?
A proposal template is a reusable starting point for the proposals you send clients, with your scope, pricing, and terms in a consistent format. This one is a full proposal builder: save a template for every service, send each proposal for e-signature, and track it until the client accepts.
Proposals that turn into signed work
- The next proposal starts from your bestDesign slide-style, multi-page proposals with your own sections and pricing, and save each one as a template for that service.
- Clients choose the package themselvesOffer tiered packages and optional add-ons, and clients pick what fits, so you skip the back-and-forth on scope.
- Signed the day they say yesClients comment, e-sign, and accept in your client experience. Pair it with the Assembly Payments app to invoice as soon as they accept.
- Follow up at the right momentSee when each proposal is sent, viewed, accepted, or rejected, so you know who to chase and when.
Add your template,
customize it, and publish
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add optional add-ons clients can tick before they sign.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Browse all 30+ templatesQuestions about this proposal template
Yes. Install it on the free plan, which never expires and includes 3 apps. Paid plans include 5 apps.
A document template gives you one file to copy. This is a proposal builder: save reusable templates, send each proposal for e-signature, and see when it's viewed, accepted, or rejected.
Yes. Set up a template for each service, such as an SEO retainer or a strategy engagement, with its own sections, packages, and add-ons.
Yes. Set up a template for each engagement, such as monthly bookkeeping or tax prep, with tiered packages clients choose and sign.
Yes. Clients comment, e-sign, and accept in your client experience. To get paid, pair it with the Payments template and send the invoice once they accept.
Yes. Describe what to change, from sections and fields to reminders and who sees what, and the app builder updates it. You can keep changing it by chat after launch.
Yes. Your logo and colors appear on every plan. A custom domain and removing the Assembly badge are available on Professional and up.
Send your next proposal from a builder that's yours
Start from this template for free and make it yours in minutes. No credit card required.