The most important sections of a proposal, and how to write themThe most important sections of a proposal, and how to write them

Writing up a quote is a complex gig, and it can get pretty creative too. But that hasn't stopped us from spotting several handy elements in various kinds of quotes that up the chances of a client saying 'yes'. At the end of the day, it all boils down to understanding how someone sizes up a proposal, what matters to them, their fears, hopes, and goals. Whether it's an architectural pitch, a web platform, or a new brand design, throw in these sections to make sure your quote hits the mark and meets the job's needs.

Case studies

Including a case studies section (usually towards the beginning of the proposal) shows potential clients that you've got experience in delivering the type of work they're after.

It eases their doubts if they're not fully familiar with you, and you can justify a higher price for your past experience.

However, be mindful to only include case studies of similar projects or those that can tilt the perception in your favor, so you don't end up lengthening the quote too much. The structure of the case studies can be pretty straightforward (in fact, the simpler, the better, as it facilitates a clean navigation of the information), including a photo, a title, the services provided, and a link to the case study on your website is all you need! Read more in our article:  Case studies, when to include them in your proposals and when not to  to dive deeper into the subject.

Deliverables

Including a section for the final assets the client will receive once the job is completed reassures them that they'll get what they're looking for. If you're quoting for a new corporate website, be explicit about what the user will receive in the end. Like the design files, the code, the branding guidelines.

Nothing is too explicit in quotes, it's better to spell out all the important parts like the deliverables. This ensures the client understands what they need, and you'll be seen as an expert who can turn their vision into reality.

Overview

Including an overview of the project (usually at the beginning of the quote) can show the potential client that you understand the project and the specific needs they wish to bring to life.

This section, being one of the first that the quote presents, is crucial in showing the client that they can find a partner, not just a service provider.

My advice is to spend time really understanding the project, the founder's motivations behind it, and their past experiences with other providers.

By investing time initially, out of reciprocity and to not waste the time they've spent explaining the project to you, you'll significantly increase the chance of the client accepting.

Timeline

A timeline section is a must-have in any proposal. It's a great way to show the client that you've got a specific plan that resonates with their needs, and the mission will be completed in a timely manner.

Being specific, but not too specific, is key. You want to show that you've got a plan, but you also want to be flexible enough to accommodate any changes that might come up. You can anticipate these changes and plan for them.

This will uplift your perceived experience, and the client will feel more secure about the project.

Next Steps

Finish the project description with clear steps on how to start the work. You'll give the user guidance on how to proceed, and they'll know right away what's needed to kick off the project.

Explain how you usually go about it, what steps are necessary to get started (like a call to discuss technical needs), and make clear the communication tools you'll use throughout the project.

Also include the need for an upfront payment if required (this will lend you credibility).