Here's how you can jumpstart creating your first business proposal. This SlideShare includes: the 7 essential pieces of a proposal, the questions to answer while building it, how to talk price, things it cannot hurt to add, and how to use proposal software to automate the whole process. By Jennifer Riggins & http://www.quoteroller.com

1. How to Create Your
First Business Proposal

2. 7 pieces of an all-star proposal
1. The Cover Letter
2. Executive Summary
3. The Proposal
4. Services & Pricing
5. The Terms
6. About Us
7.
Electronic Signature

3. What to include in your
first proposal
Your proposal is the overview of
what your company can do as a
solution to your client’s need.
You need to call your client
directly to ask them open-ended
questions to discover those needs.

4. Get to know client:
What do I know about that company?
What do I know about the project?
Why are they outsourcing?
What is their pain?
What do they want? What do they need?

5. How to service your client:
Can I solve that problem? What makes us
qualified to provide a solution?
How can my company provide that solution?
How can I make my company valuable by
creating a solution to their problem?
How can I specifically represent our
company as a solution to their problem?
Will this job help my company in the future?

6. Let’s talk pricing
(What your clients are spending time looking at)
Charging by the hour,
project, retainer?
Offer options: quantity,
hours, services
Add payment plan in
Terms & Conditions

7. Nice-to-have bits
Add a Get-Started section with specific
instructions to get project rolling
Electronic Signature: Make it easy to say Yes!
Jazz it up & show off, adding: Photos,
Videos, Links to previous works
Education, Experience, Examples
Extra items, like Equipment Rental, etc.

8. Now, let’s create!
Log into
http:/
/
www.quoteroller.com
Click on Proposals
tab
“Create a proposal”

9. 1. Start
Enter Proposal
Name
Choose your
template
Pick your client to
send to
Click Step: Price

10. 2. Pricing
Here is where you
build your Catalog
items to send to
your client.
Click on the Green
+ button to add a
service

11. 2. Pricing: Add a Service
Enter Name, Price,
Quantity (QTY)
Mark any Service as
Optional or
Quantity Editable
Hit Save

12. 3. Pricing: Pricing Table Settings
Mark any Service as
Line Item or Total
Discount
Choose Tax Type
Choose Currency
Click Step: Edit

13. 3. Edit
This is the important
bit, where you convince
your clients you offer
them a solution
Drag-n-Drop Content
Blocks
HTML blocks,
slideshows, photos,
videos, links, signature
blocks, PayPal payment
forms
Click Step: Finalize

14. 4. Finalize
Customize your email
message (making sure to
keep Proposal link.)
Double-check with
Preview the Proposal
Choose if you want to
enable:
PDF, electronic signature/
RightSignature, password
protection, expiration
date, attach files
Click Send the proposal

15. Average time it takes to
create a quote with Quote
Roller = 15 minutes
!
!
Average win rate increase
using Quote Roller = 28%

16. The way the Quote Roller catalogue works I can slap the standard
services into a quote line by line, and edit them really easily as
necessary. Sometimes since using Quote Roller, I’ll leave a meeting,
find a good mobile signal and work on the proposal immediately –
copy and paste my notes from Evernote onto the coversheet, add in
and edit the services, products, subscriptions and boom, the client will
get the fees straight away. That just stinks of WIN, doesn’t it!
-Noisy little Monkey, digital marketing agency

17. Go to QuoteRoller.com to start
saving time & money creating
persuasive business proposals today!