Proposal template
Commercial Proposal Template
Copy our Commercial Proposal Template, and automate your proposal process.
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Commercial Proposal Template
You can create commercial proposal templates automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets commercial proposal template which contains all kinds of different elements including your logo, unique proposal numbers, payment terms and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs proposal template, customise your blank commercial proposal template with column tags, attach it to an email and finally click 'Start automation', and voila!, you’ve automated your commercial proposal process from Google Sheets!
We know how painful and monotonous it can be to copy and paste data into commercial proposal templates, double check all the information is correct, save it as a pdf and then send the commercial proposal to your customers. That’s why we’ve come to the rescue.
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With Portant, you can connect a Google Sheet to a commercial proposal template, click a few buttons and proposals will be magically generated and sent whenever you need to. You can also customise the email and who it's sent from (e.g accounts@portant.co). It's easy to place your commercial proposals on autopilot.
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How to automate your commercial proposals
Step 1
Open Sheet
Select the Google Sheet you want to use as the data source for your proposals. Portant connects directly to your spreadsheet to pull in the data it needs.
Step 2
Connect Template
Connect your Google Docs, Slides, or Sheets proposal template. Portant will link it to your spreadsheet data source so it knows which fields to merge.
Step 3
Customize
Customize your proposal with merge tags like {{Client Name}}, {{Project Scope}}, and {{Pricing}}. Format it with your branding, colours, and layout.
Step 4
Create
Create proposals automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.
How to automate your commercial proposals with a template
Step 1
Step 1: Open a Google Sheet
Open a Google Sheet with your proposal data. Include client details, project scope, deliverables, timelines, and pricing. Create a new sheet if you need one.
Step 2
Step 2: Connect your proposal template
Open the Portant add-on and connect your Google Docs or Slides proposal template. Portant scans for merge tags and maps them to your spreadsheet columns.
Step 3
Step 3: Customize your output
Set up your delivery method. Email proposals directly to clients, save as PDFs in Google Drive, or request eSignatures. Use merge tags in email subjects and bodies.
Step 4
Step 4: Automate your proposals
Turn on auto-create to generate proposals for every new row. Process rows in batches or schedule the workflow to run at set times.
Eliminate unnecessary manual work
Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.
Make your documents more accurate
Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.
Built into Google Workspace
Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.
What teams say about Portant
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions
A comprehensive commercial proposal template should include essential elements like an executive summary, a project proposal, a proposal letter template, client testimonials, and pricing tables. Also, incorporate customer pain points and a detailed problem statement. Adding a case study or relevant case studies to illustrate your solutions and demonstrate project-specific requirements can help build trust and showcase your expertise in addressing a prospective client's needs.
For certain industries, you might find a marketing proposal template or a consulting proposal template helpful. When creating a business proposal, it's ideal to have a good title and clear structure to ensure each section is easy to navigate. Visuals can enhance the appeal, making the proposal more engaging and impactful. If you’re focusing on sales, a sales proposal template that highlights the value proposition and potential benefits to the buyer or prospective buyer can create a great first impression. Free business proposal templates and formally solicited business proposal templates are often available for basic structures, saving time.
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Creating an effective commercial proposal involves deeply understanding the client’s pain points and specific project requirements. Begin with a strong executive summary that clearly outlines the value proposition. A proposal should address customer pain points, providing clarity about the scope and budget proposal and aligning with the client’s business goals. Adding client testimonials and social proof within the proposal can build trust and reinforce credibility.
A well-prepared proposal often includes specific requirements like pricing tables, a budget breakdown, and milestones. For formal submissions, using a research proposal template or a grant proposal template can be beneficial. Don’t overlook legal requirements, and remember that proposals should clearly define the expected results to attract prospective clients or C-level executives. This approach helps make your sales process smoother, improving response rates and creating an overall solid proposal.
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The executive summary is crucial because it introduces the potential client to the proposal’s purpose, showcasing how it addresses the client’s pain points. This section needs to make a great first impression, which is essential for securing new clients. Avoiding excessive technical jargon and focusing on a clear problem statement helps the prospective client quickly understand the proposal.
Including client testimonials here can further reinforce credibility, especially when proposing to investors or sponsors. When working on proposals for specific fields, like catering or construction proposals, the executive summary can be customized for better engagement, helping you focus on pain points and the client’s objectives.
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Some mistakes to avoid include unclear pricing details, removing client testimonials, or not providing a detailed problem statement. Overly complex language and excessive jargon can make a formal document feel overwhelming, especially for a new business. Avoid ignoring the potential client’s pain points and ensure client expectations are clear.
Using a proposal template tailored for the industry—whether a consulting proposal template or digital marketing proposal template—can help create a professional impression. Additionally, remember to include a strong call to action to guide the client’s next steps.
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Pricing should be presented in a clear and transparent way, using pricing tables that break down costs effectively. For projects with extensive needs, include budget allocations and itemized costs in a pdf document. For even greater transparency, adding testimonials near the pricing section reinforces social proof and helps build trust with the buyer.
Including details like a specific project’s scope, expected timeline, and additional project phases can make it easy for C-level executives to assess the proposal’s cost-effectiveness. Having a clear, concise presentation of costs helps ensure that the proposal aligns with the client’s budget and avoids misunderstandings.
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Timelines offer prospective clients a clear idea of the project’s phases and milestones, helping them understand when to expect key deliverables. A well-thought-out timeline adds credibility, especially for complex projects requiring phased execution. Timelines also enable prospective clients to visualize the path from start to completion, making it easier to manage their expectations.
For certain industries or specific needs—such as construction or event proposals—including a detailed timeline is crucial to showcase the commitment and organization of your team. This element also helps demonstrate your proposals as more professionally tailored and attentive to the client’s problem.
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Using a commercial proposal template is beneficial for responding to RFPs or crafting a formal offer for prospective clients. These templates are especially helpful when you’re pitching to a prospect or addressing a formally solicited business proposal. Templates like a digital marketing proposal template or a sponsorship proposal template can simplify the process, ensuring industry standards are met.
For an enhanced client experience, a proposal template also allows for easy customization, making it possible to align with company objectives and specific requirements without spending excessive time creating proposals from scratch. Many free proposal templates are available that provide basic structure and adaptability for various industries.
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A commercial proposal typically focuses on transactional details like pricing tables, scope, and project milestones, while a business proposal may encompass broader goals, such as potential partnership opportunities. Both proposal types can be used to address the client’s needs, but a business proposal often emphasizes relationship-building.
For winning new business, a commercial proposal might highlight the value proposition, timeline, and specific cost estimates to create a strong first impression. In contrast, a business proposal could explore long-term objectives, aligning more closely with the prospective client’s business goals and strategic partnerships.
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