Proposal template
Proposal Template
Copy our Proposal Template, and automate your proposal process.
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Proposal Template
You can create proposal templates automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets 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 proposal template with column tags, attach it to an email and finally click 'Start automation', and voila!, youβve automated your proposal process from Google Sheets!
We know how painful and monotonous it can be to copy and paste data into proposal templates, double check all the information is correct, save it as a pdf and then send the proposal to your customers. Thatβs why weβve come to the rescue.
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With Portant, you can connect a Google Sheet to a 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 proposals on autopilot.
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How to automate your 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 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 proposal template is a pre-structured document that helps individuals and businesses create well-organized proposals. These proposal templates often include sections for outlining objectives, managing client expectations, and providing a detailed budget to streamline the proposal creation process. Proposal templates are available for various industries and project types, from a business proposal template to a construction proposal template or a marketing proposal template. This structured template makes it easier to prepare an appealing business proposal for a potential client. Using templates helps save time while maintaining quality and consistency in your proposals, making them powerful tools for sales teams and freelancers alike.
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Yes, most proposal templates are fully customizable to meet specific project requirements. You can adjust the design proposal, edit layout and content, and add elements like a problem statement or highlight your unique services. Customizing the template also means integrating branding elements like your logo, adjusting the format to a PDF for easy sharing, and creating a distinct style that suits your business identity. This flexibility allows for free proposal templates to be tailored to different needs, from basic proposals to professional proposals for large projects.
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With project proposal templates, you can design various types of proposals, such as research proposals, sales proposals, or legally binding contracts. These templates allow for a structured presentation, outlining objectives, timelines, and an itemized budget section. Templates in a template library can be specialized for different industries, whether itβs a construction proposal or a marketing proposal. Using templates saves time and makes it easier to address the needs of potential clients or prospective clients by providing a well-structured and organized proposal.
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A business proposal template or project proposal template helps secure project approval by presenting information professionally. By including specific deliverables, social proof, and examples of previous work, you can build client confidence in your proposal. Digital templates can also help streamline the process, allowing you to focus on outlining the project scope and demonstrating clear objectives and timelines. This approach to creating a proposal instills trust and showcases your understanding of the client's needs.
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Yes, digital tools can significantly improve proposal creation. Integrating a project proposal template with platforms like Google Sheets, Zapier, or Trello allows you to track and manage the process efficiently. Digital templates make it easy to modify designs, and you can create a one page proposal template for faster turnaround. Such tools allow you to personalize proposals and send them directly to a potential client, enhancing the sales process and helping to pitch to prospective clients effectively.
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Formatting a proposal template involves arranging sections in a structured way, covering an introduction, objectives, methodology, timeline, and budget. With a pre-designed project proposal template, you can focus on making a visually appealing document that presents your solution clearly. A well-structured proposal with a cover page and executive summary shows professionalism and helps meet client expectations. Whether you use a PDF or digital format, templates make it easy to create a consistent and cohesive proposal for prospective clients or businesses.
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To make your proposal persuasive, start with a strong executive summary and state the project scope clearly. Including specific deliverables and problem statements can establish your expertise, while testimonials and social proof add credibility. Aligning your solution with the client's business goals and presenting an itemized budget builds trust. In your proposal, highlight relevant previous work and emphasize how your solution uniquely meets the client's requirements. A design proposal that reflects branding and customization options ensures that the proposal is tailored and impactful.
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The budget section should provide a clear, itemized breakdown of costs, including labor, materials, and any other project-related expenses. Presenting a transparent budget with specific details assures clients that you have carefully considered financial aspects. Using a template for this section allows for a professional presentation, with the budget often formatted to fit into a PDF or digital proposal. This level of transparency in budget management is critical for prospective clients to feel confident in your proposal.
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