How to write your Contractor Proposal Template
With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.
We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.
( Design themes, color schemes, fonts, and images are all customizable )
You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
Extremely comprehensive. Good number of templates. Templates are very comprehensive. Ability to mix and match to suit purposes. Very professional results. Some templates can be a little complicated. An excellent package that produces extremely professional proposals and I would highly recommend it to anyone."
Gryffyn Family Trust [Australia]
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Popular Proposal Pack Design Themes
The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.
- Proposal Pack Construction #5
- Proposal Pack Skyline #4
- Proposal Pack Architecture #3
- Proposal Pack Decorator #3
- Proposal Pack Construction #6
- Proposal Pack Construction #7
- Proposal Pack Architecture #4
- Proposal Pack Construction #8
- Proposal Pack Roofing #2
- Proposal Pack Plumbing #2
- Proposal Pack Skyline #5
- Proposal Pack Decorator #4
- Proposal Pack Painter #3
- Proposal Pack Painter #4
Use Cases
- A contractor proposing a new construction project to a client.
- A renovation specialist detailing a plan for remodeling a home or business.
- An electrical contractor offering services for a large-scale commercial project.
- A plumbing contractor providing a bid for services in a new development.
- A roofing contractor outlining a replacement or repair project.
- A flooring specialist proposing installation services for a new office building.
- An HVAC contractor detailing an upgrade or installation project.
- A painting contractor submitting a bid for a residential or commercial job.
- A landscaping contractor presenting a design and maintenance proposal.
- A general contractor providing a comprehensive proposal for a turnkey project.
Chapters Suggested For This Template
Cover Letter, Title Page, Table of Contents, Executive Summary, Cost Summary, Project Description, Services Provided, Installation, Safety Plan, Work Order, Project Management, Company History, Credentials, References, Back Page
Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build this template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.
While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.
Components of the Contractor Proposal Template
Creating this template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.
Cover Letter
This section is the initial introduction where the contractor can personally address the potential client. It sets the tone for the proposal, highlighting the contractor's understanding of the client's needs and expressing a desire to collaborate on the project.
Title Page
This page serves as the front of the proposal, displaying key information such as the project's name, the contractor's name, and the date. It provides a professional look and makes the document easily identifiable.
Table of Contents
This part organizes the proposal's contents in a clear index, allowing the client to easily navigate through the different sections. It helps in enhancing the readability and professionalism of the document.
Executive Summary
Here, the contractor provides a brief overview of the entire proposal, emphasizing the key points that will be detailed in the following pages. This summary helps the client quickly understand the most important aspects of the project and the contractor's approach.
Cost Summary
In this chapter, the contractor lays out the financial aspects of the project using a line-item database from Proposal Kit. This includes detailed costs for labor, materials, and other expenses, ensuring transparency and aiding the client in understanding the financial commitment required.
Project Description
This section elaborates on what the project entails. The contractor describes the scope of the project, timelines, and the outcomes expected. It's crucial for setting client expectations and detailing the project's specifics.
Services Provided
Here, the contractor lists all the services that will be provided as part of the project. This could range from initial assessments and designs to construction and post-construction services, offering the client a comprehensive look at the contractor's offerings.
Installation
In this chapter, the contractor details how installations will be handled, including timelines, the types of equipment or materials used, and any specialized techniques. This is particularly relevant for projects involving complex systems or infrastructure.
Safety Plan
This part outlines the safety measures and protocols that will be implemented during the project. It's essential for ensuring the client that all operations will be conducted safely and in compliance with legal standards.
Work Order
This section functions as a formal agreement where specific tasks are detailed along with responsibilities and timelines. It can be used to organize and manage tasks effectively, ensuring clear communication between the contractor and client.
Project Management
In this chapter, the contractor discusses the approach to managing the project, including the team structure, communication methods, and tools for tracking progress. It reassures the client of the project's smooth execution.
Company History
This section allows the contractor to share the background of their company, including years of operation, previous projects, and areas of expertise. It builds credibility and trust with the client.
Credentials
Here, the contractor can list qualifications, certifications, and licenses to prove their capability and legality in handling the project. This is important for establishing professional legitimacy.
References
This part includes testimonials or case studies from past clients that underscore the contractor's reliability and quality of work. It serves as a persuasive tool by demonstrating previous successes.
Back Page
The final page of the proposal, which often includes contact information for the contractor and any additional notes or calls to action. This page ensures that the client knows how to proceed with further questions or acceptance of the proposal.
This template is also referred to as
- Building project bid
- Construction services proposal
- General contractor bid template
- Home improvement proposal
- Contractor bid document
- Construction project proposal
- Renovation proposal template
- Contractor service agreement
- Contractor quotation sample
- Contractor project pitch
How to create this template with Proposal Pack Wizard
You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.
This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.
See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.
If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.
The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.
We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.
You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.
You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.
How to Build Proposal Template from an AI Outline
This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.
Key Takeaways
- The Contractor Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
- You can create unlimited custom variations of this template.
- The Wizard software automates quotes and other financial pages with a line-item database.
- There are no ongoing subscription fees. You get lifetime unlimited use.
- Proposal Kit is made for freelancers, small businesses, and non-profits.
- Proposal Kit product content (templates, samples, software) is 100% written by humans.
By Ian Lauder