How to make a business proposal

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Knowing or even remembering what the proposal is for is very important, because in the daily rush some aspects that make it different can end up being overlooked.

The goal of a good proposal is to unite the client's need (known by the seller during the prospecting stage) with what the company has the best to offer.

Therefore, the use of standard proposals is not welcome, since they do not consider the personalization loan data of what the consumer is looking for, a factor that can end the effectiveness of the customer's purchase.


In the excitement of sending the proposal to the client as soon as possible, the seller may forget crucial points that make the proposal more interesting for the consumer.

Therefore, it is advisable that before beginning to write the document, the seller organizes the materials that will help him promote the proposal.

It is worth checking whether you already have company letterhead, whether the logo is in high resolution, and whether graphs, tables, and timelines produced in other programs — such as Excel — are easy to insert into the proposal.