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Business Proposal template rendered to PDF by the DocMake engine

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Sales

Business Proposal

A proposal that reads like you thought about the client, not about your template: needs first, approach second, investment table third.

Deliverable rows repeat from your data, so a three-line proposal and a ten-line proposal share the same polished layout.

Fill-in fields

proposal_title Proposal title
client_name Client
author_name Author
proposal_date Date
problem_statement Problem statement
approach Approach
total Total
next_steps Next steps
deliverables[] Repeating list - rows expand automatically for each item

The data behind the preview

This is the exact JSON that produced the document above. Change the values, POST it to the render API, and you get your version back as DOCX or PDF. Lists grow and shrink with your data; the layout adapts.

  1. 01 Sign up free and duplicate this template into your workspace.
  2. 02 Adjust the wording and branding in the visual editor.
  3. 03 Fill it in the app, share it as a form link, or render it with the API.
sample-data.json
{
  "proposal_title": "Website Redesign Proposal",
  "client_name": "Acme Corp",
  "author_name": "Alex Carter, Northwind Software",
  "proposal_date": "August 8, 2026",
  "problem_statement": "Your current site takes too long to update, scores poorly on mobile, and no longer reflects the brand your sales team sells.",
  "approach": "We will redesign the site in three sprints: discovery, design, and build, with weekly demos and a shared backlog so your team sees progress continuously.",
  "deliverables": [
    {
      "name": "Discovery and content audit",
      "timeline": "Week 1",
      "price": "$3,500"
    },
    {
      "name": "Design system and page designs",
      "timeline": "Weeks 2-3",
      "price": "$6,000"
    },
    {
      "name": "Build, QA, and launch",
      "timeline": "Weeks 4-6",
      "price": "$9,000"
    }
  ],
  "total": "$18,500",
  "next_steps": "Reply to this proposal by August 22 and we can start the discovery sprint the following Monday."
}

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