Seeking new investors or clients? Use Jotform’s free business proposal template here to highlight the potential, ideas, and benefits of your business.
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About this templateGetting your business off the ground is no small task and might require gathering funding from investors. With Jotform Sign’s free business proposal template, you can present your new business’s needs, ideas, and benefits to potential investors — making it easier to get their buy-in.
A business proposal template is a tool for entrepreneurs to quickly and effectively create professional business proposals without having to start from scratch. Just create and customize your proposal, then send it to your investors and other stakeholders for their e-signatures.
Need to make changes to your business proposal template? No problem! With Jotform, you can drag and drop elements to personalize your proposal and match your company branding. You can add or remove form fields, create an automated signing order for multiple investors, upload logos and branding, and choose fonts and colors that work best for you. Work smarter with Jotform Sign!
Details 121,961 Clone Created byA business proposal is a necessary tool for a new or small business to secure investments or partnerships. A business proposal lays out a business’s objectives, resources, and strategy to encourage investors to back it financially.
Business proposals allow you to display the unique value and potential of your business to secure growth capital and partnerships. With the right business proposal, you can rapidly accelerate your business’s growth.
Your business proposal’s exact content will vary depending on the nature of your business, strategy, and needs. However, there are a few pieces of information every business proposal should include:
Once you’ve included these key elements, you can customize your content to fit each individual investor. Using a business proposal template, you can make sure you’re asking for all the necessary information — without the added effort of organizing it yourself.
Small, new, or emerging businesses use business proposals to secure financial investments for their overall business or for specific initiatives. Proposals include details about the business’s strategy, objectives, and goals — as well as how the investment will be used.
These proposals provide the reason why investors should financially support a small business, including how the investor will benefit from the business’s growth.
Although every element of your business proposal is important, there are some factors that are key to success. To secure the interest of your investors, make sure to take extra time and consideration when crafting the following:
Thinking through these important elements will not only increase your odds of success, but it will also keep your investors engaged and confident in your capabilities.
A business proposal template is a vital asset for any business seeking investment. While you can write a separate business proposal for every investor, it can demand a significant amount of time and resources.
Depending on your investment needs, you may find yourself approaching a wide range of investors. This means you’ll have to write and send proposal after proposal, adding to the existing work on your plate.
A business proposal template, on the other hand, will save you the hassle of creating and designing proposals over and over again. Simply use a single template as a base, then update it accordingly — sending personalized versions to as many investors as you need.
Your business proposal should be unique to your business and capture an investor’s attention quickly. Large investors receive hundreds, if not thousands, of business proposals a year. That means your proposal needs to stand out from the crowd to get their attention and buy-in.
When it’s time to start writing your proposal, keep these tips in mind:
Writing a business proposal that includes these best practices is easy with Jotform Sign. Just drag and drop your form fields into place to build a custom proposal from scratch. You can also save time and resources when designing and structuring your proposal by using Jotform’s free business proposal template.
To customize Jotform’s free business proposal template, click on the Use Template button in the top right corner to enter the Sign Builder. In the Sign Builder, you have the freedom to make this template your own. Update the design, add your logo, and customize the body copy to match your business’s exact needs and branding.
Already have a template you prefer? Upload it as a PDF to Jotform Sign, which will automatically detect existing fields. Then, share it with a few clicks through email, a link, or a number of powerful integrations.