You have this amazing project idea that you know would greatly increase your company's revenue. The more study you do, the more logical and convincing it appears to be.
It might change the game, in your opinion. If all goes according to plan, not only will the organization, even the industry will benefit greatly from the finished product!
But how can you convince the decision-makers in your company to support your idea?
Answer in a single word: Proposal! and not just any proposal—a one-page project proposal that is fiercely competitive!
What is a One Page Proposal?
Proposals vary in size and format. For example, an investment proposal will be a lengthy one while a research proposal is short and sweet.
Similarly, a one page proposal template is a kind of document that is typically provided to the client for short and fast projects. It provides an overview and acts as an outline for your proposal to pique the interest of your client. It is crucial to present all the important details on a single page for it to be accepted.
The problem and the solution should be highlighted in this kind of document. The main focus of the outline is the proposal's core idea and goals, together with its most important results and effects. It should also describe the expertise necessary and the key demographic for your idea.
What is the need for a one page proposal?
Usually, organizations tend to curate a basic 2-5 page project proposal when they have to convince a client regarding their idea and approach to achieve it.
Why?
Because a project proposal is a lengthy but crucial document in project management that describes the proposed project, its purpose, and the steps needed to complete it. It may be a profitable option for both internal and external parties, with regard to outlining milestones, duration, and needs for executing the project within the agreed budget.
But most of the time, clients have time constraints and are usually on the go. Hence, making your project proposal template to the point is a powerful invitation to take action. The one page project proposal is thought to be a significantly more useful document than lengthy proposals because the clients can readily understand its contents, therefore raising your chances of closing the deal!
Important sections in a One Page Proposal
Writing a one page proposal outline is not a piece of cake. The key details of your project must be included in this one page proposal outline, for example, the customer information, project specifics, project timeline, project objectives, pricing, services, and the approver's signature. Let us learn more about them.
Introduction
An introduction must always be present after the proposal's title. It is important to talk about your company, its history, and other achievements. Make sure you provide contact information like email ID, and company phone number in case your client wants to reach out to you. You can also add your social media handle for the client to be up-to-date with your company’s activities.
Executive Summary
This section is a description of your project in two to three lines. Include a summary of your organization, the project plan, a statement of why the proposal is necessary, and a business plan for accomplishing the targets you've set.
Services Offered
If your project includes deliverables, you must define them precisely so that potential clients will understand what you are providing and what they will receive once everything is said and done.
It's crucial to be completely transparent about what you're offering and what your consumer can anticipate before, during, and after the contract is signed, whether you're delivering services or products.
Timeline
Use this section to communicate a service timeline or the key project milestones/benchmarks. The timeline depends upon the deliverables you are offering to your client. For example, if you're shipping a physical object, it might be appropriate to use this area to provide expected shipping and delivery details. However, if you're creating a website, you might set up milestones for the wireframing, feedback, and implementation phases of the project.
Pricing
This section is crucial and most important in a one page proposal. Your client will be eager to know how much your solution would cost them. Hence, be clear and upfront about the costs for each product or service you are providing to your client.
Terms and Conditions
Here you specify other terms and conditions such as labor, taxes, governing law, etc., you can add them in this section.
Acceptance and Signatures
Finally, you can reserve a section for you and the client to sign. You might alternatively go with an electronic signature in this case. This will help you finish the deal and get the project going.
Use Revv’s One Page Proposal Template for swift document generation
To create a one page proposal, it is vital to be professional and add all the necessary information about your business and the services you offer. Therefore, the best course of action is to select a professional proposal template from Revv.
Why?
Revv is a platform for document automation and electronic signatures that offers pre-structured templates for all of your requirements. You can edit the text, personalize it, and modify the proposal to include all the information your client needs to know. Later you could also save and download a pdf version of the same.
Learn about the cutting-edge document automation tools in Revv that enhance your proposal templates!
Rich Editor
Use the easy and user-friendly Rich Editor in Revv to customize the one page proposal template to suit your requirements. Drag and drop operations make adding various blocks, such as text, tables, eSignature tags, etc., simple. Additionally, you may integrate Google Sheets to import the pricing information for all of your services.
Form Fields
If you wish to avoid filling in repeated information in your proposal, you could convert repeated fields into form fields (which are fillable placeholders).
This feature saves time and energy. How?
You must fill the repeated field in the one proposal only once, and the rest of the fields will be instantly and automatically filled up for you. Additionally, you may connect to outside apps and contribute data to your proposal using Data Studio, Revv's no-code data mapping feature.
Approval Workflows
Even though your proposal is a one pager, it is advised to get it approved by your co-workers. In Revv’s one-page proposal template, you can add an approval workflow to any section. The workflow is immediately activated once that section is changed, and the one page proposal is then forwarded to the approvers.
Payments
If you'd like, you can ask your client for an early payment using the Revv one-page proposal. You can accept payments directly from your client by integrating with payment systems like Stripe and offering payment choices in the proposal.
eSignatures
A rapid, secure, and trustworthy bank-grade eSignature solution is provided by Revv. As a result, it is simple to quickly gather signatures and close the deal. Additionally, it complies with local, state, and federal eSignature laws such as the ESIGN Act, UETA, and eIDAS Regulation.
Additionally, Revv generates an Evidence Summary that serves as a legally admissible audit trail of the entire signature process.
Notifications
Revv’s proposal templates come with a built-in notification system. It sends automated email notifications that help you to track the progress of your proposal. Revv delivers different notifications to both sender and recipient when a proposal is sent for approval, acceptance, or eSignatures. If an action needs to be taken on the proposal, the receiver is notified, and the sender is notified when the proposal-related action is completed.
It’s time to act! Sign up with Revv for free and use this one page proposal template to curate error-free proposals and win clients effortlessly.
