Topic hub
Proposals & Quotes
Proposals are not just price sheets. They are how you set scope, manage expectations, and make it easy for a buyer to say yes. Use this hub to learn how to structure a B2B proposal, what to put in a B2C quote, and how to keep optional add-ons from killing the deal.
Start with the tool
Run this in five minutes to get a concrete number or draft.
Read the guides
Plain-English explainers for the questions that come up most often in proposals & quotes.
How to price a service proposal
A practical framework for pricing a B2B service proposal — covering scope, value, anchoring, and the trade-offs between hourly, project, and retainer pricing.
What to include in a business proposal
The eight sections every B2B proposal needs, and what to cut so the document does not collapse under its own weight.
Key terms
The vocabulary you will run into in tools, contracts, and statements.
Templates and examples
Copy-paste examples you can adapt to your business.
Proposal structure template
A skeleton outline of a B2B proposal you can adapt to most service engagements.
B2B quote example
A short, scoped quote for a specific deliverable — when a full proposal would be overkill.
B2C offer example
A consumer-facing offer — friendlier wording, fewer terms, faster acceptance flow.
Editorial insights
Common mistakes and the reasoning behind the numbers.
Common questions
- What is the difference between a quote and a proposal?
- A quote is a price for a defined deliverable. A proposal explains scope, approach, timeline, and trade-offs alongside the price. Use a quote for repeatable work, a proposal for anything bespoke or higher-value.
- Should optional items be priced or hidden?
- Always price them. Hidden options force the buyer to ask, which slows the deal. Visible optional items also raise average order value when the buyer self-selects an upgrade.
- How long should a proposal be valid?
- 14 to 30 days is typical. Long enough for the buyer to align internally, short enough that your costs and capacity assumptions still hold.