Icon: Proposal Template w/ Invoice & Contract

Please note that the long proposal was created in Adobe InDesign. This means that you need to be able to use or learn how to use InDesign in order to edit the file

Rating

If you are happy with the file please consider leaving a high rating. If you are unhappy with the file in any way, please take the time to leave a comment or send an email so that we are able to assist.

Advanced InDesign Users

Please note you may have to spend a few minutes making some adjustments to the file setup prior to beginning your edits.

Users with very limited InDesign Experience

Please note you will have to spend some time familiarizing yourself with some of the InDesign features such as master pages, character styles, paragraph styles, object styles, table of contents, etc. before beginning to edit. Otherwise, this file may be frustrating for you to use.

Sizes:

InDesign template: A4 & 8.5×11
Word & Excel: 8.5×11 Only

This pack includes templates for the following documents:

Proposal – Long Version, InDesign File ONLY

• 5 Cover Options

• Table of Contents (Can update with one click through InDesign TOC feature)

• Cover Letter

• Goals & Objectives

• Project Recommendations

• Project Timeline

• Project Team

• Case Studies

• Deliverables & Services Overview

• Detailed Fee Estimate (table linked from included Excel file)

• Design Package Plan

• Optional Services

• Terms and Conditions

• Conclusion

• Acceptance of Proposal

Proposal – Short Version in InDesign (6 pages w/ signature area, structure matches that of a real world proposal)
Proposal – Short Version in Microsoft Word
Contract Agreement (4 pages)
Completion Form (1 page)
Invoice built entirely in InDesign
Invoice built entirely in Excel with formulas set up (1 page)
Client Project Information Sheet (1 page)

Download Includes:

All files in InDesign CS3
Interchange files for use in versions below CS3
Also includes versions of short proposal in Microsoft Word along with detailed fees estimate table and entire invoice in Excel

InDesign Features Used:

Master Pages
Automated Table of Contents
Table Styles
Character Styles
Paragraph Styles
Object Styles
Linked Excel Spreadsheet for Detailed Fee Estimate
Layers

Additional Perks:

Help File / CMYK / Print Ready

This is a design template only!! ALL TEXT IS PLACEHOLDER TEXT. Please note that while the structure matches that of a real world proposal and some text is inspired by actual text, it is intended as placeholder only.

Enjoy!