Icon: Proposal Template w/ Invoice & Contract

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

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.


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

InDesign Files

  • 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 (5 pages w/ signature area, structure matches that of a real world proposal)
  • Contract Agreement (4 pages)
  • Completion Form (1 page)
  • Invoice
  • Client Project Information Sheet (1 page)

Microsoft Office Files

  • Proposal – Short Version
  • Invoice
  • Detailed Estimate

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