Brand OS Portal

Business proposal design template: the layout, page by page.

A well-designed proposal is easy to skim, answers the buyer questions in order and looks like your company on every page.

Free: your brand in 3 real designs, in 48 hours.

A business proposal has seven parts: a cover, a short summary, the problem, your plan, the timeline, the team and proof, and the next step. Each part gets one page or less.

Design it for skimming. Big headings, short blocks, one accent colour and your real fonts. Keep the brand parts locked and change just the words for each client.

By Vedran Obradović · Updated 7 November 2026

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The 7 parts of a business proposal.

Use this order. It matches what the buyer wants to know.

Part 1

Cover

Logo, client name, title, date. Clean and calm.

Part 2

Summary

The whole proposal in five lines. Many readers stop here.

Part 3

The problem

Their situation in their words. Show you listened.

Part 4

Your plan

What you will do, in steps, and what they get at the end.

Part 5

Timeline

A simple table with dates. Say who does what.

Part 6

Team and proof

Who works on it and why you can be trusted. Real names and results.

Part 7

Next step

How to say yes. One action and a date the offer stands until.

Print docs in a Brand OS Portal: a business document in the brand layout
A business document in a Brand OS Portal, in the brand layout.

Copy and paste the proposal outline.

Replace the brackets. Keep every part short.

Business proposal outline
COVER
[Your logo]   Proposal for [Client name]   [Project title]   [Date]

SUMMARY (5 lines)
You want [goal]. The problem today is [problem]. I suggest [plan]. It takes [time]. You can start on [date].

THE PROBLEM
- [What you heard on the call, in their words]
- [Why it matters to them now]

THE PLAN
1. [Step, what happens, what they get]
2. [Step, what happens, what they get]
3. [Step, what happens, what they get]

TIMELINE
Week 1: [..]   Week 2: [..]   Week 3: [..]
What I need from you: [items and dates]

TEAM AND PROOF
[Names and roles] - [Approved result or quote]

NEXT STEP
Reply "yes" or book 15 minutes: [link]. This proposal is valid until [date].

Write it the way you talk on a call. See B2B brand voice examples. If you need a fast deck for the same pitch, see the on-brand sales deck template.

Free tool

Does your proposal look like a real company?

Buyers compare your proposal to the others in the folder. Answer a few short questions. You get a brand score and the top thing to fix. It is free.

Open the full tool: Brand Check

Design rules that make a proposal feel sure.

A buyer reads design before they read words. Get these right.

  • Big headings, so the page reads in five seconds
  • One accent colour for key numbers and links, not ten colours
  • Two fonts at most, the same as your website and decks
  • A grid: same margins and same blocks on every page
  • Tables for timelines, not long paragraphs
  • The logo in the same place on every page, never stretched
  • A PDF with a clean file name, ready to forward
Looks weakLooks sure
Long paragraphsShort blocks with headings
Many colours and fontsOne accent, two fonts
Stock photosReal team, real work
"I am passionate...""Here is what happens in week 1"

The rules live in your brand. If they are not written down, start with one-page brand guidelines and your brand style guide template.

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Get 3 templates in your brand. Free.

Leave your email. I design them by hand and send them to you within 48 hours. It costs you nothing.

When a proposal should be a deck.

Some buyers want slides. The structure stays the same.

Use the same seven parts, one slide each. In Brand OS Portal, Pitch Deck Builder works like this: you tell it your story and get the slides in your brand. No blank page. For deck design from me, see pitch deck design.

A designer is still the right call for brand strategy and a new identity. Brand OS Portal is for the daily work after that. If you send many proposals, set up the layout once and let sales change the words.

Proposal checklist.

Tick what is true. Ticks stay on this device.

0 of 9 done

Also see brand templates for teams to keep every document on brand.

Social Studio

Try one Brand OS Portal tool

Change the words, keep the brand.

This is a real tool from a real Brand OS Portal, on the MTG brand. A proposal template works the same way: words change, the brand stays right.

Watch

Watch me show every tool.

I made short videos of the tools. Hear me explain them, then scroll through every one at work. Real tools, on a real brand.

Hear me explain

Social StudioPick a design, change the words, download.
Motion PostsType one line, get a video.
Sales docs and decksDocs and decks in your brand, this week.
Email signaturesYour brand in every email.
Voice CheckCheck words against your voice.

Every tool at work

Social StudioPosts people stop to read. Change the words, keep the look.
Motion PostsType one line. Get a video.
Logo StudioThe right logo, any size, any colour, any file.
Pattern LabPatterns drawn from your own logo.
Pitch deck made in Brand OS Portal for MTG
Pitch Deck BuilderTell it your story. Get the slides in your brand. This deck was made for MTG.
Campaign BuilderPlan a campaign in your brand.
Print docsDocuments that look like you.
Image GraderCheck photos against your brand.
Voice CheckCheck your words against your voice.
Signature BuilderYour brand in every email.
AI to templateBring an AI result into your brand look.

See yours for free

Straight answers.

What should a business proposal include?

A cover, a short summary, the problem, your plan, the timeline, the team with proof, and one next step.

How long should a business proposal be?

As short as it can be while it answers the buyer. Many strong proposals are one to six pages.

How do I make a proposal look professional?

Use big headings, short blocks, two fonts, one accent colour, a steady grid and your real logo in the same place on every page.

Should a proposal be a PDF or a deck?

A PDF is easy to forward. A deck is good when you present it live. Many teams use the same structure for both.

How do I keep every proposal on brand?

Set up one locked layout. Sales changes the words for each client. The logo, fonts and colours stay fixed.

One more thing.

Death List Five. Five headaches, one portal. Sound on.

Film B. Made for your phone.

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