From Start to Finish: Using a Website Proposal Template to Seal the Deal

In general, adding templates to your workflows will make any content standardized. So, why not use templates to generate proposals when building websites? When you use a website project proposal template, you eliminate the need to create one from scratch every time you need one.

For example, a website build proposal template can give you approved layouts, structure, and a format for digital documents that are the same every time. All you would need to do is customize them for specific projects.

Join us in this article to learn about website proposal templates and how they can make your content super professional and easy to understand.

What is a Website Proposal?

It’s a document that contains all the information needed to complete a website project. Software development teams use a web design proposal as their plan and share it with the customer to make sure the project’s scope is visible.

A thorough website or web development proposal will also include a project’s objectives and timelines for everyone to view.

Businesses opt to speed up the creation process of their website proposals by turning to proposal automation software like Titan. Our software assists with website creation proposal templates that pull all business requirements and customer data directly from Salesforce!

Key Components of Website Proposal Template

So, what makes a great website proposal? We think those are the ones that save your business time. One way to conserve your working hours is to use templates.

Templates speed up your proposal creation and approval tasks since they contain pre-designed layouts with placeholders that can be used for specific content. Website proposals take a while to create and to double-check that they are not riddled with errors.

By using a template, teams can quickly generate an accurate and professional pre-approved proposal. All that’s left to do is spend time on fun, creative tasks like customizing the content to the customer’s requirements.

Let’s take a look at what you need to cover when your team is designing a website and has a request for a proposal template.

Cover Page

This is the first page that you will find in a website proposal template. The purpose of the cover page is to give clients an introduction to the proposal. It’s important to have a professional, error-free, and well-written introduction since it gives the reader a first impression of your business and what’s to come when working with your team.

Your cover page template can include as much information as you need for your website project. Here are two examples of information you can add to your cover page template. They ensure you do not need to create a template more than once.

• Give your template a placeholder for a title with an approved font and style. You can always edit the title to be specific to a customer’s requirements, but the styling of the text will always be consistent if you add this element to your cover page template.
• Add a company name and logo. When using a template, you can ensure that your name is always typed out correctly and the placement of your logo is in the same location every time.

Outline of The Problem

It’s a smart move to define the client’s problem in the proposal and how your website will resolve all issues.

This section must be added to a template as a placeholder since every project has its own unique set of problems it aims to resolve. That is not to say that you cannot create a template for a specific problem and showcase how your product will solve the issue.

For example, if this is the second or third time your website is fixing a common problem, then you can make the content in this section static. Alternatively, if you have a new issue, then you can have a placeholder of pre-approved fonts and layouts that can be edited during document generation to accommodate custom content.

Project Overview

Next, you want to describe the website project to the customer. This page can be a pre-designed page in your proposal, but the content will always be specific to the website project.

In this section, you should explain the objectives and goals that your team aims to achieve through the website. Naturally, each website project will have a specific aim or problem to solve for its customers. However, here are two examples of a website’s intention that can be added to the project overview section:

1. The website is designed to increase a company’s brand awareness. This is achieved by showcasing a company’s products and services to an online audience. You can also give some clear goals that your software development team can achieve, like increasing website traffic by 10%.

2. Another common purpose that websites strive for is to generate leads for businesses. You can state this objective in the project overview and provide a reasonable goal, like the website will increase the number of subscribers by 15%.

Plan of Action

This section of your proposal template needs to describe the tasks and processes your team will perform to build the website from end-to-end.

It’s a good idea to design this page as some of the tasks might be repeatable for many projects, such as creating wireframes for a website’s structure or mocking up visuals to present the user interface to a customer. Other common tasks you could include if you have a dedicated art team can be creation of logo and icon designs.

You should most definitely also add any tasks that you will not perform, such as writing HTML and CSS code or integrating a website into an existing system. These exclusions will ensure that your customers and teams are on the same page regarding what website they will receive at the end of the project.

Project Deliverables

Your website proposal template should also have a pre-designed section that lists what the website will deliver to the client when the project is completed. Some of the best tangible deliverables that websites yield are web pages and content.

Each web page that a team builds and designs forms part of the website. Each project is different, but you should list all the web pages that the website will deliver, such as a Home, About, or Contact page.

If your teams will be contributing to the creation and editing of content on the website. You can list the products here. Common examples of content that your team could supply to a website to engage with visitors are images, videos, or articles.

Timeline

The project schedule is a super important piece of information to add to the website proposal. When it comes to the template, you can decide how you want to display this information.

Will you use a simple calendar or a detailed table format? Whichever design and layout you decide to go with, remember to add the milestones, deadlines, and go-live date of your website project.

Pricing

Next, you want to add a complete budget breakdown in your website proposal template. You can list your tasks as constant, such as consultation with clients for website requirements or graphic design work. Then, create placeholders for the costs of the tasks as these will change for each website project.

Your payment terms and conditions can be added to this section in your template. As banking details, the methods you like to receive payment, and your payment scheduling do not often change and need to be accurate, it’s a good idea to templatize this information.

Call to Action

You should also add the technology that your team specializes in. You already know how the website will be built and designed, so list the technologies that your team will use in your template so that you do not need to add them each time you create a website proposal.

It’s important to add the platforms, frameworks, and programming languages that your software development team uses.

In addition to this, you also want to let your client know the design approach your team will be taking. For example, many artists work with prototyping, wireframing, and mockups. You can use this section to explain to clients the methods and visuals they will receive for approval.

If you are testing the functionality of the website, you will also need to describe the procedures here.

Give Clients Website Training & Support

Not all businesses offer this service. However, if you do offer training on how to use or maintain the website, you should list the number of training sessions your team will provide with a pricing schedule.

Client Obligations

Now that you have discussed everything your team will deliver in the website proposal template, it’s time to cover the client’s responsibilities. This section will be specific to each client and web project, but you can include a placeholder in your template.

In this section, you can plan out what you need from the client, such as approval processes and how feedback will be communicated properly.

External Factors

Reaching the end of your website proposal template, you want to include any factors that will affect the successful completion of a web project. These factors can include any unforeseen circumstances like a developer becoming ill and needing to take sick leave.

Alongside the risks you describe, you should also provide a plan to communicate how your team will pivot and side-step these problems when they arise.

Sign a Deal

The final pages of your website proposal template will include a terms and conditions section followed by a signature line or field for the client to approve the project.

Signature lines are used when the proposal needs a physical signature. However, in today’s world where templates are used to generate digital proposals instantly, eSignatures are more commonly used to sign documents.

Signature fields for eSignatures are a great element to add to a template, as their location and design can be kept constant for all your proposals.

Web Proposal Examples

There are many website proposal examples to choose from. To save you from a bit of research, we will discuss website development and website design proposal templates.

Website Development Proposal Template

A web development proposal is a document that provides the reader with all the project details to develop a website. So, you will find information in this document that explains all the tasks that will go into the project, how long the website will take to build, and how much the project will cost to complete.

When creating a proposal for website development, teams decide to use templates. These tools are useful for speeding up the creation of website development proposals and ensuring that common information is always accurate.

Adding a proposal template for website development to your document creation process will add value to your materials by keeping them all professional and error-free. Here is a checklist to give you an idea of what to add to your custom web development proposal template.

Checklist	Yes/No
Title of your Proposal
An Executive Summary
An Overview of the Project
An Outline of all the Tasks your Team will Conduct
A List of all the Deliverables the Project will Bear
A Complete Timeline of the Project
The Budget
A Summary of the Tech that will be used
A Rundown of the Support and Maintenance your Team will Provide
Terms & Conditions
Signature Spaces for Acceptance of the Project Proposal
Appendices

Website Design Proposal Template

A website design proposal is similar to a web development proposal but focuses on the design processes in the project to build a website. Design tasks commonly include conducting research and creating wireframes to support the development of a website. Since the visual aspects of a project are subjective, designing a website has many tasks and approval processes. For this reason, website design proposals are important documents to ensure that a team and client are on the same page.

To speed up the process of creating website design proposals, teams turn to templates. For example, a website redesign proposal template is quite popular since many businesses already have websites.

However, websites can always be redesigned, and many companies choose to do so to improve user experience for their visitors. Some improvements to a website can include the following to get a positive reaction from visitors:

• Upgrading the look of the website with modern designs and layout.
• Change the layout so visitors can navigate the website better.
• Improving content on web pages to ensure that the website loads faster and performs better.

We suggest creating a sample web design proposal that matches your specific company information and branding if your teams work with designing websites for companies daily. Then, you can go ahead and generate new proposals in minutes whenever you have a new client or web design project.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.