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Creating Your Own Business Proposal Templates

Business proposal templates are really pretty straightforward to construct.

Before we look at that in detail let me ask: have you arrived at this page without reading the module on proposal design?

If so, then I’d strongly suggest you review that module of the FREE Business Proposal Course – this page refers to some concepts and points raised in that module, and the ideas discussed here will make more sense having covered that module.

Once you have settled upon suitable styles for each of the key design elements in your business proposal you are in a position to create your own proposal template should you wish to do so.

If you do decide to create your own proposal template then there are three options at your disposal:

  1. From a Blank Document
    This is the most time consuming approach – you start with a totally new document and begin, one-by-one, to create and save all of the style elements for your business proposals.
  2. From an Existing DocumentIf you have business proposals with styles that you have found effective then you can create a proposal template from that document with a few simple clicks of your mouse.
  3. From an Existing TemplateMost word-processing programs come with a business template selection for different purposes – but most do not include a specific business proposal template.If you have a business template that simply needs a little update and adjustment to turn it into a proposal template then this is a very straightforward processFor example, you could take the copy of the template used to illustrate my Business Proposal Course, which I will shortly provide free of charge for in the free business proposals section of this site, and adapt that to your particular requirement.

Creating Your Own Word Template – The ‘How To’ Guide

The instructions below show how create business proposal templates using all three of these methods.

In these instructions I use Word for Window 2007 for demonstration purposes – I like Word because it’s so easy to create word templates. The approach for other versions of Word or for other word-processing programs will be similar (if you do not use Word, or if you want more detailed instructions, you should consult your documentation or ‘Help’ section).

Business Proposal Templates
Creating a Template From a Blank Document

  1.  Click the Microsoft Office Button (left) and then click New
  2. Click Blank document, and then click Create
  3. Make the changes that you want to the margin settings, page size and orientation, styles, and other formats
  4. Click the Microsoft Office Button , and then click Save As
  5. In the Save As dialog box, click Trusted Templates
  6. Choose your file name, select Word Template in the Save as type list,and then click Save to save it with your other Word templates

Creating a Template From an Existing Document

  1. Click the Microsoft Office (Figure above) and then click Open
  2. Open the document that you want
  3. Click the Microsoft Office Button , and then click Save
  4. Make the changes that you want to appear in all new documents that you base on the template
  5. In the Save As dialog box, click Trusted Templates
  6. Give the new template a file name, select Word Template in the Save as type list, and then click Save

Creating a Template From an Existing Business Template

  1. Click the Microsoft Office Button (Figure 1 above) and then click New
  2. Under Templates, click “New from Existing”
  3. Click a template that is similar to the one that you want to create, and then click Create New
  4. Make the changes you want to the margin settings, page size and orientation, styles, and other formats
  5. Click the Microsoft Office Button , and then click Save As
  6. In the Save As dialog box, click Trusted Templates
  7. Name the template, click Word Template in the Save as type box, and then click Save

Don’t ‘reinvent the wheel’ every time your write a new business proposal. Use proposal templates to get a great look & feel every time – either invest the modest amount it’ll take to get a designer to create a proposal template for you or do it all yourself: use the approach above to create your own business proposal templates.

Return from ‘Creating Your Own Business Proposal Templates’ to Module 9 of the Business Proposal Course: Proposal Design & Layout

Return to home page of the FREE Business Proposal Course