QuickBooks Proposal Template

Fully editable. Send, print or download.

QuickBooks Proposal Template

Fully editable. Send, print or download.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

QuickBooks Proposal Template

Fully editable. Send, print or download.

QuickBooks Proposal Template

Fully editable. Send, print or download.

Bonsai has helped create 1,023,928 documents and counting.

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business owners

Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Did you know that 85 percent of buyers will be more likely to do business with a company that demonstrably understands its goals? It makes complete sense; if you're going to fork out money for a service, you want to be sure that the provider understands exactly what it is you need.

Far and beyond, the best way to demonstrate that understanding is through a business proposal. Proposals are the perfect vehicle for outlining your services, explaining why you're uniquely suited to fulfill their needs, and making sure that everyone is on the same page before any money changes hands.

Time is of the essence, however – which is where QuickBooks proposal templates can really help your cause. You can craft a customizable, professional-looking proposal to be reused any time a new prospect comes along. 

QuickBooks Proposal Templates: What Are They?

The majority of businesses equip their accountants with cloud-based software, and QuickBooks is one of the most popular options. It's not surprising – accounting software helps businesses save time, money, and energy in all aspects of their accounting process. 

Knowing how arduous it is to replicate the same documents over and over again, the QuickBooks team has made it possible to create documents from pre-built templates. This includes invoices, sales receipts, estimates, statements, purchase orders, and bill payment stubs. 

While there's technically no 'Proposal' template, you can use and customize the 'Estimate' template for the same effect. This template plugs in your figures to produce a price estimate page that you can tailor to suit your branding. You can then add a cover letter or any other relevant documents. 

There is also the option to use a third-party proposal template which integrates with QuickBooks online. Activity on the proposal is automatically updated within QuickBooks records.

Benefits of Using a QuickBooks Proposal Template

Proposals can mean the difference between landing that sale and missing out. If you're able to send your proposal quickly, you can illustrate that you understand the client's needs, as well as demonstrate your commitment to meeting those needs in a timely manner. 

Using a QuickBooks proposal template has several benefits: 

Time Saving

Writing a proposal from scratch every time a prospect comes along can be extremely time-consuming. By having a template in place, you can plug in the relevant details with minimal effort and send off your proposal quickly – saving yourself valuable hours which could be spent marketing or improving your business.


QuickBooks makes it easy to add your branding and customize the template to suit your business. You can also add pages as attachments so you can include any extra information or documents that may be relevant, such as a cover letter or terms and conditions.


Clients can immediately tell when you've slapped together a proposal in a rush. With a QuickBooks template, you can produce a professional-looking document that looks like it was created by an expert. The Estimate template has a sophisticated-looking table with figures clearly laid out for your reader. 

How To Create a QuickBooks Proposal Template

Ready to create a proposal template? Here's how: 

  1. Log into your QuickBooks account and select +New on the left-hand side of the dashboard. Select Estimate. 
  2. Select Formatting > Manage Templates. Choose one of the templates to preview, then press OK to edit it. 
  3. Use the personalization window to add your logo, change the fonts and colors, and add your transaction information. 
  4. You can choose Additional Customization for further edits (e.g. removing or adding things to the header and footer). 

When you want to use the template for a different company file, simply:

  1. Open the file in question. Open Lists, then select Templates. 
  2. Select Import from the Templates dropdown.
  3. Find the template you customized and select Open. You'll be prompted to name it. 

That's it – the template should now appear in your new company file. The Estimate fields are easy to edit and add prices, products, and services. 

Best Practices for Using a QuickBooks Proposal Template

Using a template certainly makes things easier – but it doesn't guarantee landing business with your clients. Make sure your proposal hits the mark by following these best practices:

Include a Cover Page

Without going too in-depth, you should always include a cover page that clearly outlines the services you're offering and introduces your company. Explain the benefits of working with you and the unique value you can bring to the table. 

Address the Client's Pain Points

Clients aren't going to work with you unless you can demonstrate that you understand their needs and can solve their problems. Address the client's pain points in your proposal, explaining how you specifically plan to address them with your services. 

Keep It Simple

No one wants to read a whole wall of text – so keep your proposal clear and concise. Use bullet points wherever you can, and structure everything into easily-digestible sections. Stick to the main points; avoid superfluous information. 

Use Data and Visual Aids

You should always support your claims with clear and concise data. Include facts and figures to back up your points, as well as visuals such as graphs or charts that make your proposal easier to interpret. 

Cover letters are the most time-consuming part of the process, but keep in mind that they're also template-able to some extent. For instance, the first part, where you pitch your company and services, can be templated – just add a field for [CLIENT NAME] and slightly tweak the value proposition based on the prospect's needs.

Common Mistakes To Avoid When Using a QuickBooks Proposal Template

When you're using a template, be aware of the following common mistakes and do your best to avoid them:

  • Lack of personalization. Clients can instantly tell when you've taken a shortcut (and they don't appreciate it!) Make it clear that you've tailored the proposal specifically to them.
  • Poor design. Unprofessional aesthetics can lead to a lack of trust. Ensure your proposal looks the part with attractive fonts, colors, and graphics. 
  • Too much jargon. Keep the language simple and understandable – avoid jargon and technical terms. 
  • Including irrelevant information. Stick to the main points and avoid adding anything that doesn't directly relate to your value proposition or the client's pain points. 

QuickBooks proposal templates work best when you take the time to customize and personalize your proposal. It's an effective way of streamlining the process – and when you've done it once, you can reuse the template for different clients. 

Wrap Up

Don't waste time writing out templates from scratch when QuickBooks templates can do the job for you. Create a well-designed and professional proposal that outlines your services and speaks directly to your client's needs. 

By following these guidelines, you can make sure your proposals are on point – and save time in the process!

Not a fan of QuickBooks? No worries. Here at Bonsai, we provide our users with a broad range of aesthetic custom templates across different business categories. Get started with a free trial today.


What are the advantages of using a proposal template in QuickBooks? 

Using a proposal template in QuickBooks allows you to streamline the process and save time. It also ensures consistency across all of your proposals, which can help build trust with potential clients. 

How do I create a custom proposal template in QuickBooks? 

To create a custom proposal template in QuickBooks, log into your account and select +New on the left-hand side of the dashboard. Select Estimate > Formatting > Manage Templates. Customize and personalize your template as necessary, then use Additional Customization for further edits.

What should I include in a proposal template in QuickBooks? 

Your proposal should include a cover page, an explanation of your services and how they will address the client's pain points, data, and visual aids to support your claims, and straightforward language that is easy to understand.

How can I ensure my QuickBooks proposal template looks professional?

Ensure your proposal looks professional by adding attractive fonts, colors, and graphics. Make sure the layout is clear and easy to read, and avoid too much jargon or irrelevant information.

What are the common mistakes to avoid when using a proposal template in QuickBooks?

Common mistakes to avoid when using a QuickBooks proposal template include lack of personalization, poor design, too much jargon, and including irrelevant information.

Frequently Asked Questions
Questions about this template.