Business template
Send a proposal that looks like the work it represents. Scope, timeline and a real pricing table are pre-built. Drop in your project specifics, set your numbers and export a PDF that closes the deal without an extra round of design.
Prepared for Client Name · By Your Company · May 2026
| Phase | Duration | Deliverables |
|---|---|---|
| Discovery | 2 weeks | Requirements document |
| Development | 6 weeks | Working prototype |
| Launch | 2 weeks | Production deployment |
This template fits agencies, consultancies and contractors sending project proposals to prospective or existing clients. It works for proposals from a few thousand dollars up to enterprise statements of work. For one-pager pitches or sales decks, you're better off with a slide tool.
Sign up free, open the template in the editor and export your first PDF in about two minutes.
Yes. Client name, your company and date are template variables. On the Business plan, the API's template endpoint lets you generate proposals programmatically by passing variable values, so your CRM can fire off proposals automatically.
The pricing block is a normal table: add rows for the tiers or add-ons you want to offer, and bold the total. For more elaborate setups (recurring fees plus one-time costs), add a second pricing table grouped by category.
Quaterio renders the PDF; tracking is your CRM's job. The common pattern is to host the PDF behind a tracking link in HubSpot, PandaDoc, Proposify or your own analytics, then send the link rather than the file.
For signature workflows you wire up a dedicated platform like Documenso or DocuSign via the API; Quaterio generates the PDF, the signature platform owns the audit trail and binding signing flow. A native e-signature integration is on the roadmap but not shipped.
Yes. Add a new heading block at the top with a page break after it for a cover. Logo lives in the header (configurable per document or org-wide). Brand colors and fonts inherit from your organization brand kit.
Yes. On the Business plan, batch generation handles up to 1000 proposals per call. Pass per-client values (scope items, pricing rows, dates) and get back one PDF per row. Useful for repeatable service offerings sent to many prospects.
For known scope: 2-4 pages reads in the time a busy buyer will give it. For complex enterprise SOWs: 8-15 pages with appendices. The template flows to whatever length you need; the pagination engine handles section breaks without manual page wrangling.
Yes, the free plan adds a small Quaterio watermark. For client-facing proposals, the Pro plan ($10/month) removes it. Business ($30/month) adds API access, version history and print-ready export.
Sign up free, open the template in the editor and export your first PDF in about two minutes.
