Fill the proposal from your conversation
Copy the template for one real project. Fill brackets with the owner’s goal and checked findings. Delete irrelevant sections while keeping scope, responsibilities and next steps clear.
Write after discussing the work so it confirms what the owner wants. Send an opener first if you haven’t spoken. The website proposal guide explains how to agree the scope.
Do not leave the scope open
Name included pages, forms, content and review rounds. List exclusions and how added work is agreed. The owner needs a clear scope to judge the price.
Turn three findings into a project
In this fictional example, Cedar Lane Plumbing wants phone visitors to request quotes. Its number can’t be tapped, its service page lacks an enquiry form, and reviews sit below a long gallery.
Offer Home, Services and Contact pages, a call button and an agreed quote form. Put approved customer quotes near the enquiry button. Exclude a full booking system unless discussed.
What every website proposal needs
Could the owner explain this project to a partner without you? Check each point before sending.
A named buyer and goal
Name the business and decision maker. Use their customer goal, such as requesting a quote.
Three checked website findings
Name three findings and their pages. Show evidence or screenshots and flag uncertainties.
An exact project scope
List pages, features, content, review rounds and exclusions. Explain how added work gets approved.
Timeline and client responsibilities
List stages, required client materials and feedback time. Confirm dependencies before promising launch.
Separate build and ongoing fees
Show [One-time price] and [Monthly price] separately. State coverage, currency, tax and payment due dates.
Acceptance and next steps
Name who accepts, how to sign and what comes next. Include the terms for the work.
Copy the full website proposal
Prepared by [Your business]
For [Decision maker]
Date: [Date]
GOAL
[Business name] provides [Services] in [Service area]. You said your goal is [Goal in the owner’s words]. We’ll help [Customer type] find how to [Main customer action].
THREE FINDINGS
We checked [Current website] on [Date], using [Device or check method].
First: [Finding one] on [Page and evidence]. It makes [Customer action] harder because [Observed obstacle].
Second: [Finding two] on [Page and evidence]. Suggested fix: [Related fix].
Third: [Finding three] on [Page and evidence]. Suggested fix: [Related fix].
Still to check: [Anything uncertain or dependent on access].
SCOPE
We’ll [Build or redesign scope] around [Main customer action], with these pages: [Page list].
Included: [Design work], [Content work] and [Forms or other agreed features].
Checks: [Agreed phone and desktop views] and [Agreed links and enquiry routes].
Excluded: [Excluded pages, services and integrations].
We’ll agree scope and fees for added work in writing before starting it.
DELIVERABLES AND REVIEWS
Finding one: [Deliverable one tied to finding one].
Finding two: [Deliverable two tied to finding two].
Finding three: [Deliverable three tied to finding three].
Handover: [Launch and handover details].
Access and ownership: [Access and ownership terms].
Included review rounds: [Number of review rounds], covering [What those rounds include]. Send combined feedback through [Agreed contact]. Scope changes are quoted separately.
TIMELINE
Start requirements: [Acceptance and start requirements].
Planning and content: [Duration] after [Client input needed] arrives.
Design review: [Duration], with feedback due by [Review deadline].
Build: [Duration], including [Agreed checks].
Final approval and launch: [Target date], subject to [Dependencies].
Late materials or feedback mean we’ll agree a new launch date.
FEES AND TERMS
One-time build fee: [One-time price], covering [Work covered by the build fee].
Payment schedule: [Payment milestones and due dates].
Ongoing monthly fee: [Monthly price], covering [Hosting, care or other agreed recurring work].
Monthly billing begins: [Start point for monthly billing].
Service terms: [Minimum term, renewal and cancellation terms].
Currency and tax: [Currency], with [Tax treatment].
Separate costs: [Domain, licences or other separate costs].
Proposal valid until: [Agreed expiry date].
CLIENT MATERIALS AND APPROVALS
Supply [Logo and brand files], [Approved service information], [Photos and permissions], and [Required account access] by [Agreed date].
[Client contact] gathers feedback and approves work at [Review stages].
Work terms: [Agreed terms reference].
ACCEPTANCE
Review scope, timing and fees. Contact [Your name and contact details] about changes before accepting. Sign online when ready; we’ll send [Kickoff details and first agreed action].
Accepted by: [Signer name and role]
For: [Business name]
Signature: [Signature]
Date: [Acceptance date]
Use after agreeing the project goal. Fill every bracket, describe the current site and check fees and terms against your offer.
Share a page for online signing
Build proposals in Attunr with scope and price. Quotes can show one-time and monthly amounts. Match each line to the agreed work.
Call the day you send it to check scope and reviewers. If they can’t talk, leave the page with them. Agree a review time when you speak.
Send the link and main priority using the follow-up emails. Update requested changes before asking for a signature. Make sure they accept the right version.
Attunr saves a typed signature, signer details and timestamp. Send promised kickoff details after acceptance. Handle invoices and payments separately under the agreed terms.
Put scope and signing in one place
Build a proposal in Attunr and share a page your prospect can sign online. Start with a free account, no card needed.