How to make a professional proposal for a client
Why the Proposal Matters
The proposal is the first document a potential client receives from you. It sets the tone of the business relationship — it shows professionalism, clarity and seriousness. A poorly formatted proposal can lose you a client even if you offer a better service than the competition.
For small and medium companies in Bulgaria, the proposal is often the only document before a contract is signed. That is why it must be structured, complete and visually clean.
What a Good Proposal Contains
Every professional proposal should include:
- Company details — full name, UIC, address, manager, phone, email
- Client details — name or company, UIC (if a legal entity), address, contact person
- Number and date — a unique proposal number and date of issue
- Description of services — a clear table with a description, quantity, unit price and total value
- Total amount — subtotal, VAT (if applicable) and final amount
- Validity period — until when the client can accept the proposal
- Payment terms — advance, instalments, upon completion, etc.
Common Mistakes
1. Lack of Structure
A proposal written as free-form text in an email does not inspire trust. A table with services and prices is a must.
2. Incomplete Company Details
If the proposal does not contain the UIC, registered address or manager's name, the client may doubt the legitimacy of the offer.
3. Unclear Prices
"The price depends on the volume" is not a proposal — it is an invitation for a conversation. Give specific numbers or at least a clear range.
4. No Validity Period
A proposal without a deadline creates uncertainty. The standard is 7, 14 or 30 days.
5. Calculation Errors
Manual calculations are risky. An error of even 1 cent can look unprofessional.
How Firmify Helps
With Firmify Business Documents you create a proposal in minutes:
- Company details are filled in automatically from your profile — UIC, address, manager
- Add services in a table — description, quantity, unit price. The total is calculated automatically
- Review and pay — €9 per document, no subscription
- Download the PDF — ready to send to the client
No need to open Word, search for templates or calculate totals manually. The wizard guides you step by step and the document is generated with a professional design.
When to Use a Proposal
- Before signing a service contract
- When responding to an enquiry from a potential client
- When you want to present several options at different prices
- For internal approval before starting a project
Conclusion
A professional proposal is not just a "price list." It is your business card and a deal-closing tool. Invest in structure, clarity and accuracy — or let Firmify do it for you.
For more information see also our guide to business documents.
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