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FREE TEMPLATE / SALES AND COMMERCIAL

Proposal and Acceptance

A project proposal with scope, timeline and price that your client accepts by signing. Only the client signs, and your organisation sends it without signing.

Written for general use, not for one country.

The PDF is free to download. Centilio Sign is free to start.

SALES AND COMMERCIAL / FREE TEMPLATEProposal and AcceptanceFrom (the Provider)ProviderPrepared for (the Client)ClientProjectProjectClientSignature: Ready
PDF, 2 pages, 13 KB
THE DOCUMENT

Read it, fill it in, print it

The whole document, exactly as it prints. Type your answers and they appear in the document as you go. When it reads right, print it or save it as a PDF.

Proposal and Acceptance

A project proposal that the client accepts by signing. Template v1.0.

From (the Provider): Provider

Prepared for (the Client): Client

Project: Project

Date: Proposal date

1. What the Client needs

The client's need

2. Scope and deliverables

The Provider will deliver:

Scope and deliverables

Work not described above is outside the scope and can be added by a written change.

3. Timeline

Timeline: Timeline

The timeline depends on the Client giving feedback, content and approvals on time.

4. Price and payment

Total price: Total price

Payment schedule: Payment schedule

Taxes are added as the law requires. Each invoice is due within 14 days of its date.

5. Assumptions

The price and timeline assume:

Assumptions

6. Terms

  1. Changes to scope, timeline or price are valid only when both parties agree in writing.
  2. Once the Client has paid in full, the Client owns the final deliverables made for it. The Provider keeps its own tools, know how and materials that existed before the project, and lets the Client use any that form part of the deliverables.
  3. Each party keeps the other's confidential information private and uses it only for the project.
  4. If the parties have signed a separate agreement for this work, that agreement wins wherever it conflicts with this proposal.

7. Validity and acceptance

This proposal is valid until: Valid until

By signing below, the Client accepts this proposal and asks the Provider to start the work on these terms. The person signing confirms they have authority to sign for the Client.

ClientSignatureNameDateTitle
THE DOCUMENT

What it covers

The template has 7 parts.

  1. What the Client needs
  2. Scope and deliverables
  3. Timeline
  4. Price and payment
  5. Assumptions
  6. Terms
  7. Validity and acceptance
BEFORE YOU START

What you will be asked

Have these details ready. The template needs them before anyone signs.

  • What is the project called?
  • What does the client need?
  • What will you deliver?
  • How long will the work take?
  • What is the total price?
  • How will the client pay?
  • Until what date is this proposal valid?
  • Does the price depend on any assumptions?Optional
THE PEOPLE

Who signs

Everyone the template names, and what each one does.

  • ClientSigns
THE RIGHT TEMPLATE

Where it fits

For project work with a scope, a timeline and a price. Use the quote for a simple list of items and prices, and a full services agreement for long or complex work.

A CAREFUL CHECK

Before you rely on it

Original Centilio wording, not legal advice. Check that the ownership and confidentiality terms suit the kind of work you do, and add any tax or consumer rules that apply where the client is. Approve it once the payment schedule and validity period suit your business.