Pricing Proposal Template

Sign up for Dock for free, create a new workspace, and select the pricing proposal template. Customize it with your branding, pricing structure, and key details, then save it as your own template. When you need to send a proposal, create a copy, tailor it to the client, and share it with a single link.

Yes. Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited templates and workspace usage.

Yes. You can make your own copy, edit the structure, adjust pricing details, and update it for each client.

Yes. Dock makes it easy to tailor pricing structures, add optional services, and include client-specific details while maintaining a consistent format.

Yes. You can keep templates private or share them across your team. Dock allows you to control template visibility and manage access.

A pricing proposal template is a reusable document businesses use to present potential costs, pricing details, and project information in a consistent and efficient way. Whether you're creating a marketing proposal template, construction proposal, cleaning proposal, or real estate project proposal, templates help teams standardize their pricing methodology and streamline their sales process. 

A well-organized proposal outline ensures every professional proposal covers key pricing elements like markup, indirect cost, deliverables, and payment terms — improving accuracy and tracking important metrics like approval rates and deal velocity.

A professional proposal should follow a clear proposal outline and include:

• Cover letter – A brief introduction summarizing your offer and expertise.
• Executive summary – A high-level overview of your services and how they address client needs.
• Pricing breakdown – An itemized list of products, services, or packages with associated costs, markup, and price quotation details. Include both direct costs and indirect costs to provide full transparency.
• Project timeline – Key milestones and delivery dates for the project.
• Payment terms – Accepted payment methods, contract length, and due dates.
• Optional services – Upsell opportunities, service add-ons, or alternate pricing models.
• Next steps – Clear instructions for client approval and follow-up.

A pricing proposal should be used anytime you need to present potential costs to a client before closing a deal. It ensures transparency, prevents misunderstandings, and provides a winning proposal that aligns expectations. Whether you're in SaaS, consulting, real estate, construction, or cleaning services, a pricing proposal with a clear pricing model and defined methodology will help move your sales process forward.

• Keep it clear and concise — Use a clean proposal outline so clients can quickly understand your pricing methodology and price point.
• Use Dock’s interactive format — Create a professional proposal that clients can review, comment on, and approve in one place.
• Highlight value — Focus on deliverables, potential ROI, and how your pricing model aligns with client needs.
• Personalize it — Tailor your project proposal template for each client, including unique cost structures, indirect costs, or custom markups.
• Track engagement — Use Dock’s analytics to follow up when clients view key sections like pricing or the project timeline.

• Vague or incomplete cost proposal details — Always outline pricing, methodology, and exclusions clearly, including both direct and indirect costs.
• Overloading with unnecessary information — Stick to essential project details and pricing breakdowns relevant to the client’s needs.
• Sending static PDFs — Static documents can get lost or outdated. Use Dock’s live proposal software so clients always have access to the most current version.
• ‍No clear call to action — Make it easy for clients to approve and move forward with clear next steps.

Dock makes it easy to share pricing proposal templates across your sales team or marketing team. Store your business proposal templates, sales proposal templates, and project proposal templates in a shared workspace. Control visibility, manage edits, and ensure consistency across all proposals.

• Send a Dock link instead of an attachment so clients can access the latest version anytime.
• Walk through the proposal on a call to highlight key pricing details, cost methodology, and project timeline.
• Monitor engagement with Dock analytics — If a client revisits specific sections like pricing breakdowns or optional services multiple times, it’s a sign to follow up.
• Enable feedback — Clients can leave comments directly in the proposal, improving collaboration throughout the sales process.

Not always. For small deals or returning customers, a quick email may suffice. But for new clients, complex pricing structures, or industries like real estate and construction where potential costs vary, a formal pricing proposal ensures clarity and helps win business.

It depends on the complexity of your offer and the type of proposal. A simple services proposal or cleaning proposal might need only a one-page price quotation. Larger project proposal templates for real estate or construction often require multiple sections to cover deliverables, indirect costs, markups, and a detailed project timeline.

A pricing proposal is usually not legally binding on its own but serves as the foundation for a formal contract. Include terms & conditions or integrate e-signature approval if you want to finalize the agreement.

• Make it easy to read with a clear proposal outline and pricing methodology.
• Use Dock’s interactive design proposal format for real-time review and approval.
• Include an approval button or e-signature option.
• Follow up based on engagement metrics provided by Dock.

Yes. Whether you run a consulting firm, web design service, freelance network, SaaS company, digital marketing agency, ecommerce brand, small business, or real estate enterprise, Dock’s templates are fully customizable to fit your pricing model, cost structure, and proposal methodology.

Yes. Dock’s flexible editor allows you to embed videos, case studies, branded graphics, or a project timeline directly into your marketing proposal template or sales proposal.

Yes. You can structure your proposal with different pricing models, service tiers, optional add-ons, or custom markups to give clients flexibility in their purchasing decision.

Yes. Dock supports approval buttons and integrates with e-signature tools so clients can accept your proposal instantly.

Unlike static proposal samples or PDFs, Dock proposals are live documents. Update details anytime — your client will always see the latest version with accurate potential costs, indirect costs, and price quotation details.

Make sure to position this document not only as a pricing proposal but as a comprehensive business proposal template. Highlight that it also includes valuable supporting materials such as case studies, sales information, project outlines, and service details. Whether you’re creating a construction proposal, cleaning proposal, or cost proposal for a new project, this section sets the stage for your client and provides essential context for the rest of the proposal.

Send a Dock link to keep everything in one place. Walk through the proposal live, highlight key pricing details, indirect costs, and project timeline, and answer any questions.

Most businesses benefit from having multiple templates — for example, one project proposal template for small deals and another for enterprise or real estate projects where pricing methodology and indirect costs are more complex.

Yes. A short testimonial or case study can strengthen a professional proposal by showing real-world success and reinforcing your value at a higher price point.

A Dock workspace is a collaborative space for sharing proposals, onboarding materials, and project documentation. A pricing proposal template is a reusable document within that workspace, designed to streamline your cost proposal process and standardize pricing models.

Yes. Dock provides engagement tracking so you can see when a client views your proposal, which sections they engage with, and how often, allowing you to follow up based on their priorities.

Yes. You can include next steps, key milestones, and a project timeline directly within your proposal for better client alignment and a clearer sales process.

Unlike traditional proposal software that generates static PDFs, Dock offers: 

• Live, interactive proposals that clients and potential clients can engage with anytime.
• Engagement tracking to inform your follow-up strategy.
• A collaborative space for feedback, questions, and approval — making every proposal a winning proposal that’s easy to personalize, share, and manage.