How to fill in this business proposal
- 1Business name
e.g. Cruz Creative Studio - 2Business address
e.g. Unit 508, Cityland Tower, 154 H.V. dela Costa St., Makati City - 3Phone and email
e.g. 0917 604 2281 · hello@cruzcreative.ph - 4Proposal number
e.g. P-2026-031 - 5Date
e.g. November 12, 2026 - 6Valid until
e.g. December 15, 2026
What a services proposal should cover
A Philippine client — a business owner, a school or an LGU office — reads a proposal to answer four questions: do you understand us, what exactly will we get, when, and for how much. Each section of this paper answers one.
- Background: the client's situation and the result they want, in two or three sentences.
- Scope of work: each deliverable as its own line, so both sides can tick it off.
- Timeline: the phases with how long each takes and a target date.
- Investment: the priced lines, the total, and the total in words.
- Terms: payment schedule, validity, what is not included, and how changes are handled.
Before you send it
Clients approve the proposals that are easy to check and hard to misunderstand.
- Use the client's own words for their problem in the background — it shows you listened.
- Every promise in the scope has a line in the timeline or the price; nothing is "free" by surprise.
- Give a validity date for the prices, and say what a change in scope costs.
- Number your proposals so a signed one can be traced to its invoice later.
Questions people ask
What is the difference between a proposal and a quotation?
A quotation lists prices. A proposal also explains the client's need, what exactly you will do, the schedule and the terms — it is what you send when the client is choosing between suppliers on more than price. Both end with a conforme the client signs to accept.
Does a signed conforme make it a contract?
Yes, in practice: an offer accepted in writing binds both sides to what it says (Civil Code, Art. 1319). That is why the scope, the payment terms and the cancellation rule should be clear. For large or long jobs, follow it with a full service agreement.
Should I state VAT?
Always say whether prices are VAT-inclusive, exclusive of 12% VAT, or that you are non-VAT. The client's accounting needs to know what your sales invoice will show.
Can I reuse my letterhead and terms?
Save the proposal to My Desk. Next time open it, change the client, the scope and the prices, and download. Saved papers are encrypted — we never read them.
This page explains common practice and is not legal advice. Offices set their own rules — when in doubt, call ahead or ask your notary or lawyer.