Guide

Proposal template

A good proposal sells the outcome before it lists the price. Magnus structures yours that way - problem, approach, scope, budget, timeline - written in your company's voice.

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What Magnus asks for

The client, what is being proposed, the budget or price, and the timeline. All optional - blanks stay [placeholders] you can fill in later.

Generate it in four clicks

  1. Open FILES from the top navigation and switch to the TEMPLATES tab.
  2. Click the Proposal card - a short form opens listing the details Magnus can use.
  3. Describe the project in a sentence or two and add the budget and timeline if you know them.
  4. Click Generate. The draft lands in FILES, ready to edit or export as PDF, DOCX, or Markdown.

Tips

  • The more concrete the 'what is being proposed' field, the sharper the scope section comes out.
  • Follow the proposal with the Service agreement template once the client says yes.
  • Ask Magnus in chat to tighten or expand any section after generating - the document stays editable.