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Plantilla Business proposal

de Atlassian

Craft a compelling pitch to showcase your business or project.

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Comunicación

Documentación

Trabajo con ideas

Categorías

Gestión de proyectos

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Engage leaders and prospects immediately with a well-structured business proposal template. A strong proposal showcases your deep understanding of the business and the challenges they face. By clearly articulating the problem, you can demonstrate that you’ve done your research and know the key issues they need to address. This level of understanding establishes credibility and builds confidence in your ability to deliver value.

The template further allows you to present your proposed solution in a way that directly aligns with their goals. Focusing on how your solution meets their specific needs makes it easier for decision-makers to see the potential impact of your approach. The clear, organized format ensures your message comes across effectively, helping you capture attention and keep stakeholders engaged throughout the process.

Presentación
Ventajas
Consejos prácticos
¿Por qué Confluence?

What is a business proposal template?

Whether you’re presenting a business-level solution to clients or a project to stakeholders within your company, business proposals highlight the benefits of your solution with a clear understanding of the problem it solves. A template helps structure and present the critical components of the business proposal, ensuring clarity and consistency. It typically includes sections defining the problem, proposing a solution, outlining the scope, and highlighting the benefits. This format lets you communicate your understanding of the business issue and how your solution aligns with the client’s goals or stakeholder needs.

The template serves as a guideline, making it easier to cover all essential points without overlooking key details. It also provides flexibility, allowing customization to meet specific business requirements or client expectations. This flexibility enables teams to adapt the template to different contexts while maintaining consistency.

Ventajas de usar una plantilla de propuesta de negocio

Time efficiency

The business proposal template streamlines the process of collecting and organizing content and building the presentation, saving valuable time by including the most critical information. Confluence templates, like the business proposal template, offer macros to insert project calendars, timelines, and table formats for time-based action items.

Teams no longer have to sift through emails and notes to check on the status of a requested review or questions in the proposal. Everything is in one document, making it easy to see what is still outstanding and what they have resolved.

Consistency

Managing multiple proposals doesn’t have to be complicated. With the business proposal template, you can maintain a uniform format and structure with professionalism and clarity across various presentations.

Confluence pages offer flexible documentation, including text, images, code, and tables. Confluence spaces allow you to organize all necessary supporting documents in one location for easy reference, and flexible permissions let you determine who can see or edit which documents are within the space.

Menos costes

Reducir el tiempo necesario para crear propuestas ahorra dinero a las empresas. La plantilla de propuesta de negocio optimiza la organización y la información de formato para que puedas cerciorarte de que tu propuesta incluye la información pertinente y pasar a presentarla.

Flexibilidad

Confluence te permite personalizar las plantillas de propuestas de negocio para adaptarlas a las distintas necesidades de tu empresa o a los diversos requisitos del sector. También puedes personalizar varias plantillas para adaptarlas a proyectos o clientes diferentes.

Collaboration

Collaboration is critical to top-notch proposals, and the multi-user version of the business proposal template allows team members to edit documents simultaneously. Members can add comments, @mentions, and emojis to collect and discuss feedback while working in a standardized framework.

Orientación

La plantilla de propuesta de negocio de Confluence incluye instrucciones y directrices que te orientarán a la hora de crear tu propuesta. Por ejemplo, ¿has expresado con claridad el problema o el reto en cuestión? La plantilla te ayuda a dar respuesta a las preguntas del público antes de que te las hagan.

How to use a business proposal template

Write an introduction

The introduction of a business proposal is a concise summary of what you’re presenting. It provides information about your business or project as it fits into your strategic plan.

The introduction is an excellent place to include your mission and vision statements so your audience understands how you perceive your work. Avoid adding too many details; you can do that in the sections below.

Define el enunciado del problema

Explica claramente el problema o el reto que tu propuesta pretende abordar. Por ejemplo, una solución para un comercio minorista podría abordar las malas valoraciones de la experiencia de usuario que los clientes dan sobre las máquinas de autopago.

Presentar la solución que propones

La solución es donde puedes brillar de verdad. Tu público ya conoce el problema, así que debes incluir información detallada sobre lo que hace tu solución, su funcionamiento, sus ventajas y su viabilidad general. También puedes incluir la experiencia y las cualificaciones exclusivas de tu empresa o equipo para solucionar el problema.

Provide an implementation plan

An implementation plan demonstrates your preparedness. Detail the steps to implement the proposed solution, including the timeline and the project management approach. Call out significant milestones here to help your audience visualize the linear project plan.

Outline costs

Whether you’re presenting to leadership or a client, you must include the estimated project cost. Break down the financial costs with budget estimates and resource requirements. If possible, consider giving the recipient options, such as the cost to provide Good, Better, and Best solutions, with details of what each cost breakdown offers.

Conclude with a call to action

Don’t forget to ask your audience to take the desired action. That may be project approval, collaboration, or a request to do business together. For more complex projects and implementations, you might include collaborating on a strategic planning framework or setting goals. Keep the conversation open for future opportunities.

Use a free business proposal template in Confluence

Confluence offers a connected workspace that brings team members together to collaborate and seamlessly move from proposal to project. Teams can create, edit, and share all the necessary elements of a project or plan in one location, keeping everyone on the same page.

Confluence’s collaborative features and flexibility make it an ideal tool for creating and managing business proposals. Teams can build proposals that include key sections like problem statements, proposed solutions, and metrics for success, all while collaborating in real-time. With its ability to embed project calendars, tables, and timelines, Confluence helps streamline the proposal process, allowing stakeholders to seamlessly access, edit, and comment on drafts.

It also integrates with project management tools like Jira, so it’s simple to move from proposal to execution within a single, easy-to-navigate platform.

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