Personal messages to put on your proposals, quotes and contracts (3 examples)

The meeting went well and it’s time to send the proposal? Super! But what intro or personal message do you write on the proposal?

Start your proposal with a personal message to capture the essence of the project and with a good call to action to get your client to sign.

Place your personal message at the top of your proposal or contract.

Here are 3 examples.

1. The standard greeting we use at Docspo

This is a general template that works great if you send out a lot of similar proposal where the service you offer is quite standardised. Its the standard greeting snipplet we give all new Docspo users.

Hi Jeff,

It was wonderful speaking with you and learning a little about your goals and challenges. As promised here’s the proposal based on your needs and challenges for Amazon Inc.

Don’t hesitate to reach out with any questions, or if you want to discuss any of your ideas in depth.

If all looks good you can accept this proposal at the bottom of this page.

Looking forward to working with you!

Br,
Name

2. The Summary

I use the summary when I have hade a discussion with my client about certain parts of the deal that was very important to them. (If you do special deals remember to use the if i do X then you do Y tactic) This can be certain payment terms or clarification of a specific feature set.

Hi Elon Musk!

Thanks for the call earlier.

Below is the deal that we discussed, as agreed upon i have made sure to include:

• That you are invoiced on a bi-annual basis
• That the set-up fee is included
• And that we will help you onboard your team via a live presentation

If all looks good, sign using the e-sign button at the bottom of the page and we can start implementation immediately.

All the best!
Name

3. The more formal one
This one also works better for more standardise types of projects.

Hi

Thank you for contacting us for this project. We have a long industry experience and have previously done many similar projects.

Attached you find the requested offering and don’t hesitate to contact us with any questions.

We are looking forward to working with you.

Best regards,
Name

Bonus: Free to use template with a personal message