General business proposal template

Use this general business proposal template to secure stakeholder approval and drive significant business growth. Easily tailor the content with AI

This general business proposal template is designed for marketing professionals, business executives, entrepreneurs, and project managers seeking to articulate strategic plans, secure investments, and drive growth through persuasive proposals successfully.

This template features a dynamic cover slide, detailed overview, strategic planning, budget analysis, and terms slide. Each section is meticulously crafted to enhance clarity, deliver results, and boost credibility exceptionally.

Utilize Storydoc’s AI engine to automate content personalization. It adjusts images, colors, and text styles while refining tone using dynamic data integration and intelligent design, ensuring a customized, brand-consistent proposal.

Elevate your proposal seamlessly using our AI proposal creator

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Features included:

AI writing assistant

Your template comes with an AI assistant that helps you write, rephrase, and ideate your content to perfection.

AI design assistant

The AI design assistant helps you reimagine your slide design and try different slide layouts in a snap to fit your vision while keeping your content intact.

Interactive data visualization

The data visualization design in Storydoc adapts automatically to your data inputs and your viewers can interact with your charts and graphs.

Dynamic variables

You can use dynamic variables in your Storydoc content (like in Email Marketing) to populate fields anywhere in your document and create personalized versions with a click.

Analytics

Any Storydoc document you share will instantly generate engagement analytics you can view and track in Storydoc's out-of-the-box analytic dashboard.

Embeddings

You can embed anything in your Storydoc content. Embed your favorite marketing tools, videos, GIFs, dashboards, live feeds, calendar apps, e-signature, and more.

CRM Integrations

Storydoc can be integrated through API into your workflow so you can use your Storydoc content directly from your CRM, ERP, ALS, LMS, or whichever platform you work on daily.

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FAQ

Who should use this template?

Designed for marketing professionals, business executives, entrepreneurs, and project managers, this general business proposal template supports your efforts in outlining strategic initiatives, showcasing plans, and securing stakeholder approval for campaigns.

What goal is this template meant to serve?

The goal of this general business proposal template is to help you create compelling proposals that clearly outline marketing strategies, define objectives, showcase innovative ideas, and drive successful business outcomes.

What does this template include?

The general business proposal template includes:

  1. Cover – Eye-catching title and branding
  2. Overview – Project background and objectives
  3. Strategy – Detailed marketing approach overview
  4. Budget – Comprehensive cost estimation details
  5. Terms – Clear agreement conditions and next steps

Each slide is purposefully designed for clarity.

How to tailor this template with AI?

Enhance your general business proposal template using Storydoc’s AI engine. Quickly scan source materials like websites, PDFs, or text to auto-adjust content, images, styles, and branding. Rely on AI design and writing assistants for personalized slide modifications and dynamic content integration for optimal document performance.

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