Monday, September 19, 2011

Premium Proposal Template - w/ Contract and Invoice

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This pack includes design templates for the following documents:
Proposal – Long Version (structure matches that of a real world proposal)

    • 3 Cover Options

    • Table of Contents (Can update with one click through InDesign TOC feature)

    • Cover Letter

    • Goals & Objectives

    • Project Recommendations

    • Project Timeline

    • Project Team

    • Recent Projects

    • Deliverables & Services Overview

    • Detailed Fee Estimate (table linked from included Excel file)

    • Design Package Plan

    • Optional Services

    • Terms and Conditions

    • Conclusion

    • Acceptance of Proposal

Proposal – Short Version in InDesign and in Word (3 pages w/ signature area, structure matches that of a real world proposal)

Contract Agreement (1 page)

Completion Form (1 page)

Invoice built entirely in InDesign

Invoice built entirely in Excel with formulas set up (1 page)

Client Project Information Sheet (1 page)

Files Included:
All files in InDesign CS3
Interchange files for use in versions below CS3
Also includes versions of short proposal in Microsoft Word along with detailed fees estimate table and entire invoice in Excel

InDesign Features Used:
Master Pages
Automated Table of Contents (Paragraph styles assigned to each page heading, can update TOC after rearranging pages, deleting pages or adding pages with just one click!)
Character Styles
Linked Excel Spreadsheet for Detailed Fee Estimate

Swiss 721. If you don’t have Swiss on your machine you can buy it here:

Additional Perks:
Help File / CMYK / Print Ready

This is a design template only!! ALL TEXT IS PLACEHOLDER TEXT . Please note that while the structure matches that of a real world proposal and some text is inspired by actual text, it is intended as a placeholder only and should be carefully reviewed, analyzed and edited prior to submission. Patata takes zero responsibility for projects lost due to inappropriate fees and fee estimates.


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