Proposal Template


Make it easy for the client to customize proposals to prospective customers while maintaining a consistent brand. Standardize the layout and content architecture to facilitate comparison of different options.


Design a proposal template based on information frequently presented. Assemble a library of key points for popular destinations that can be included in future proposals.


Since this client was in the business of site selection, the type of information in proposals is often similar; however the source of the data (supplier proposals, tourist information, conference sources) is frequently in many different formats. The final template allowed our client to quickly sort information, save pertinent details for future reference, and present a professional and useful overview of services and easily comparable options to their own prospective customers. Research into select destinations formed the basis for a library for the client to add to and draw from in the future.


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