A small businessperson may find the need to show an example of a proposal for a contract to a potential client. Small companies and clients often spend time hammering out the details of a contract to ...

Apple's iPad tablet is not a fully-fledged substitute for a laptop or desktop, but the device can perform many of the same tasks. If you regularly travel to meet clients and need to quickly work up ...

I'm in the thick of it every day: writing, reviewing or advising on proposals. Just recently, a proposal of ours swung open the doors to a leading Nigerian bank partnership. It’s these real-life ...

Most people write proposals in a panic. They rush through templates, recycling old content and hoping something sticks. No wonder conversion rates stay low. When you're up against a busy schedule and ...

Use this link to access the spring 2026 proposal form. Please look at this example proposal prior to submitting. We now have two proposal cycles--one in the Fall and one in the Spring--that are of ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...