General business proposal template
Use this general business proposal template to secure new business deals and drive strategic engagement Easily tailor the content with AI now
This general business proposal template serves marketing professionals, sales executives, and project managers seeking to articulate clear strategies and win stakeholder approval through concise, compelling business proposals for impressive results.
The template includes structured slides such as Who We Are, Project Scope, Strategy Development, Financials, and Summary. Each slide is designed to deliver clear messaging and support your marketing objectives.
Leveraging Storydoc’s AI capabilities, you can automatically adjust content, imagery, and colors. Use AI design and writing assistants to modify slides and dynamically import CRM data for a tailored document.
Streamline your proposal refinements with our AI proposal creator



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Storydoc’s key features
Your template comes with an AI assistant that helps you write, rephrase, and ideate your content to perfection.
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.
The data visualization design in Storydoc adapts automatically to your data inputs and your viewers can interact with your charts and graphs.
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.
Any Storydoc document you share will instantly generate engagement analytics you can view and track in Storydoc's out-of-the-box analytic dashboard.
You can embed anything in your Storydoc content. Embed your favorite marketing tools, videos, GIFs, dashboards, live feeds, calendar apps, e-signature, and more.
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?
Who should use this template?
You can use this general business proposal template if you are a marketing professional, sales executive, or project manager seeking to streamline strategy, share proposals, and secure new business opportunities.
What goal is this template meant to serve?
What goal is this template meant to serve?
The goal of the general business proposal template is to help you present strategic marketing plans, engage stakeholders, and drive growth through detailed project scopes and targeted campaign insights effectively.
What does this template include?
What does this template include?
The general business proposal template includes:
Designed to drive clarity and support strategic discussions.
- Who We Are – Team overview
- Project Scope – Detailed service outline
- Strategy Development – Campaign planning framework
- Financials – Cost estimate summary
- Summary – Final project insights
It delivers clear structure and consistently persuasive content.
How to tailor this template with AI?
How to tailor this template with AI?
Storydoc’s AI engine empowers you to automatically import content, images, and color schemes from your provided materials. You can modify slide designs and rewrite sections using AI design and writing assistants, while dynamic variables personalize your document with CRM data for a flawless customized proposal.

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