50+ Sample Proposal Forms

Proposal Forms: What Are They?

A proposal form is an important document that is commonly used in applying for an insurance plan. Before an applicant can avail of the insurance benefits, they need to fill out a proposal form with relevant information such as basic details like complete name, legal age, gender, address, and contact information. All these details will help the organization assessing the applicant’s eligibility. Aside from that, proposal forms are also used in different fields including finance, education, and so much more.

According to Better Proposals, proposals sent within 24 hours after the initial meeting creates a 25% more conversion rate than sent in 2-3 days.

The Elements of a Proposal Form

Better Proposals found that sending the proposal within 24 hours after the initial meeting creates a 25% more conversion rate than sent in 2-3 days. In order to be on time to submit your proposal form, you should know what it is consists of. If you know what a proposal form includes, creating one is a lot easier than you think.

Title and Labels: A title is a significant part of a proposal form. It should be easily recognizable and placed on the topmost part of the proposal form.Business Details: The second element of a proposal form is the business details. It contains the organization’s business name, address, and contact information. This part is helpful for queries and other concerns. Blocks: A proposal form should be created based on what intent it serves. And with that, blocks must be aligned with your intention in making the proposal form.

How to Create Insurance Forms

The difference between a full-on proposal and a proposal form is that proposal forms are a simpler version of a complete proposal, which is usually composed of four to six pages. Despite that, both documents have the same goal to prove that you can deliver what is needed. Thus, a quote or a letter can never replace a comprehensive proposal. The following are the steps to make sure your proposal forms work. 

Step 1: It Targets a Specific Client

Any proposal form should be targeted at a specific client. It means it must be tailored to that client’s need. The around this is gathering all the information about a particular client and use this to fill out the proposal form.

Step 2: It Paints a Picture of the Project

Imagery is unconventional for proposal forms, but it helps clients digest all the information quickly. When there are images, you give the reader a short break from the textual and numerical content. By putting all facts into infographics, bar graphs, tables, and bar charts, the form is easier to read.

Step 3: It Highlights Qualifications

If a client does not know who you are and the things you can do, consider indicating qualifications in the proposal form. You may be a qualified applicant but you can be ignored without quantitative facts and actual statistics.

Step 4: Use a Form Template

Have you checked out the templates above? If not, visit our website and unveil a collection of ready-made templates suitable for any need that is personal or business-related. In creating your proposal form, we recommend using a template because it does not require you to start from scratch. Whether working on a business plan or a vacation checklist, our templates will helpful. With a template, you can modify the suggested content and make it your own.


What are examples of proposal forms?

  • Health Insurance Proposal Form
  • Preliminary Grant Proposal Form
  • College Dissertation Proposal Form
  • New Book Proposal Form
  • Empowerment Grant Proposal Form

How is a proposal different from a plan?

A proposal and a plan are two different documents. The main difference between the two is that a plan is a written presentation that sets out goals and steps in achieving those goals while a proposal is a call to action that convinces its readers to do something on what is being proposed.

Why is a proposal form important?

Proposal forms are important because it helps smoothen the process of collecting relevant details from a particular group of people. Also, proposal forms are essential in assessing an applicant’s qualification. What is written on the form will be the deciding factor whether an applicant can proceed to the next stage of the application process.

Like any other form, a proposal form should contribute to the efficiency of an application process. Because of that, it pays to learn how to create a proposal form. If that piques your interest, go to our website and get the chance to sign up for any of our subscription plans. When you are subscribed, you will enjoy perks and more from us!