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Proposal, scope and meeting minutes templates

Three Word templates ready to adapt: sales proposal, scope statement and meeting minutes.

Proposal, scope and meeting minutes templates

The templates include what usually goes missing: exclusions, acceptance criteria, how to change scope, decisions and actions with owner and date. Anything that needs filling in is highlighted in yellow.

What you get

  • 10-section sales proposal
  • Scope statement with acceptance criteria
  • Minutes with decisions and actions
  • Fields to fill highlighted in yellow

Product video (Portuguese narration)

Preview

Proposal template opened in Word
Proposal template opened in Word
Scope statement
Scope statement
Meeting minutes
Meeting minutes

Who it's for

  • You provide engineering services
  • You run projects with customers
  • You want to standardize without red tape

Send us one drawing

We return a review with issues found, suggested fixes and a fixed-price scope. Free, under NDA if you need one.