Top 10 Free Proposal & Pitch Templates

Create winning proposals and pitches in Notion. Use our templates to customize every aspect of your proposal, from design to content, for a polished and professional look.

What Should Proposals & Pitches Templates Include?

Choosing the right template for proposals and pitches can significantly streamline your presentation process, ensuring you communicate your ideas clearly and effectively. Here are key components to look for:

  1. Executive Summary: This section should succinctly outline the main points of your proposal, capturing the essence of your pitch and why it matters.

  2. Detailed Project Plan: A good template will include a section for detailing the steps, timelines, and resources required, helping you present a clear path to project completion.

  3. Cost Estimates: Transparency in budgeting builds trust. Ensure the template allows for detailed cost breakdowns, including direct and indirect expenses.

  4. Case Studies or Testimonials: Including a section for past successes or testimonials can bolster your credibility and illustrate the potential success of your proposal.

Ultimately, the best templates help you present your ideas in a structured, professional manner while being flexible enough to cater to the specifics of your project or pitch.

What Should Proposals & Pitches Templates Avoid?

When selecting a template for proposals and pitches in Notion, it's important to be aware of certain elements that can detract from your presentation's effectiveness. Here are three key components to steer clear of:

  1. Overly Complex Designs: Templates with too many design elements can be distracting. Choose a template that is clean and professional to ensure your content stands out.

  2. Undefined Sections: Avoid templates that do not have clearly defined sections for different content types. A well-structured template helps in organizing information logically and makes it easier to follow.

  3. Generic Content: Steer clear of templates that include too much pre-filled generic content. These can limit your ability to personalize and tailor the proposal to your audience and objectives.

Choosing the right template involves looking for simplicity, clarity, and customization potential to effectively convey your message and engage your audience.

1AI Pitch Generator

Not sure where to start on your startup or product pitch? Get started with Notion AI.

Craft the perfect narrative that will help you land your next round of funding and give your investors confidence.

A template preview for AI Pitch Generator

2The Ultimate Data Room

Embark on your entrepreneurial journey with confidence using my Startup Data Room Template. This all-encompassing toolkit is designed to get you in touch with what you need in your data room for a successful fundraising. You can use it as centralized hub for crucial information across three key domains: Investment, Legal, and Commercial. Yet, it's primarily made to inform you about what you need and aggregate all the information in a central spot.

🌐 Investment Round:
- Pitch Deck: Craft an irresistible presentation that captivates investors.
- Vision and Strat: Define your startup's vision and strategic objectives.
- Metrics Dashboard: Visualize your performance metrics with clarity.
- Financial Model: Build a robust financial model for insightful projections.
- Financial Plan: Develop a comprehensive plan for financial success.
- Market Size Analysis: Dive into detailed market size assessments.
- Cap Table: Manage and organize your capitalization table effortlessly.
- Competitive Analysis: Conduct a thorough analysis of your competitive landscape.
- Valuation Analysis: Dive into detailed valuation assessments.
- Term Sheet: Clearly outline the terms of your investment deal.
- Investors FAQ: Anticipate and address potential investor queries.

⚖️ Legal Cornerstones:
- Company Registration: Navigate the process of company registration seamlessly.
- Memorandum of Association: Formalize your company's structure.
- Articles of Association: Outline the articles governing your startup.
- SEIS/EIS Advance Assurance: Secure tax benefits with advance assurance.
- Employment Contracts: Establish clear and comprehensive employment terms.
- NED LoA: Formalize agreements with Non-Executive Directors.
- Advisors and Consultant Contracts: Structure agreements with key contributors.
- Sweat Equity: Define terms for contributors receiving equity.
- IP: Safeguard your intellectual property.
- Insurances: Ensure comprehensive insurance coverage.

📈 Commercial:
- Business Roadmap: Develop a clear roadmap for your business journey.
- Strategic Roadmap: Align your strategies with a well-defined roadmap.
- GTM Strategy: Nail your go-to-market strategy for success.
- Product Demo: Showcase your product with a compelling demo.
- Marketing Plan: Execute your marketing plans with precision.
- Sales Pipeline: Manage and optimize your sales pipeline effectively.
- Commercial Agreements: Document and streamline your commercial agreements.
- Commercial Contracts: Outline the details of your commercial contracts.
- Feasibility Reports: Prepare detailed reports outlining project feasibility.
- Employees and Hiring Plan: Plan for growth with a detailed hiring strategy.


A template preview for The Ultimate Data Room

3Creative Brief

A simple document to help you organize all requirements and information needed to enable smooth collaboration with agencies and freelancers.

A template preview for Creative Brief

4Presentation Assistant w/ AI

Experience a new level of efficiency in presentation preparation with our meticulously crafted Notion template. Seamlessly integrate AI prompts that guide you through content creation, providing valuable insights and enhancing the overall structure of your presentation. Navigate the preparation process effortlessly with a comprehensive checklist included in the template, ensuring no crucial aspect is overlooked. Whether you're a seasoned presenter or just starting, this versatile template empowers you to create engaging and impactful presentations with ease, making your preparation journey both insightful and efficient.

A template preview for Presentation Assistant w/ AI

5Startup Pitch Deck

Launch your startup's vision with this Notion template, designed to compellingly present your business ideas, market analysis, and strategic plans to potential investors and partners.

A template preview for Startup Pitch Deck

6Pitch deck

Impress investors with an interactive Notion page instead. Anticipate all possible questions they might have about your business, without overwhelming them with information.

Use Notion galleries to display your major use cases, customers, and team. Add more text, images, and details into the gallery subpages so investors can choose to read more about what they're interested in. You can also include a competitor database to show investors a quick overview of how you measure up features-wise.

A template preview for Pitch deck

7Design Brief

A simple document to help you organize all requirements and information needed for effective execution of design projects.

A template preview for Design Brief

8PRD (Product requirements doc)

A product requirements doc is critical to organizing and validating the thoughts around a new feature or product build. This template enables you to start collecting requirements and begin sequencing work.

A template preview for PRD (Product requirements doc)

9Pitch Deck Template

Stand out from the crowd and create your pitch deck using Notion. This template structure is based on an analysis of the most successful startup pitch decks, and it helps you build a compelling pitch deck that can get you funded.

A template preview for Pitch Deck Template

10Product 1-Pager

This template facilitates the strategic planning of your initiative by helping you define its description, identify the problem it solves, evaluate its worth, and determine success criteria. It also guides you in setting the target audience, formulating the experiment plan, and establishing milestones.

A template preview for Product 1-Pager

Closing Thoughts

Utilizing these templates streamlines your proposal process, saving you time and enhancing your professional image. They are designed to be easily customizable to fit any project or client.

By adopting these tools, you can increase your efficiency and improve your success rate. Start implementing them today to see immediate benefits in your workflow and client interactions.

What is a Value Proposition?

A statement that summarizes why a customer would choose a particular product, highlighting the unique value the product provides over its competitors.

What is an Elevator Pitch?

A brief, persuasive speech that sparks interest in a project, idea, or product, designed to be delivered in the time span of an elevator ride.

What is a Stakeholder Map?

A visual diagram that identifies and categorizes the key players who can influence or are impacted by a project or business initiative.

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