presentation · Proposal

Service proposal template

A universal service proposal for consultants and B2B vendors: white sheet, black ink, one red accent. The estimate is built stage by stage in the form; the client reads it as a document.

Start with this template→ Open the live example ↗

app.naimi.ai/ridgeline-outfitters-7330bd

Service proposal — Swiss mono — real Naimi template, personalized for Ridgeline Outfitters

what’s inside

5 slides, 12 personalized fields, and what happens on the page.

Swiss mono — white sheet, black ink, one red accent, hard rules and oversized numerals.

Slides

Cover
The problem
Estimate
How we work
Terms

Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

Client company
Contact
Proposal number
Project title
Our understanding
Timeline estimate
Proposal date
Valid through
Terms
Account owner
Owner’s contact
Stages with line items and prices

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

Staged estimate from the stages editor: each stage with its line items and price, totals computed
Validity date on the cover
No client-side controls by design — a static document that is still tracked, notified and editable after sending

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

From this template to a client’s link.

Make it yours

Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
Personalize per client

Fill the fields for a real client the way the example was filled for Ridgeline Outfitters: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
Send one link

The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.

faq

About this template.

How is the estimate entered?

Through the stages editor in the personalization form: each stage has a title, a price and its line items. The proposal renders the table and the total; there is nothing to lay out.

Can the client accept it on the page?

This template is deliberately a static document. If you want an accept button, a deposit or a scope slider, start from the design studio proposal or the kitchen remodel proposal, or ask Studio or your agent to add one.

Does it export to PDF well?

Yes — it was designed as a document first, so the PDF reads like a printed proposal. Editable PowerPoint export is available too.

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