---
title: "Service proposal template — Swiss typographic style, priced by stages | Naimi"
description: "A universal B2B service proposal template: the client’s problem in your words, a staged estimate with prices, how you work and the terms. Swiss typographic design, personalized per client — web link, PDF or PowerPoint."
url: https://naimi.ai/templates/service-proposal
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**Service proposal — Swiss mono**

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→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/ridgeline-outfitters-7330bd)

For [Consulting](https://naimi.ai/templates?industry=consulting) · [IT services](https://naimi.ai/templates?industry=it-services) · [Agencies](https://naimi.ai/templates?industry=agencies) · [Sales](https://naimi.ai/templates?team=sales)

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

1.  Cover
2.  The problem
3.  Estimate
4.  How we work
5.  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.

1.  ### 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.
    
2.  ### 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.
    
3.  ### 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.

more templates

## Close to this one.

- [Studio proposal — paper](https://naimi.ai/templates/design-studio-proposal) — Proposal · 5 slides: Styled as a printed document: process, stage-based estimate and a signature block. [Preview](https://app.naimi.ai/bluebird-coffee-roasters-b8b367)
- [B2B services — dark premium](https://naimi.ai/templates/b2b-services-presentation) — Sales deck · 6 slides: Consulting presentation in a premium theme: practices, priorities and a roadmap. [Preview](https://app.naimi.ai/truenorth-logistics-42fd87)
- [Managed IT services quote](https://naimi.ai/templates/managed-services-quote) — Quote · 5 pages: A monthly services quote: service blocks with prices, two SLA tiers the client picks in the document. [Preview](https://naimi.ai/images/docs/service-quote-full.webp)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime