Online business proposal maker

Transform your business proposals from static PDFs into dynamic, interactive documents. With Flipsnack’s business proposal maker, sales teams, marketers, and service providers can create professional proposals that drive results.

  • Track engagement with advanced analytics
  • Control access with secure sharing
  • Stay on-brand with easy customization

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What is a business proposal?

A business proposal is a formal document to persuade a potential client, partner, or investor to engage in a business relationship. Whether responding to an RFP (Request for Proposal) or proactively pitching a product or service, a well-crafted proposal follows a professional business proposal format and outlines key details such as objectives, solutions, pricing, and expected outcomes. With Flipsnack’s proposal maker, you can create branded interactive presentations that not only inform but also engage and convert.

Create a business proposal

How to create a business proposal

Create professional, data-driven proposals that engage stakeholders and drive business growth by following these steps:

Make a business proposal
  1. 1. Upload PDF proposal

    Start by uploading your existing PDF business proposal to Flipsnack. Our platform will convert it into a digital flipbook, making it easier to present and engage your audience.

  2. 2. Customize and brand your proposal

    Use Flipsnack’s Design Studio to add charts, graphs, videos, and clickable links to make your pitch more compelling. Incorporate your logo, brand colors, and more to maintain a consistent brand identity.

  3. 3. Publish and share your proposal

    Once your proposal is ready, you can share it in multiple ways with your audience. With advanced security options, you have full control over who can view your business proposal online, set access restrictions, and protect sensitive information to maintain confidentiality.

  4. 4. Measure performance & optimize

    Track recipient engagement with your proposal using Flipsnack's in-depth analytics. Use these insights to refine your strategy and improve future proposals.

Discover our selection of business proposal templates

Whether you’re pitching a new client, securing funding, or responding to an RFP, our templates help you structure your proposals with clarity and impact. Easily customize them with your branding, add interactive elements like videos and links, and share them seamlessly with stakeholders. Make a lasting impression with a polished, on-brand proposal in just a few clicks.

See more templates

Benefits of using business proposals

Turn static proposals into interactive business documents

Stand out with interactive proposals that go beyond static PDFs. Add videos, charts, and dynamic elements to showcase your solutions and guide prospects toward a decision. Deliver a more engaging sales experience that helps businesses communicate value effectively and close deals faster.

Business proposal with different interactive elements

Scale your proposal workflow

Create proposals faster with automated workflows, team collaboration tools, and asset libraries. Ensure consistency with locked templates and role-based permissions. Track approvals and maintain corporate standards across your organization.

Different user roles in Flipsnack

Collaborate seamlessly at scale

Keep teams connected and proposals consistent with smart collaboration tools

Protect sensitive business data

Keep your proposals safe with Flipsnack’s security features, including password protection, role-based permissions, and SSO integration. Control access, maintain confidentiality, and align with enterprise security standards.

Different private sharing options in Flipsnack

Optimize your sales performance with data-driven proposals

Accelerate deal closure with data-driven sales proposals. Flipsnack’s engagement analytics let you track how prospects interact with your proposals in real time—see which sections capture the most attention, measure time spent on key pages, and gain insights into client interest. Use this data to refine your messaging, personalize follow-ups, and close deals.

Different analytics in Flipsnack

Most of my clients thought we spent hours and days creating the Flipbooks when in fact it only took minutes to upload a PDF. I have now built out templated guides with several versions of each. Now when a new client comes on I just have to add a customized cover page and change fonts and colors to match my client's branding standards.

Jeffrey Lenderman
Principal and Lead Consultant

AI-powered business proposal maker

Expand your business reach effortlessly with AI-driven automatic translation of entire proposals or selected text. Adapt content for international clients, ensuring clear communication and faster deal closures. Streamline proposal creation, eliminate language barriers, and scale your sales strategy in global markets.

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AI options in Flipsnack

Frequently asked questions

To create a business proposal, follow these steps:
   • Start with a clear business proposal format - Include a title, executive summary, problem statement, and proposed solution to outline your offer effectively.
   • Customize with branding and visuals - Use charts, images, and data to strengthen your case and make the proposal more engaging.
   • Define pricing, timelines, and terms. - Ensure transparency by detailing costs, deliverables, and key milestones.
   • Use Flipsnack to enhance the presentation - Convert your proposal into a dynamic, interactive flipbook with trackable engagement analytics and secure sharing options.
   • Review, refine, and send – Personalize your proposal for the client, check for clarity, and share it digitally or as a downloadable PDF with Flipsnack.

A successful business proposal is clear, persuasive, and client-focused. It should address the client’s problem, present a tailored solution, and highlight measurable benefits. Key elements include a strong executive summary, pricing details, and supporting data. A well-structured, visually engaging, and professionally formatted proposal increases the chances of approval and deal closure.

Yes, Flipsnack provides customizable business proposal templates designed for various industries. Sales teams and marketers can personalize templates with branding, interactive elements, and multimedia to create professional, engaging proposals. Flipsnack also offers collaboration tools and secure sharing options, making it easy to streamline proposal creation and distribution.

Yes, Flipsnack offers secure sharing options to protect your business proposals. You can restrict access with passwords, set role-based permissions, and enable Single Sign-On (SSO) for enterprise security. Flipsnack also allows you to share proposals via private links or embed them with domain restrictions, ensuring only authorized recipients can view your content.

Drive results with interactive business proposals