Design proposal template

Great design starts with well-defined goals, specific deliverables, and effective communication. Without a structured proposal, creative projects can quickly lose their way. This design proposal template helps designers, agencies, and clients coordinate on project scope, timelines, and expectations from the start.

When you’re pitching a new website, branding package, or ad campaign, Asana’s design proposal template organizes the entire proposal process in one workspace. It ensures your team presents ideas with precision and keeps clients confident in what they’re getting.

Who benefits from design proposal templates?

Design professionals and creative teams use proposal templates to communicate project details, establish expectations early, and obtain approvals more quickly. Here are common types of templates and who uses them:

1. Web design proposal template: Used by UX/UI designers and developers to outline website goals, wireframes, and timelines for digital projects.

2. Graphic design proposal template: Helps creative teams and agencies present branding, advertising, or visual campaign concepts to clients.

3. Logo design proposal template: Used by brand designers and freelancers to showcase logo concepts, color schemes, and revision cycles professionally.

4. Interior design proposal template: Helps interior designers and architects organize design ideas, materials, and budgets for client review.

5. Product design proposal template: Used by industrial and product design teams to present prototypes, specifications, and production timelines.

6. Project proposal template: Ideal for project managers and cross-functional teams to define scope, deliverables, and approval workflows.

7. Marketing proposal template: Used by marketing teams and agencies to pitch campaigns, ad strategies, and creative executions to clients.

8. Business proposal template: Helps sales, operations, or consulting teams outline services, pricing, and timelines for potential partnerships.

Why use Asana’s design proposal template

Creating proposals manually can slow down your pitching process in competitive industries (when every second counts). With Asana’s design proposal template, your team can create proposals that are organized, consistent, and easy to share while collaborating in real time.

Benefits of using a design proposal template include:

• Standardize proposal structure across teams and clients

• Collaborate on design deliverables and feedback in one place

• Track proposal progress, revisions, and approvals visually

• Centralize supporting files like briefs, mockups, and budgets

• Save time with reusable templates for future projects

How to use a design proposal template

This design proposal template helps creative professionals build and manage client-ready proposals step by step. When you’re preparing a professional proposal for a website design, digital marketing, or real estate project, this editable design proposal template allows you to organize ideas, timelines, and approvals in one shared workspace.

Step 1: Create your introduction

Start in the Introduction section to make a strong first impression. Include your company name, team members, and a short cover letter explaining your project vision and value proposition.

Add brand visuals, choose a clean font, and link to a pitch deck or previous examples of your best work. This introduction sets the tone for your proposal writing and helps potential clients understand your creative direction from the start.

Step 2: Outline your project overview and objectives

In the Project Overview and Objectives section, summarize the client’s needs, the problem you’re solving, and the outcomes you’ll deliver. Keep your writing focused on objectives and outcomes. If your work involves business plans, e-commerce, or sales proposals, this section helps clients visualize the opportunity and understand how your design supports their goals. 

Step 3: Detail your proposed solution and approach

Use the Proposed Solution and Approach section to describe how your team will bring the project to life. Break your creative process into phases from concept and development to review and delivery.

In this section, you highlight your unique process, tools, or creative strategy. For example, include references to your SEO or social media design methods, if relevant, to show how your proposal fits into a broader marketing strategy.

Step 4: Define the scope of work and deliverables

In the Scope of Work and Deliverables section, list every component of your project. Include design assets, revisions, and milestones. Each task should specify deliverable owners, approval checkpoints, and design complexity for visibility. This section helps both teams and clients streamline communication by setting boundaries and deliverables. 

Step 5: Build your project timeline

Switch to Project Timeline to lay out milestones and deadlines. Use Asana’s timeline view to visualize the step-by-step process of each phase. Assign tasks to team members, set due dates, and add dependencies to prevent overlaps. 

Step 6: Detail investment and pricing

Finally, use Investment and Pricing to outline budgets, payment terms, and approval checkpoints. Include key information such as project costs, additional services, and sponsorship opportunities. Add tasks for sending invoices or tracking e-signatures to finalize agreements. Keeping this data in one place ensures financial transparency and reinforces trust with potential clients before work begins.

Asana design proposal features

Asana features turn your design proposal template into a collaborative workspace that integrates ideas, timelines, and approvals. We included a few of our favorite design proposal features, but you can customize your template using any feature from our library.

Custom fields

Track project types, proposal stages, client names, and budgets. Custom fields make it easy to filter and report on proposal progress across clients or departments.

Timeline

Visualize deadlines, dependencies, and review cycles in one interactive schedule. Timeline keeps your creative proposals on track from draft to delivery.

Approvals

Simplify sign-offs by assigning approvers and tracking feedback. Approvals ensure that revisions are documented and decisions are made before moving forward.

Attachments

Add mockups, design assets, and client references directly to proposal tasks. Attachments eliminate version confusion and keep all project materials in one place.

Rules

Automate repetitive steps like assigning tasks, updating proposal stages, or notifying clients when approvals are complete. Rules keep your workflow consistent and efficient.

Recommended integrations for your design proposal templates

Integrations connect your Asana design proposal template with the creative tools you already use. Some of our most popular integrations are listed below; visit our app hub to find the platforms your team regularly uses.

Slack

Send automatic updates about proposal approvals, revisions, or new client requests to your creative Slack channels for faster collaboration.

Google Drive

Attach creative briefs, presentations, and design assets from Drive directly into Asana tasks for easy access and version control.

Figma

Link live design files or prototypes to your proposal. Clients can view real-time updates and comment directly within the design context.

Canva

Embed Canva visuals or presentation decks into proposal tasks. This integration is ideal for teams preparing visual mockups or marketing campaigns.

DocuSign

Collect client signatures for proposal approval without leaving Asana. Streamlined sign-offs make it easy to close deals faster.

FAQs about design proposal templates