Proposal Pre-Send Checklist

This checklist is for anyone sending a business proposal to a client, partner, or investor. It gives you a one-page proposal pre-send checklist in letter PDF format, with items to review before you send the final document.

Free printable · PDF

1 page
US Letter — choose “Fit to page” for A4
PDF, 51 KB

Download free PDF

Free for personal, family and classroom use.

Print it or keep it open on screen while you proofread your proposal, confirm the details, and check that everything is included. Use it as a last step before sharing the file so you can catch missing pieces and small errors.

Good for

Proofread a business proposal before sending
Check required sections are included
Review final details before client delivery

Tip: Print it single-sided and keep it with your proposal draft for a final review.

8 files · PDF, DOCX, XLSX

Get every sheet: Business Proposal Template Kit

This sheet plus 7 more in one download, with the editable Word and Excel files. Four proposal templates, an executive summary, cover letter, Excel pricing & timeline workbook and a pre-send checklist.

$12.00 USD, one-time 8 files · about $1.50 each