Quotes and Sales

Ready-to-Use Supply Proposal Template for Businesses

A supply proposal template helps businesses present a clear commercial offer for goods, materials or recurring supplies. It records the supplier and customer details, product specifications, quantities, prices, delivery arrangements, payment terms, validity period and acceptance process, reducing uncertainty before an order is placed.

A supply proposal is a written commercial offer in which a supplier sets out the goods it can provide and the terms on which it is prepared to do so. It gives the prospective customer a structured basis for comparing prices, specifications, delivery schedules and payment conditions. A well-prepared proposal can reduce misunderstandings before a purchase order or supply agreement is issued. This ready-to-use model can be adapted for one-off sales, repeat deliveries or ongoing supply arrangements.

What a supply proposal should cover

The proposal should identify both parties, describe the proposed goods accurately and state the commercial conditions in a way that can be checked later. It should distinguish clearly between the proposal itself and a binding contract, especially where acceptance, purchase orders or separate terms are required.

Use plain, specific language. General phrases such as “delivery as soon as possible” or “quality goods” can create disputes if the customer and supplier understand them differently.

Identification of the parties

Include the legal name, registered address, contact person and relevant registration or tax details for the supplier and intended customer. Confirm that the person receiving the proposal has authority to discuss or accept the offer where this is relevant.

Key fields to include

Document fieldPurposeCommon error
Proposal referenceAllows the offer to be tracked and cited in correspondence.Using no reference number or reusing the same number.
Goods descriptionDefines the exact products, grade, model or specification offered.Relying only on a generic product name.
Quantity and unit priceShows how the total price has been calculated.Failing to state the unit of measure or currency.
Delivery termsSets the delivery location, timing and allocation of transport duties.Leaving the delivery address or lead time unclear.
Payment termsExplains due dates, payment method and any deposit requirement.Not stating whether taxes are included in the price.

Pricing, taxes and payment terms

State the currency, unit price, quantity discounts, delivery charges, taxes and total amount. If prices may change because of exchange rates, raw-material costs or other variables, explain the adjustment mechanism and the circumstances in which it applies.

Payment terms should say when payment falls due, how it must be made and whether a deposit, credit approval or late-payment charge applies. Avoid presenting a price as fixed if it is subject to later confirmation.

Validity of the offer

Every proposal should have a clear expiry date or validity period. This protects the supplier from being asked to honour outdated pricing, stock availability or delivery estimates after commercial conditions have changed.

Editable template

Document template

SUPPLY PROPOSAL

Proposal Reference: ____________________

Place: ____________________     Date: ____________________

Supplier: ____________________

Registered Address: ____________________

Registration / Tax Number: ____________________

Contact Person: ____________________

Customer: ____________________

Registered Address: ____________________

Registration / Tax Number: ____________________

Contact Person: ____________________

The Supplier is pleased to submit the following proposal for the supply of goods to the Customer, subject to the terms and conditions set out below.

Item / Product CodeDescription and SpecificationQuantityUnit PriceTotal Price
____________________________________________________________________________________________________
____________________________________________________________________________________________________
____________________________________________________________________________________________________
Subtotal____________________
Taxes____________________
Delivery / Handling Charges____________________
Total Proposal Value____________________
  1. Scope of supply. The Supplier shall provide the goods described in this proposal in accordance with the stated specifications and quantities.
  2. Price and currency. All prices are stated in ____________________ and are [inclusive / exclusive] of applicable taxes, unless otherwise stated in this proposal.
  3. Delivery. Delivery shall be made to ____________________ by or within ____________________. [Partial deliveries are permitted / Partial deliveries are not permitted].
  4. Payment terms. Payment shall be made by ____________________ within ____________________ days of [invoice date / delivery / acceptance]. Deposit required, if any: ____________________.
  5. Inspection and claims. The Customer shall inspect the goods upon delivery and notify the Supplier in writing of any visible shortage, damage or non-conformity within ____________________ days.
  6. Validity. This proposal remains open for acceptance until ____________________. After that date, the Supplier may revise prices, availability and delivery terms.
  7. Acceptance. Acceptance shall be effective when the Customer signs this proposal, issues a purchase order referring to this proposal, or otherwise confirms acceptance in writing, subject to any agreed conditions.
  8. Additional terms. Any additional agreed terms, technical specifications or attachments are listed here: ____________________.

Supplier authorised representative: ____________________

Name and title: ____________________

Signature: ________________________________

Customer authorised representative: ____________________

Name and title: ____________________

Signature: ________________________________

Edit the text right here. Changes are stored in your browser, and you can print them or export to Word and PDF.

Delivery, quality and acceptance

Define the delivery place, expected lead time, packaging requirements and any partial-delivery arrangements. If delivery dates are estimates rather than guaranteed deadlines, say so expressly and describe how delays will be communicated.

Quality requirements should refer to agreed specifications, samples, technical sheets or applicable standards. The proposal should also state how the customer will inspect the goods and how quickly it must report shortages, defects or non-conformities.

  • Specify the goods by product code, model, grade or technical specification.
  • State quantities and the applicable unit of measure.
  • Clarify whether prices include taxes, shipping and packaging.
  • Identify the delivery location and anticipated delivery period.
  • Set out the deadline and method for accepting the proposal.

How to prepare and send the proposal

Check the commercial information against current stock, supplier costs and the customer’s stated requirements before issuing the document. Keep a dated copy of the final proposal and any referenced attachments, including specifications and price lists.

  1. Collect the customer’s requirements and confirm product specifications.
  2. Calculate prices, taxes, transport costs and any discounts.
  3. Complete the proposal with delivery, payment and validity terms.
  4. Send the proposal and request written acceptance or a purchase order.

Practical recommendation: do not begin supply performance solely on an informal verbal approval where the proposal requires written acceptance, a purchase order or credit approval.

Acceptance and record keeping

Explain how the customer may accept the proposal, such as by signing it, returning a written acceptance, issuing a purchase order or making a required advance payment. If acceptance is subject to additional supplier terms, make those terms available before acceptance.

Retain the proposal, acceptance evidence, correspondence, delivery records and invoices together. These documents may be important if the parties later need to verify the scope of the order or resolve a payment issue.

Frequently asked questions

Is a supply proposal legally binding?

It may become binding depending on its wording, the applicable law and the way it is accepted. Clearly state whether it is an invitation to negotiate, a binding offer, or subject to a later purchase order or contract.

How long should a supply proposal remain valid?

The appropriate period depends on market conditions, stock availability and the type of goods. A short, clearly stated validity period is often useful where prices or lead times can change quickly.

Should delivery costs be included in the quoted price?

They may be included or shown separately, but the proposal should state this clearly. It should also identify any circumstances in which additional transport, handling or customs costs may apply.

References

Written by

Stefano Barcellos

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Es el editor responsable de Cidesp Docs: define qué modelos entran en el catálogo, cómo se estructuran y con qué palabras se explican. Todo texto pasa por sus manos antes de publicarse. Su criterio de partida es simple: quien busca un modelo de documento no quiere aprender redacción jurídica, quiere resolver algo hoy y sin ambigüedades. Por eso cada modelo se revisa en voz alta, se prueba con los campos vacíos a la vista y se descarta cualquier fórmula que esté ahí solo por costumbre. Trabaja con una regla fija: si una frase hay que leerla dos veces, se reescribe. No por estilo, sino porque una frase confusa en un documento es un problema que aparece más tarde, cuando ya nadie puede corregirlo.

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