Templates and samples

Technical and financial proposal template: free PDF and Word samples

Looking for a ready technical and financial proposal sample in PDF, or a Word template to start from? Here are six complete samples for different sectors you can download free and read page by page, an explanation of what any proposal template must contain to pass evaluation committees in Saudi government tenders, and how to get an editable Word and Excel version built on your own tender document.

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What does this service cover?

A technical and financial proposal template is a ready structure with fixed sections you fill with your tender data: cover letter, compliance matrix, company profile and experience, scope understanding and methodology, schedule and team, quality and risk plans, then a financial offer letter, a priced bill of quantities and payment terms. A template saves formatting time, but it does not win on its own; what wins is content tailored to the tender document and its evaluation criteria, and correct figures in the financial proposal.

Free technical and financial proposal samples in PDF

Each sample below is a complete technical and financial proposal for one sector, written on the structure of Saudi government tenders. Browse it on the site or download the PDF directly, no registration needed:

What does a technical and financial proposal template contain?

A good template follows the order of the evaluation criteria committees use, so every sample here has the same sections:

Cover page and cover letter with tender and company information.
Compliance matrix linking tender requirements to where they are answered.
Company profile, similar experience and team.
Scope understanding, delivery methodology and acceptance criteria.
Schedule, workforce and organisation chart.
Risk management, quality assurance and safety.
Financial proposal: offer letter, priced bill of quantities, cost breakdown, payment schedule, financial terms and validity, and 15% VAT.

Editable Word and Excel proposal template

The samples above are PDFs for reading and guidance. The editable version, Word for the text and Excel for the bill of quantities, comes from the Ataa AI platform built on your own tender: upload the document, the AI extracts requirements, criteria and the BOQ, and generates a technical and a financial proposal with the same template sections but content specific to your tender, your client and your quantities, which you then export to Word, Excel and PDF.

That difference matters: an empty Word template takes days to fill by hand; a template already filled with your tender data takes an hour to review.

Technical and financial proposal for consultancy services

Consulting tenders carry a higher technical weight and price the financial proposal on expert days rather than a traditional BOQ, so the template differs in the methodology and team sections and in the pricing method. We prepared a separate guide covering the structure, expert-day pricing and professional licensing:

Technical and financial proposal for a specific project

When the request is a proposal for one project, such as construction works, a training programme or a supply to a named entity, a generic template is not enough; the proposal must reflect the scope, duration, site and BOQ of that project. These are the sector guides most requested on Etimad:

Financial proposal meaning, and how it differs from the technical proposal

The financial proposal is the price document of a tender: the priced bill of quantities, an offer letter with the total in figures and words including VAT, and payment terms. The technical proposal proves you can deliver and is scored before the financial one is opened. On Etimad each is uploaded to a separate envelope, and any price in the technical envelope disqualifies the whole bid.

That is why the two parts are clearly separated in our samples; you can take the financial part alone as a financial proposal template, or the technical part alone as a technical proposal template.

How to use a template without it looking like one

Committees read dozens of bids and recognise a copied template from the first page. Use the template for structure and formatting only, then:

Rewrite the scope understanding in the language, figures and sites of the tender document.
Replace every example in the template with a real project from your experience and its completion certificate.
Build the BOQ on the tender form, not on the sample table.
Update the statutory figures: 15% VAT, the bid bond percentage set by the tender, 90-day bid validity.
Delete any section the tender does not ask for, and add what it asks for that the template lacks.

What you get

✓ Six complete samples in PDF, free to download without registration
✓ Structure aligned with government tender evaluation criteria
✓ Editable Word and Excel version built on your own tender
✓ Technical and financial parts separated as Etimad requires
✓ Sector guides for consulting, construction and training
✓ Up-to-date statutory figures: VAT, bonds and validity

How it works

1. Download the closest sample
Read it to know the final shape and the expected sections.
2. Upload your tender
On Ataa AI so the proposal is built on your requirements and BOQ.
3. Edit and export
Review the draft, export Word, Excel and PDF, then upload to Etimad.

Pre-submission checklist

□ No entity name or figure from the original sample remains
□ BOQ built on the tender form, not the sample table
□ Technical proposal without prices; financial proposal with VAT
□ Experience and CVs real and evidenced
□ Bid bond and validity as the tender sets
□ Both files in the PDF format Etimad accepts

Frequently asked questions

Can I download a technical and financial proposal sample PDF for free?

Yes. The six samples at the top of this page download as PDF directly without registration, covering supply, IT, engineering, catering, maintenance and roads.

How do I get a technical and financial proposal template in Word?

From the Ataa AI platform: upload the tender document, it generates the technical and financial proposal with content specific to your tender, then export it to Word for the text, Excel for the BOQ and PDF for upload.

Can a ready template be submitted as is?

No. A template gives structure and formatting, but the committee scores content tailored to its tender. Rewrite the scope, experience and BOQ for every bid.

What is the difference between a financial proposal template and a technical proposal template?

The financial template holds the offer letter, priced BOQ and payment terms. The technical template holds scope understanding, methodology, team, quality and risk with no price. Each goes in its own envelope on Etimad.

Is there a technical and financial proposal sample for consultancy?

Yes, the engineering and design sample above is consultancy in nature, and the consulting services guide explains expert-day pricing and professional licensing requirements.

In which language are proposals submitted in Saudi tenders?

Arabic by default; the tender may allow English or both. Our samples are available in Arabic and English, and Ataa AI generates proposals in both languages.