Sales Hub/ Proposal Templates

Proposal Templates

Use this page when you need to build, write, or reference a proposal. Start with the writing guide, choose the correct service template, then review past examples before sending anything to a client.

Step One

Confirm the service

Identify whether the opportunity is courier, brokerage, NRI, trade compliance, IFF, warehousing, or Canada-Ship.

Step Two

Use the right proposal

Open the correct service template instead of starting from a blank file or old example.

Step Three

Review before sending

Check pricing, scope, customer details, next steps, and service expectations before sending externally.

Start Here

Build the proposal in the right order.

This flow keeps new reps from guessing where to start or sending a proposal before scope, pricing, and service fit are clear.

1

Confirm the opportunity

Understand what the client is asking for, what service is being sold, and whether this is single-service or multi-service.

2

Open proposal writing

Use the writing guide to structure the proposal, position value, and avoid a generic document.

3

Select the service template

Choose the matching proposal template from the service library below.

4

Review past proposals

Use examples for reference, but update scope, pricing, service language, and customer details before sending.

Proposal Library

Choose the proposal by service type.

These are the proposal paths from the original Proposal Templates page, reorganized so a new sales rep can find the right starting point quickly.

Courier

Courier Proposal

Use this when the opportunity is focused on courier services, parcel movement, route support, or regional delivery solutions.

Transborder

Transborder / Canada-Ship Proposal

Use this for Canada-Ship, crossborder parcel, and transborder proposal work.

Brokerage

Canadian Customs Brokerage Proposal

Use this when the opportunity involves Canadian import clearance, customs setup, or Canadian brokerage support.

NRI

Non-Resident Importer Proposal

Use this for U.S. or foreign companies that need help becoming or operating as a Canadian Non-Resident Importer.

U.S. Brokerage

U.S. Customs Brokerage Proposal

Use this for U.S. import clearance opportunities and Frontier North America brokerage proposal work.

Compliance

Trade Compliance Proposal

Use this for trade compliance, classification, origin, agreement, audit, or advisory-style opportunities.

IFF

International Freight Forwarding Proposal

Use this for air, ocean, import forwarding, export forwarding, or international movement opportunities.

Warehousing

Warehousing Proposal

Use this for warehousing, fulfillment, inventory storage, distribution, or value-added warehouse service opportunities.

Reference

Past Proposal Examples

Use past proposals to understand structure and positioning, but never copy without updating pricing, scope, and current details.

Writing Support

Use the writing guide before sending.

Proposal templates give you the structure. The writing guide helps you frame the client’s problem, Frontier’s solution, and the next step clearly.

Guide

Intro to Proposal Writing

Start here if you need help structuring the proposal, writing clearer value statements, or organizing the recommendation.

Sales Area

Sales Dashboard Area

Use this if proposal activity needs to connect back to broader sales workflow, activity tracking, or pipeline visibility.

Hub

Sales Hub

Return to the Sales Hub for product offerings, rate sheets, forms, account setup guides, and supporting sales resources.

Final Check

Before the proposal goes to the client.

Use this checklist before sending a proposal externally.

Correct proposal selectedThe template matches the actual service being proposed.
Pricing reviewedRates, discount levels, or custom pricing have been confirmed before sending.
Client details updatedCompany name, contact, locations, service scope, and business need are specific to the customer.
Past example content removedAny copied language from old proposals has been reviewed and updated.
Scope is clearThe proposal explains what is included, what is not included, and what the client needs to provide.
Next step includedThe client knows what to do after reviewing the proposal.

Continue through Sales resources.

After Proposal Templates, continue into Proposal Writing, Past Proposals, or return to the Sales Hub.

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