Sales & Estimating
Landscape Proposal Template
A formal proposal template for larger landscape jobs: design/build projects, commercial and HOA accounts, and multi-year contracts, with scope, phased pricing, timeline, and terms.
A one-page quote is fine for a quick mowing job. It’s not enough for a $15,000 landscape renovation or a three-year commercial maintenance contract. Jobs that size need something that reads like you walked the property, not just priced it: what you saw, what you’re recommending, and how the work and payments break down. That’s usually what separates the company that wins the bigger job from the one that just quoted it.
When to use a full proposal instead of a quick estimate
Most jobs don’t need this. A mowing route, a one-time cleanup, a small planting bed: a quick estimate gets those booked faster, and a longer document just slows things down.
Reach for a full proposal when the job is bigger than a single visit:
- Design/build projects: a renovation, a new patio, an outdoor kitchen, a planting redesign, anything where the customer needs to see the plan before committing
- Commercial or HOA accounts: a property manager or board comparing bids wants scope, standards, and terms spelled out, not a one-line price
- Multi-year contracts: an agreement spanning seasons or years needs renewal terms and pricing in writing, not just a season’s number
- Phased work or a deposit schedule: anything paid in stages needs those milestones documented up front, so nobody’s guessing what’s due and when
If you could explain the job in two sentences over the phone, send an estimate. If you can’t, use the proposal below.
The proposal template
Copy the structure below into a doc and adapt it to the job in front of you.
Cover section
Keep it clean. This is the first impression of the whole document.
- [Company Name / Logo]
- Prepared for: [Customer Name]
- Property address: [Property Address]
- Proposal date: [Date]
- Project title: a short, specific name for the job, such as “Front Yard Renovation & Paver Walkway,” not just “Landscaping Proposal”
Project overview
One paragraph, written fresh for every job. It’s the part customers read closest, because it’s proof you paid attention on-site.
Adapt this paragraph for the job:
[Customer Name] asked us to [what they asked for: replace a failing lawn, add a low-maintenance bed, redesign the backyard for entertaining]. On our site visit, we found [what you observed: drainage problems, poor soil, overgrown beds, sun and shade patterns]. Based on that, we’re recommending [the outcome you’re proposing: a full regrade with new sod, a redesigned bed with drought-tolerant plantings, a paver walkway]. This proposal covers the full scope, cost, and timeline for the work.
Scope of work
Break the job into phases or areas, not a flat list. For a design/build project, that usually looks like:
- Site prep: [demo, removal, grading, drainage correction]
- Plant material & hardscape: [plant list by type and size, mulch, patio/walkway/wall materials and dimensions]
- Irrigation: [new zones, head adjustments, controller, tie-in to existing system]
- Cleanup & haul-away: [debris removal, site restoration, final walkthrough]
For a commercial or maintenance contract, swap this for the actual service list: mowing frequency, bed maintenance, seasonal color rotations, snow response triggers, whatever the agreement covers. Be specific enough that nobody can argue later about what was included.
Pricing
Show pricing by phase, not by individual line item. That level of detail belongs in an estimate, not this document.
| Phase | Description | Price |
|---|---|---|
| Site prep | [Demo, grading, drainage] | [$X,XXX] |
| Plant material & hardscape | [Plants, mulch, pavers, materials] | [$X,XXX] |
| Irrigation | [Zones, controller, labor] | [$X,XXX] |
| Cleanup & haul-away | [Debris removal, restoration] | [$X,XXX] |
| Subtotal | [$XX,XXX] |
A [XX]% deposit is due at signing (see Terms & payment schedule below). If financing is available, note the terms here.
For a multi-year contract, replace this table with a price per year plus the renewal uplift percentage the customer is agreeing to.
Timeline
- Start date: [Date, or “within X weeks of signed deposit”]
- Estimated duration: [X days / weeks]
- Weather note: this is outdoor, seasonal work, and it’s worth saying so plainly: “This timeline assumes normal weather for the season. Rain, frost, or unsafe conditions may push the schedule; we’ll let you know as soon as we do.”
Terms & payment schedule
- Deposit: [XX]% due at signing to reserve the schedule
- Milestone payment: [XX]% due at [project midpoint / material delivery]
- Final payment: [XX]% due at completion and walkthrough
- Warranty: [your guarantee language, e.g., plant material warrantied for X months from installation, workmanship warrantied for X year(s)]
- Change orders: any work outside this scope is priced and approved separately before it starts
Acceptance / signature block
A proposal isn’t a job until someone signs it.
Customer signature: _______________________ Date: __________
[Company Name] signature: _______________________ Date: __________
By signing, [Customer Name] approves the scope, pricing, and terms above and authorizes [Company Name] to schedule the work.
Once it’s signed, there’s nothing to re-type. Estimates and proposal tracking in the CRM let you turn an accepted proposal straight into a scheduled job and an invoice, so the numbers you proposed are the numbers that get billed.
How to use this template
Copy the structure above into whatever you already use for documents: letterhead, a Word doc, a PDF. Fill in the brackets for the job in front of you, and cut whatever doesn’t apply; a residential design/build proposal probably doesn’t need a renewal clause, and a commercial contract probably doesn’t need a plant list.
Spend your real time on the project overview. Anyone can write “we will landscape your yard.” The proposal that wins the job proves you walked the property and understood what it actually needs: specific plants, specific problems, a specific plan. Keep the rest tight. A proposal that’s thorough and three pages beats one that’s vague and ten.