This document is a proposal for trade services addressed to a client, outlining a project plan that includes budget estimates, timelines, and expected outcomes. It details various aspects of the project such as the problem statement, solutions, and potential benefits, while also providing a framework for project execution. The proposal emphasizes the company's mission, vision, and invite for further discussion and questions.

1. Proposal for
Trade
Services
Company (Company_Name)
Client: Client Name
Delivered: Submission Date
Submitted By: User Submission

2. Date
[Dear Mr./Ms./Mrs.]
[Job Title/Position]
[Department Name]
Greetings!
With due references, I am sending this proposal as a request for approval regarding [Add Text Here].
As discussed in our meeting last [DATE],the proposal contain all the necessary element
associated with the project. The process of the project is itemized into the component given below.
This Budget Provides include following items:
• Description of necessary cost associate with project
• Project Cost Estimate of tools and services used.
• Your Text Here
• Your Text Here
Thank you for reviewing this proposal. Please contact me if you have any questions about these
recommendations or your financial portfolio in general.
Sincerely,
(Signature)
Cover Letter for Trade Services
22

3. Table of
Content
3. Problem Statement
Background of
Commercial Project
Executive Summary
Solution
ROI Inputs : Commercial
Project Benefits
Records of
Commercial ROI
5. Time Duration of Each
Commercial Project Activity
Cost Estimate for
Commercial Activity
Contract and Terms
Next Steps
Contact Us
Company Introduction
About Us
Our Team
Client Testimonials
3

4. Executive
Summary for
Trade Services
What’s the
Service/Product?
• Your Text Here
• Your Text Here
• Your Text Here
What’s your Big
Vision?
• Your Text Here
• Your Text Here
• Your Text Here
What’s the Core Problem
you are Solving?
• Your Text Here
• Your Text Here
• Your Text Here
Use this slide to
present business
case to the decision
makers, showing
essential information.
4

5. Background of Trade Services
Project
Fund $ 5M
Duration
28
April,2019 to
21 July,2019
Challenges
• Your Text Here
• Your Text Here
• Your Text Here
Expected Outcomes
• Your Text Here
• Your Text Here
• Your Text Here
Objectives
• Your Text Here
• Your Text Here
• Your Text Here
Project Brief/ Summary
• Your Text Here
• Your Text Here
• Your Text Here
Project Name: XYZ Framework
5

6. Problem Statement for Trade Services
Problem Statement 1 – This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Problem Statement 2 – This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Problem Statement 3 – This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Brief Statements
Of Problem
Urgency Visibility
Annual
Benefits
Priority Or
Rank
Your Text Here ASAP High $175,000 2
Your Text Here 6 Month Med 75,000 2
6

7. 01. Easily create e- forms with
drop and drag functionality
• Your text here
• Your text here
02. Establish the approval process
• Your text here
• Your text here
03 Electronic Routing of Forms for
Management Approval
• Your text here
• Your text here
04. This slide is 100% editable
• Your text here
• Your text here
Solution for
Trade Services
7

8. Milestone1
JAN 9
Milestone 3
APR 20
Milestone 4
JUN 4
Milestone 6
NOV 10
Milestone 2
MAR 16
Milestone 5
SEP 28
2020 Jan Feb Mar Apr May Jun Jul Aug Set Oct Nov Dec 2020
Strategic
Planning
Project
Development
Project
Execution
Data
Maintenance
Analysis
Reporting
Your
Text Here
Time Duration for Trade Services Activities 1/3
[ 7 JAN – 28 MAY ]
[ 13 FEB – 12 MAY ]
[ 11 APR – 21 AUG ]
[ 10 MAR – 7 AUG ]
[ 10 FEB – 15 SEP ]
[ 6 JUN – 26 NOV ]
[ 9 SEP – 26 DEC ]
8

9. • Project Scope & Description
• Your Text Here
• Your Text Here
• Your Text Here
• Your Text Here
• Project Initiation
• Your Text Here
• Your Text Here
• Your Text Here
• Your Text Here
• Project Budgeting & Time Management
• Your Text Here
• Your Text Here
• Your Text Here
• Your Text Here
• Project Risk & Communication Plan
• Your Text Here
• Your Text Here
• Your Text Here
• Your Text Here
• Project Execution, Control and Conclusion
• Your Text Here
• Your Text Here
• Your Text Here
• Your Text Here
Elements Comments Actions
Time Duration for Trade Services Activities 2/3
30
DAYS
60
DAYS
90
DAYS
9

10. Project Task Owner Duration W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4
Strategic Planning
Project Development
Execution of Project
Project Maintenance
Analysis
Reporting
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Project Name-Timeline 2020
Jan Feb Mar Apr May
10
Time Duration for Trade Services Activities 3/3

11. Process [Process Name]
Step Time to Complete Average Hourly Rate Total Amount
[DESCRIBE STEP] [#] minutes [$] [$]
[DESCRIBE STEP] [#] minutes [$] [$]
[DESCRIBE STEP] [#] minutes [$] [$]
[DESCRIBE STEP] [#] minutes [$] [$]
Total [$]
Cost Estimate for Trade
Services Activities -1/2
List down the
steps of process
the will solve the
issues presents in
the proposal
11

12. Cost Estimate for Trade Services Activities 2/2
Initial Account Set-Up Price
Total Set-up Costs $ 400
Ongoing Monthly Costs:
Daily Account Reconciliations $ 900 p/mo
Bi- Weekly Payroll $ 5,000 p/mo
Total Ongoing Monthly Costs $ 5,000 p/mo
Ongoing Quarterly/Yearly Costs:
Quarterly tax Documents $ 600p/qtr
Quarterly Filings $ 1,600p/qtr
Total ongoing Quarterly/Yearly Costs $ 2,200 p/qtr
Total setup Amount $ 400p/yr
Total Monthly Amount $ 5,900 p/mo
Total Quarterly/Yearly Amount $ 2,200 p/qtr
12

13. ROI Inputs :Trade
Services Benefits
• No need to pay for system
maintenance
• Your text here
• Your text here
• Your text here
Cost
Avoidance Benefits
• There is no additional pay
for talent management
• Your text here
• Your text here
• Your text here
Productivity Benefits
• No additional cost of staff
recruitment includes
• Your text here
• Your text here
• Your text here
Revenue Benefits
13

14. Avg. Hourly Wage $50
Min. Productivity Gain(%): Estimates time saved with per employee
through process automation.
5
Productivity Gain/hour: $
Estimated Hours/week: -
Productivity Gain/week: $
Estimated Work Weeks/year: -
Productivity Gain/year: $
# of Employees: -
Total Productivity Gain/year: $
Records of Trade Services
ROI – Project Benefits
14

15. Records of Trade Services ROI – Project Benefits contd….
01 Time savings per task Xx hours
Process cost savings XX $02
Time spent on scheduling or
documentation vs. resulting time saved
Xx hours Xx hoursvs03
Savings on operational
and storage costs
XX $04
Time spent
correcting errors
Xx hours05
15

16. About our
Trade Services
Founded in:
1956
Background:
• Add details on company’s history
• Previous line of services
• How it all started etc.
• Other key points
Our Focus:
We believe it's all about YOU. Our focus is on meeting and surpassing your personal short- and long-term financial goals, creating and
implementing processes for regularly reviewing and evaluating how your portfolio is doing, and maximizing your return on investment
over time
Company’s Vision:
• Your text here
• Your text here
• Your text here
• Your text here
Company’s Mission:
• Your text here
• Your text here
• Your text here
• Your text here
16

17. Our Team for Trade Services (Template 1 of 2)
Education Background
Past Career Experience
Similar Experience in this Company
Achievements
Name
Designation 1
Education Background
Past Career Experience
Similar Experience in this Company
Achievements
Name
Designation 2
17

18. Our Team for Trade Services (Template 2 of 2)
Education Background
Past Career Experience
Similar Experience in this Company
Achievements
Name
Designation 1
Education Background
Past Career Experience
Similar Experience in this Company
Achievements
Name
Designation 2
Education Background
Past Career Experience
Similar Experience in this Company
Achievements
Name
Designation 3
18

19. Client Testimonials for Trade Services
Client 1
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needs and capture your audience's attention.
Your Text Here
Your Text Here
Client 2
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needs and capture your audience's attention.
Your Text Here
Your Text Here
Client 3
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needs and capture your audience's attention.
Your Text Here
Your Text Here
19

20. Contract and Terms for
Trade Services
• Your text here
• Your text here
• Your text here
Completion of initial Set-up
• Your text here
• Your text here
• Your text here
Monthly Fee
• Your text here
• Your text here
• Your text here
Minimum Terms on this Contract
• Your text here
• Your text here
• Your text here
Cancellation
• Your text here
• Your text here
• Your text here
Other
20

21. Next Step for
Trade Services
(Company Name)
(Name),(Title)
(Date)
Once the budget get approved, then our project team will start
process them in fund management and assigned the workflow
processors for budget posting
Fund posting is created to record the change to the fund
A project plan is finalized when it is formally accepted and
approved by the project sponsor and other designated
stakeholders
21

22. Contact Us for
Trade Services
Address
Your Text Here
Your Name
Your Text Here
Contact Number
Your Text Here
Mail
Your Text Here
Email Address
Your Text Here
22

23. Icons Slide
Proposal for
Trade Services
23

24. Additional
Slides
24

25. Our Mission, Vision and
Goal for Trade Services
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needs and capture your audience's attention.
Mission
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needs and capture your audience's attention.
Vision
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needs and capture your audience's attention.
Goal
25

26. 30 60 90 Days Plan for Trade Services
90 This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Days Plan
60 This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Days Plan
30 This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
Days Plan
26

27. Timeline for
Trade Service
27
2016 This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
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to your needs and capture your
audience's attention.
2017
2014This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2015This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2018This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2020This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.
2019This slide is 100% editable. Adapt it
to your needs and capture your
audience's attention.

28. Roadmap for
Trade Services
Template 3
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it to your needs and capture your
audience's attention.
2020
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it to your needs and capture your
audience's attention.
2018
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it to your needs and capture your
audience's attention.
2019
28

29. This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
2020
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it to your needs and capture your
audience's attention.
2019
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it to your needs and capture your
audience's attention.
2017
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it to your needs and capture your
audience's attention.
2018
Roadmap for
Trade Services
Template 4
29

30. This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
2020
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it to your needs and capture your
audience's attention.
2018
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it to your needs and capture your
audience's attention.
2019
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it to your needs and capture your
audience's attention.
2016
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it to your needs and capture your
audience's attention.
2017
Roadmap for
Trade Services
Template 5
30

31. This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
2020
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it to your needs and capture your
audience's attention.
2017
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it to your needs and capture your
audience's attention.
2018
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it to your needs and capture your
audience's attention.
2019
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it to your needs and capture your
audience's attention.
2015
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it to your needs and capture your
audience's attention.
2016
Roadmap for
Trade Services
Template 6
31

32. This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
2020
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it to your needs and capture your
audience's attention.
2016
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it to your needs and capture your
audience's attention.
2017
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it to your needs and capture your
audience's attention.
2019
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it to your needs and capture your
audience's attention.
2018
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it to your needs and capture your
audience's attention.
2014 This slide is 100% editable. Adapt
it to your needs and capture your
audience's attention.
2015
Roadmap for
Trade Services
Template 7
32