Construction Equipment Proposal Template to Close Deals

Construction companies frequently lease special equipment. Many contractors don’t own all of the equipment they need to complete their construction projects. A construction equipment proposal is sent by the leasing company to the construction company, which may or may not employ operators with the appropriate skills and licenses to operate the machinery. If not, the leasing company can provide operators for hire as part of the leasing agreement.

A construction equipment proposal clarifies the equipment offered for lease and the services that the leasing company will provide, such as hourly operation (for an additional fee) or maintenance and technical support (usually included in the rental price).

A construction equipment proposal has three main purposes. First, it needs to win over the potential client with all pertinent information, such as the reputability of the leasing company and the type and quality of the equipment. Second, it helps both parties get on the same page so everyone understands the support that is and isn’t included in the agreement. This clarity makes for a more successful working relationship. And lastly, (when signed) a good proposal also protects the leasing company in case of arbitration.

For best results, make sure to hit on all of these key elements in order: cover page, cover letter, company profile, equipment list and price, investment total and terms, and professional references.

You can decide whether you want to create a client-specific pitch with preset equipment and rental terms, or whether you want to list out all of your available equipment and allow the client to select the machines or vehicles they want. You can also mix these strategies and provide a curated list of equipment for the client to choose from.

You’ll improve the client experience and increase your success rates by sending an online proposal. (This is different from uploading a PDF as an email attachment—which we don’t recommend because large file sizes often end up in spam.) An online proposal, on the other hand, is sent using proposal software and offers both excellent email deliverability and a superior client experience.

Not only are onlineproposals more likely to be delivered, viewed, and signed, but they’re also more traceable. Sales leaders can offer one platform for on-brand proposal creation and proposal analytics, so that active proposals can be internally reviewed, tracked, and benchmarked.

You’ll need a free trial of Proposify to get started. With your 14-day free trial, you can edit every element of this proposal template, from the colors and branding to the company bio and equipment table. Send the proposal to your client, set up automated email follow-ups, and save the document once signed.

During your free trial, you can also test out all of our features, including all templates, email automations, and insights into client activity and closing rates.

Yes! This construction equipment proposal template doubles as a legally binding contract. All you need to do is add an e-signature page to the end of your proposal, which you can easily do with Proposify. Above the e-signature fields, you should also add your terms and conditions, or a link to where they can be found on your website.

Proposify helps you close more deals. You get 75+ proposal templates to inspire you and make sure you’re covering all of the information your clients expect. You can also use our content library feature to build up a library of snippets as you go—different case studies, testimonials, portfolio samples, service pages, etc. to help you create the perfect proposal every time. Your clients will love Proposify too. They can easily leave comments, e-sign, and make deposit payments.

On the backend, you also have 24/7 insight into client activity. Track individual deals and see which clients are opening proposals and which aren’t. Plus, get average stats on your closing rates and proposal content to figure out what works and continuously improve your approach.