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Templates / Proposal

Free E-Commerce Proposal Template

An e-commerce proposal covers the store build scope, platform setup, pricing options, payment terms, testing sign-off, and how the work starts once approved.

E-Commerce Proposal template preview

Language:

en

Category:

Last updated:

October 2026

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The store’s almost ready, but the scary part sits in the last few clicks: checkout, taxes, shipping rates, and inventory rules that can fail the moment real orders hit. This e-commerce proposal gives a client something concrete to approve, so the build can start with the parts that break sales instead of guesswork. The document opens with What this covers, then moves through what happens after approval and the build work itself, before the client ever reaches a price.

Clients read who’s doing the work in A bit about us, then the handoff in After you order, including access and product data so testing isn’t blocked later. The scope goes into the platform build and the pieces that touch real orders, like payments, checkout settings, tax rules, shipping zones and rates, email automations, and conversion tracking. The pricing page uses enamel-sign indigo with Raleway headings over Inter body text, which keeps the proposal feeling checked and verified rather than salesy... and the client still sees the important caveats around third-party tools, changes during the build, and what sign-off looks like before launch.

  • What this covers Explains the outcome the build is aiming for, especially around checkout, payments, taxes, shipping, inventory behaviour, and tracking expectations.
  • After you order Describes what gets locked in after approval, what access and exports get collected, and how progress is shown in a staging store during the build.
  • Shopify or WooCommerce build Details the production store work, including theme setup, core pages, and product catalogue structure so the site is usable on day one.
  • Payments, checkout, tax, shipping Covers payment setup and testing, tax and shipping configuration, plus email automation and analytics event testing tied to real orders.
  • Get started Holds the acceptance step with a signature and fee summary, so the start date and deposit terms are agreed in the same place.

After the prices get swapped in, the proposal goes out for acceptance, and the client can sign online. The Pricing section lists four scoped items the client can choose from, and Get started closes with a signature and fee summary so the deposit and kickoff can happen without a separate thread.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in an E-Commerce proposal

PartWhat it covers

What this covers

Frames the build around checkout reliability, with shipping, taxes, inventory, and tracking called out as the first things to configure and test.

A bit about us

Introduces the team and roles, so the client knows who builds, who tests, and who owns the launch process.

After you order

Explains what happens after approval, including locking the plan, collecting access, and building against real shipping and return rules.

Shopify or WooCommerce build

Describes the store build scope, including theme and core pages, product import and cleanup, and collection setup.

Payments, checkout, tax, shipping

Covers checkout configuration plus email automation and analytics setup, with testing called out so reporting matches real orders.

Pricing

Lists four priced items you replace with your own numbers, and the client can pick the parts they want included.

Get started

Closes with signature acceptance and a fee summary, so the deposit and kickoff step are agreed right away.

How do you handle shipping rates for Canada and the U.S.?

Explains how shipping zones and rates get built from real carriers and methods, with testing done using real addresses and cart weights.

Payment

States the deposit and final payment split, invoice timing, what access is needed to begin, and the dependencies that can move the schedule.

Testing and sign off

Defines pre-launch QA across languages and addresses, then covers third-party tool limits, change requests during the build, and approval before go-live.

Who it is for

Shopify and WooCommerce builders, e-commerce consultants, and direct-to-consumer teams quoting a store build where checkout, shipping, tax, and inventory rules need to be agreed in writing.

The proposal in full

What this covers

You have a storefront that customers can use without surprises, and a checkout you can trust on day one, with shipping, taxes, inventory, and tracking behaving the way your team expects.

Most teams come to us when selling is working, but the checkout side is still held together by manual steps that don’t scale: shipping, taxes, returns, and inventory rules. You’ll end up with a store that takes paid orders reliably, in French and English, with tracking you can trust. Next, we’ll confirm the platform and the product data we’re loading.

We start where stores fail at launch: checkout, payments, taxes, shipping rates, and inventory behaviour. We set those rules up early, then we test them with real carts and addresses before anything goes public. Once orders can flow end to end, we finish the theme setup, product catalogue structure, and email automation.

A bit about us

We’re Stairwell Commerce, a two-person build team for Shopify and WooCommerce stores. Émile handles the build work inside the platform and the theme. Sophie runs the project, tests every path through checkout, and keeps the launch from turning into a late-night guessing game.

We do this work for owners and small retail teams moving from DMs, marketplaces, or a counter to a store that can take real volume.

Most store projects look fine until the first week of orders. We get hired to prevent that week. We set up shipping and tax rules the way they work in Canada and the U.S., we test payment flows before launch, and we don’t treat tracking as a box to tick. If something can fail, we try to make it fail in testing, with you copied in on what we changed and why.

After you order

Once you approve the order, we lock the plan for the build, collect access, and start with the parts that break sales: checkout, payments, taxes, shipping, and inventory behaviour. You’ll see progress in a working staging store as we go.

1. Kickoff and access On order We confirm your platform choice and your launch priorities, then collect access to the platform, domain, email tool, and analytics accounts. We also take your product export and a short list of shipping rules and return rules so we can build against what you actually do. 2. Store setup and theme Week 1 Émile sets up the theme, navigation, and core pages, then configures payments, checkout settings, taxes, and shipping zones. Sophie starts QA early, checking language behaviour, address rules, and edge cases like out-of-stock and discount combinations. 3. Products and catalog Week 2 We import products, clean up variants and options, and build collections so customers can browse the way you merchandize. We’ll send a short punch list of product-data fixes we can’t guess, like missing weights, inconsistent sizes, and duplicated SKUs. 4. Testing and launch Week 3 We run full test orders through the store, including tax and shipping calculations for Canada and the U.S., and we verify payment capture and confirmation emails. We install GA4, GTM, and pixels and validate key events. Once you approve the final checklist, we launch.

Shopify or WooCommerce build

A production store built on Shopify, or on WooCommerce running on WordPress, with a configured theme and the core site structure in place.

THEME SETUP AND CORE PAGES

Homepage, collection and product templates, header and footer, navigation, and standard pages such as About, Contact, Shipping, Returns, and Privacy, formatted to match your brand.

PRODUCT CATALOGUE AND COLLECTIONS

Product import and cleanup, variant and option structure, collection setup, and basic filters where the theme supports them, so the catalogue is usable on day one.

Payments, checkout, tax, shipping

Payment methods configured and tested, checkout settings set, tax rules set for where you sell, and shipping zones and rates built for Canada and the U.S.

EMAIL AUTOMATION SETUP

Klaviyo or Mailchimp connected to the store, with key automations enabled and branded, including abandoned checkout and basic post-purchase messages.

CONVERSION TRACKING AND ANALYTICS

GA4 and tag setup through GTM where needed, plus pixels for your ad platforms, with purchase and checkout events tested so reporting matches real orders.

Pricing below covers the full Online store build through launch testing, with configuration and QA focused on checkout, shipping, taxes, and inventory rules. Prices are per visit.

Priced items

Get started

If you’re ready to book the build, the next step is a signature so we can lock the start date and send the kickoff checklist.

1. Sign the order to reserve your start date. 2. Pay the 30% setup deposit to begin. 3. Share access and your product export so we can start the build.

CAN YOU WORK IN FRENCH AND ENGLISH ON THE STOREFRONT AND EMAILS?

Yes. We set up the storefront structure so customers can browse and check out in French and English, and we wire the email flows so each language receives the right version. Sophie checks language switching, checkout labels, and automated emails in both languages before launch.

WHAT PLATFORM SHOULD WE USE FOR OUR SIZE: SHOPIFY OR WOOCOMMERCE?

We’ll recommend one after we look at your catalogue size, how often products change, and what you need from shipping and taxes. Shopify usually reduces maintenance work. WooCommerce usually makes sense when WordPress is already part of how you run the site.

Signature

Fee summary

How do you handle shipping rates for Canada and the U.S.?

We start with your real shipping methods and the carriers you can actually use, then build zones for Canada and the U.S. We test rates with real addresses and different cart weights, because most rate problems only show up once a customer enters a full delivery address.

WHAT DO YOU NEED FROM US TO GET PRODUCTS LOADED CORRECTLY?

A current product export, plus a short decision list for anything the file won’t tell us, like which variants should be separate products, what weights to use for shipping, and how you want colours and sizes named. We’ll send a template if you don’t already have one.

Payment

We take 30% to start the Online store build and 70% when it is complete. Any ongoing work is invoiced at the start of each month. Invoices are payable within 7 days.

Kickoff access. We start once we have store access, domain access if needed, and your product export. If access arrives in stages, the timeline moves with it because we cannot test checkout, shipping, and taxes without the live settings.

Platform decision. If we are choosing between Shopify and WooCommerce, we confirm the recommendation after reviewing your catalogue size, product changes, and shipping and tax needs. We only build once that choice is locked in.

Products data quality. Product loading depends on the export you provide. If SKUs, weights, options, or variant names are missing or inconsistent, we will pause to agree a decision list with you, then apply it consistently across the catalogue.

Testing and sign off

Before launch, Sophie runs checkout tests across French and English, plus shipping and tax tests using real Canada and U.S. addresses. We wait for your approval on the storefront and test orders before switching the site live.

Third party tools. Payments, shipping rates, taxes, email platforms, and tracking tools are run by third parties. We configure and test what we can inside your accounts, but we cannot override their outages, holds, or policy decisions.

Changes during build. This order covers the build steps listed in the scope. If you add new features or extra integrations mid-build, we will price them before we start, so the launch work does not drift without a written yes.

After launch support. After launch, fixes to anything we configured are handled as ongoing work and billed monthly. New requests, new products, and seasonal changes also fall under ongoing work once the build is complete.

Questions about this proposal template

What should an e-commerce proposal include?

An e-commerce proposal usually includes the store build scope, what happens after approval, pricing options, payment terms, and how testing and sign-off work before launch. This one also calls out checkout, shipping, taxes, inventory behaviour, and tracking as the highest-risk areas.

How do you price an e-commerce store build with optional add-ons?

Pricing works best when each scoped chunk is separated, so the client can approve only what they need. The pricing section here breaks the work into four priced items, and you swap in your own numbers before sending.

Should an e-commerce proposal cover Shopify vs WooCommerce?

A proposal can cover both platforms when the build process is similar and the platform choice still needs confirming. This template includes a scope section for a Shopify or WooCommerce build and also mentions confirming the platform and product data early.

What information does a developer need to load products correctly?

Product loading usually starts with a current product export plus decisions the file can’t answer, like variant structure, weights for shipping, and naming for sizes and colours. This proposal includes that requirement and keeps it tied to checkout and shipping testing.

How do you prevent checkout failures at launch?

Checkout failures usually come from untested combinations of payment methods, tax rules, shipping rates, and inventory settings. The scope and testing sections in this proposal describe configuring those rules early and validating them with real addresses and test orders before go-live.

Do I need bilingual storefront and email support in the proposal?

Bilingual support belongs in the proposal when the storefront, checkout labels, and automated emails need to match each language. This template includes a written answer covering French and English setup and the testing that checks both paths before launch.

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