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Templates / Proposal

Free E-Commerce Proposal Template

An e-commerce proposal covers the store build scope, platform choice, itemised pricing, approvals, and payment terms, with a signature to start the work.

E-Commerce Proposal template preview

Language:

en

Category:

Last updated:

October 2026

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Orders should come in clean, get paid, and head to fulfilment without someone watching the admin screen all night, but that’s usually the moment the gaps show up. The e-commerce proposal covers the build that makes checkout, payments, shipping, and tax rules behave the same way every time, so the client isn’t left with a shop they can’t maintain once the handover happens. The pricing pages sit under Raleway headings with Roboto body text, with a green accent used for the key decision points.

The proposal starts with a plain-language summary, then explains the approach and what happens after acceptance, before the client reaches the pricing. The middle of the document gets specific about decisions that affect day-to-day running, including the platform recommendation, payments configuration, and the rules that stop orders arriving with missing details. The later sections answer the questions that usually block a launch call, then pin down the payment schedule, approvals before go-live, third-party costs, and what gets handled in the post-launch fixes week... so the client can sign knowing what “done” means.

  • In brief Opens with the outcome the client cares about, then frames the build around order flow, rules, and a handover they can follow.
  • Pricing Lists five priced items you can keep together or let the client choose from, and you swap in your own rates before sending.
  • Get started Holds the signature and fee summary, plus the booking deposit and what gets sent over to begin setup.
  • Payment Spells out the deposit and balance timing, invoice due dates, start requirements, and how platform changes affect scope.
  • Approvals Covers the go-live checklist and sign-off, third-party services, the post-launch fixes week, and limits of responsibility.

In Plutio, you replace your prices for the five line items, send the proposal, and the client accepts and signs online. Once it’s signed, the fee summary sits under the signature so both sides can point back to the same numbers and payment timing.

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

In brief

Sets the context for a store build that has to keep working after launch, focusing on order flow, rules, and handover.

A bit about me

Gives background and explains the working style, including testing the full order path and handling edge cases.

After you order

Describes how the work moves from kickoff through build and configuration, with review points before decisions get locked in.

Platform recommendation

Defines how the platform choice gets made and what the build covers around theme setup and catalogue structure.

Payments configuration

Covers gateway setup and testing, then expands into shipping and tax rules plus checkout and essential emails.

Pricing

Provides a priced items table for the store build, and you replace the template prices with your own.

Get started

Collects the signature and fee summary, and states the booking deposit and what happens right after signing.

Should we use Shopify or WooCommerce for this?

Answers the platform question and sets expectations for what’s needed to make a recommendation and start setup.

Can you set up PayFast/Peach and local shipping rates?

Confirms payment and shipping setup, then outlines what typically breaks at launch and how the milestones get tracked.

Payment

States deposit and balance timing, invoice due dates, start requirements, and how product data and platform changes affect delivery.

Approvals

Defines sign-off before go-live, third-party costs, what’s included in the post-launch fixes week, and responsibility limits.

Who it is for

E-commerce builders and developers quoting a Shopify or WooCommerce store build for a brand launching, relaunching, or moving into direct-to-consumer sales.

The proposal in full

In brief

You’ll have a store that takes real payments, applies the right shipping and tax rules, and sends complete orders through to fulfilment, with settings you can maintain without calling a developer.

You reached out because you’re getting ready to launch or relaunch, with a product list and a rough fulfilment plan that now has to run without daily manual fixes. I start with the order flow and the rules behind it, so the store behaves the same way every time. Once this is done, you’ll be able to run the shop yourself, with clean settings and a handover you can follow.

I treat the store like a working system, not a set of pages. I’ll confirm the platform, map the order steps from checkout to dispatch, then build the theme and catalogue around that. After that I’ll configure payments, shipping, tax, and emails, and I’ll run a launch checklist that catches the common failures before your first real orders.

A bit about me

I’m Marius du Toit, an e-commerce builder. I got into this work the same way most owner-managers do, by needing an online shop that behaved properly after launch. I now build stores in Shopify and WooCommerce, and I focus on the parts that decide whether orders flow cleanly or turn into daily admin.

People hire me when they want the store to keep working after I’m done. I use boring, explicit settings instead of clever shortcuts, and I test the full order path before launch, including edge cases like out-of-stock variants, shipping exclusions, and failed payments. You get a build you can run, plus a short window after launch to catch what only shows up with real customers.

After you order

Once you accept the proposal, I’ll book the build, confirm the platform and scope, then move through theme, catalogue, and configuration in a set order. You’ll see the store as it develops and you’ll approve key decisions before I lock anything in.

1. Kickoff and scope On order I’ll run a platform and scope call, then send a short checklist of what I need to begin. I’ll confirm how you want orders to be packed and shipped, what payment methods you need, and what your product data looks like right now, even if it is messy. 2. Theme and templates Week 1 I’ll set up the theme and build the key page templates your shop needs to sell and support orders. You’ll review the layout on mobile and desktop, and I’ll adjust navigation, filters, and product page sections so customers can find variants and understand delivery and returns. 3. Catalogue and rules Week 2 I’ll structure products, variants, collections, and menus so the catalogue stays manageable as you add lines. Then I’ll configure payments, shipping, tax, and checkout fields so an order arrives with the information you need to fulfil it without email back-and-forth. 4. Launch and fixes Go-live I’ll run a launch checklist, place test orders, and confirm the end-to-end flow from payment to confirmation emails. After go-live, I include a post-launch fixes week for the issues that only show up once real customers start using the site and real addresses hit your shipping rules.

Platform recommendation

A clear Shopify versus WooCommerce recommendation tied to your product count, admin needs, and how you want to handle shipping, payments, and daily fulfilment.

THEME SETUP AND BUILD

Theme installation and front-end build for your core pages, including navigation, collections, product pages, cart, and essential policy and support pages, set up for mobile first.

PRODUCTS AND COLLECTIONS

Product, variant, and collection setup using your spreadsheet or export, with a structure you can extend later. Includes options, sizing, and variant naming that stays consistent.

Payments configuration

Payment gateway setup and testing so payments authorise and capture correctly. Includes PayFast or Peach where required, plus the checkout settings that prevent missing customer details.

SHIPPING AND TAX RULES

Shipping zones, rates, and exclusions configured to match how you actually deliver, plus tax settings that apply consistently at checkout and on invoices and email confirmations.

CHECKOUT AND EMAIL AUTOMATION

Checkout fields, order confirmations, and essential automated emails set up and tested so customers get the right messages and you get the order information you need to fulfil.

Pricing below covers a full e-commerce store build, including setup, catalogue, payments, shipping and tax rules, checkout and email automation, and a guided go-live.

Priced items

Get started

If you want me to start the e-commerce store build, sign here and I’ll send the kickoff checklist and the first invoice to book the slot.

1. Sign the proposal to confirm the e-commerce store build. 2. Pay the 25% booking invoice within 14 days of the invoice date. 3. Send your product list and access details so I can begin setup.

Signature

Fee summary

Should we use Shopify or WooCommerce for this?

I’ll recommend one after a short scope call. Shopify usually wins for speed, stability, and fewer moving parts. WooCommerce makes sense when you need deeper WordPress control or unusual catalogue and content requirements, and you are comfortable maintaining plugins.

WHAT DO YOU NEED FROM ME TO START AND HOW MESSY CAN MY PRODUCT LIST BE?

Send what you have, even if it is incomplete. A spreadsheet export is fine. I mainly need product names, prices, variants, SKUs if you use them, weights for shipping, and any constraints like delivery areas or items you cannot ship together.

Can you set up PayFast/Peach and local shipping rates?

Yes. I can set up PayFast or Peach and run test payments so you can see a full order land correctly. I can also configure local shipping zones and rates, including free-shipping thresholds, regional exclusions, and different rules for heavy or oversized items.

HOW LONG UNTIL WE CAN TAKE REAL ORDERS AND WHAT BREAKS MOST OFTEN AT LAUNCH?

Once I’ve confirmed scope and received your product data, I can work toward a go-live date and track it against clear milestones. The most common launch failures are shipping rules that do not match real addresses, missing product weights, and payment settings that were never tested end to end.

Payment

To book the work, I invoice 25% when you sign. I invoice the remaining 75% when the order is delivered. Each invoice is payable within 14 days of its date.

Start requirements. I can start once I have access to your Shopify or WooCommerce admin, your product list (spreadsheet is fine), and your payment and shipping details needed for configuration and testing.

Platform choice. I will recommend Shopify or WooCommerce after the scope call. If the platform decision changes later, I will confirm any scope or pricing impact with you before I continue.

Product data. Catalogue setup depends on the data you supply. Missing weights, incomplete variants, or unclear shipping constraints slow down shipping rules and testing, because the rules need real numbers to calculate rates.

Approvals

Before go-live, I will share a checklist and a test order flow for you to approve. I only launch once you confirm the storefront, checkout, and core settings look right.

Third party services. Platform fees, theme licences, plugins, apps, domains, and email/SMS tools are billed by those providers. I can recommend options, but I do not control their uptime, pricing, or support.

Post launch fixes week. The post-launch fixes week covers adjustments from real orders, like shipping edge cases, payment settings, and small layout issues. New features or extra templates get quoted separately if you want them.

Limits of responsibility. I am responsible for the build and configuration I set up. I cannot take responsibility for supplier fulfilment, courier performance, chargebacks, or losses caused by account access shared outside your business.

Questions about this proposal template

What should an e-commerce proposal include?

An e-commerce proposal usually includes the build scope, the platform decision, how checkout and payments get configured, and what shipping and tax rules will be set up. This proposal also includes itemised pricing, approvals before go-live, and payment terms with signing.

Should a proposal include platform recommendations like Shopify vs WooCommerce?

A proposal can include a recommendation, as long as the decision criteria are clear. This one ties the choice to admin needs, shipping and payments, and how the catalogue will be maintained day to day.

Do payment gateway setup and testing belong in the proposal?

Yes, because “payments work” depends on setup and test orders, not just installing an app. This proposal calls out gateway setup and testing so payments authorise and capture correctly, including options like PayFast or Peach where needed.

How do you write shipping and tax rules into a store build proposal?

A proposal works best when it describes shipping zones, rates, and exclusions in terms of real delivery constraints. This one also includes tax settings that apply consistently at checkout and on invoices and email confirmations.

When does the client approve the store before go-live?

Approval usually happens after a checklist and a test order flow, so the storefront, checkout, and core settings can be checked together. This proposal states that go-live happens only after confirmation.

How do deposits and final payments usually work on an e-commerce build?

Many builds use a booking deposit to reserve the work, then a balance payment on delivery. This proposal invoices 25% when the proposal is signed and the remaining 75% when the order is delivered, with each invoice due within 14 days.

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