Create and manage business proposals in Canva Docs

A business proposal is a document used to pitch products, services, or partnerships to potential clients or stakeholders. In an enterprise setting, these proposals are key to winning new business, securing project approvals, and aligning teams on a shared strategy.

Canva Docs lets you build responsive proposals with interactive elements like videos and live charts, so your pitch looks great on both desktop and mobile.

• Executive summary: A short section that highlights the proposal’s goals and value.
• Scope of work: A breakdown of tasks, deliverables, and timelines.
• Call to action (CTA): A clear next step, like “Sign here” or “Schedule a meeting.”
• Interactive elements: Embedded videos, links, or live data charts.

1. Go to
   Home.
2. Select
   Create a design, then choose Doc.
3. Open the
   Design tab.
4. Search for "Business Proposal" in the
   Search bar, then choose a template.
5. Select a text area to update project details. Keep paragraphs short (2–4 lines).
6. Go to
   Elements to insert charts, tables, or icons.
7. To customize the layout, use
   Position to align elements. You may also enable Outline to navigate long docs more easily.

• Real-time editing: Multiple teammates can edit together.
• Comments and mentions: Use @ to tag teammates for feedback.
• Permissions: Go to
  Share to manage access, choose Editor, Viewer, or Commenter.

• Brand Kits: Apply your team’s fonts and colors to stay on-brand.
• Locking: Lock key sections or legal content to prevent edits.
• Version History: Go to File, then click
  Version history to track and restore edits.

• Desktop: Best for setup and formatting. Tools like rulers and margins are only available here.
• Mobile app: Best for quick edits or reviews. Use pinch-to-zoom for easier viewing.

• You can export your proposal as a PDF Standard, PDF Print, or .DOCX file.
• If you import a PDF, some fonts may be replaced if not available in the library.

• Can’t edit text in your imported proposal? The text may be flattened into an image. Delete the image, then add a new text box.
• Brand Kit not showing? Make sure you're signed in to an Enterprise or Team account. Brand Kits aren’t available in personal or free workspaces.

• Set up Brand Kits
• Canva Teams, Canva Business, and Canva Enterprise roles and access
• Review and restore older versions of designs
• Group, layer, and align elements