Can a proposal be e-signed?

Yes. Electronic signatures are enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and in states that adopted UETA, provided intent, consent, attribution, and retention requirements are met.

Do I need notarization?

Most business proposals do not require notarization. Notarization is typically reserved for deeds, certain affidavits, or state-specific statutory instruments.

What authentication is recommended?

Use at least email link plus optional SMS or knowledge-based authentication for higher assurance. Stronger methods reduce risk when proposals reference sensitive data.

How do I handle PHI in a proposal?

If PHI is referenced, include HIPAA compliance language and ensure a Business Associate Agreement covers any vendor handling that data.

How long should I retain signed proposals?

Retain for the contract term plus a minimum of three years; industry-specific rules (IRS, HIPAA, SEC) may require longer retention periods.

What if a signer’s name differs from the entity name?

Ensure the signature block includes the signer's printed name and capacity (title). Mismatched entity names or missing authority can delay acceptance or render the signature ineffective.

Electronic Signature
Templates
Miscellaneous
Business Proposal for Power BI

Business Proposal for Power BI

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS PROPOSAL FOR POWER BI

This Business Proposal for Power BI (the Proposal) is entered into by and between:

Client Name: Provider Name:

Effective Date: Proposal Reference:

WHEREAS

WHEREAS, Client requires business intelligence design, development and ongoing support services to transform raw data into operational dashboards and actionable reporting using Microsoft Power BI; and

WHEREAS, Provider represents that it has the technical expertise, personnel, and experience to design, implement and deploy Power BI solutions and will perform the Services described herein in accordance with industry standards; and

WHEREAS, the parties desire to set forth the scope, deliverables, fees and terms under which Provider will deliver the Power BI solution to Client.

SCOPE OF WORK

Project Overview Core Deliverables Milestones and Acceptance Criteria

PAYMENT TERMS

Total Professional Fee Deposit / Initial Payment Billing Schedule Payment Terms and Due Date Late Payment Fee Invoicing Instructions

TERM AND TERMINATION

Term Commencement Date: Term Expiration Date:

Notice Period for Termination Termination for Cause

CONFIDENTIALITY

Each party acknowledges that, in connection with the Services, it may receive Confidential Information of the other party. "Confidential Information" means non-public business, technical and financial information, trade secrets, business plans, customer data, data models, reports, analyses and other proprietary information disclosed orally or in writing. Confidential Information does not include information that is (i) already known to the receiving party without an obligation of confidentiality, (ii) becomes publicly available through no fault of the receiving party, (iii) rightfully obtained from a third party without restriction, or (iv) independently developed without use of the disclosing party's Confidential Information.

The receiving party shall (a) use Confidential Information solely for performance under this Proposal, (b) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information (but no less than reasonable care), and (c) restrict disclosure to employees and contractors with a need to know who are bound by confidentiality obligations. The obligations in this section shall survive termination or expiration of this Proposal for a period of three (3) years, except with respect to trade secrets for which protection shall continue for so long as the information qualifies as a trade secret under applicable law.

INTELLECTUAL PROPERTY AND DATA

Unless otherwise agreed in writing, Provider grants Client a non-exclusive, non-transferable license to use deliverables for Client's internal business purposes. Provider retains ownership of Provider's pre-existing tools, templates, methodologies and intellectual property. Client retains ownership of its data. Provider will not use Client data except to perform the Services and will implement reasonable technical and organizational measures to protect such data.

LIMITATION OF LIABILITY

To the maximum extent permitted by applicable law, each party's aggregate liability arising from or related to this Proposal shall not exceed the total fees paid to Provider under this Proposal for the twelve (12) month period preceding the claim. Neither party shall be liable for indirect, incidental, special or consequential damages, including lost profits.

GOVERNING LAW

This Proposal shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of law rules. Any dispute arising under or in connection with this Proposal shall be resolved by the courts located in that state, provided that the parties may seek injunctive relief in any competent jurisdiction to protect confidential information or intellectual property.

ENTIRE AGREEMENT

This Proposal, together with any attachments, exhibits and statements of work expressly incorporated by reference, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether written or oral. Any modification must be in writing and signed by authorized representatives of both parties.

ACCEPTANCE

This Proposal is valid until . By signing below, Client authorizes Provider to proceed with the Services on the terms and conditions set forth in this Proposal.

Client:

By:

Date:

Provider:

By:

Date:

What a Business Proposal for Power BI is and when to use it

A Business Proposal for Power BI is a formal document that outlines objectives, scope, deliverables, timeline, pricing, data requirements, security controls, and acceptance criteria for a Power BI implementation or analytics engagement. It frames technical work (dashboards, data modeling, data integration) in business terms — expected outcomes, success metrics, and roles. The proposal serves as the basis for client approval, procurement, and contracting; it can be appended to a master services agreement or used as a standalone engagement proposal when no prior contract exists.

Why a clear Power BI proposal matters

A well-structured proposal reduces scope ambiguity, aligns stakeholders, and documents responsibilities and data handling requirements. It clarifies assumptions about source systems, access, licensing, and post-delivery support, which helps prevent disputes and schedule slips. Including data security and compliance elements (HIPAA, FERPA, or finance-specific rules) protects both parties when sensitive data is involved.

Who prepares and reviews these proposals

Typical preparers include analytics leads, solution architects, and project managers; reviewers are business sponsors, IT security, and procurement.

Business sponsor: evaluates ROI, prioritizes dashboard KPIs, and approves budget and schedule.
IT/security team: verifies data access, encryption, and compliance requirements for source systems.
Procurement/legal: reviews pricing, terms, and contracting restraints before signature.

Collaboration among these roles shortens approval cycles and ensures the proposal is implementable and compliant with organizational rules.

Who signs and their typical roles

Project Sponsor — VP/Director

The project sponsor is the executive who authorizes budget and scope. They confirm business priorities, accept high-level deliverables, and sign to commit funding and resources on behalf of the organization.

Authorized Signer — Procurement

Procurement or an authorized officer executes the agreement for legal and financial commitments. This signer confirms that contract terms follow purchasing rules and that payment terms are acceptable.

Required proposal fields and key data elements

Client legal name: Full registered business name

Scope summary: Clear description of deliverables

Pricing: Fixed fee or time-and-materials

Timeline: Start and end dates

Data sources: List of systems and owners

Compliance notes: HIPAA/FERPA/other rules

Stepwise process to complete a Power BI proposal

Follow this short sequence to assemble and finalize a complete, auditable proposal document.

01

Gather requirements: Interview stakeholders and capture KPIs.
02

Define scope: List deliverables, exclusions, and assumptions.
03

Estimate effort: Provide hours, milestones, and pricing.
04

Obtain approvals: Route for technical and budget sign-off.

Digital workflow settings for online completion

Configure an e-signature and document routing workflow that records actions, limits access, and enforces field completion before signature.

Field	Configuration
Signing order	Sequential or parallel routing
Authentication	Email link, SMS code, or KBA
Required fields	Make key fields mandatory
Audit trail	Capture IP, timestamp, and actions

Technical requirements for eSubmission and signatures

Ensure the signing platform supports your authentication and retention needs before sending the proposal.

Document formats: PDF, DOCX, or Excel
Integrations: CRM and storage systems
Security: TLS and AES encryption

Confirm the solution can produce an audit trail, export signed documents, and meet any contractual recordkeeping or compliance obligations.

Typical online signing flow for a proposal

This sequence shows the sender-to-signer steps for secure eSignature and record capture.

Upload document: Prepare and upload final proposal file.
Place fields: Add signature, date, and initials fields.
Send to signers: Specify signer emails and order.
Capture audit trail: System records timestamps and actions.

Essential content to include in a professional Power BI proposal

Organize the proposal into clear sections so stakeholders can find scope, cost, schedule, and compliance information quickly.

Executive summary

Concise statement of business objectives, target KPIs, expected business value, and a one-paragraph summary of recommended deliverables and timeline.

Deliverables

Detail each dashboard, dataset, report, and environment to be delivered, including acceptance criteria and any sample visuals or prototypes.

Scope & exclusions

Define what is included and explicitly list exclusions to prevent misunderstandings about data cleanup, source system changes, or training.

Project plan

Provide milestones, resource assumptions, dependencies, and a high-level timeline with durations for discovery, build, test, and deployment phases.

Pricing model

Specify fixed fees or estimated hours with rates, payment schedule, and terms for change orders or out-of-scope work.

Security & compliance

State data handling, encryption, authentication, and any regulatory constraints (for example HIPAA or FERPA) plus responsibility for provisioning access.

Common mistakes to avoid when preparing a proposal

Underestimating data preparation effort, which often leads to scope changes and schedule overruns during integration and testing.
Failing to specify acceptance criteria or sign-off process, which causes disputes about what constitutes 'complete' deliverables.
Not documenting who supplies credentials and data extracts, creating delays when source system owners are not identified early.
Omitting compliance or privacy obligations for sensitive data, risking regulatory exposure or contract rework.

Risks and potential consequences of errors in the proposal

Contract disputes: Delay or litigation risk

Scope creep: Unplanned cost increases

Data breaches: Regulatory fines possible

Billing issues: Invoice disputes and payment delays

Scheduling delays: Missed launch or reporting dates

Noncompliance: Contract termination risk

Timelines commonly referenced in proposals

Include realistic deadlines for review cycles, approvals, and start-of-work to set expectations and facilitate procurement workflows.

Proposal submission deadline:

Date when the vendor must deliver the signed proposal.

Internal review period:

Typical 5–10 business day window for sponsor and IT review.

Signature window:

Allow 7–14 days for procurement and authorized signer availability.

Project kickoff:

Target start date after signatures and data access are granted.

Milestone acceptance:

Dates for deliverable reviews and client approvals.

Key milestones from proposal to delivery

A sequential list of major stages helps stakeholders track progress and coordinate dependencies across teams.

01

Proposal finalized

Document approved internally, ready for client review.

02

Client review

Stakeholders evaluate scope, schedule, and pricing.

03

Signatures obtained

Authorized signers complete execution of the proposal.

04

Project kickoff

Discovery and data access activities begin.

eSignature pricing snapshot and capability comparison

Basic pricing and feature availability for common eSignature vendors are summarized below to inform platform selection for proposal signing workflows.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently asked questions about preparing and signing a proposal

Answers to common issues encountered during drafting, review, and electronic signing of Power BI proposals.

Need help? Contact support

Can a proposal be e-signed?
Yes. Electronic signatures are enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and in states that adopted UETA, provided intent, consent, attribution, and retention requirements are met.
Do I need notarization?
Most business proposals do not require notarization. Notarization is typically reserved for deeds, certain affidavits, or state-specific statutory instruments.
What authentication is recommended?
Use at least email link plus optional SMS or knowledge-based authentication for higher assurance. Stronger methods reduce risk when proposals reference sensitive data.
How do I handle PHI in a proposal?
If PHI is referenced, include HIPAA compliance language and ensure a Business Associate Agreement covers any vendor handling that data.
How long should I retain signed proposals?
Retain for the contract term plus a minimum of three years; industry-specific rules (IRS, HIPAA, SEC) may require longer retention periods.
What if a signer’s name differs from the entity name?
Ensure the signature block includes the signer's printed name and capacity (title). Mismatched entity names or missing authority can delay acceptance or render the signature ineffective.

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