Virtual Assistant Service Proposal Form

Finding the right virtual assistant match starts with understanding exactly what you need—and that's where this Virtual Assistant Service Proposal Form comes in. Whether you're a busy entrepreneur, small business owner, or growing agency, this template helps you capture all the details needed to scope, price, and deliver professional VA services.

This form walks potential clients through their support needs—from hours per week and task categories to time zone coverage and software proficiencies. It includes built-in pricing calculators for both hourly and retainer options, plus a confidentiality agreement to protect sensitive information from the start.

Perfect for virtual assistant businesses, VA agencies, freelance admins, and professional service providers looking to streamline client intake and proposal generation. The form captures everything you need to create accurate quotes and set clear expectations: administrative tasks, social media management, customer support, bookkeeping, scheduling, email management, and more.

With Paperform's calculation engine, you can show live pricing as clients select their service levels and hours, making it easy to present transparent, customized proposals. Conditional logic reveals relevant fields based on task selections, and the built-in eSignature field (or Papersign for more advanced contract workflows) lets clients accept terms and finalize agreements in one smooth experience.

Once submitted, you can connect this form to your CRM, project management tools, or invoicing systems using Stepper to automatically create client records, send welcome packets, schedule onboarding calls, and trigger your service delivery workflow—no manual data entry required.

Whether you're offering general admin support, specialized social media services, or executive-level assistance, this Virtual Assistant Service Proposal Form gives you a professional, conversion-optimized way to qualify leads, set clear scope, and close more clients faster.