Cut the manual work and send proposals that win the engagement
Approach, fees and signature in one branded link, built from the work you have already done. Made for consultancies pitching against other firms every week.
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Assemble the proposal from work you have already done
Scope and fees in one document
The approach, the fee basis and signature sit in the same link, so the client agrees to the work and the price in a single action.
A branded page instead of an attachment
A branded page rather than a Word file. The proposal looks like the quality of the advice behind it.
An email the moment they open it
You know the moment a client opens the proposal, so nobody is guessing when to pick up the phone.
From methodology to signature
Write the methodology once
Your methodology, team bios and case studies live as reusable blocks anyone can add to a proposal.
Admins control the templates, so every consultant starts from the version the firm has approved.
Explore the content library
Day rate, fixed fee or retainer
Present approaches or phases as options the client chooses between, with optional work they can add or remove themselves. The total updates as they do.
Price work as one-off or recurring, monthly or annual. What the client selected is what lands on the record.
Explore quotes and pricing
Call them the day they read it
See when the proposal was opened and which sections held their attention, so you know whether they reached the fees.
An identification step, available from Growth, shows whether it was your sponsor or someone in finance reviewing it. You follow up with context, while the conversation is still warm.
Explore buyer insights
Signed and paid in the same link
The client signs in the page, and you can collect a deposit through Stripe at the same time. Set it as a flat fee or a percentage of the total.
Once accepted, the page cannot be reversed, deleted or edited, and the audit trail carries the acceptor's name, email and company with the timestamp.
Explore e-signature
EQL doubled proposal conversion
EQL Consulting sells complex outsourced SDR engagements across logistics, enterprise software, robotics and industrial automation.
Since moving to Qwilr, their proposal conversion rate has roughly doubled, from around 30% to 60%, and building a proposal dropped from two or three hours to thirty minutes.
“I was just using the classic Microsoft tech stack and PDFs to build proposals. They were wordy, boring, bland, and they could have been done by anybody.”
Eddy Rowley, Chief Revenue Officer, EQL Consulting
Read the EQL Consulting story
Start with a consulting proposal template
Free to use, and easy to adapt into your firm's own.
Browse all templates
Worth reading next
Guides from the Qwilr blog for consulting teams.
How to write an RFP response that wins
Structuring a response to a formal brief, and the sections buyers score you on.
How to structure a retainer agreement
Scope, term, renewal and what happens when the work runs beyond the agreed hours.
How to write a pricing proposal
Presenting day rates, fixed fees and phased pricing so the client can compare them.
Presenting complex pricing bundles
Where multi-option pricing loses people, and how to lay it out so it does not.
Customer stories
How consulting firms use Qwilr.
Questions consultancies ask
Proposal software for consulting firms produces the document you send to win an engagement: the approach, the scope, the fee basis and the terms, with signature inside the document rather than in a separate signing tool.
What separates it from a document tool is what happens after you send. You can see what was read and how far they got, and acceptance creates a dated record of exactly what the client agreed to.
Firms usually move for one of two reasons: the proposal took hours to assemble from old files, or it arrived as a Word document that gave away nothing about the quality of the thinking. Software and IT consultancies have their own page on proposal software for software consulting.
Yes. You can present day rates, fixed fees and retainers in the same proposal, and choose whether the client selects one option or several.
Optional phases sit behind a checkbox, and the quote total updates as the client ticks them. Costs can be one-off or recurring, monthly or annual, and a quantity field can let the client choose the number of days or seats.
What the client selected is what lands on the record, so the scope conversation happens once rather than at invoicing.
At minimum: the problem as you understand it, your approach, what you will deliver and by when, who does the work, the fee basis and the terms.
Strong consulting proposals tend to lead with the client's situation rather than the firm's credentials, and put team bios and past engagements after the approach instead of in front of it.
In Qwilr, each section can be saved as a reusable block, so the parts you reuse stay consistent and the parts that need fresh thinking get written each time.
A change of scope goes out as its own page with its own signature and its own date, rather than as an amendment buried in an email thread.
Each change has its own acceptance, so the record shows exactly what was agreed and when. A page carries one accept block, which is what keeps each signature unambiguous, and once a page has been accepted it cannot be reversed, deleted or edited, so the original engagement stays intact as its own record.
Firms doing phased work tend to set each phase up this way from the start.