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Consulting Agreement Template

With Qwilr's consulting agreement template, you can quickly create agreements that close deals. You can embed videos, calendars and images to help showcase your capabilities and get notified the moment a client views your agreement.

About this template

Use this template to build interactive and dynamic consulting agreements proposals for your clients. Qwilr’s drag and drop editor lets you build out components of the consulting agreement, save them as a template and pull in data from your CRM to populate the quote and personalize every proposal. Clients can interact with the quote section to understand your pricing, select additional services, and sign when they’re ready, helping you seal the deal when you’re not in the room.

How to use this template

After building a dynamic consulting agreement that buyers can interact with, you can view every interaction with Qwilr’s analytics. Understand how your clients engage with your agreements so you can continuously improve them to gain more work. Update the consulting agreement after conversations with customers, and use it as a record to keep the terms and changes for the agreement centralized.

What's in this template?

  • Proposal welcome
  • Background context
  • Goals of the agreement
  • Project process
  • Outcomes of the agreement
  • Client testimonial
  • Indicative Investment
  • Consulting team
  • Contact us
  • Terms & conditions

Qwilr Features

Qwilr helps modern sales teams wow their buyers and drive revenue through engaging web experiences.

Web content builder

Drag and drop your way to beautiful sales collateral with our powerful editor.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Secure sharing

Add security features like password protection and link expiry to protect sensitive content.

Custom branding

Add your brand colors, logos, and custom fonts.

Optimized for mobile

Every Qwilr page is automatically optimized for mobile views.


Get deals signed on the spot with built-in e-signing ability.

Content library

Build a library of re-usable content for your sales reps to make every piece of collateral up to date and aligned to the company brand.

Track buyer engagement

Know what your customers are engaging with by tracking views, clicks and time spent on each web page.

Embeddable content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.

Frequently Asked Questions

What is a consulting agreement?

This consulting agreement has been designed to help your sales team land consulting clients and work. Qwilr can be easily integrated with most major CRM systems so that pricing and other important data can be centralised in one place, minimising human error, saving time and increasing your team’s efficiency. Upon sending your proposal, Qwilr helps gather detailed actionable insights for your team so you can understand how your leads are interacting with the proposal sent. And, once your lead is ready to sign, they can choose the service package they’re after, e-sign and pay all in one go.

Why use Qwilr to create a consulting agreement?

Qwilr is proposal software that simplifies the sales process for your team. With the help of Qwilr, your team can establish the pieces of collateral that you want to apply to every sales proposal while customising components that you would like tailored for every individual customer.

Qwilr also seamlessly integrates with your CRM system, so your customers can get interactive pricing through a beautifully designed and interactive proposal.

Detailed analytics on how leads interact with your proposal are also provided, giving your team invaluable insights on how to optimise your pitches.

And, once the client is ready to sign, they can do so by selecting the sales package they want through the e-proposal sent, sign and pay all in one go and all through any one device.

Can I integrate my consulting agreement with my accounting software?

Yes! Qwilr works directly with the major industry accounting software platforms so that once your sales prospect accepts the proposal, an invoice is automatically created and drafted in the major accounting platform of your choice.

The information in the final proposal accepted by the client will also already be inputted in the invoice. So now, all you have to do is to send it off!

What kind of content can I add to my consulting agreement?

Qwilr gives your sales proposal the much-needed makeover that traditional, static PDF proposals have needed for years. From interactive Google Map embeds to pricing blocks that let customers add and remove service items as they please, with Qwilr, you can really set your proposal apart from your competitors and maximise your company’s sales conversions.

Can I add pricing to my consulting agreement?

Yes! Qwilr takes your sales proposals up a notch and helps you set yourselves apart from your competitors by providing your leads and prospects with beautiful and compelling proposals.

One flagship feature of our proposals is our interactive pricing tables that let prospects make desired modifications to the service offering on their end within the parameters your company has set.

So, whether you have created an add-on service or want to give clients the ability to group service items together, you can do so all through Qwilr.

And, once your lead is ready, they can select the package they’re after, sign and pay all in one flow and through any device.

How can I make my consulting agreement match my brand?

The brand editor in our sales proposal software lets you input the company branding elements that you want to have shown on every sales proposal sent.

This includes company colors, logos, fonts, which lets you streamline the proposal creation phase while maintaining consistent visual branding and collateral.

Start winning with Qwilr today

Start a free trial or get a personalized product demo from the Qwilr sales team.