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Consulting Invoice Template

Qwilr's Consulting Invoice Template helps you quickly create secure invoices for your clients, which enable them to accept, sign and pay right from within the one document.

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Make a visual statement

Embedded transparency

Embed spreadsheets, calendars , timesheets and more to your invoices so clients can keep informed with progress on their scope of work.

Make a visual statement

Lay out the work

Use Qwilr's built-in pricing tool to input line items of work and their value, showing your customers both the total amount of the invoice as well as a breakdown by item.

Make a visual statement

Save it all to use again next time

Spend more time developing ideas and less time invoicing. Save your customised consulting invoice template and reuse it over and over again in 1 click.

SIMPLE SHARING

Share online with ease

Whether you want to send it as a responsive webpage or attach your invoice as a PDF, it's easy to share your consulting invoice with your clients.

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Make a visual statement

Get notified

Set up notifications so you know when your client opens your consulting invoice.

Make a visual statement

Chat about it

Add Live Chat to your invoice so your client can ask you questions while they're reviewing the consulting invoice.

Make a visual statement

Secure it

Turn on password protection, time or view limits and user authitcation so you can control who opens your consulting invoice.

SURFACE INSIGHTS

Integrated payment options

The secure Stripe integration means clients can securely pay in the invoice using their credit card.

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Make a visual statement

Integrated with your accounting

Integrated directly with Xero and Quickbooks, Qwilr can cut down your accounting-related data entry by generating invoices in your accounting software when your consulting invoice is accepted and paid.

See the template in action

pages.qwilr.com

Frequently Asked Questions

What is a consulting invoice?

This consulting invoice has been designed to help you land consulting clients. With beautiful, interactive designs, optimised for every device, Qwilr can be integrated with most major CRM systems and help your sales team streamline the sales process. And, once your lead is ready to sign, they can select the service package they want, accept, e-sign and pay all in one go and from any device.

Why use Qwilr to create a consulting invoice?

With optimizing sales processes reported as one of the top three challenges for sales teams, Qwilr seamlessly integrates into your team’s CRM system, increasing efficiency while minimising errors. Qwilr does all of this though, without compromising the pitch. From case study embeds to interactive quoting on the proposal itself, Qwilr proposal software improves the sales experience for both your sales team and leads so that you can optimise your value message, close more deals, all the while minimising manual work and human error.

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

You can add all sorts of content to your Qwilr sales proposals and documents; whether that’s your portfolio or a Vimeo embed featuring a testimonial and case study, we help you create sales documents that really hit home. One of our flagship features is our interactive pricing embeds, which lets clients add/remove service items and add-ons. This helps clearly convey your company’s service offerings and value proposition, all the while providing your lead with the optimal sales experience.

Can I add pricing to my consulting invoice?

Of course! Qwilr gives your company the ability to include and present interactive pricing data to your prospect so that your service offering and pricing structure are both clearly conveyed. Your lead has the freedom to interact with the pricing table, making modifications such as grouping services together or adding/removing service items, saving your sales team time and unnecessary back-and-forth. On top of that, once your lead is ready to sign after making adjustments to the pricing table, your team can rest assured that Qwilr’s software will update the pricing in real-time, meaning that as the customer makes changes, the prices will change automatically. And once they’re ready to sign, they can do so all in one go, from the same device.

How can I make my consulting invoice match my brand?

Qwilr’s proposal software features a brand editor that allows your team to add company branding assets to be used across all sales documents sent out to leads. With this editor, you can insert company colors, logos, fonts, images, allowing you to maintain consistent branding across all documents while altering the necessary components and details for specific clients.

Will my consulting invoice look good on mobile & tablet devices?

With Qwilr, when you send your consulting invoice to your prospects as a webpage, you can rest assured they are viewing a design-optimised invoice on any device they're reading off. This is because our software uses design responsive elements to detect what device your prospects are reading on and adjust the invoice accordingly.

Start winning with Qwilr today

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