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Consulting Proposal Template

Use Qwilr's consulting proposal template to scope out work, win business and impress clients. You can embed forms, presentations, full screen images and create personalised documents using data from your CRM.

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Embed images and videos inline

With a simple editor, creating your consulting proposal is easy. You can include beautiful images, captivating videos and presentations to really showcase what you're capable of.

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Add interactive pricing

Use interactive quotes in your consulting proposal to give your client an idea of how much various stages or projects will cost. It also helps you generate more revenue with minimal effort as you can include additional service options for consideration.

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Use it over and over again

Save your personalised template to streamline proposal creation in the future.

SIMPLE SHARING

Works across multiple devices

Responsive design means you can be sure your consulting proposal will look great on your smartphone, desktop, tablet or laptop.

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Analytics for insights

Understand who's viewed your proposal, when, for how long and what content they engaged with the most so you can continue to improve your pitch.

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Live communication

Use live chat so your clients can ask you questions when they're looking at the proposal.

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Protect your proposal

Add password protection, view and time limits and user authentication so you can keep your ideas secure.

SURFACE INSIGHTS

One-click signoff

Instant signoff means you can get going on the project faster.

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Efficient digital signatures

Reduce turnaround times with digital signature capability. Qwilr also produces a full audit trail for legal purposes so it's fully compliant with eSignature laws.

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Get paid on time

Stop chasing payments with secure payment features integrated right into your proposal.

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Link to your accounting software

Cut out any extra data entry by linking Qwilr to your accounting software. By connecting directly to Quickbooks or Xero draft invoices can be automatically created from accepted proposals.

See the template in action

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