Skip to content

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.

consulting-agreeemnt-template-desktop
Make a visual statement

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.

Make a visual statement

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.

Make a visual statement

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.

consulting-agreement-template-mobile
Make a visual statement

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.

Make a visual statement

Live communication

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

Make a visual statement

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.

engagement-image
Make a visual statement

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.

Make a visual statement

Get paid on time

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

Make a visual statement

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

pages.qwilr.com

Frequently Asked Questions

What is a consulting proposal?

The consulting proposal is created to help you win consulting work. It provides the necessary information to your lead, such as pricing packages, testimonials and case studies as well as your portfolio. On top of that, once this proposal is sent to your potential client, you can access detailed data on how your lead has interacted with the proposal, empowering your team with the necessary insights to improve each proposal and improve conversions.

Why use Qwilr to create a consulting proposal?

Qwilr is proposal software that frees your team up from doing manual and monotonous work all the while creating beautiful, mobile-responsive and interactive sales proposals. With Qwilr, you’re able to embed the necessary information and data through case study videos, calendars, testimonials, pricing, to help your sales team maximise the chances of landing a deal. Qwilr also integrates with your CRM system and features interactive quotes so back-and-forth is minimised and documents and information is kept all in one place.

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

Say goodbye to boring PDF proposals and hello to interactive Qwilr designs. With Qwilr, you can standardise the content used in every proposal all the while adding interactive elements to help make your pitch memorable to your leads. From Google Map embeds to YouTube embeds for video tutorials, our proposal software will help your sales team clearly communicate your company’s service and value proposition.

Can I add pricing to my consulting proposal?

Yes! Qwilr lets you add pricing tables that clearly outline your company’s offerings and their prices. Then, upon receipt, your prospect can interact with the proposal and make any necessary adjustments they would like all by themselves! Whether that is adding on services for an hourly, fixed or recurring basis, or opting in/out of certain optional service items, our proposal software gives your sales lead flexibility while freeing up your sales team from any unnecessary back-and-forth.

How can I make my consulting proposal match my brand?

Qwilr’s proposal software includes a brand editor that lets you insert your brand colors, fonts and other branding design elements that you want to have stay consistent across all sales proposals. With this editor, you can help streamline the sales proposal design phase, adding and removing components that are unique to individual customers while ensuring you maintain your company’s brand consistently across the board.

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

Building a sales proposal in Qwilr proposal software and sharing it as a webpage means that your leads will be receiving both an interactive and design-optimised proposal, regardless of which device they’re reading the proposal on.

Join the thousands of teams building better docs with Qwilr.