Consulting proposal software that writes from your engagement notes
Consultants sell judgment, and the proposal is the first proof of it. ProposalCreation takes your discovery notes or the client brief and writes a complete consulting proposal in your voice: situation, objectives, approach, phases, deliverables, team, fees and terms. You refine the thinking, our AI handles the writing and formatting, and the client signs online.
Why consulting proposals eat billable time
Independent consultants and boutique partners in management, IT, HR and finance consulting write proposals at night, after client work. Every engagement is different, yet most of the document repeats.
- The situation summary and objectives must sound specific to the client, so they are rewritten from scratch.
- Approach and phases are reused from older engagements, but the wording has to change each time.
- Fee structures vary: fixed fee, phased fees, retainers or day rates, and mistakes in the table cost credibility.
- Team bios and relevant experience live in different files and go out of date.
- A proposal sent as an attachment gives no signal about whether the sponsor read it or shared it internally.
What the AI writes in a consulting proposal
Enter the client, the problem and your proposed engagement, or paste the brief and call notes. The AI drafts every section in the order clients expect, using your past proposals, voice notes and content library.
- Executive summary: the client situation in their own terms and the outcome the engagement aims for.
- Objectives and success criteria that you define with the client, written without invented figures.
- Approach and methodology: diagnostic, workshops, analysis, recommendations and implementation support.
- Phases and deliverables: assessment report, roadmap, workshop materials, steering committee updates.
- Team and relevant experience, drawn from bios and case write-ups you own in the content library.
- Assumptions, client responsibilities, fees, terms, next steps and a signature block.
Need a formal statement of work after the proposal is accepted? Start from the statement of work template or the consulting proposal template, and read a full walkthrough of a management consulting proposal.
Fee tables for consulting engagements
The pricing table supports line items, quantities, optional add-ons, discounts, taxes and currency, so phased engagements and retainers are clear at a glance.
| Line item | How consultants usually price it | Client can tick it |
|---|---|---|
| Diagnostic phase | Fixed fee | No, core scope |
| Strategy and roadmap | Fixed fee per phase | No, core scope |
| Implementation support | Monthly retainer or day rate | Optional |
| Additional workshops | Per workshop | Optional |
| Travel and expenses | Billed at cost or as a fixed allowance | No, as agreed |
Optional phases let the sponsor approve the core engagement now and add implementation support in the same signature.
Send, sign and follow the consulting proposal
Send a tracked link or export a PDF. The sponsor and a second approver can sign in order, with legally binding electronic signatures under the U.S. ESIGN Act and UETA and an audit trail certificate. You get an open notification on every plan, time per section on Growth, and on Business forwarded views that show when the proposal reaches the CFO or the board.
- Rewrite any section with AI after a call: shorter, more formal or with more detail. Our proposal writing software page explains how rewrites work.
- Version history and comments keep partner reviews in one place.
Which plan fits a consultant or boutique firm
Independent consultants usually start on Starter: 1 seat, 20 AI proposal drafts and 100 AI rewrites per month, industry templates and 1 brand style, at $24 per month billed annually. Boutique firms with several partners pick Growth for 5 seats, 70 drafts, 300 rewrites, basic roles and a shared library. Firms that answer RFPs from public agencies or large companies move to Business for RFP import up to 60 pages per RFP.
| Plan | Annual billing | Monthly billing | Seats | AI drafts | AI rewrites |
|---|---|---|---|---|---|
| Starter | $24 / mo | $49 / mo | 1 | 20 | 100 |
| Growth | $74 / mo | $149 / mo | 5 | 70 | 300 |
| Business | $149 / mo | $299 / mo | 15 | 150 | 500 |
| Enterprise | $399 / mo | $799 / mo | 50 | 400 | 1,500 |
Limits apply per month. Sending created proposals has no limit. See ProposalCreation pricing.
Draft a consulting proposal now
Describe the engagement and the client. You see the cover page and executive summary written for them in about a minute. One free proposal preview, no card needed.
Consulting proposal questions
Will the proposal sound like me?
Yes. Upload two or three of your past proposals and add short voice notes. The AI follows your structure, vocabulary and tone, and you edit anything before sending.
Is my client information used to train AI models?
No. We do not train AI models on your proposals. Data is encrypted in transit and at rest, and you can export or delete it at any time.
Can I quote day rates and fixed fees in one proposal?
Yes. Each line item has its own unit and quantity, so a fixed diagnostic fee and a day rate for implementation support sit in the same pricing table.
Can the client sign the proposal online?
Yes. Clients sign with legally binding electronic signatures under the U.S. ESIGN Act and UETA. Each signed proposal has an audit trail certificate.
Can I cancel?
Yes, you can cancel anytime and export everything. Payments already made are final, and access runs to the end of the paid period.