The proposal is the pitch, and it looks like any generic doc
A consultant doesn't get to demo a product live — the proposal itself has to close the deal. A generic document undercuts credibility before the first follow-up call.
For consultants
Consulting proposals that sell themselves
Break discovery, implementation, and follow-up into fees and deliverables per phase, presented in a professional link your client can sign in minutes.
Free to start. No card required for your first proposal.
Fees broken out by phaseExplicit deliverablesSimple e-signature
Industry problems
Phase-based fees get flattened into one total
Discovery, implementation, and follow-up end up bundled into a single number, leaving the client unsure what they're paying for at each stage.
'Consulting hours' without a deliverable reads as risk
If the scope doesn't spell out what document, report, or outcome each phase produces, the client signs feeling like they're buying time, not results.
How Quotive helps
Quote by phase, with its deliverable
Break out separate line items for discovery, implementation, and follow-up, each with its fee and the concrete deliverable that justifies it.
Send a link, not an attachment
Your client opens the proposal through a branded link, no download needed, presented as polished as the rest of your consulting materials.
Close it with an e-signature
The client approves fees and deliverables per phase with a simple signature — the agreement is documented before discovery even starts.
Real example
Quote example
Strategy consulting engagement in 3 phases with differentiated fees
A business consultant quotes a $6,500 engagement split into diagnosis, implementation plan, and a 90-day follow-up, each phase with its own deliverable. The client opens the link, sees exactly what each stage produces, and signs the same week.
- Diagnosis and analysis (executive report) — $1,500
- Implementation plan (6-month roadmap) — $3,500
- 90-day follow-up (2 sessions + final report) — $1,500
Benefits
Your proposal competes with bigger firms
A document that presents as well as an established firm's positions you on value, not on an hourly rate.
Each phase gets quoted and approved on its own
If the client only wants the diagnosis first, approve that phase and quote implementation later, without renegotiating the whole engagement.
Follow-up without chasing over email
You know exactly when the client opened the proposal and when they signed, no more 'did you get a chance to look at it?' messages.
Frequently asked questions
Can I quote different fees for each phase of the engagement?
Yes. Each phase is its own line item with its own fee and deliverable description, and the total is calculated automatically.
How do I make clear which deliverable belongs to which phase?
Describe the deliverable directly on the line item — report, roadmap, follow-up session — so the client sees exactly what they get for their investment.
Can the client approve just the diagnosis and decide on the rest later?
Yes. Quote the diagnosis as a standalone phase and send a separate proposal for implementation once they decide to move forward.
Does it work for HR, finance, or strategy consulting, not just general business?
Yes. The phase-and-deliverable structure applies to any boutique consulting practice, regardless of specialty.
Can I reuse a proposal's structure for the next client?
Yes. Duplicate a previous proposal from your catalog and adjust fees and deliverables to match the new client's scope.
For consultants
Let your proposal sell before the first meeting
Quote fees and deliverables by phase, with simple e-signature and real-time tracking.
Create my first proposal