A brief that reflects the conversation
Bring discovery notes, stakeholders and goals into the proposal.
All use cases
Proposal software for consultants
Turn your expertise into a clear engagement.
Create your first proposal
Propovo is consulting proposal software for independent consultants and small firms. A consulting proposal has to show that you understood the business problem, explain how you will approach it and set out the client’s responsibilities, often for stakeholders who were not on the first call. Writing that from scratch after every discovery meeting takes hours.
Propovo starts from your discovery notes, call transcripts or CRM context and suggests the problem statement, scope and open questions, which you review before applying. You shape the method, deliverables and phases in a branded template, price the work as a project, phased engagement or retainer, and share a client room where stakeholders comment, approve and e-sign.
From the brief to the decision
A considered approach
Explain your method, deliverables and the client’s role.
Proof with a purpose
Add relevant experience, credentials and case studies.
Flexible engagements
Present a project, phased engagement or retainer with clear pricing.
Example: a fictional operations review engagement
Discovery
Mara Quinn, a fictional operations consultant, adds the transcript of a call with a logistics firm whose order handling has slowed as it grew. Propovo suggests a problem statement and three open questions, and she keeps two.
Shape the engagement
Using the business process consulting template, she sets out a diagnostic phase and an implementation phase, with interviews, a process map and a recommendations report as deliverables, and lists what the client must provide.
Phased pricing
The pricing table shows a fixed fee for the diagnostic and a separate fee for implementation, so the client can commit to the first phase before deciding on the second.
Stakeholder sign-off
The operations director and finance director comment in the client room. Once their questions are answered, the operations director approves and e-signs the proposal and the consulting agreement in the same room.
Your proposal workflow
Start with discovery
Bring the business problem, constraints and expected outcomes.
Shape the engagement
Confirm the approach, assumptions and deliverables.
Make the case
Add your experience, milestones and commercial terms.
Agree the next step
Resolve questions, collect acceptance and begin the handoff.
Templates to start from
Business process consulting
Scope a process review with diagnostic, recommendations and implementation phases.
Fractional CMO
Propose an ongoing part-time leadership role with clear responsibilities and cadence.
Discovery sprint
Sell a short, paid discovery phase before a larger engagement.
Consulting agreement
An editable consulting agreement to sign alongside the proposal.
Frequently asked questions
How do I write a consulting proposal faster after a discovery call?
Add your call notes or transcript to Propovo. It suggests the problem, goals, scope and open questions, and you review each suggestion before applying it. You then edit the method and deliverables in your own template, so the first draft starts from what the client actually said.
Can I price a consulting engagement in phases?
Yes. Pricing tables and packages let you show a diagnostic phase, an implementation phase or an ongoing retainer as separate items with their own fees. Clients see what each phase delivers and can approve the first without committing to everything at once.
What if several stakeholders need to review the proposal?
Share one client room link. Stakeholders can read the proposal, leave comments and approve in the same place, and clients do not need paid seats. After sharing, engagement tracking shows activity on the proposal and suggests next actions when a follow-up is due.
Can I send a consulting agreement with the proposal?
Yes. Propovo includes a consulting agreement template you can edit to match your terms. The proposal and the agreement sit together in the client room, where the client can comment, approve and e-sign. Have your own adviser review the terms before you rely on them.