EVERYTHING YOU NEED IS INCLUDED
The first thing your client should see when they open a quote is a beautifully designed cover fit for a world-class consultant. An attractive cover is what gets them interested, so if you don’t do the first step right, it’s always going to be an uphill struggle from there.
You can use our premade cover or change the text, logo, and background image to make it a better fit for your needs.
You are unsure if you want to start your quote by writing a meeting summary, introducing yourself, or presenting your services? Luckily, that is something you don’t have to worry about anymore, as we structured the introduction section for you. You just need to add a few client specifics, and that’s it.
Like everything else in this quote, it’s completely editable - the colors, the text, images, layout - everything.
Explaining the process and timeline of consultation work may sound complicated and overwhelming to someone who hasn’t done it before.
Luckily, our Plan of action section is already made to fit the perfect amount of information. Add some details specific to your company, and it’s good to go!
No matter how you want to charge for your services, you can make it happen with this automatically calculated pricing table. All you need to do is put the numbers in, type a short one-line description of your services, and the quote is done. You can adjust it to specify charging per hour, subscribing to monthly packages, and even add optional up-sell services!
A digital signature is a perfect way to avoid meeting in person simply to transfer the documents. Just briefly explain your plan in the "Next steps" chapter, get your customer to sign, and your quote is officially accepted!
All digital signatures are 100% legal and compliant. When your client signs, you can see the digital signature certificate in your Better Proposals account.
Payment is the one thing you want to be crystal clear about. This quote allows you to set the correct expectations and avoid surprises during the payment collection.
Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.
Save You Time
The Automatic Designer makes it easy to create great-looking proposals in minutes.
100+ Beautiful Designs
Over 100 beautiful templates that look perfect on desktop, tablet, and mobile devices.
Clients Love It
“Dress to impress” still applies online. The seamless user interface will give your clients an experience they’ll remember.
Instantly Close the Deal
Your clients can immediately sign your proposal and pay your fee, all from the secure and encrypted web link you send them.
Smarter Follow-Ups
We’ll show you when your clients read your proposals, so you know exactly when to circle back and give them a nudge.
Manage Your Pipeline
Reporting and tracking features let you see where each proposal is in the sales process, so you can track who’s ready to sign, who’s ready for a follow-up, and who needs a little more nurturing.
Business Consulting Proposal Template
Proposal template for any consultant helping to improve businesses.
Marketing Consulting Proposal Template
Proposal template for any consultant helping to improve the marketing of a businesses.
Social Media Consulting Proposal Template
Proposal template for any consultant helping to improve the social media efforts of a company.
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