Deep navy and warm paper with a restrained gold accent. Credible typography and wording for strategy, operations, and transformation advisory.
Proposal software for consultants.
For consultants, trust is the product. Before a client commits to an engagement, they are making a judgement about your process, your rigour, and your professionalism. A clear, well-structured proposal is the first demonstration of all three. Propelio gives consultants the tools to produce and deliver proposals that signal process from the first page, without needing a design team or a legal platform to set them up.
What you get
Built for how consultants work.
Structure that signals expertise
A proposal with a clear problem statement, defined deliverables, and explicit scope boundaries communicates professional rigour before the engagement has started.
Present complex pricing simply
Phase-based fees, day rates, and retainer options all have a natural home in Propelio's pricing block. Clients understand what they are committing to without a follow-up call.
A digital audit trail for every engagement
Every signed proposal records the signer's name, email, timestamp, IP address, and a hash of the document at the moment of signing. A clear record from day one.
Follow up from a position of knowledge
Know exactly when a client opens your proposal, so you can follow up while the conversation is warm rather than guessing when to send a chase email.
Proposal templates
Start from a template built for your industry.
Each template includes the right sections, structure, and tone for your kind of work. Customise the scope, pricing, and branding, then send.
Deep navy and gold. Professional service proposals for accountants, bookkeepers, and financial advisors.
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