Business, strategy, and operations

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.

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What you get

Built for how consultants work.

01

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.

02

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.

03

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.

04

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.

Browse all 30+ templates

Propelio, Built for:

Send better proposals in under 10 minutes.

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