For consultants
Proposal software built for consultants
Stop sending consulting proposals as 12-page Word docs. Create My Proposal turns your scope, methodology, deliverables, and pricing into a clean, scrollable proposal your client can approve in one click.
Common pain points
- — Scope creep because terms aren't crystal clear
- — Long sales cycles waiting for signatures
- — Hard to compare retainer vs project pricing
- — No insight into whether the buyer is engaging
How Create My Proposal helps
- ✓ Crystal-clear scope, deliverables, and assumptions
- ✓ Flexible pricing — fixed fee, hourly, or retainer
- ✓ View tracking and section-level analytics
- ✓ Reusable templates for repeat engagements
Your proposal workflow
- 1
Pick a proven industry template and add your branding.
- 2
Customize scope, line items, milestones, and terms in minutes.
- 3
Send a secure approval link by email or WhatsApp.
- 4
Get notified the moment your client opens and approves it.
- 5
Export to PDF or push the deal into your CRM.
Templates for consultants
Editable templates ready to send.
[ Product screenshot — proposal builder for Consultants ]
Frequently asked questions
Can I send NDA + proposal together?+
Yes. Attach an NDA as a file or include it as a section in the proposal.
Can I bill in EUR or GBP?+
Yes. Choose currency per proposal.
Does it integrate with my CRM?+
Yes, via Zapier and webhooks.
Built for consultants. Free to start.
Free forever for solo operators. No credit card required.
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