10 Proposal Software for Consultants: Features, Pricing and Tips

Writing a consulting proposal from scratch can often be time-consuming and lack clear direction. A more efficient approach is to use proposal software for consultants, which streamlines proposal creation, simplifies management, and tracks client approvals in one place.

For your convenience, we have explored ten proposal software tools: DocHipo, Qwilr, PandaDoc, Proposify, Prospero, Bonsai, Better Proposals, HoneyBook, Proposable, and Docspo. 

We have listed these tools based on features like niche-specific templates, interactive tables, e-signature, tracking, and analytics.

These platforms offer features that make it easier to create professional proposals, manage client interactions, and close deals faster. Along with their exclusive features, we have also covered their pricing and suitability, and included tips for choosing the right tool for your consulting business.

10 Proposal Software for Consultants

Based on the first-hand experience and user reviews, we have included all the common and standout features of these tools. We have checked every tool based on ease of use, template types, customization capabilities, sharing options, and suitability for different user types.

So let’s dive into it right away!

1. DocHipo

DocHipo Proposal Maker is an all-in-one suite from creation to approval; everything happens in one streamlined workspace. With its intuitive drag-and-drop editor, you can build professional, client-ready proposals in minutes, no design skills, no formatting headaches, no wasted time.

For consultants, this means faster turnaround and fewer errors. Instead of starting from a blank page, you get fully editable, niche-specific consulting templates across HR, Sales, CRM, Management, Marketing, Software, Digital transformation, Process improvement, and more. 

You don’t have to figure out what sections to include. You have clear deliverables from the beginneing such as scope of work, pricing table, timeline, and thoughtfully built essential proposal components. The website-style layout ensures your clients can navigate each section smoothly, making your proposal feel modern, premium, and easy to review.

You don’t have to second-guess your proposal content. Each template includes professionally written placeholder content tailored to specific consulting niches, guiding you on exactly what to say and where to say it. This helps you present your ideas with confidence and credibility.

With interactive pricing tables, you can assign currencies, adjust quantities, mark optional services, and define billing frequencies, making your pricing transparent and flexible.

The Brand Kit feature lets you instantly apply your logo, colors, and fonts. You can even save proposals as Company Templates, so future proposals take even less time to create. Along with these, you can also embed visuals, charts, and videos to make complex recommendations clearer and more persuasive.

And when it’s time to close the deal, you’re covered. You can set expiration dates to create urgency. It’s convenient for your clients, too. They can add their electronic signatures from any device for instant approvals, and automatically lock documents once signed to prevent unwanted changes.

In short, DocHipo aims to streamline the design process for business users. It helps you create proposals that look professional, build trust, and get approved faster. 

Best for

DocHipo is best for solo consultants, freelancers, and small or large consulting firms who want a proposal-making suite to create fast, professional, on-brand proposals with streamlined approvals.

Pricing

DocHipo offers a free plan to give you a hang of the tool. With its paid plans, it offers affordable proposal solutions for small businesses, agencies, and freelance consultants:

• Pro Plan: $7.5/month per user (billed annually). Ideal for solo consultants and small teams who need professional templates, more design power, and scalable proposal creation.
• Pro Unlimited: $225/month for unlimited users (billed annually). Perfect for larger consulting teams or agencies that produce high volumes of branded documents and proposals.

2. Qwilr

Like DocHipo, Qwilr also offers responsive web-style proposal templates. There are plenty of templates for consultants, including sales, CRM, marketing, and management. These proposals look like modern web pages and can include pricing tables, videos, forms, and digital signatures, making them more engaging for clients and easier to approve. 

Along with the drag-and-drop editor, you can build your proposal using modular content blocks: pricing tables, images, videos, timelines, team bios, case studies, and more.

Also, you can allow clients to select packages or add-ons directly in the proposal using interactive pricing tables.

Qwilr pairs well with other tools consultants typically use. It integrates with major CRMs like HubSpot and Salesforce, so proposals sync with your sales pipeline. Additionally, the tool offers integrated payment systems.

It allows you to share proposals as web links. Qwilr gives you real-time engagement insights. You’ll know when clients open your proposal, how long they spend on each section, and what they click, helping you time follow-ups with intelligence, not guesswork. 

That said, Qwilr may not be ideal for every consulting style. While its web-page format is visually engaging, some clients still prefer traditional PDFs they can download and archive.

Best for

Qwilr is great for consultants who want modern, interactive, and client-focused proposals. If your goal is to impress prospects with a digital experience, track engagement in depth, and shorten sales cycles with built-in approvals and payments, Qwilr delivers a compelling solution.

Pricing

Qwilr offers a free trial plan for a limited time. Afterwards, you can access the tool with these paid plans:

• Business Plan: $35/month per user (billed annually)
• Enterprise Plan:$59/month per user (billed annually)

3. PandaDoc

PandaDoc stands out as a robust, all-in-one proposal software for consultants looking to accelerate deal flow and streamline proposal workflows. It helps you create, deliver, track, and manage contracts and invoices without juggling multiple tools or manual processes.

With a rich library of professionally designed templates, you can quickly assemble proposals tailored to your consulting niche, whether you’re in strategy, IT, HR, marketing, finance, or operations. 

These templates include document-style sections for scope of work, deliverables, timelines, and pricing, so you spend less time on design and more time selling. Unlike DocHipo, these templates lack some sections, such as the scope of work and timelines. You need to create them manually.

The drag-and-drop editor gives you complete control over the look and feel of your proposal. You can add custom branding elements, such as logos, colors, and fonts, to ensure every document reflects your consulting practice’s identity. 

Pricing tables and dynamic content blocks make it easy to present service options and fee structures transparently. You can even configure variable pricing, discounts, and optional add-ons so clients can understand the value you offer and choose the right package.

The platform also lets you set expiration dates, track engagement, and receive real-time notifications when clients open, comment, or sign your proposals, giving you visibility into buyer intent and timing.

In short, PandaDoc gives consultants the tools to create polished, professional proposals faster and deliver a seamless client experience. However, the learning curve is steeper than that of other proposal software.

Best for

PandaDoc is ideal for consultants, agencies, and sales teams that want a complete proposal and contract management solution with automation, integrations, and analytics.

Pricing

Along with the free trial, you can pay for these plans depending on your purpose:

• Starter Plan: $19/month per user (billed annually)
• Business Plan: $49/month per user (billed annually)
• Enterprise Plan: Customizable pricing

4. Proposify

Proposify is a dedicated proposal management software built to help consultants create, send, and close proposals more efficiently. Designed specifically for service-based businesses, it streamlines the entire proposal lifecycle from drafting and pricing to client approval and analytics.

For consultants in marketing, IT, strategy, HR, and business advisory services, Proposify offers structured document-style templates. However, you may struggle to find a specific template that aligns with your purpose. 

Each layout has essential sections such as scope of work, timelines, pricing tables, results, and terms. 

The platform provides a drag-and-drop editor that simplifies customization, allowing consultants to apply brand colors, logos, images, and formatted content blocks. 

Its interactive pricing tables enable you to present clear cost breakdowns, optional services, and package-based offerings, helping clients quickly understand value. 

While the editor is user-friendly, deeper layout customization can feel restrictive compared to design-focused tools. Some users may also find the reporting and analytics features somewhat basic if they require detailed performance insights. 

Best for

Proposify is ideal for consultants, agencies, and sales teams that want strong proposal management, pricing automation, and team collaboration features.

Pricing

After the free trial, if you wish to continue, you can avail these paid plans:

• Basic plan: $19/month per user (billed monthly or annually)
• Team plan: $41/month per user (billed quarterly or annually)
• Business plan: $65/month per user (billed annually)

5. Prospero

If you’re a consultant who wants to spend less time formatting documents and more time closing deals, Prospero is the proposal software for you. It’s a straightforward proposal software that helps you create polished, professional proposals without getting buried in complexity.

Prospero stands out for its simplicity. You start with clean, ready-made templates that include essential sections such as scope of work, deliverables, timelines, pricing, and terms. Plus, the editor is intuitive, so you can quickly customize text, pricing tables, and branding elements to match your consulting practice.

Consultants can leverage proposal tracking to get updates on approvals. Once you send a proposal, you can see when it’s opened and how clients interact with it. Also, the built-in electronic signatures remove friction from the approval process, allowing clients to sign instantly from any device.

Moreover, it integrates with payment and automation tools, helping you move smoothly from a signed proposal to a paid engagement. 

Overall, Prospero is a strong choice if you value speed, simplicity, and visibility into client engagement. It helps you create credible proposals quickly, track interest confidently, and move prospects toward signing without unnecessary friction.

That said, Prospero isn’t the most advanced platform on the market. Customization options for highly complex layouts are somewhat limited, and some users have reported occasional technical hiccups.

Best for

Prospero works especially well for solo consultants and small teams who want a balance between professionalism and ease of use.

Pricing

You can try Prospero for free or get the paid plan at $14/user/month, billed annually, for unlimited use.

6. Bonsai

Bonsai is an all-in-one business management platform that includes proposal creation, contracts, invoicing, and project management tools. The tool allows consultants to create professional proposals, present service packages, and send them to clients for quick approval.

Although the tool offers a variety of consulting services proposal templates, the layout is basic and text-heavy. Also, they offer a consulting proposal format for the introduction, solutions, and an interactive pricing table. 

However, the tool can improve the layout by adding other sections, such as the scope of work and timeline.

The tool offers limited design customization options for the documents. On the other hand, you can leverage workflow automation features such as project insights, time tracking, custom data import, and utilization tracking with paid plans.

Sharing your proposal is easy via link and email with an expiration date. Once your clients accept the proposal, the tool automatically creates an invoice. 

Overall, Bonsai is an excellent proposal software for consultants who want to share and track proposals, but most of the features are behind a paywall.

Best for

Bonsai is suitable for independent consultants, freelancers, and small consulting teams who want a simple, all-in-one platform to manage proposals and client workflows.

Pricing

You can start with the free trial and later avail the paid plan 

• Basic plan: $9/month per user (billed annually)
• Essential plan: $19/month per user (billed annually)
• Premium plan: $29/month per user (billed annually)
• Elite plan: $49/month per user (billed annually)

7. Better Proposals

Better Proposals is a modern proposal automation platform that helps consultants create visually appealing, interactive proposals that clients can review and sign online. 

The tool offers a diverse template library with well-categorized layouts. You can start with industry-specific templates and customize them with your branding and content.

With the guided proposal creation process, you can add details about your clients even before you start.

Consultants can share web-based proposals that include pricing tables, digital signatures, and payment options. With drag-and-drop customization, you can select services, quantities, or packages directly inside the proposal.

With real-time tracking and payment integrations, you can get notified when a client opens or interacts with your proposal and collect full payments. 

Overall, consultants can combine persuasive content, pricing options, and instant approvals in a single document, making the sales process smoother and more engaging for clients. However, the tool offers less flexibility for design customization.

Best for

Consultants, freelancers, and small agencies that want visually engaging proposals with built-in signing, pricing, and payment options.

Pricing

You can try Better Proposals for free for a limited period and access it further with these paid plans:

• Starter Plan: $13/month per user (billed annually)
• Premium Plan: $21/month per user (billed annually)
• Enterprise Plan: $42/month per user (billed annually)

8. HoneyBook

HoneyBook is an all-in-one client management proposal software that helps consultants create proposals, manage clients, send contracts, and collect payments from a single dashboard. It’s only available for the US and Canada.

The tool helps you keep track of everything from projects and approvals to invoicing and payment status. For a first-time user, you may get used to its features and interface. 

On that note, the dashboard could have kept templates more readily available. There are various types of business documents, such as contracts, service guides, proposals, schedulers, moodboards, etc. You can also combine all of them within a single document. 

That said, the consulting proposal’s layout follows modern aesthetics, which may not be suitable for formal use. Customizing every section is easy with guided template layouts and interactive tables.

HoneyBook also allows clients to approve proposals and pay deposits or full invoices directly from the document. Likewise, you can see when clients open, sign, or pay for proposals so that you can follow up at the right time. 

In short, this is popular among consultants because it combines proposal creation, client management, scheduling, and payment processing in a single workflow. However, some automation and integrations are available only in higher-tier plans.

Best for

HoneyBook is best for independent consultants, freelancers, and small service-based businesses that want proposals, contracts, client communication, and payments managed on a single platform.

Pricing 

You can try HoneyBook for free. For long-term use, choose one of these plans:

• Starter plan: $29/month per user (billed annually)
• Essentials plan: $36.75/month per user (billed annually)
• Premium plan: $81.75/month for unlimited team members (billed annually)

9. Proposable

Proposable is another proposal software for consultants and sales teams that helps them create, send, and track proposals more efficiently. The interface is archaic and has a comparatively steep learning curve.

You can find several consulting templates, but the layouts are text-heavy and resemble paper documents. Here, you have a well-structured layout including a pricing table and a business agreement.

The platform lets you build proposals using a drag-and-drop builder and reusable templates, which helps consultants. On top of that, it also supports rich media, so you can embed videos or visuals to make your proposals more engaging and persuasive. 

One of Proposable’s key advantages is its content library, where you can store frequently used sections like service descriptions, case studies, and pricing details. 

Once a proposal is sent, you can see how prospects interact with it, receive notifications when it’s opened, and monitor engagement with different sections. Also, the built-in electronic signatures and approval workflows further speed up the process of turning proposals into signed agreements. 

However, consultants who send only a few proposals may find the platform overly feature-heavy. Additionally, some users report occasional issues with platform reliability or downtime.

Best for

Proposable is best suited for sales teams, consulting agencies, and service businesses that need proposal analytics, CRM integration, and collaboration features to manage multiple proposals.

Pricing

Along with the free trial, you can avail these paid plans for long-term use.

• Solo plan: $19/user/month.
• Team plan: $39/user/month.
• Enterprise: $500+/month for teams.

10. Docspo

Docspo is a proposal and agreement management platform that helps consultants create, send, and sign branded proposals within a single tool. You can find various template designs; however, unlike other proposal tools, Docspo lacks niche-specific templates with tailored content.

With a guided layout, you can add interactive tables, but Docspo adds most of them under the scope of work. 

On top of that, these proposals are responsive and interactive, meaning clients can view them easily on any device and even select packages directly within the proposal.

You can store reusable sections such as service descriptions, case studies, or pricing blocks. This helps consultants quickly assemble proposals without having to rewrite common content each time. 

With built-in e-signatures, notifications, reminders, and SMS/email delivery, the tool helps achieve faster deal closures. Docspo also includes proposal tracking and analytics, allowing you to see when clients receive, open, and review your proposals.

Overall, Docspo is a simple and easy-to-use tool with basic proposal management capabilities. However, the tool may not be suitable for consultants looking to eliminate structural decisions while creating proposals.

Best for

Docspo is best for consultants, freelancers, and small service teams that want interactive proposals with built-in e-signatures, analytics, and reusable templates in a single tool.

Pricing

You can use Docspo for free or get a paid plan for long-term use.

• Start plan: $15/month per user (billed annually)
• Base plan: $30/month per user (billed annually)
• Pro plan: $45/month per user (billed annually)

How to Choose Proposal Software for Consulting Services

When choosing proposal software for your consulting services, you should focus on template types, customization and branding flexibility, payment integrations, and budget constraints.

That’s not all. The ideal proposal software should not only help you create professional proposals but also simplify your entire sales workflow. After comparing software proposals, you might feel overwhelmed by the choice. Here are a few things to focus on.

Ease of Use and Design Flexibility

As a consultant, you often need to create proposals quickly. That’s why the software should have a simple interface and drag-and-drop editing tools. Easy navigation, customizable templates, and visual editing features make it faster to build professional proposals without relying on designers.

Customizable Niche-specific Consulting Templates and Branding

Your proposal reflects your brand and expertise. Therefore, choose software that lets you customize templates with your logo, brand colors, fonts, and structured sections such as scope of work, deliverables, and pricing tables. It helps maintain a consistent and professional presentation across all proposals.

Interactive and Flexible Pricing Tables

Consulting proposals often include complex pricing structures such as hourly rates, project-based pricing, or phased deliverables. The right software should allow you to create flexible pricing tables, service packages, and multiple pricing scenarios to clearly present options to clients.

E-Signature and Payment Integration

Fast approvals are critical for closing consulting deals. Proposal software with built-in e-signatures and payment integrations allows clients to review, approve, and pay deposits directly from the proposal, reducing delays in the sales process.

Tracking and Analytics within the Proposal Maker Tool

Modern proposal tools provide real-time notifications and analytics that show when a client opens your proposal and which sections they view. These insights help you follow up at the right time and refine your proposal strategy.

Budget and Scalability of the Proposal Software for Consultants

Finally, evaluate the software’s pricing and scalability. Consider whether the platform supports your current proposal volume and future growth, and whether the pricing structure fits your consulting business model. 

Final Thoughts

Choosing the right proposal software as a consultant can significantly impact how you present your services, communicate value, and close deals. However, it also depends on your consulting business type, affordability, the demand for automation, and the availability of analytical features.

The best tool ultimately depends on your workflow, the level of customization you need, and how quickly you want to create visually polished proposals. If you want a simple yet powerful way to design consulting proposals that help you create, manage, and get approvals, try DocHipo.

Whether you’re a freelancer, consultant, or agency, DocHipo makes it easy to design professional proposals that are ready to send to clients in minutes. Sign up with DocHipo and create winning proposals today!

FAQs

What’s the best software for creating proposals?

The best software for creating proposals depends on your workflow, customization needs, and proposal-creation expertise. You can try proposal software such as DocHipo, Qwilr, PandaDoc, Proposify, etc.

What features should consultants look for in proposal software?

As a consultant, you can look for these features in a proposal software:

• Proposal templates and customization
• Pricing and quote tables
• E-signature support
• Proposal analytics and tracking
• CRM or payment integrations
• Content libraries for reusable sections

Is proposal software suitable for freelance consultants?

Yes, there is a lot of proposal software for freelance consultants. They offer affordable plans, professional templates, robust features, and a simple interface. Some of them are DocHipo, Docspo, Prospero, Bonsai, etc.

What is the fastest way to create a consulting proposal?

The fastest way to create a consulting proposal is to use ready-made templates with clear deliverables tailored to specific niches. One of these tools is DocHipo, which allows consultants to quickly customize content, add pricing tables, and send proposals for approval.