Consulting Proposal Software

Expand and run your consulting business more successfully with consulting proposal software


Why use consulting proposal software?

  • To keep up with your customers’ changing needs and expectations by providing them with easy access to accurate and customized quotes.
  • To generate consulting proposal templates based on the type of company you operate in and the type of coverage you provide.
  • To allow your client to compare options easily and efficiently
  • Stop spending time trying to track down the proposal content and match them to the existing one. consulting proposal software offers a centralized content library that allows you to use content from other templates or proposals in desired template or proposal.
Consulting Proposal Software - Fresh Proposals

Close deals with better consulting proposal software

Professional-looking templates

An all-inclusive package that includes everything from proposal, contract templates to final invoices

Save time

This software will not only save you time but also aid in the accuracy and efficiency of your work.

Provides smart insights

As clients/prospects views your proposal you can check analytics how far/deep they have viewed your document, section by section. 

Electronic signature technology for your insurance agency

We have made it possible for insurance agencies to gather legally binding electronic signatures without having to deal with papers.

Automate time-consuming follow-ups

Send and forget, till client signs the document. Let the automated email follow ups do the job for you.

Get paid faster too

As client signs the document, you can use Stripe payment integration to collect the advance of contract value

Quickly create complex consulting proposals that align with the needs of your clients

Fresh Proposals consulting proposal software solves the following problems for you:

Win more consulting business

Create effective proposals with Fresh Proposals consulting proposal software for any consulting projects.


Clear presentation of cost and coverage

Our multiple/interactive pricing tables enable you to add customized consultation charges as per the services and client’s needs.

Competitive advantage with integrations

Fresh Proposals integrates with Google Docs, Dropbox to automate the storage of signed documents and the entire sales documents process. 


A single view of the proposal

Manage all the proposal writing or creation activities in one place. Allow your team to collaborate on a single copy of a proposal.

Ready to try the best consulting proposal software at reasonable pricing? 

Features of a consulting proposal software

Do you ever find yourself frustrated with the process of submitting consulting proposals? We know that we do. This often results in us submitting incomplete proposals. It then takes hours to go back and complete the submission. As if that wasn’t bad enough, there are often errors that need to be corrected that result in me having to resubmit it all over again! The whole process is exhausting and inefficient. A new software program called consulting proposal software, developed by Fresh Proposals, has the potential to change the face of consulting business. It generally includes the following features:

Save time in preparing proposals with consulting proposal software

The software simplifies the previously arduous process of creating a consulting proposal for clients by allowing the user to input basic information about an individual and then generate a template that can be used for other potential customers. Furthermore, the user can edit the content to include their own services and products.

Customizable proposals for each type of client

This new program makes it easy to customize different types of proposals for different people, avoiding the frustration of having to make a custom proposal from scratch. Utilizing this new software, businesses can streamline the process of creating proposals, which was previously done manually. The best part about it is that it doesn’t require any extra training for the agent.

Try Fresh Proposals: Best Consulting Proposal Software


Outsmart Your Competitors and Close More Deals Over Consulting Proposal


Send Proposals Instantly

Use professionally designed Consulting Proposal Template. Business proposal templates are 100% customizable. With a proposal template in hand, you can send a proposal to a new prospect in a matter of minutes.

Consulting Proposal Software - Send Proposals Instantly

Send it & Forget till You Get Advance

Really. That’s the kind of sales automation we would like you to have. Once you send a proposal to client, Fresh Proposals will do smart follow up for prospect to accept & sign your proposal. 

Consulting Proposal Software - Proposal Accepted Advance Paid

Be Proactive & Close Deals Faster

All right, sometimes you want to be more proactive and take the wheel. Absolutely, why not. Looking at the insights of how prospect has engaged with your proposal, you can seize the opportune moment and offer the best deal.

Consulting Proposal Software - Use Insights for Proactive Follow up

Make Your Client Feel “I Got This”

Use interactive quotation to present the pricing options. Since client can choose right coverage options, change quantity by himself, s/he feels s/he is in control of the pricing, say “I got this”.

Consulting Proposal Software - Send Interactive Quote for Clients

Go Online, Feel The Peace of Mind

As you send proposal online, client can view and choose desired pricing options. Save everyone from the hassle of signing proposals physically, as client can accept and signatories can sign the proposal online. Proposals signed online are legally binding. You have a PEACE of mind.

Consulting Proposal Software - Online Signature

Stay On Top Of Your Sales Proposals

With so many proposals sent to multiple clients, it can get chaotic. Don’t worry. Single dashboard in Fresh Proposals enable you to track status of all proposals at once. You can predict your revenue better, plan/work better as you know those proposals, who’ve accepted, whom to follow, where to stop, etc.

Consulting Proposal Software - Track All Proposals in Dashboarde

Pin It on Pinterest

Share This