Consulting proposal software
Proposals your clients actually want to read. Generate polished, on-brand proposals directly from your project brief. No more starting from a blank deck.
Overview
ConsultCloud's proposal builder takes the structured brief and produces a client-ready proposal with outcomes, approach, commercials and team, formatted to your firm's standards. Refine sections inline and export to Word or PDF.
On-brand by default
Templates that reflect how your firm presents work.
Drafted, not blank
AI fills in the structure so your team edits, not authors.
Export anywhere
Word, PDF or share a live link with the client.
Why consulting proposal software
Most consulting proposals start from a blank deck or the last one that won. That is slow, and it is how two teams in the same firm end up sending proposals that look and price nothing alike. ConsultCloud drafts the proposal from a structured project brief, in your firm's format, so your consultants spend their time sharpening the argument rather than rebuilding the document.
How it works
Capture the requirement
Start from a brief, a call or a client conversation.
Generate a structured brief
ConsultCloud turns the raw input into a clear project brief your team can check.
Draft the proposal
Outcomes, approach, commercials and team are written into your proposal template.
Refine inline
Edit any section directly. The AI drafts; your team decides.
Share it
Export to Word or PDF, or share a live link with the client.
Turn the win into a SoW
When the client says yes, the Statement of Work is generated from the same source.
What's included
On-brand by default
Templates reflect how your firm presents work.
Drafted, not blank
The structure is filled in, so your team edits rather than authors.
Commercials from your rate card
Role levels and rates sit in one place and flow into every proposal, so pricing stays consistent.
Team from resource matching
Propose people who are actually available.
Reusable case studies
Import source material from SharePoint and reuse it across proposals.
Export anywhere
Word, PDF or a live link.
Common questions
- What is consulting proposal software?
- Software that helps a consultancy produce client proposals faster and more consistently. ConsultCloud generates a first draft from the project brief using your firm's templates, rates and available team.
- Will proposals look like ours?
- Yes. Proposals are built from your own templates, so structure and presentation follow your firm's standards.
- Does the AI write the whole proposal?
- It drafts the structure and content from the brief. Your consultants review, refine and own the final document.
- How is pricing kept consistent?
- Rates come from a single rate card rather than being typed into each document, so two similar proposals are priced from the same baseline.
- What happens when we win?
- The Statement of Work is generated from the same brief and proposal, so scope and commercials carry across without re-keying.
- Can we reuse past proposals and case studies?
- Yes. Templates capture how your firm presents work, and source material such as case studies can be imported from SharePoint as Word or PDF files and reviewed before it is saved.
- Can we start a proposal from a CRM opportunity?
- Yes. The HubSpot connection imports open deals as draft projects, along with companies and contacts, so a proposal can start from an opportunity you are already tracking. CRM data is read from HubSpot, not written back.
- Who can edit a proposal?
- Access is controlled through roles and permissions that your workspace admins manage, so you decide who can create and change documents.
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