Consulting proposals with a clear scope
Lay out what is in, what is optional and what it costs, let the client choose and sign on the page, and see which part of the scope they read twice.
Where consulting deals drift
A proposal sent as a document
- Scope written loosely, then argued about mid-project
- Add-ons discussed by email and never written down
- No sign of whether the decision maker even opened it
- Terms buried at the end of a long PDF
A proposal sent with PropoBox
- Scope, timeline and deliverables as separate sections
- Optional phases the client switches on, with the total following
- Visits and time per section, so you know what is being weighed
- Accepted terms and options kept exactly as signed
For advice that is sold by scope
Audits, retainers, workshops and phased engagements.
From your notes
Paste the proposal you drafted after the discovery call, or upload a past one as a PDF, and edit from there.
Scope in its own sections
Advanced Mode, from the Starter plan, adds a cover page, scope, timeline, deliverables and legal terms such as revisions, IP and cancellation.
Phases as options
Offer a second phase or an extra workshop as an optional line. The client adds it, and the total and the record follow.
What they weighed
On Pro and Business, time spent on each part of the proposal shows whether pricing or scope is holding the decision.
A signed record
Typed name, drawn signature, time and IP, with the accepted scope and total kept as signed.
Retainers and one-offs
Monthly lines with quantities for retainers, fixed lines for projects, discount and tax where needed.
Frequently asked questions
Send your next engagement with a scope that holds.
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