Free consulting proposal template
Frame the problem, set out your approach and deliverables, and agree the fee before work starts. Edit the template, add your prices and download the PDF.
Create your proposal
Start from a template
Fills in the scope, timeline, items and terms. Your details and prices stay.
Your business
Saved in this browser for next time.
Prepared for
Proposal details
Summary
Two or three sentences: the client's problem and your approach.
Scope
Each section becomes a heading in the PDF.
Timeline
Optional. Add a payment column by filling in the Payment field.
Pricing
Terms
Look
Your business
Proposal
- Proposal no.
- PRO-001
PREPARED FOR
Client name
Scope of work
Acceptance
By signing below, the client accepts this proposal.
Total
₹0.00
What a consulting proposal usually contains
- The client's problem or opportunity, in a short summary
- Objectives and how success will be measured
- Your approach in phases, with the deliverable for each
- Assumptions, such as access to people and data
- A timeline and fee schedule
- Confidentiality, ownership of the work and expenses
Tips for consultants
- Write down what you assume the client will provide, and by when.
- Tie fees to phases rather than to a vague end date.
- Say what happens if the scope grows.
This page gives general guidance and a starting template, not legal or financial advice. Have a professional review any contract before you rely on it.
Frequently asked questions
Should I charge by the day, by the project or on retainer?
Project fees suit a clear outcome, day rates suit open-ended advice, and retainers suit ongoing access. Pick the one that matches how certain the scope is.
How do I show expenses?
Add them as a separate item, or state in the terms that expenses are billed at cost with approval.
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