What is QuoteCloud for business consulting and strategy?

QuoteCloud is quoting and proposal software that helps business consultants create, automate and close sales quotes, proposals and contracts quickly. Pre-designed templates, an easy editor and interactive content let consulting teams present scope, deliverables, timelines and pricing in a professional, consistent format.

How does QuoteCloud speed up proposal and quote creation?

Customisable templates, reusable content blocks and pricing tables that calculate totals for you replace most of the copy and paste. Save your methodology, team bios, terms and common items such as project scope, milestones and cost breakdowns once, then reuse them in every proposal. You can try it on your own proposals with a free 14-day trial.

Can I customise templates to match my consulting brand and services?

Yes. Proposal and quote templates are fully customisable, so you can tailor layouts, language, logos, colours and pricing to your firm's brand and service offerings. Every proposal stays consistent and on brand, while you adjust the detail for each client.

Does QuoteCloud support electronic signatures and contract signing?

Yes. eSignatures are built in, so clients can review, approve and sign proposals, contracts and statements of work online, on any device, without printing, scanning or chasing signatures. QuoteCloud eSignatures are legally binding and eIDAS compliant, with an audit trail for every signature.

How does QuoteCloud help with collaboration and revisions during negotiations?

All your quotes and proposals live in one place. Partners, consultants and analysts can co-edit the same document in real time, leave internal comments and mentions, and keep track of versions. When the client asks for changes, you update and resend quickly, so revision cycles are shorter and approvals come sooner.

Is QuoteCloud secure and suitable for sensitive consulting documents?

QuoteCloud is built for professional use. Quotes, proposals and contracts are stored centrally with access permissions, rather than scattered across email attachments. It uses 256-bit encryption, is hosted on AWS and is GDPR compliant. Check your account settings for the security and permission options available on your plan.

What kind of consulting content can I include in a QuoteCloud document?

You can include project scope, deliverables, timelines, resource plans, cost breakdowns, payment terms and legal clauses, plus Gantt charts, diagrams, spreadsheets, images and video. Interactive pricing lets clients choose between options, such as a fixed fee, day rate or retainer, and add optional services, with the total updating as they go.

What are the pricing and trial options for QuoteCloud?

QuoteCloud offers free and paid plans to suit different team sizes and needs. You can start a free 14-day trial with no credit card required, or book a demo to see the proposal and quoting features in action. Compare plans and features on the pricing page.

Consulting proposals that turn strategy into signed engagements.

Set out the situation, your approach and your team. Clients choose a fixed fee, day rate or retainer and sign the statement of work online.

Start free 14-day trial Book a demo

No credit card required 4.2 on Capterra

Scroll to watch this proposal get signed

northgate.quote.cloud/p/halden-growth-strategy

NPNorthgate Partners SOW-0418 Signed · M1 paid

Engagement proposal · SOW

Margin & growth strategy

Prepared for Elena Marsh, CFO · Halden Foods

Situation & objectivesFrom the briefing

Gross margin is down 4 points in two years and core retail growth has stalled.

+3 ptsGross margin
2New channels
90 daysTo a funded plan

Approach12 weeks

Wk 14812

DiagnoseWk 1–3

DesignWk 4–7M2

DeliverWk 8–12M3

WorkshopOptionalBooked · wk 4

Team4 people · 62 days

RAPartner6 days
JKPrincipal24 days
MSConsultant20 days
TLAnalyst12 days

Fee optionsChoose one

GoodDay rate$1,500/dayDiagnose only

BetterRecommendedFixed fee$84,000Full engagement

BestRetainer$16,500/mo6 months

Executive alignment workshop1-day offsite with your board · week 41 day$6,500

Elena Marsh, CFO · SOW signed

Subtotal$90,500.00

Tax (10%)$9,050.00

Total$99,550.00

M1 · on signing$29,865.00 Paid

M1 On signing · 30% M2 Design sign-off · 40% M3 Delivery · 30%

Choose a template

Strategic Plan

IT Consulting Agreement

Consulting Contract

Consulting Proposal

Content library

Search saved sections Situation & objectivesSection Diagnose · Design · DeliverMethod Team bios & roles4 bios Assumptions & termsClause

EMElena MarshCould the workshop include our board chair? NPNorthgate PartnersYes, we'll run it in week 4 with the full board.

Engagement won · synced

HubSpotDeal won

XeroM1 invoiced

SlackTeam told Viewed 6 times by 3 stakeholders

Proposal opened Elena Marsh, CFO Workshop added +$7,150.00 inc. tax Milestone 1 paid $29,865.00 via Stripe

Watch one consulting proposal become a signed engagement.

Template, approach, fee options, signature and first milestone: the whole engagement, in one document.

Start from a consulting template, already on brand.

Pick a proposal, strategic plan or consulting contract template. Your logo, colours and standard terms are already in place.

Browse consulting templates

Situation, approach and team, in minutes.

Drop your method, phased timeline and team bios in from the content library, then tailor them to this client's brief.

Explore content blocks

Let the client choose how to buy.

Set a fixed fee, day rate and retainer side by side. The client picks one, adds the workshop and the total updates. Questions come back as comments.

Explore CPQ software

SOW signed, first milestone paid.

Legally binding eSignatures on any device. Fees bill against milestones, and the client can pay the first one online.

About eSignatures

Won work flows into your CRM and accounts.

Signed proposals sync to HubSpot, Salesforce, Xero and Slack, and you can see who opened and read every section.

See all integrations

Built for consultants and strategy teams.

The features advisory firms, independent consultants and strategy teams lean on most, in one platform.

PrioritisationImpact × effort
Quick winsBig betsFill-insLater 1 2 3 4 5
Effort Impact

Steering group
CFOSponsor PartnerLead Ops leadClient PrincipalDay to day Retail teamClient

Frameworks, roadmaps and org charts, inside the proposal.

Add matrices, timelines, tables and video next to your fees, so the client sees the thinking as well as the price.
Explore content blocks
AI Co-Worker drafts the executive summary.

Turn briefing notes into a first draft to edit, right inside the proposal.
AI Co-Worker
Partners, principals and analysts in one draft.

Edit together in real time, with comments, mentions and version history.
Collaboration
1. Proposal openedElena Marsh, CFO9:02
2. Fee options viewed4 min on page9:06
3. New commentOn the workshop9:11
4. SOW signedElena Marsh, CFO16:18
Know the moment it's opened.

See who viewed the proposal, which sections they read and when they signed.
Proposal software
Connected to your CRM and accounts.

HubSpot, Salesforce, Xero, QuickBooks, Slack and more.
All integrations

Getting started with QuoteCloud

Consulting proposals that turn strategy into signed engagements.

Watch one consulting proposal become a signed engagement.

Start from a consulting template, already on brand.

Situation, approach and team, in minutes.

Let the client choose how to buy.

SOW signed, first milestone paid.

Won work flows into your CRM and accounts.

From first briefing to signed SOW, in one document.

Built for consultants and strategy teams.

Frameworks, roadmaps and org charts, inside the proposal.

AI Co-Worker drafts the executive summary.

Partners, principals and analysts in one draft.

Know the moment it's opened.

Connected to your CRM and accounts.

Consulting templates, ready to send.

Rated, secure and in business since 2013.

Questions, answered

Win the next engagement on the first read.

Getting started with QuoteCloud

Consulting proposals that turn strategy into signed engagements.

Start from a consulting template, already on brand.

Situation, approach and team, in minutes.

Let the client choose how to buy.

SOW signed, first milestone paid.

Won work flows into your CRM and accounts.

From first briefing to signed SOW, in one document.

Frameworks, roadmaps and org charts, inside the proposal.

AI Co-Worker drafts the executive summary.

Partners, principals and analysts in one draft.

Know the moment it's opened.

Connected to your CRM and accounts.

Rated, secure and in business since 2013.

Questions, answered

What is QuoteCloud for business consulting and strategy?+

How does QuoteCloud speed up proposal and quote creation?+

Can I customise templates to match my consulting brand and services?+

Does QuoteCloud support electronic signatures and contract signing?+

How does QuoteCloud help with collaboration and revisions during negotiations?+

Is QuoteCloud secure and suitable for sensitive consulting documents?+

What kind of consulting content can I include in a QuoteCloud document?+

What are the pricing and trial options for QuoteCloud?+

Win the next engagement on the first read.