Consulting templates to brand, price and send
Real QuoteCloud templates for consulting proposals, strategic plans, contracts, HR proposals and NDAs, ready for your method and rate card.
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QuoteCloud has ready-made templates for consulting work, including a Consulting Services Proposal, a Strategic Plan, Consulting Contract and Consulting Agreement templates, an HR Services Proposal, a Financial Consulting agreement, a Non-Disclosure Agreement and a Project Customer Acceptance Form. Open one, add your branding, method, rate card and terms, and send it for signature.
Four sample documents a fictional consulting firm, Ashcombe Partners, built from its templates, behind index tabs that take turns at the front: a statement of work for a network and margin review, a mutual NDA before a briefing, a 12-month growth advisory retainer and a change program proposal for a health group.
Real QuoteCloud templates for consulting work
Eight templates from the QuoteCloud library that fit a consulting engagement. Open one, add your branding, method, rate card and terms, and send it.
- Proposal template Consulting Services Proposal Executive summary, objectives and scope, methodology, timeline, pricing options and acceptance, for strategy and management consultants. View template
- Plan template Strategic Plan Vision and objectives, strategic analysis, initiatives, prioritisation, KPIs and governance in a board-ready layout. View template
- Contract template Consulting Contract A consulting contract to adapt, with room for your statement of work and the services you provide. View template
- Agreement template Consulting Agreement A basic consulting agreement for independent advisers and freelancers, ready to tailor to your sector. View template
- Proposal template HR Services Proposal A proposal for HR consultants to set out the people challenges, the services offered and the fees. View template
- Agreement template Financial Consulting Scope, fees and responsibilities for financial consulting services, for independent consultants and firms. View template
- Agreement template Non-Disclosure Agreement An NDA asking the other party to keep information that is not public confidential, signed before a briefing. View template
- Form template Project Customer Acceptance Form A project sign-off document with eSignature, for accepting a phase or a deliverable. View template
Which template for which moment
From the first conversation to the final sign-off, an engagement uses a handful of documents. Here is the template for each.
Before the briefing
Send the Non-Disclosure Agreement so the client can share their data.
The pitch
Write it in the Consulting Services Proposal, or the HR Services Proposal for people work.
The plan
Set out a strategy engagement's direction and priorities with the Strategic Plan.
The contract
Agree terms with the Consulting Contract, the Consulting Agreement or, for finance work, Financial Consulting.
The sign-off
Accept a phase or a deliverable with the Project Customer Acceptance Form.
Your own SOW, converted into a template
Already have a statement of work your partners like? Send it to us during the trial and QuoteCloud converts one template for free on the Essentials, Business and Enterprise plans: your cover, your situation and objectives layout, the phases, the fee table and your terms.
Further conversions, extra training and integration set-up are available through professional services as paid add-ons.
- One free template conversion during the trial
- Your branding, your section order, your wording
- Price tables, signers and the payment on signing set up in it
Statement of work
Network & margin review
A 12-week review of Wexley's distribution network and cost to serve, ending in a roadmap your team can start on. This statement of work sets out the situation as we heard it, our approach, the team, the fee and the assumptions behind it.
Situation, objectives & approach
The situation
Wexley has grown by acquisition into four distribution centres with overlapping catchments. Freight costs have risen faster than revenue for two years, and the executive team wants a clear view of cost to serve before the next lease decisions in mid-2027.
Objectives
- A fact base of cost to serve by customer segment and site
- Three network options, each with a business case your board can test
- A 12-month roadmap with owners, ready to start
The firm's template, not one partner's copy
Save the parts every SOW shares (your method, case studies, team bios, assumptions and terms) in the content library, and anyone in the firm can drag them into the template they start from.
Lock the wording that must not change, such as your assumptions and standard terms, so it can be used in every SOW but not edited.
- Content library with company and personal folders: Essentials and up
- Locked content blocks: Business plan
- Custom roles decide who can edit templates
Assumptions & exclusions Locked company block
Assumptions
- Wexley provides 24 months of freight, order and site cost data by week 2.
- Up to 14 leadership interviews, scheduled by your office.
- Steering group meets fortnightly; decisions within five working days.
- Changes to scope are agreed in writing as a revised SOW before work starts on them.
Not included
- Implementation beyond the roadmap (offered as an option)
- Lease negotiations and legal advice
- IT system changes
Start from a template, or send us yours
Free for 14 days, no credit card required. We'll convert one of your existing templates during the trial.
What to change before your first send
A template gives you the structure. These are the parts that make it your firm's.
Your brand and voice
Your logo, colours and cover photo, and an introduction written the way your partners speak to clients.
Your method
Replace the generic approach section with your own phases and deliverables, saved once in the library.
Your rate card
Price the team from roles and day rates in your product catalogue, with cost and margin hidden from the client.
Rate cards & approvalsYour fee options
Set up the price table with optional rows or a single-choice group for fixed fee, day rate or retainer.
Fee optionsYour signers and payment
Signature blocks for the sponsor and procurement, and the first payment on signing as a percentage or fixed amount.
Your offer period
An expiry date on each SOW, so the Expiring Soon filter shows the proposals about to lapse.
Consulting template questions
Which QuoteCloud template should I use for a consulting proposal?
Start with the Consulting Services Proposal for strategy and management work: it has an executive summary, objectives and scope, methodology, timeline, pricing options and acceptance. For HR and people work use the HR Services Proposal, and for a contract to sign after the proposal use the Consulting Contract or Consulting Agreement.
Can QuoteCloud convert our existing SOW into a template?
Yes. During the free trial, QuoteCloud converts one of your existing templates for free on the Essentials, Business and Enterprise plans. Further conversions are available as a paid add-on through professional services. The converted template includes your cover, sections, price table and signature blocks, ready for your team to use.
Is there an NDA template?
Yes. The Non-Disclosure Agreement template asks the other party to keep information that is not public confidential. Add your own terms, add both parties as signers and send it for signature before the briefing. Check the wording with your own legal adviser.
Can we save our own sections and reuse them?
Yes. The content library, on the Essentials plan and above, holds your method, case studies, team bios and terms as blocks in company and personal folders, ready to drag into any template. On the Business plan you can lock blocks so their wording can't be edited.
Can a template include a fee table and payment on signing?
Yes. A template can carry a price table with your roles, fixed fees and options, signature blocks for each signer and a payment on signing as a percentage or fixed amount through Stripe or PayPal. Price tables and payments are on the Essentials plan and above.
More for consulting firms
Every page of the QuoteCloud consulting microsite.
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Statements of work & engagement proposalsSituation, objectives, approach, phases, deliverables, team and assumptions in one SOW the client signs.Explore
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Case studies, methodology & AI-drafted summariesYour methods, case studies and team bios as reusable blocks, and an executive summary drafted with the AI Co-Worker for you to accept or edit.Explore
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QuoteCloud implementation for consulting firmsYour SOW template converted, rate card imported, methodology blocks in the library and partners trained.Explore
- Fixed fee, day rate, retainer & value pricingEngagement models side by side as options the client chooses, with the price table, phases and timeline to match.
- Tender & RFP responsesCorporate and government bids from approved answers, case studies and locked compliance wording, priced and approved before you submit.
- Team rate cards, margins & discount approvalsDay rates by role from your price book, cost and margin your client never sees, and discounts routed for approval.
- HR, change & people programsChange programs, workshops, training and HR reviews as phased proposals with sessions, participants and options.
- Sponsor & procurement signing, and NDAsThe sponsor and procurement each sign the SOW in their own browser, and NDAs go out for signature before the first briefing.
- Change requests & revised SOWsScope changes as a revised version or a change request the client signs, with the earlier versions kept.
- Retainer agreements & renewalsMonthly fees shown in the agreement, an expiry date you can see coming, and renewal offers bulk-sent to retainer clients.
- CRM & accounting integrationsPipedrive direct, HubSpot through Zapier, Xero and QuickBooks native on Business, and the API for your own systems.
- FAQAnswers to the questions consultants, advisers and boutique firms ask most.
Your first SOW from a template, signed this week
Free for 14 days. No credit card required.