When to use it
- • Advisory engagements
- • Transformation projects
Free Consulting Proposal Template
Consulting proposal with diagnosis, workplan, team, and fees.
Search interest: ~1.3K / mo · Product fit 5/5
What is included
- • Situation assessment
- • Workplan
- • Team
- • Fees
How to customize
- • Import discovery notes
- • Set phases
- • Request e-signature on acceptance
SendDox workflow for this template
1. Customize
Replace variables, pricing, and clauses in the editor.
2. Approve
Route discounts or legal review before send when policy requires it.
3. Send & track
Share a tracked link and see views and engagement.
4. e-Sign
Collect signatures in order and store the certificate.
Legal disclaimer: Templates are provided for general business use and education. They are not legal advice. Have qualified counsel review documents for your jurisdiction and use case before relying on them.