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Consulting · Free quote / proposal

Consulting Proposal Template

Build a consulting proposal PDF with discovery, strategy, and retainer lines prefilled. Free, private, and editable in your browser.

Prefilled line items

  • Discovery workshop (half day) 1 × $1,400.00
  • Strategy report & roadmap 1 × $2,200.00
  • Monthly advisory retainer 3 × $1,800.00

Live consulting quote / proposal preview loads here from the same layout engine as the PDF.

Interactive preview — same renderer as the downloaded file.

Why this template

Consulting documents without starting from a blank page.

High-intent starters

Line items match real consulting work so you edit prices instead of inventing structure.

Preview equals PDF

One layout model draws the on-page preview and the searchable A4 export.

Private by design

Nothing you type is uploaded. The editor runs entirely in your browser.

FAQ

Consulting invoice and quote questions.

Can I turn this proposal into an invoice later?

Yes. Duplicate or edit the document and switch the type to invoice when work starts.

Can I show tax per line?

Yes. Each line item supports its own tax rate so retainers and workshops can differ.

Is there a watermark on free proposals?

Free PDFs include a small credit line. Pro removes it and adds logo and brand colour.