For consultants, coaches & independent experts

Turn client ROI into a priced, ready-to-sign proposal.

Calculate what the work is worth, choose a defensible fee, and send one proposal your client can sign and pay from.

Build a proposal

3 free proposals. No card.

Everything the engagement needs, in one place

Four ROI frameworks

Cost of inaction, time-to-value, expected value, and the three-tier dividend model — calculated live as you type, then anchored on the high, low, middle, or full range as you choose.

Live ROI presenter

Model the numbers during the call. Send a read-only link and the client watches the value update in real time, branded with your logo. Sharing is a Pro feature; free accounts get a private scratchpad.

Pricing advisor

Conservative, target, and premium tiers derived from the anchor value, so you stop quoting from gut feel. Line items rebalance to match the package price.

Private margin check

A builder-only panel compares your delivery cost against the value you can defend, and flags any proposal that would lose money. Clients never see your cost basis.

Guided proposal wizard

A six-step flow from client details to send, with coaching hints at every step — or switch to classic mode and edit everything on one screen.

E-signature and payment

Terms templates plus a typed, timestamped e-signature that locks the proposal. Pro users attach their own Stripe or PayPal link so clients pay from the same page.

Also included

  • Reusable service library storing the rate you charge and your private delivery cost
  • Saved clients and provider details, prefilled on every new proposal
  • Printable, client-ready proposal documents with an optional value-realization summary
  • ROI estimates disclaimer, on by default, editable per proposal
  • Full JSON and CSV export of your proposals, clients, and services

How PropelQuote works

Three steps from a vague scoping call to a signed, paid engagement. Every screen below is the real product.

1. Quantify what the work is worth

Enter the client's monthly loss, the delay, the upside once it's fixed, and the probability shift. Four frameworks run at once and the strongest becomes your anchor value — here a $4,000/month unmet loss over 12 months anchors at $48,000, supporting fees from $4,800 to $9,600.

PropelQuote ROI calculator showing a $48,000 estimated client value anchored on cost of inaction, with conservative, target, and premium fee tiers of $4,800, $7,200, and $9,600.

2. Build the proposal and set your tiers

Pull deliverables from your service library with quantities and rates, and publish two or three investment options. Each tier displays its projected return against the anchor value, so the client compares outcomes instead of haggling over your day rate.

Investment options section of a PropelQuote proposal with Conservative $28,000, recommended Target $42,000, and Premium $68,000 tiers, each labelled with its projected return on the anchor value.

3. Send, get signed, get paid

Share one link. The client reads the terms, types their name as a binding e-signature, and — on Pro — pays through your own payment link. The signature is timestamped, the proposal locks, and both parties get an emailed copy.

Terms and acceptance section of a PropelQuote proposal listing payment schedule and exit clause above a typed e-signature acceptance block.

Questions consultants ask before pricing a project

Still deciding? Run your numbers in the free ROI calculator , read the pricing playbooks, or ask us directly.

Simple pricing

Free

$0

No card required.

  • Up to 3 proposals
  • Full ROI engine
  • Service library
  • Shareable client link
Start free
Most popular

Pro

$9.99/moor $95.90/yr (save 20%)

Less than one billable hour per month.

  • Unlimited proposals
  • Connect your own payment processor
  • Custom branding on every proposal
  • Shareable live ROI sessions
  • Priority support
Get Pro

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30-day money-back guarantee on your first Pro payment.

Proposify starts at $19/user/mo. Better Proposals starts at $13/user/mo. PropelQuote Pro is $9.99/mo, flat, with no per-seat multiplier.

Compare in detail: vs Proposify · vs Better Proposals · vs PandaDoc