Translate discovery into value
Structure the proposal around the client’s goals, recommended approach, and expected outcomes.
For consultants
Proposal software for consultants who sell expertise
DealClose helps independent consultants and advisory teams create proposals that connect the client problem to a clear engagement. Generate the first draft with AI, refine the approach and deliverables, and send a professional proposal without spending hours formatting.
Present scope with confidence
Make deliverables, timelines, responsibilities, and investment easy to review.
Close without extra tools
Share, track, sign, and collect payment through one connected proposal experience.
One connected workflow
From deal details to a clear next step
- 1Capture the client challenge
- 2Generate a tailored proposal draft
- 3Refine outcomes and deliverables
- 4Confirm pricing and terms
- 5Send and monitor the proposal
- 6Collect approval and payment
Spend more time advising and less time formatting
Consulting proposals require thoughtful positioning, but the repeated document work around that positioning is often manual. DealClose accelerates the structure and first draft so you can focus on the accuracy of the recommendation.
The final proposal remains editable, giving you control over language, scope, fees, and terms before anything reaches the client.
Create a professional buying experience
A clear proposal helps the client understand what will happen, what is included, what it costs, and how to begin. DealClose keeps those decisions in one place and provides a direct path to signature and payment.
Engagement visibility also helps consultants follow up with better timing after the proposal is shared.
Explore related DealClose workflows
Create your next client-ready quote with DealClose
Start with the free plan and move from first draft to buyer approval in one focused workspace.
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