Turn client inquiries into clear proposals and paid work.
Proposal software for professional services turns discovery inquiries into scoped, signable proposals: requirements and files stay on one record, deliverables and fees are priced line by line, clients respond through a secure link, and the approved scope converts into an invoice without retyping.
Acme Consulting
Growth Strategy · $8,500
- 12-week engagement
- Workshop · Analysis · Plan
- Valid 30 days
- $8,500
Viewed 2h ago · Client activity
Secure link — no account needed to respond
Everything around the proposal.
The pieces that turn a vague client request into scoped, approved, billable work.
Capture requirements once
Inquiry forms with custom fields collect the engagement type, goals, timeline, and budget. Your discovery notes live on the same inquiry the request arrived on.
Write scope the client can sign off on
Line items spell out deliverables, phases, and fees. When the client asks for changes, revision requests come back with per-item comments and the proposal goes out as a new version.
Send a proposal they can act on
Every proposal goes out as a secure link. Clients review it on any device and accept, decline, or request changes — and you see the moment it's viewed.
Follow up before the trail cools
Open proposals stay visible with follow-up tasks, due dates, and reminders. Eligible plans add automatic nudge emails for proposals waiting on a decision.
Remember every client
Past inquiries and proposals from the same client group into a history view by email — so the next engagement starts with context, not a blank page.
Bill from the approved scope
An accepted proposal becomes an invoice without retyping the engagement. Record manual payments as they arrive and watch the status move from unpaid to paid.
One strategy engagement. Inquiry to paid.
One strategy engagement, from inquiry to paid — nothing retyped.
Acme Consulting · Growth Strategy · $8,500
The request arrives complete.
Needs, timeline, and files land on one inquiry — discovery starts with context, not questions.
- Market analysis + growth plan
- Start next quarter
- Intro call notes attached
Your customer just taps a link.
No account, no app to install. They review the details and respond — you see every view, accept, and change request.
Secure link, no account needed
Email it from Requo or drop it into WhatsApp, SMS, or Messenger. Customers open it on their phone and respond in one tap.
You see when it's viewed
The first view stamps the quote and notifies you, so you know exactly when to nudge and when to wait.
Accept, decline, or request changes
Revisions come back with per-item comments instead of a tangled email thread — then the quote goes out as a new version.
Growth Strategy · $8,500
Sent by your consultant
- 12-week engagement
- Workshop · Analysis · Plan
- $8,500
Viewed 2h ago · Client activity
The client opens a secure link — no account needed. Accept, decline, or request changes, with comments on individual items.
Frequently asked questions
Explore another workflow.
Every solution runs on the same six features — inquiries, quotes, follow-ups, AI drafting, invoices, and analytics.
Give the next client inquiry a clear path forward.
Scope it once, propose it clearly, and follow it through to paid.
No complicated setup. Start with the workflow your business already has.