The average consulting firm spends three to five hours building each proposal. Multiply that by 20 proposals a month and you're losing 60–100 hours to formatting, copying, and proofreading — time that should go to clients.
Step 1: Build your template library
Start with your three most common engagement types. For each, build a master template in Proposify or PandaDoc with: a branded cover page, an executive summary block with smart fields (client name, challenge, proposed outcome), a services section with pre-written scope descriptions, and your standard pricing table and terms.
Smart fields pull from a short intake form your BD team fills in before opening the proposal. The template engine populates client name, industry, and pain points throughout automatically.
Step 2: Add e-signature and tracking
Both Proposify and PandaDoc include legally binding e-signature. More importantly, you get analytics: when the client opened the proposal, how long they spent on the pricing section, and whether they forwarded it internally. This intelligence changes how you follow up.
Step 3: Connect to your CRM
When a Proposify proposal is accepted, a Zapier trigger moves the HubSpot deal to "Closed Won," creates a project in Asana, and sends a Slack notification to the delivery lead. The handoff from sales to delivery becomes automatic — no dropped balls, no re-entering data.
Want to see what a connected proposal-to-delivery workflow looks like for your firm? A free Tech Stack Audit maps the exact setup. Book your free audit →