Built for Consultants
Proposals that win the engagement and start the billing
For a consultant, the proposal IS the sale — and the faster it's signed, the sooner the work (and the invoice) starts. AMW Proposals turns your scope into a branded, online proposal that signs and fires payment, so you stop losing momentum between 'yes' and the deposit.
Where consulting deals stall
- You send a proposal as a PDF or doc and have no idea if the client opened it, read it, or got stuck — so follow-up is a guess.
- Every proposal is rebuilt from scratch, so scoping a new engagement eats the billable hours you'd rather spend on client work.
- The momentum from the discovery call fades while the proposal sits unsigned, and a warm deal cools in the gap.
- Once the client says yes, you're chasing a deposit by hand — another delay between the win and the start of work.
- Your proposal looks like a Word doc, when the engagement you're pitching is premium — the format undercuts the positioning.
Scope, send, sign, and get paid in one flow
Branded proposals that sign online
Your scope becomes a professional, on-brand proposal the client reviews and signs online — matching the premium engagement you're pitching, not a Word doc.
Reusable scope, built in minutes
Turn your common engagement structures into reusable content, so a new proposal is assembled in minutes — and the billable hours stay on client work.
Know exactly when to follow up
See when the client opened the proposal and which sections they read, so your follow-up is timed and specific instead of a blind nudge.
Signing fires the payment
When the proposal is signed, the payment link fires — so the deposit starts the moment they say yes, not after a separate invoice chase.
No momentum lost after the call
Send the proposal while the discovery call is still warm, with everything the client needs to say yes in one place — so the deal doesn't cool in a gap.
It all lives with the client record
Proposals sit on the client's record alongside your conversations and invoices, so the whole engagement — from pitch to payment — is in one place.
How it works
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1
Build from reusable scope
Assemble the proposal from your reusable engagement content — minutes, not hours.
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2
Send while it's warm
Send the branded online proposal right after the discovery call, before momentum fades.
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3
See it get opened
Open-tracking shows when and what the client read, so you follow up at the right moment.
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4
Sign starts the billing
The client signs online, the payment link fires, and the engagement — and the deposit — begins.
Ready to set this up for consultants?
Our team scopes the setup and migration with you — you start with a working system, not an empty workspace.
Frequently asked questions
- Can the proposal collect payment when signed?
- Yes. Signing can fire the payment link, so the deposit starts the moment the client says yes — no separate invoice chase between the win and the start of work.
- How much faster is it than building proposals in Word?
- You turn your common engagement structures into reusable content, so a new proposal is assembled in minutes instead of rebuilt from scratch — keeping your billable hours on client work.
- Will I know if the client actually read it?
- Yes — you see when the proposal was opened and which sections were read, so your follow-up is timed and specific rather than a blind guess.
- Does it look professional enough for premium work?
- Proposals are branded and signed online — they match the premium engagement you're pitching, instead of undercutting it with a Word-doc format.
- Is this a separate tool from my CRM?
- AMW Proposals is part of the AMW Suite, so proposals sit on the same client record as your conversations and invoices — the whole engagement lives in one place.
- Can I migrate from PandaDoc or Proposify?
- Yes — our team scopes the migration with you as part of setup and handles the connection, so you start with your templates ready rather than rebuilding.
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See it working for consultants.
Our team scopes your setup, handles the migration, and walks you through it — you start with a working system, not an empty workspace.