Accepted scope must be rebuilt
The project team manually recreates deliverables, dates, owners, files, payment terms, and notes after the client accepts.
Proposal software for consultants that keeps the promise after signature.
A proposal should not become a dead PDF after acceptance. Workspace369 keeps the client, scope, services, files, project, communication, retainer, invoice, payment, and follow-up connected to what was agreed.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Scopeservices and expectations stay visible
Handoffaccepted work becomes delivery
Revenueproposal terms continue into billing
Key facts
Proposal software for consultants at Workspace369 covers 10 areas, including client CRM, requests and intake, service catalog.
The workflow runs in 4 steps, from "start with client context" to "keep billing aligned".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Proposal software for consultants compared
Proposal software for consultants falls into two groups. Proposal-only tools such as Better Proposals, Qwilr and Proposify focus on designed documents, while Bonsai, HoneyBook and Workspace369 (Cadet, $29 a month) also invoice, so the signed proposal can become the deposit and the invoice on one client record.
| Tool | Entry price | Entry-plan limit | Invoicing on entry plan | Trial |
|---|---|---|---|---|
| Workspace369 | $29 a month ($23.25 billed yearly) | 5 active projects, 1 seat | Yes | 14 days, card required |
| HoneyBook | $29 a month billed yearly | 2 live lead forms, no automations | Yes | 30 days, no card |
| Bonsai | $15 ($9 yearly) Basic; $25 ($19 yearly) Essentials | Basic has no proposals or invoices | Essentials and up | 7 days, card after trial |
| Better Proposals | $19 per user monthly, $13 yearly | 1 seat, 10 sends a month | Not listed | 14 days, no card |
| Qwilr | $35 per user yearly, $49 monthly | 40 documents on yearly Starter | Not listed | 14 days, no card |
| Proposify | $49 per user monthly, $39 yearly | Unlimited documents and signatures on Build | Not listed | 14 days, no card |
Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. Qwilr's Starter price named in the agency FAQ was re-read on October 19, 2026. Read the full proposal software comparison.
Where standalone proposal tools lose the client story
Revisions escape the commercial record
Changes arrive by email, text, or call and become extra work because the proposal, project, and client communication are separated.
The proposal cannot answer account questions
It does not show what is active, what has been delivered, what was invoiced, what was paid, or what follow-up is due.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Review the work, then invoice
Prepare the client invoice with line items, payment terms and the agreed amount. Review it before sending and track its payment status.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Keep the proposal connected from first draft to final payment
01
Start with client context
Use requests, CRM details, notes, files, calls, messages, service items, and prior activity to prepare the right scope.
02
Build a clear offer
Define services, deliverables, pricing, terms, milestones, deposits, retainers, payment plans, and supporting documents.
03
Carry acceptance into delivery
Move the approved work into projects, tasks, calendars, files, notes, time, assignments, and client communication.
04
Keep billing aligned
Create invoices, payment links, recurring charges, retainers, credits, reminders, and reports without losing the agreed commercial context.
The workflow around a consulting proposal
- A proposal-only product can be the cleaner choice when document creation and e-signature are the entire requirement.
- Workspace369 is stronger when the proposal must become real delivery, communication, billing, and reporting without a second system.
- Templates and AI assistance can accelerate drafting, but the consultant remains responsible for accurate scope and contract language.
Client CRM
Requests and intake
Service catalog
Proposal builder
PDF customization
Files and notes
Projects and tasks
Retainers and invoices
Payments
Inbox and follow-up
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
Founding offer: $444 for your first year, billed yearly
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
Founding offer: $894 for your first year, billed yearly
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
Founding offer: $1,794 for your first year, billed yearly
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial Book a demo
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Choosing proposal software for a consulting practice
What should proposal software for consultants include?
At minimum: a priced scope the client can accept and sign online, a record of what was accepted, and a way to bill it. Proposal-only tools (Better Proposals from $13 per user a month billed yearly; Qwilr from $35 and Proposify from $39 per user a month billed yearly) focus on designed documents and don't list invoicing on entry plans. Workspace369 Cadet ($29 a month) adds deposits at acceptance and one-step conversion to an invoice on the same client record. Prices checked on official pricing pages on October 22, 2026.
Can Workspace369 turn proposals into invoices and projects?
Workspace369 connects proposals with clients, projects, tasks, files, service items, retainers, invoices, payment links, communication, and reporting so the accepted scope remains useful after approval.
Does Workspace369 support proposal branding?
Workspace369 includes proposal and PDF customization capabilities, with broader branding and theme controls depending on the workspace and plan configuration.
Can I send and sign consulting proposals on the entry plan?
Yes. Cadet costs $29/month in USD for one seat and includes proposals, public approval and signing, deposit collection on proposal acceptance, and proposal-to-invoice conversion.
Is proposal signing the same as contract drafting software?
No. Workspace369 lets clients review, accept and sign a proposal through a public link. You supply the scope, price and terms. Do not assume signing a proposal also provides jurisdiction-specific contract drafting or legal review.
What should I test before switching from HoneyBook, Dubsado or Bonsai?
Use one real consulting engagement to compare scope editing, client approval, signing, invoice conversion and client sharing. Check the plan needed for deposits and other advanced features. Keep copies of existing signed agreements and payment history; do not assume they migrate automatically.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
