Management consulting quotations writing

This page contains in-depth information on everything about making quotations for management consulting companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

A management consulting proposal is a document created by management consultants and submitted to potential clients. The proposal outlines the consultant's plans for the project, including the scope of work, deliverables, and schedule. It also includes information about the consultant's qualifications and experience. The proposal is an important part of the sales process, as it allows the consultant to demonstrate their understanding of the client's needs and how they plan to address them.

With the information & links below you can get the most out of your management consulting proposals and make quotations like a pro.

A management consulting sales proposal is a document sent to potential clients in order to win new business. The proposal outlines the management consulting services your company is selling and provides more detailed information about the deliverables, benefits, fees, and cost of all services promoted. As a proposal is often one of the last steps in the sales process, a lot of management consulting firms consider it almost a formality: you simply send your prospect the final details and close the sale. However, a great sales proposal can be the final straw that converts a prospect into a customer. To help you with closing deals, a proposal needs to be well-structured, engaging, transparent, and give the prospect all the details they need to inform their decision.

What is a management consulting proposal

Quotations are proposals with an offer for the provision of management consulting products or services. quotations are made for companies, government agencies as well as for individuals (consumers).

The advantages of a quotation

There are management consulting organizations that doubt the value of releasing quotations. However, in many cases, proposals play an important role in the sales process. A quotation is a powerful sales tool. Many sales or transactions are based on quotations. It may not always be experienced that way, but creating a management consulting quotation has many advantages.

Sales process

The sales process is an important part of the business of a management consulting company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create management consulting proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, quotation, price, supply agreement or quotation has been signed.

Creating and writing a quotation

Despite the many advantages mentioned, writing a management consulting proposal is sometimes underestimated. A good quotation is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Quotation design

Appearance also works in quotations. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal program, a new era of quotation design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a quotation is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer quotations via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a quotation is still the beginning of the sales process. For example, in the first phase after approval of the quotation, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Quotation examples and templates

Not everyone who makes regular proposals has all the skills to create a good quotation quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal program. A quotation is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to quotations. In the past, customers and prospects were satisfied with a quotation or a mail offer. That time seems to be over. Customers choose speed, they choose quotations which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Management consulting proposal example

This proposal example will help you to develop a powerful Management Consulting offer. It is aimed at management consultants, but can also be used by anyone who wants to present their services to companies. Tailor the content to the specific wishes of the customer and surprise with a modern offer. The smart software keeps you well informed during the sales process and makes the signing process a lot easier because this is done digitally.

Discover the management consulting example quotations and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal program and are available in Offorte.

View an example management consulting quotation

Management consulting example quotation made with a proposal program

Proposal software for management consulting

A proposal is a sales tool. It should be designed to get attention, make a strong case for your value, and move the customer toward a “yes” decision.

A management consulting quotation is made quickly with a proposal program. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the management consulting customer will choose faster for your company.

Discover what proposal software can do for your management consulting company.


Unlock success with AI-driven mgmt consulting proposals.

Our AI-powered proposal software is designed to help you produce top-notch proposals that meet your clients' requirements. By integrating with your existing workflow, our solution boosts efficiency and cost-effectiveness, freeing you from tedious manual tasks and lengthy revisions.

AI Proposal software for management consulting

About management consulting

Management consulting is a field that involves assisting companies with solving business problems. It includes management strategy, organizational development, process management, performance improvement, and marketing. Management consulting firms have clients from various industries, including healthcare, retail, government, education, and technology. Consultants often hold MBAs and charge per hour for their services. In order to become a management consultant, you must have the appropriate education and experience. A Bachelor's degree in business administration is the minimum requirement. An MBA will also help you get a job as a management consultant.


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Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
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