Build a Quote Generator for Consultants
Build engagement quotes with itemized deliverables, automatic totals, and sent or accepted tracking per client. Free to start.
16,171+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A quote generator for consultants is a web app that turns a scoping conversation into a professional proposal — phases, deliverables, and fees — that clients approve from a shareable link. Each proposal is stored as a record with an accepted/declined status so your pipeline stays visible.
What your consultants quote tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for consultants.
Engagement / client name
Anchors the proposal to the account and the specific engagement being scoped.
Scope & objectives
States the problem and outcomes so the fee is tied to value, not just hours.
Phases / workstreams
Breaks the engagement into stages so the client sees a logical path and can approve in tranches.
Fee basis (fixed / day rate / retainer)
Sets how the fee is structured and frames the commercial conversation.
Estimated days or milestones
Links the fee to effort or deliverable checkpoints the client can hold you to.
Deliverables per phase
Names the concrete outputs of each phase so 'done' is unambiguous.
Expenses / travel line
Separates pass-through costs from professional fees so the day rate stays clean.
Proposal total
The headline number the client sponsor approves.
Status (draft/sent/accepted/declined)
Tracks whether the proposal is out, won, or lost.
What good looks like for consultants
One app, a view for everyone
Consultant / principal
The fee, win rate, and whether the scope is bounded enough to deliver profitably.
Client sponsor / exec
The objectives, deliverables per phase, and the total cost.
Client procurement
The total, payment terms, and expense treatment.
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the quote you actually want and own it outright.
A typical quote
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around consultants
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how consultants actually works
Build it in 3 steps
Describe it
Tell Kleap what your consultants needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Can the client e-sign the proposal or SOW?+
No — Kleap doesn't include e-signature. When the client approves, it's recorded as an 'accepted' status on your dashboard and the shared link stands as the reviewed proposal. If you need a legally executed SOW, you'd run the signature through a separate tool.
How do I structure fees by phase?+
Give each phase its own line item and sub-fee, then let the tool total them into one proposal figure. Phased pricing lets a cautious client approve discovery first and commit to later phases once they see value, and each phase's deliverables are spelled out.
Should I quote a day rate or a fixed fee?+
Fixed fees tied to deliverables usually read as more senior and shift the conversation from hours to outcomes, while day rates suit open-ended advisory work. Use the fee-basis field to make whichever you choose explicit, and keep expenses on a separate line.
Can I include an expenses or travel line?+
Yes — add travel and pass-through costs as their own line items so they don't muddy your professional fee. Keeping them separate makes the proposal easier for procurement to approve and easier for you to reconcile later.
More Quote Generator use cases
Ready to build it?
Describe your consultants quote and watch it come to life. Free to start, no code.