Consulting Agreement Template
Establish clear client relationships with the Consulting Agreement Template – outline project scope, terms, and expectations professionally.
About this template
Establish clear expectations with our Consulting Agreement Template. Designed to outline the scope of work, deliverables, and payment terms, this template ensures a smooth consulting engagement and protects both parties' interests.
Provide a solid foundation for your consulting projects by leveraging our Consulting Agreement Template. This professionally crafted document fosters trust and transparency, setting the stage for successful outcomes in your consulting engagements.
What's included?
- Proposal welcome
- Background context
- Goals of the agreement
- Project process
- Outcomes of the agreement
- Investment
- Savings
- About us
- Our company
- Our team
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
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Frequently asked questions
Writing a consulting agreement can be complex, especially if you are not familiar with legal contracts. Qwilr's Consulting Agreement Template can help simplify the process by providing a framework for the document. Some tips for writing a consulting agreement include:
- Start with a clear description of the scope of work
- Include payment terms and details
- Outline any deadlines or milestones
- Include provisions for termination or extension of the agreement
- Consider including a confidentiality or non-disclosure agreement if necessary
A consulting agreement should include a number of important details, including:
- A clear description of the scope of work
- Payment terms and details
- Deadlines or milestones
- Terms for termination or extension of the agreement
- Confidentiality or non-disclosure provisions if necessary
- Any other relevant details or requirements