Create a proposal

Writing client proposals might seem like a major task, but it's actually the lifeblood of your professional services organization. Here's why:

1. Demonstrate Understanding

Client proposals demonstrate to the potential client that you understand their needs and have a clear understanding of what they are looking for. It showcases your dedication to their success and expertise in delivering tailored solutions.

2. Provide a Clear Project Plan

A client proposal offers a clear plan for the project, including timelines and milestones. This helps to manage expectations, fosters mutual understanding, prevents misunderstandings and delays.

3. Lay the Foundation for Success

Well-written proposals set the foundation for success. They outline project scope, timelines, and costs, preventing scope creep and facilitating smooth communication with the client.

4. Stand Out from Competitors

Impressive proposals set you apart from competitors. Demonstrating tailored solutions displays your expertise, giving you a competitive edge.

5. Foster Long-Term Relationships

Client proposals nurture long-term relationships. A successful project builds trust, positioning you as a dependable partner, fostering future business opportunities, and cementing your leadership in the industry.


Client proposals are not just a small part of your business; they are vital. Invest time in crafting them to showcase expertise, set clear plans, stand out, and build lasting relationships. Embrace the power of client proposals to elevate your professional services!


The proposals module in advaise.app is a workflow designed to walk you through all the steps to create a winning client proposal.


  1. To get started, go the proposals module and click on the +Add button to create a new proposal. Fill in the basic details and click the save button.

  1. The proposal will appear on your list of proposals. Select the name to open it.


  1. In the administration tab, review and edit the summary if required. You can also manage access rights in the permissions section, or delete the proposal if it's no longer required. Update the status as the proposal progresses through the steps from Qualifying to Won/Lost. This will ensure your proposal statistics are up to date.

  1. In the management tab, you can manage the financials, actions, research and approvals. Request approvals for proposal qualification and proposal submission.

  1. Use the qualification tab to review proposal statistics with this client, update the strategic alignment , opportunity, relationship and delivery factors for this client and proposal. Once these are complete, advaise.app will calculate your probability of winning this proposal. This helps to focus your time and energy on proposals with a higher likelihood of success.

  1. Develop your strategy for this proposal. Analyse the client's performance from the key performance indicators on the client record, conduct a needs analysis to understand the client needs for this opportunity, define your stakeholder management plan, conduct a competitor analysis, then draw all this together into a win strategy for the proposal.

  1. Define the solution you are going to include in the proposal. This tab captures your response to client requirements, summarizes your approach to the engagement. It also defines the services you will deliver. This draws from the services module and includes the deliverables and schedule for the proposed engagement. You can name key staff for the proposal. The labour expenses section allows you to estimate labour expenses including margin, find staff for the engagement and make a tentative booking using the intelligent resource finder. Capture non-labour expenses and margin for the proposal. Finally, use the risk management strategy to manage key risks.

  1. Establish the commercials for the proposal. Review the pricing model, manage payment milestones, develop the rate card, use the fee notes to summarize your pricing assumptions of currency, tax, and assumptions, and manage the legal terms.

  1. When steps 1 - 8 are complete, review the response. This is the proposal document that will be presented to the client. Set the style for the proposal, then review and edit the proposal document.

  1. When approvals for qualification and submission have been received, and the proposal document is finalised, download the file from the response or files tab to share it with your client.
  2. Capture lessons learned in the proposal close section to improve your win-rate for future proposals.

  1. The files tab contains all system generated files. These are populated as the proposal progresses through the steps. The various documents can be shared internally for review and approval. You can also upload files relevant to the proposal to ensure all information is available in one central location.

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