OfferAgent for consulting firms

Present scope, milestones and investment in a traceable proposal

OfferAgent helps consulting firms present scope, milestones, deliverables and selected ongoing support in a proposal connected to customer dialogue and revision history. Sellers can discuss changes in context, issue a new traceable version after negotiation and let the customer accept the reviewed proposal online.

Suitable for: For advisors, agencies and consulting teams selling projects, phases, retainers and optional support.

Start with OfferAgent Solo See quote and pricing example

Verified in product enginesPRODUCT PROOF

1Define the engagementDescribe objectives, scope, deliverables, milestones and exclusions.
2Structure the investmentUse fixed phases, hourly work or explicitly selected ongoing support.
3Discuss in contextKeep customer questions, notes and the working proposal available together.
4Revise and acceptIssue a new version after negotiation and let the customer accept the reviewed proposal online.

Work that must hold together

Common obstacles in the industry's sales flow

Ambiguous deliverables

A price without scope, milestones and exclusions creates different expectations.

Options hidden in totals

Optional support must be visibly selected before it affects the investment.

Negotiation without history

Customer changes need a new traceable version, not edits to the sent proposal.

From inquiry to next step

One connected way of working for the seller

1
Define the engagement
Describe objectives, scope, deliverables, milestones and exclusions.
2
Structure the investment
Use fixed phases, hourly work or explicitly selected ongoing support.
3
Discuss in context
Keep customer questions, notes and the working proposal available together.
4
Revise and accept
Issue a new version after negotiation and let the customer accept the reviewed proposal online.

Product proof

Verified platform support

The industry page is grounded in published engines, templates and contracts. The table separates published vertical packs from support configured through the platform's generic engines.

ScopeDeliverableMilestonePhaseInvestmentRetainerChange request

Verified platform supportReviewed

Quote modelProposal: Scope, milestones, deliverables, terms and acceptance share one versioned document.
PricingPhases + selected retainer: Options carry explicit selected state before they enter the displayed total.
DialogueCommunicationHub: Customer questions remain attached to the correct business context.
RevisionFullscreen workspace: Negotiated changes create a new revision while previous versions remain immutable.

What OfferAgent does not do

OfferAgent does not define consulting scope, validate deliverables or approve commercial terms. The consulting firm owns the proposal and every revision sent to the customer.

What must be configured

Configure the consulting template, milestone or hourly pricing, optional retainer state and approval policy. No dedicated consulting vertical pack is represented as published.

Fictional, complete example

See how scope and price rows are presented

Amounts demonstrate structure and calculation model, not recommended market rates. Tax deductions are illustrative and must be verified against current rules.

Public template exampleFICTIONAL · NON-BINDING

Process review and implementation support

Example Customer Ltd · Quote EX-2026-001

Scope

Discovery, documented recommendations and implementation workshops. Software licences and third-party delivery are excluded.

Price rows

All amounts in SEK

Discovery and analysis: Interviews, analysis and documented findings; Quantity1 phaseUnit priceSEK 28,000AmountSEK 28,000
Implementation workshops: Four facilitated workshops; Quantity4 workshopUnit priceSEK 8,500AmountSEK 34,000
Selected monthly support option: Ten hours of advisory support selected in this example; Quantity1 monthUnit priceSEK 14,500AmountSEK 14,500

Price rows in the fictional quote example Consulting proposal template
Work or material	Quantity	Unit price	Amount
Discovery and analysisInterviews, analysis and documented findings	1 phase	SEK 28,000	SEK 28,000
Implementation workshopsFour facilitated workshops	4 workshop	SEK 8,500	SEK 34,000
Selected monthly support optionTen hours of advisory support selected in this exampleSelected option	1 month	SEK 14,500	SEK 14,500

Subtotal: SEK 76,500
VAT 25%: SEK 19,125
Total including selected options and VAT: SEK 95,625
Customer price: SEK 95,625

Example terms

Valid for 30 days
Milestones require customer access to agreed stakeholders
Additional work requires written approval

Open the complete quote template

Practical result

What the workflow improves

Clearer deliverables and exclusions
Visible optional and recurring work
Faster access during negotiation
A defensible proposal history

Connected capabilities

Add more when the need grows

Smart pricingKeep quantities and unit prices governed.Customer dialogueKeep questions with the right opportunity.Automated follow-upUse controlled timing and stop conditions.

FAQ

Common questions about the industry solution

Can proposals include milestones?

Yes. Milestones, deliverables, scope and terms are ordinary versioned sections.

Can monthly support be optional?

Yes. An option must be visibly selected before it is included in the total.

Can the customer ask questions on the proposal?

Yes. Public customer dialogue stays connected to the quote and is surfaced to the seller.

Can an accepted proposal be changed?

The accepted snapshot is not changed. Further work requires a controlled new revision or separate follow-on offer.

Start with a professional quote foundation

Begin with quote templates and governed price rows. Add forms, follow-up, scheduling and other engines when the business needs them.

Start with OfferAgent Solo