Proposal builder
Templates and pricing.
Consultant proposal builders with online signing
Consultants: proposals that sign themselves. Templates, scopes and e-signing.
Proposals rebuilt in Word, scopes argued later and signatures chased. We build proposal and project systems for consultants.
Looking for proposal software for consultants?
Consultants spend hours on proposals. We build proposal builders from templates with online acceptance.
Wollopit builds client portals, intake flows, document automation and websites for consultants around how your practice actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so you can spend your hours on billable work.
01The problems
What we hear from consultants
Does your consultancy have these problems? Here's how we'd fix them.
Most consultants we talk to lose hours every week chasing documents, re-keying client details and answering 'where are we up to?' emails.
- The problemProposals in WordRebuilt each time.How we fix itProposal templates.
- The problemScope creepScopes unclear.How we fix itClear scope sections.
- The problemSignatures chasedDelays.How we fix itOnline acceptance.
- The problemProject trackingSpreadsheets.How we fix itProject milestones.
- The problemInvoicingSeparate.How we fix itInvoices by milestone.
- The problemClient communicationEmail chains.How we fix itClient portal.
02What we build
Solutions
What we build for consultants. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Scope sections
Clear inclusions.
Online acceptance
Signed and paid.
Project milestones
Tracked.
Milestone invoicing
Automatic.
Client portal
Updates and files.
03How it changes
Before and after
A new engagement, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Proposal in Word
- Emailed PDF
- Signature chased
- Scope argued later
After
- Proposal from template
- Shared online
- Accepted with deposit
- Scope clear
04Services
Everything under one roof
Software, websites and systems for consultants.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for consultants
Built around how your consultancy actually runs: proposal builder, scope sections and the admin in between, in one system you own.
Websites for consultants
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Consultancy system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for consultants
Online acceptance and project milestones: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your consultancy, looked after by the people who built it.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- Calendly
- Stripe
- HubSpot
- Mailchimp
- Zoom
06How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your consultancy: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
FAQ
Things consultants ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can clients choose between options in a proposal?
Yes. Proposals can include options that update the total as clients choose.
How much does it cost?
It depends on what you need, so we quote up front once we understand your consultancy. No surprise invoices, no lock-in and you own what we build.
Can it work with our practice software?
Usually, yes. We connect to the tools you rely on and build the client-facing bits they can't do. If something should go we'll explain why first.
Is client information kept secure?
Yes. Portals use encrypted connections, access is restricted to the right people and documents stay on our managed servers. We follow the Australian Privacy Principles.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most consultants we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a consultancy problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.