Prepare the source pack
Choose the proposal kind and supply the buyer brief, approved evidence, delivery assumptions and commercial terms. For RFP work, retain the issued requirements and separate known answers from missing evidence.
Draft Consulting Proposals That Win Engagements
Upload engagement briefs, scope notes, and client context — Gixo drafts structured consulting proposals with phased deliverables, pricing models, and timelines. Source-first AI drafting that handles the complexity of multi-phase engagements so you focus on strategy, not formatting.
AI proposals for consultants means uploading engagement briefs, scope notes, and client context so the AI drafts a structured consulting proposal — with phased deliverables, pricing models, and timelines already in place — instead of starting from a blank template. Gixo reads the uploaded source files and generates a first draft covering 21 proposal types, using OCR for scanned source intake, exportable to 6 formats (PDF, DOCX, HTML, Markdown, JSON, plain text), with shared team editing for multi-partner review. You then refine the draft in an editor with inline AI tools before client delivery.
Arc · real output
From a supplied scope to a proposal you can inspect.
Read a real exported proposal alongside the brief Arc received. The example keeps supplied scope, commercial assumptions and reviewer responsibility visible.
Consulting proposal: repairs satisfaction measurement, Harbourside Housing Association
A ten-week advisory engagement for an invented housing association: situation, approach and phases, a requirement-by-requirement compliance matrix, deliverables, timeline, team, terms, and a fee built phase by phase from the bidder's day rates, with the days of each role shown.
Inspect the source brief or data
Propose a ten-week advisory engagement for Harbourside Housing Association, on behalf of Larkfield Analytics Ltd, that answers the association's brief: review the current repairs survey, recommend how to measure repairs satisfaction by contractor, and leave a reporting approach for the repairs team and the board. Build the fee for each phase from the standard rates in the evidence file (the days of each role times the day rate) and show those days. Add nothing the evidence file does not state. Put a notice on the cover page that the buyer and the bidder are fictional and the proposal is a worked example. Inputs: the buyer's document (brief-harbourside-housing.md); the bidder's evidence file (larkfield-evidence.md); commercial terms: value 46,000 to 52,000 GBP, valid for 60 days, payment terms 'Invoiced monthly in arrears, payable within 30 days.'; deal context: The buyer and the bidder in this proposal are fictional, and this proposal is a worked example. The engagement lead presents to the buyer's board in the ninth week.
Read the sample review notes
A separate reviewer agent read its 177 claims against the bidder's evidence file, the buyer's brief and the deal terms: 115 are supported, 58 add design detail or an inference, 4 are in no input (it calls the fee fixed) and none contradicts one. Every price line recomputes. It is not a person's review.
Review the proposed response
Inspect scope, exclusions, requirements and price assumptions. Use reviewable edits and saved comparisons; an unresolved buyer question needs an owner or an explicit qualification.
Package the reviewed version
Inspect the actual PDF, Word or HTML output. Tracked delivery activity and a recorded deal outcome answer different questions; verify the recipient, permissions and current approval state before sharing.
Buyer requirements and response ownership
Keep buyer RFP files separate from bidder evidence and approved reusable answers. Inspect extraction coverage, requirement source locations, questionnaire previews and submission limits. Response work can carry an SME owner, due date, escalation owner and required reviewer decisions. Compare an addendum with the source before changing a response.
Commercial schedules and recurring totals
Review each line's quantity, rate, unit, optional status and one-off, monthly or annual recurrence. Inspect recurrence totals and the estimated first-year total separately. Currency, supplied tax input and commercial assumptions need review. When importing Business metrics, select and review the source values before applying them to the schedule.
Buyer edition and submission package
Choose the current saved response or an approved edition. Inspect retained attachments, filled questionnaires, the compliance matrix and the package preview. A release manifest identifies stored delivery bytes. For tracked links, review recipient access, expiry, password and permissions separately from delivery activity and the recorded opportunity outcome.
A draft or readiness check is not approval of pricing, legal terms or a delivery commitment. Arc proposal drafting does not imply CRM, CPQ or tax-calculation automation.
From source material to reviewable draft
See what Arc helps your team review
Choose the proposal type, add the RFP, brief, notes, or prior work, then review a structured first draft before it reaches a client.
- 1Add source materialRFPs, briefs, notes, decks, and prior work
- 2Draft to the proposal typeSections and structure follow the real opportunity
- 3Review before deliveryYour team checks facts, scope, pricing, and commitments
Illustrative example The sales proposal and RFP response previews show document structure, not a promised or real customer result.
What does Gixo include for AI consulting proposals?
| Capability | Detail (as shown on page) |
|---|---|
| Proposal types supported | 21 |
| Source intake | OCR (PDF, DOCX, scanned documents) |
| Export formats | 6 — PDF, DOCX, HTML, Markdown, JSON, plain text |
| Collaboration | See editing teammates and choose after conflicting saves |
| Highest-complexity proposal type | Transformation Program (current state, future state, phased roadmap, change management, governance) |
| Workflow steps | 4 — upload context, select proposal type, refine in editor, export and deliver |
Why Do Consultants Use AI for Proposals?
Consulting engagements have complex scoping, multi-phase delivery, and client-specific pricing. Generic templates cannot handle that. Gixo reads your source files and generates proposals that reflect the actual engagement structure.
Complex Engagement Structures
Consulting proposals need phased workstreams, milestone-based deliverables, and conditional scope. Upload your engagement brief and Gixo structures the proposal around your actual delivery model — not a one-size-fits-all template.
Multiple Deliverable Phases
From discovery through implementation, each phase has different deliverables, timelines, and team compositions. Gixo generates phase-by-phase breakdowns with the right level of detail for each stage of the engagement.
Custom Scope Per Client
Every client engagement is different. Upload client-specific context, past deliverables, or RFP requirements and get a proposal draft tailored to this particular client — not recycled from a previous engagement.
What Types of Consulting Proposals Can AI Generate?
Gixo handles the structural complexity of each consulting proposal type.
| Proposal Type | Key Sections | Typical Complexity |
|---|---|---|
| Strategy Engagement | Situation analysis, approach, workstreams, deliverables, team, pricing | High |
| Advisory Retainer | Scope of advisory, meeting cadence, escalation model, monthly fee | Medium |
| Project-Based | Problem statement, methodology, timeline, milestones, fixed fee | Medium |
| Transformation Program | Current state, future state, phased roadmap, change management, governance | Very High |
How Does AI Proposal Drafting Work for Consultants?
1
Upload engagement context
Drop in your client brief, scope notes, RFP document, or past proposal. Gixo supports PDF, DOCX, and scanned documents via OCR.
2
Select proposal type
Choose strategy engagement, advisory retainer, project-based, or transformation program. Each type generates the right section structure and depth.
3
Refine in the editor
Edit the generated draft in a collaborative editor with inline AI tools. Adjust scope, rewrite sections, or expand specific deliverables with Quick AI and Power Edit.
4
Export and deliver
Export to PDF or DOCX with professional formatting. Your proposal is structured, detailed, and ready for client review.
Frequently Asked Questions
Can Gixo handle multi-phase consulting engagements?
Yes. Upload your engagement brief and select the appropriate proposal type. Gixo generates phase-by-phase breakdowns with deliverables, timelines, and team composition for each stage. You refine the output in the collaborative editor.
How is this different from a proposal template?
Templates give you empty sections to fill. Gixo reads your uploaded source files — client briefs, scope documents, RFPs — and generates a first draft with actual content tailored to the engagement. The AI handles structure and drafting; you handle strategy and refinement.
Will the output look like it came from AI?
Gixo generates a structured first draft that you refine. Use inline AI editing tools to adjust tone, expand sections, or rephrase for your firm's voice. The final deliverable reflects your consulting expertise — the AI accelerates the drafting process.
Can multiple partners collaborate on one proposal?
Yes. Team proposals show who else is editing. Partners can contribute; if their saves conflict, Arc asks which version to keep before saving again.
What export formats are available?
Export to PDF, DOCX, HTML, Markdown, or plain text. PDF export includes professional formatting suitable for client delivery without additional design work.
What are AI proposals for consultants?
AI proposals for consultants are consulting proposal drafts generated from uploaded engagement context — client briefs, scope notes, RFPs, or past proposals — rather than blank templates. Gixo reads the source files and drafts a structured proposal with phased deliverables, pricing, and timelines matched to the engagement, covering 21 proposal types across strategy engagements, advisory retainers, project-based work, and transformation programs. You then refine the draft in a collaborative editor before export.
What file formats can I upload to generate a consulting proposal?
Gixo accepts PDF, DOCX, and scanned documents via OCR as source input for engagement context, scope notes, and RFP requirements.
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