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.
How to create a consulting proposal with Gixo
Select the Consulting proposal type, upload your engagement context, configure scope and deliverables, generate the draft, then edit and export. Five steps from source files to a client-ready consulting proposal.
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
Five Steps to a Consulting Proposal
1
Select the Consulting proposal type
Open the proposal creator and choose Consulting from the proposal type selector. This tells Gixo to generate a structure tailored for consulting engagements — approach, scope, deliverables, timeline, team composition, and commercial terms — rather than a generic sales proposal.
2
Upload engagement context
Upload the files that define the engagement — client briefs, scoping notes, RFPs, past proposals, team bios, rate cards, and capability statements. Gixo reads these to generate content specific to this engagement. The more relevant context you provide, the stronger the first draft.
3
Configure scope and deliverables
Specify the engagement scope, key deliverables, and any constraints. You can describe workstreams, phases, and expected outputs. Gixo uses these inputs alongside your uploaded context to generate a proposal that accurately reflects the engagement you are pitching.
4
Generate the consulting proposal draft
Click generate and Gixo produces a structured consulting proposal with executive summary, situation assessment, approach, scope of work, deliverables matrix, phased timeline, team composition, commercial terms, and assumptions. All sections draw from your uploaded context and configuration.
5
Edit and export
Review and refine the generated proposal using the rich text editor. Use inline AI to rewrite, expand, or adjust tone on any section. When satisfied, export to PDF for client presentation or DOCX for editable versions. All structure, tables, and formatting are preserved in the export.
Frequently Asked Questions
What file types can I upload as engagement context?
Gixo accepts PDF, DOCX, PPTX, TXT, XLSX, XLS, CSV, PNG, JPG, and JPEG files. Upload client briefs, scoping documents, RFPs, past proposals, team bios, rate cards, and any other document that provides context for the engagement. The AI extracts relevant content from each file to inform the proposal draft.
Does Gixo generate the commercial terms automatically?
Yes. If you upload a rate card or pricing framework as a reference file, Gixo generates a commercial section with fee structure, payment schedule, and engagement terms based on that reference. If no pricing reference is provided, the AI generates a placeholder commercial section that you can fill in manually.
Can I edit individual sections after generation?
Yes. Every section of the generated proposal is fully editable in the rich text editor. You can rewrite, expand, shorten, or restructure any section. Inline AI assists with rewording, tone adjustment, and content expansion on a per-section basis.
How long does it take to generate a consulting proposal?
Generation typically takes under two minutes depending on the volume of uploaded context files and the complexity of the scope. The AI processes all uploaded documents, extracts relevant context, and produces the full proposal structure in a single generation step.
Is this suitable for independent consultants or only large firms?
Both. Independent consultants use Gixo to produce polished proposals without a support team. Larger firms use it to accelerate first-draft creation so partners and engagement managers spend time on strategic refinement rather than structural writing. The seat-based plans scale from solo work to shared proposal workflows.
Gixo Arc
Consulting Proposal Generator
AI Proposal Generator
AI RFP Response Generator
AI Proposal Generator
Sales Proposal Generator
Proposal Pricing
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