ProposalXL

We start with the way your firm already works

We bring your templates, language, people and rates into ProposalXL with you, then review the result together on your own proposals.

See the steps ↓

  1. Walk us through your current proposal process.

    Bring one or two recent proposals. Show us who writes, who prices and who signs. We look at how a request becomes a document, and where your team spends its time.

    What you have today

    We walk through it with youMapped with you
    OPOwenPrincipal
    LPLeahPM
    SOSamMarketing
    DOCXProposal_Harbor_v7_FINAL(2).docx
    XLSXfee sheet – owen edits.xlsx
    DOCXresumes_2023_OLD.docx
    Re: Re: Fwd: Harbor proposal
    CSVCRM export.csv
    XLSXERP rates 2026.xlsx
    Proposals / 2024 / old
    1234523 Leah's v7 is the real templateOwen prices from his own sheetRésumés are years out of dateHand-offs happen in late emailClient facts already live hereThe ERP holds the real rates
    OPOwenPrincipal
    XLSXfee sheet – owen edits.xlsxXLSXERP rates 2026.xlsx

    2Prices from his own sheet; the ERP holds the real rates.

    LPLeahPM
    DOCXProposal_Harbor_v7_FINAL(2).docxCSVCRM export.csvRe: Re: Fwd: Harbor proposal

    1Her v7 is the real template.

    4Hand-offs happen in late email.

    5Client facts already live in the CRM.

    SOSamMarketing
    DOCXresumes_2023_OLD.docxProposals / 2024 / old

    3Résumés and past projects, some years out of date.

    OPOwenPrincipal
    XLSXfee sheet – owen edits.xlsxXLSXERP rates 2026.xlsx

    2Prices from his own sheet; the ERP holds the real rates.

    LPLeahPM
    DOCXProposal_Harbor_v7_FINAL(2).docxCSVCRM export.csvRe: Re: Fwd: Harbor proposal

    1Her v7 is the real template.

    4Hand-offs happen in late email.

    5Client facts already live in the CRM.

    SOSamMarketing
    DOCXresumes_2023_OLD.docxProposals / 2024 / old

    3Résumés and past projects, some years out of date.

    We map who does what, and where everything lives.7 sources · 3 people

    Start with the process your team already knows.

  2. Bring your templates, past proposals and rates.

    We configure ProposalXL around your firm’s format, language and workflow. Together, we identify the people, project records and systems that need to support the proposal.

    Then we review the setup with you, using your own material.

    Your firm, in one place.

    8 / 8
    DOCX Letter template.docxfirm letterhead
    PDF Past proposals312 files
    DOCX Scope boilerplate214 lines
    Language3 of 3 in
    ZIP Résumés18 people
    PDF Project sheets96 projects
    People2 of 2 in
    XLSX Fee sheet 2026.xlsxrates + targets
    Numbers1 of 1 in
    CSV CRM export.csvopportunities
    XLSX ERP rates.xlsxbilling rates
    Systems2 of 2 in

    Send what you have. We sort it, and check it with you.

    Your firm’s material becomes the starting point.

  3. Your team goes live on real proposals, with us in your corner.

    Work through the proposal with the people who will use the system. Review the content, scope, fee and finished pages together, and refine the workflow around what your team needs.

    Your reviewer signs off when a new proposal, started and edited by your team, comes out finished in your format.

    Review the work, from the request to the finished proposal.

What to bring to the first conversation

A recent proposal

A letter, an SOQ or an RFP response. Show us the document your team is proud of, and what it took to get it out.

The material behind it

Your templates, scope language, team résumés and project examples. We’ll talk through what you have and where it lives.

The people involved

Who writes, who develops the fee and who reviews. The right setup should make sense to the people doing the work.

Questions before you start

Will it use our proposal format?

Yes. We start with your firm’s templates and brand standards, and your recent proposals show us the format and language your team carries forward.

Does this replace our Word, Excel and InDesign workflow?

Yes. The scope, the fee and the finished document are produced in ProposalXL, so the letter template, the fee spreadsheet and the layout file stop being separate steps. Proposals come out in your firm’s format as a finished PDF.

Can we start with one type of proposal?

Yes. Start with the proposal your firm sends most, often a scope-and-fee letter, and add the next type once your team is using it.

What about our existing systems?

We map where your firm’s data lives, then connect the systems your proposal workflow needs during setup.

How is implementation priced?

Setup is a one-time fee, scoped to the proposal types you start with. The software is a monthly subscription. We send a written scope and price after the walkthrough.

What should we send before the first conversation?

One recent proposal is enough. Public or redacted examples work well for a first look.