From meeting notes to a signed proposal, with the margin in view
Paste what the client told you: Plensity picks out the scope, users and systems, builds the proposal with your services and rates and shows you the margin before you send it.
Cloud migration and support
- Cloud migrationfixed price4.800 €
- Microsoft 365 rollout25 users × €902.250 €
- Managed IT support€390/month × 12 months4.680 €
Where a consultancy loses time writing proposals
Rewriting the technical proposal by copying the last one you won.
Your services already describe what they include: the proposal starts from your catalogue, not an old document.
Project, hour bundle and monthly fee in separate spreadsheets.
Fixed price, per day, per hour, per user and per month, in the same proposal with the contract total.
Guessing the days and finding out at the end that the project has no margin.
Cost and price of every role, from director to engineer, and the project margin while you prepare it (Business plan).
Sending the proposal and not knowing whether the client has read it.
You see how many times they open it, how long they read it and which sections they stop at.
Print, sign, scan and wait.
They sign on their phone with a code sent to their email, and the exact document they signed is kept.
Last-minute changes nobody knows were reviewed.
Plensity highlights what changed since the version the client received.
Ready for IT and systems consultancies
- Starter services: cloud migration, Microsoft 365 per user, monthly managed support, hour bundles, consulting and development per day and managed backups. You set the prices.
- Fields in your own words: “Scope / systems”, “Users / systems”, “Delivery model”, “Follow-up support” and “Working hours”.
- Three starter delivery models: fixed-price project, hour bundle and managed service.
- Rate profiles with cost and price: director, project manager, senior consultant, consultant and systems engineer.
- Your logo and colours on the cover, in PDF and Word.
- Sent from your Outlook or Gmail, reminders to the client and signature on the phone.
Frequently asked questions
Does it work for managed services with a monthly fee?+
Yes. The fee, the months and the contract total appear in the proposal, next to the implementation project if there is one.
Can I write the proposal in another language for a foreign client?+
Yes. The proposal comes out in Spanish, English, Italian or French, with the same template.
Can the client see my costs or margin?+
No. Only you see cost and margin; the client receives the proposal with the prices.
What happens to my clients' data if I use the AI?+
Plensity's AI runs on our EU servers and we don't train models on your proposals. If you connect your own AI, you choose the provider.
Shall we show you your next proposal with your rates?
14 days free, no card: try it with your roles and a real project from your consultancy.
Try it free