Bid Faster and Win More Work with AI-Powered Proposals That Understand Your Consulting Firm
Proposals in Projectworks help you bid faster, smarter, and more accurately, without losing the human touch.
Our AI leverages your firm’s data to draft custom proposals based on unique client needs – helping you to win more work and grow your firm.
Turn proposals around in minutes, not weeks
Learn from connected project and resourcing data
Build smarter bids that reflect your client’s needs
Make every proposal your best proposal
Single Source of Truth
Create, store, and reuse proposal content blocks - methodologies, case studies, pricing models, and bios. Your team saves billable time and maintains full control over your pitch.
AI-Generated Drafts
Upload previous proposals, emails, or RFP details. Projectworks AI generates accurate consulting proposal templates aligned with client needs, previous work, and your firm’s brand - freeing your team to focus on strategy, not formatting.
Smart RFP Ingestion
Upload any RFP to extract key bid requirements automatically. Generate a proposal from scratch or enrich an existing draft. Our AI ensures nothing gets missed and every proposal builds client trust.
Intelligent Team Recommendation (coming soon)
Match the right people to the right project. AI suggests the best team based on connected resourcing, availability, and past experience, helping you price and plan with precision.
Manage Every Contribution (coming soon)
Draft and approve in one connected platform to keep the proposal process on track. View progress in real time - so every proposal is submitted on time and more likely to win.
Template Library And Variations
Maintain consistency across all bids. Create branded consulting proposal templates and reusable content blocks to accelerate future proposals and ensure brand accuracy.
Unique Firm Voice
Train AI on your existing proposals so every draft sounds like your firm. Upload logos, colors, and typography for proposals that feel trustworthy, human, and on-brand.
Flexible Export and Delivery
Send proposals directly from Projectworks or export them for use elsewhere. Track acceptance, manage your pipeline, and maintain visibility and control at every stage.
Community and Resources
for Firms That Think Forward.
The consulting playbook for predictable revenue growth
Most consulting firms hit revenue walls they can’t push past. The few that break through build predictable, profitable growth machines. Whether you’re at $5M, $15M, or $50M, this cheat sheet maps the moves that separate firms who stall from firms who scale.
FrequentlyAsked Questions
Proposals is an upcoming feature in Projectworks designed to help small to mid-sized professional services firms generate on-brand, accurate proposals faster, using data already in your system. Instead of wasting time starting from a blank doc or copy-pasting from old proposals, Proposals in Projectworks assist you by intelligently auto-drafting proposal content based on past projects; pre-filling scope, resources, timelines, and budgets using templates and real project data; and aligning proposal assumptions with delivery reality - so what you quote matches what you actually deliver.
Proposals is purpose-built for experts in professional services. We know the pain of spending weeks on a proposal only to lose out. With AI-powered proposals for consulting, you’ll save hours of manual work across disjointed systems like Google Docs and OneDrive; improve accuracy and profitability; win work faster; and keep sales and delivery aligned.
Consultants, sales teams, operations leaders, and clients all benefit from saved time, personalized pitches, improved win rates, and deeper trust.
Proposals represents the first step in a broader rollout of AI capabilities in Projectworks. The feature is launching soon. Join the waitlist to get early access and updates.
Our AI tools are built using the same principle that guide all of Projectworks: to give you better clarity and control. Your firm’s data is private and never shared. AI models are trained on your firm’s own content to ensure security and accuracy. Learn more about our data policy.
Yes. You control when and how AI assists in your proposal creation process.