Transcript-to-proposal software for consultants.
Upload the call, review extracted scope, tune pricing, and send a defensible proposal before the follow-up window closes.
Manual intake, disconnected systems, unclear approval flow.
Discovery, core build, integrations, testing, launch.
From transcript to proposal while context is fresh.
CalltoProposal turns messy discovery notes into a scoped draft, pricing rationale, and client portal link without making the consultant rebuild the call by hand.
Four checks before anything reaches the client.
Consultants keep control of scope, pricing, language, and delivery. The system handles the slow translation work between call evidence and proposal artifact.
Load the conversation
Paste a transcript or start from Fireflies, Zoom, Fathom, PDF, VTT, SRT, or image OCR.
Review extracted evidence
Confirm goals, objections, stakeholders, compliance needs, risks, and buying signals before generation.
Tune defensible pricing
Work packages, assumptions, margin, contingency, and compliance uplift are explicit before PDF export.
Send a portal link
Clients can view, accept, decline, request changes, and trigger activity alerts for follow-up.
Built for expensive, high-context services.
CalltoProposal is designed for consultants selling automation, RevOps, AI implementation, operations, and compliance-heavy delivery where pricing needs a clear trail.
Every recommendation can be tied to source notes, assumptions, phases, and risk.
Portal views, actions, expiry, and requested changes surface the next move instead of leaving a silent PDF.
Won, lost, and revised proposals become reusable estimation context for the next deal.
Plans start at $99/mo after the trial.
No credit card for the first 14 days. Paid plans meter generated proposals, not abandoned drafts.
10 proposals/mo
Client portal and team workspace
Advanced integrations and playbooks
Questions consultants ask before signing up.
Does CalltoProposal decide the price for me?
No. It creates a defensible starting point from scope, risk, margin, and transcript signals. You approve every number.
Can I send a proposal without a PDF?
Yes. Use the client portal for the live link, then export PDF or SOW when the buyer is ready.
What happens when a client opens the proposal?
Portal events record views, responses, change requests, and engagement so follow-up is tied to buyer activity.
Can I bring my own playbook?
Yes. Workspaces can use custom assumptions, templates, compliance rules, and CRM context.