Q

Quotely

Discovery-to-proposal workspace

For consultants, freelancers & agencies

Turn your discovery call notes into a polished proposal in 2 minutes

Built for consultants, freelancers, and agencies who write custom proposals after every sales call. Paste your notes — get a proposal draft, scope outline, recap email, and follow-up in under 30 seconds.

Free plan · No credit card · 3 proposals/month

1

Enter your work email

2

Paste discovery notes

3

Generate all 4 outputs

4

Copy, export, and send

Recap email

A same-day recap that confirms what was heard and what happens next.

Proposal draft

A first-pass proposal built from the discovery call and project context.

Scope outline

A tight scope structure with deliverables, assumptions, and open questions.

Follow-up email

A momentum-preserving client email that points to the next decision.

Try it now — no signup required

Paste notes. See all 4 outputs in seconds.

Real discovery call notes below. Hit the button and watch Quotely turn them into a recap email, proposal, scope outline, and follow-up.

Discovery call notes
4-output package — preview

Output will appear here

See it in action

From rough notes to a polished deliverable — in 2 minutes

Two real-world examples. This is exactly what Quotely produces.

Freelance Web Designer→ Proposal draft
Discovery call notes

met w/ priya — bloom skin co., e-commerce founder

wants full site redesign, currently on squarespace — hates it

budget around 5-7k, maybe more

needs done by mid-sept for product launch

wants: clean look, better checkout, easy blog for herself

mentioned she runs her own social — wants to rank for "natural skincare nyc"

Quotely proposal draft

Website Redesign Proposal — Bloom Skin Co.

Dear Priya,

Thank you for walking me through your goals for Bloom Skin Co. Below is our proposed approach for a site that supports your September launch.

Scope of Work

  • Custom Shopify redesign (~8 pages)
  • Mobile-optimised checkout experience
  • Blog/CMS setup for easy self-management
  • On-page SEO foundation (targeting "natural skincare NYC")

Timeline: 8 weeks  ·  Investment: $6,500

Next step: I'll send a short questionnaire this week to gather brand references and assets.

Marketing Consultant→ Recap email
Discovery call notes

call w/ tom @ fieldops — b2b saas, ~80 employees

no content strategy, just random linkedin posts

wants: thought leadership, inbound from content

budget: $3k/mo x3 months to start

needs 2 linkedin posts/week + 1 long-form/mo

ceo wants to speak at events — could be an angle

first content live in 2 weeks

Quotely recap email

Content strategy recap — FieldOps

Hi Tom,

Great call. Here's a summary of what we're building together.

Goal

Establish FieldOps as the go-to voice in field service management and generate a consistent inbound pipeline.

What's included (3-month engagement)

  • Editorial calendar aligned to your ICP and sales cycle
  • 2 LinkedIn posts/week (ghostwritten, CEO voice)
  • 1 long-form article/month (SEO + thought leadership)
  • Speaking angle development for industry events

Engagement: $3,000/month  ·  3-month initial term

I'll have a draft calendar and content brief to you by Friday.

3 projects/month free — no credit card required

Try an example

Project setup

Capture the call.

Output selection

Run all four or turn off any output you do not need.

4 selected

Step 1: Enter your email above

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Results

Review, copy, export.

Preview an example above, or enter your email to paste discovery call notes and generate your own draft package.

Project context

Client—

Company—

Service—

ToneConfident

Notes preview

Your source notes will appear here after generation.

Rewrite actionsPRO

Upgrade to Pro to refine outputs after generation — make them shorter, more formal, friendlier, and more.

Need more projects? Plans from $9/moStarter (20 projects) or Pro (60 projects + rewrites). Upgrade in under 60 seconds.
Get Pro — $19/mo

What users say

Consultants and freelancers are winning clients faster

“I used to spend 2 hours after every discovery call writing proposals. Now I paste my notes and have a draft in 3 minutes. Sent my first Quotely proposal on a Friday evening and won the client Monday morning.”
SK

Sarah K.

Freelance Marketing Consultant

“We do 15–20 discovery calls a month. Quotely cut our proposal writing time by 80%. The scope outlines alone are worth it.”
JT

James T.

Founder, Digital Growth Agency

“The follow-up email template is exactly what I needed. Professional, warm, closes the loop perfectly. My close rate went up noticeably.”
ML

Maria L.

Business Strategy Consultant

Pricing

Start free, upgrade when you need more.

Quotely Free

Trial the workflow
$0
  • 3 projects per month
  • 3 projects each month
  • All 4 outputs included
  • No credit card required
Activate instantly with your work email.
Best value

Quotely Starter

Solo operators and lean teams
$9/mo
  • 20 projects per month
  • 20 projects each month
  • All 4 outputs included
  • Best next step after Free
Get Starter — $9/mo
You’ll confirm this exact plan on the next screen before Stripe opens.

Quotely Pro

Agencies and higher-volume teams
$19/mo
  • 60 projects per month
  • 60 projects each month
  • All 4 outputs + rewrites
  • Built for higher volume
  • 6 rewrite actions included
Get Pro — $19/mo
You’ll confirm this exact plan on the next screen before Stripe opens.
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