Pipedrive
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Fireflies
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Claude
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CRM
Bring in contacts and deals. Send the outcome back.
AI proposal software
Proposals, quotes and contracts in one sales room.
No more PDFs buried in cluttered email chains. Share one branded link where your client reads the proposal, asks questions, accepts the quote and signs the contract.
- Free to try
- No card required
Works with the tools you already use
Where deals get stuck. Fixed.
From the first draft to the signed contract, every step happens in one sales room, so nothing stalls in an inbox.
“Every proposal starts as a copy of the last one.”
Start from a template or give the AI a short brief. Your logo, colours, fonts and prices are already in place, and you edit it like a doc.
- Templates
- AI writing
- Your brand
- Pricing tables
“Which version did they actually see?”
Send one private link to your sales room, from your own inbox. Publish a change and your client sees the latest version, with nothing to re-attach.
- Sales rooms
- Email verification
- Link expiry
“Their feedback is buried in email threads.”
Your client comments on the exact section and brings in colleagues. Your team reviews and approves before anything goes out.
- Comments
- Guests
- Team approvals
“Did they even open it?”
See who opened it, what they read and for how long. Copilot suggests the next step and drafts the follow-up for you to send.
- View tracking
- Copilot
- Notifications
“They said yes. The contract took two more weeks.”
Your client accepts the proposal and signs the contract in the same room. Each signer is recorded with the version they accepted, and your CRM is updated.
- E-signature
- Contracts
- CRM sync
Beyond the PDF
More than an attachment.
A shared proposal keeps the conversation and next steps together.
| Capability | PDF by email | Docs + a signature app |  Propovo |
|---|---|---|---|
| Drafted with AI from a prompt, template or CRM deal | Not included | Not included | Included |
| Know who opened it, which section, for how long | Not included | Opens only | Included |
| Client picks a package and asks on the exact section | Not included | Not included | Included |
| One current version for everyone | Not included | If nobody downloads | Included |
| Accept and e-sign in the same place | Not included | Second tool | Included |
| Follow-up suggested and drafted for you | Not included | Not included | Included |
| Deal updated in your CRM when they say yes | Not included | Not included | Included |
| Capability | PDF by email | Propovo |
|---|---|---|
| Update shared content without sending a replacement | Not included | Included |
| Discuss the proposal in one shared place | Not included | Included |
| Review recorded proposal viewing activity | Not included | Included |
| Collect acceptance and e-signatures on the proposal | Not included | Included |
| Prepare follow-ups from proposal context | Not included | Included |
Start closer to finished.
All sales document types, from proposals and statements of work to contracts, quotes and change orders. Your content, colours and pricing. Pick a template, add your client and make it yours.
Create your proposalExplore the template libraryMade for your business.
Proposals, quotes and contracts for any business that sells its time and expertise.
Agencies and studiosRetainers, campaigns and creative work
ConsultantsEngagements, workshops and advisory
IT and softwareBuilds, milestones and support plans
MarketersCampaigns, content and SEO retainers
Architects and interiorsPhases, drawings and fees
Photographers and creatorsShoots, packages and usage rights
Coaches and trainersProgrammes, sessions and packages
FreelancersProjects, day rates and terms
Your tools. Part of the process.
Start from your CRM, send from your inbox and hand signed work to delivery.
Send and follow up from your own address.
Files and notes
Bring in documents and meeting notes when they help.
Team and booking
Updates where your team talks. Meetings booked from the page.
Project handoff
Signed work becomes a kickoff task.
AI apps
Read documents and save drafts from your assistant.
A client takes action. Your tools follow.
Configure proposal events to update your CRM, notify Slack and trigger the workflows you already use.
Via webhooks
Zapier
Make
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Explore webhook workflowsZapierMaken8nWorkflow example
When
A proposal is accepted
Update your CRM
Log the acceptance. Create a deal when enabled.
Notify your team
Post the update in your selected Slack channel.
Trigger a workflow
Send the event to your webhook URL.
Choose what you share. Control who gets in.
Review sharing controlsPassword-protected proposals
Require a password before a client can open a proposal.
Proposal expiry
Set a date for access to end.
Workspace permissions
Manage team roles and access to shared work.
Private drafts
Publish when you’re ready for clients to see your changes.
Common questions
How does AI create a proposal?
Describe the work in a sentence, start from a template or a CRM deal, or add files, notes or a meeting transcript. Review the extracted client context, answer open questions and approve the approach and outline before creating your proposal.
Can I review AI edits before they change my proposal?
Yes. Request changes to a section or the proposal, review the suggested result, and choose what to apply or discard. You can also edit the content and layout manually.
What does the proposal copilot do?
It suggests next actions from recorded proposal activity, feedback in Propovo and timing. You decide whether to finish the draft, respond to feedback, prepare a follow-up or dismiss an action. It does not read your inbox, track email replies or predict that a deal will close.
How can I share my proposal?
Publish a proposal link and share it directly, or prepare an email from your connected Gmail, Outlook or SMTP account. Configure feedback and acceptance options before sharing.
Can I use my own branding?
Yes. Set your business branding for new AI drafts, then refine the logo, colors, fonts, images and content in the editor. Existing proposals remain editable.
Send your next proposal from one room, not five tabs.
No card required · Cancel any time