Pipedrive
Fathom
Google Drive
Gmail
Outlook
Calendly
It reads before it writes.
Turn your client context into a clear brief, a reviewed outline and a first draft.
For agencies, consultants and service teams
Proposals that already know your client.
Start from a call, your notes or a deal in your CRM. Propovo drafts the proposal, contract or SOW, gives your client one place to review and sign, and keeps the deal moving.
Create an account to generate. Your notes stay in this browser until you continue.
Explore a fictional discovery exampleStart wherever the deal already lives.
Looks like your studio made it.
Refine the writing, arrange your sections and bring your own brand to every proposal.
An offer that is easy to choose.
Make the offer clear with line items, packages, optional items and payment links.
One place for the whole deal.
Share one private link, keep feedback in context and let your client review and sign.
Ask what needs your attention.
Keep the deal moving with next steps based on recorded activity, responses and timing.
A clear way to say yes.
Let clients review the terms, type or draw their signature, and accept the proposal in one place.
E-signatures
Clients can type or draw their signature.
Choose who signs
Choose who needs to accept the proposal.
Feedback in context
Keep client questions beside the proposal.
Accepted version
Keep the accepted proposal as a reference.
Build the proposal together.
Share proposals with your team, choose who can edit, and keep everyone working from the same workspace.
See what gets their attention.
Track visits, active reading time and section activity before your next conversation.
Signed deals go back to your CRM.
Sync your contacts in, send the outcome back, and keep everything still open in one place.
Your CRM stays current.
When a proposal is accepted, Propovo can create or update the deal in HubSpot or Pipedrive, in the pipeline and stage you choose.
Activity lands on the contact.
Sent, viewed, accepted and change requests are logged as notes on the matching contact.
A queue instead of a guess.
Open deals sit in one pipeline with a suggested next step beside each one.
Start closer to finished.
21 document types, from proposals and statements of work to contracts, quotes and change orders. Your content, colours and pricing. Style previews are illustrative; open a template to explore its full content.
Create your proposalExplore the template library
Style preview 01
Explore templateWebsite Design & Development
Make your next move count.
Style preview 02
Explore templateSEO Growth Retainer
Make your next move count.
Style preview 03
Explore templateBrand Identity Design
Make your next move count.
Style preview 04
Explore templateB2B Website Redesign
Make your next move count.
Made for your business.
Present your strategy, creative work and fees in one proposal.
Explore this workflowOutline your recommendations, engagement scope and fees.
Explore this workflowSet out requirements, milestones, dependencies and costs.
Explore this workflowShow your work, define your scope and agree on payment terms.
Explore this workflowYour tools. Part of the process.
Keep client details, conversations and proposal updates connected.
A client takes action. Your tools follow.
Send proposal events to your CRM, Slack and 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.
Keep the proposal moving with the conversation.
| The next step | Emailed attachments |  With Propovo |
|---|---|---|
| Updates | Send another file after each revision. | Publish an updated version at the shared link. |
| Feedback | Collect replies across email threads. | Keep client comments on the relevant section. |
| Client activity | Follow up to ask whether it was reviewed. | See proposal views and engagement in your workspace. |
| Acceptance | Collect a signed copy or use a separate signing tool. | Let the client review and sign in the proposal. |
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.
A better brief. A better next conversation.
Common questions
How does AI proposal creation use my client notes?
Paste your meeting notes or conversation text, or attach a .txt or .md file. 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, client responses and timing. You decide whether to finish the draft, respond to feedback, prepare a follow-up or dismiss an action. It does not 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 start from my CRM?
Yes. Connect HubSpot or Pipedrive to sync your contacts into Propovo, then prepare a proposal from the deal. Proposal activity is logged on the matching contact, and an accepted proposal can create or update a CRM deal in the pipeline and stage you choose. It is not a continuous two-way mirror of every CRM record.
Can I connect my existing tools?
Connect Gmail or Outlook for sending, import contacts from HubSpot or Pipedrive, send Slack notifications and embed Calendly. Webhooks can connect external automation tools. Each integration has its own setup and scope.
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.