Start with what matters to your client.
Turn your client notes into a clear brief, a reviewed outline and a first draft.
Your client notes.
A proposal built
for this deal.
Turn meeting notes into an AI proposal you can refine, share and move forward. From a clearer scope to your client's next step.
Create an account to generate. Your notes stay in this browser until you continue.
Explore a fictional discovery example
Bring client context
Review & create
Make it yours
Share & move forward
Your thinking. Beautifully presented.
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.
A shared place for the next decision.
Share a proposal link, keep feedback in context and let your client review and sign.
Know what needs your attention.
Keep the deal moving with next steps based on recorded activity, responses and timing.
From proposal
to approval.
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.
Start closer
to finished.
A starting point for your services.
Your content, colours and pricing. Style previews are illustrative; open a template to explore its full content.
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
n8n
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 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.