It reads before it writes.
Turn your client context into a clear brief, a reviewed outline and a first draft.
AI proposal software
Win the work, not the writing.
Propovo drafts the proposal, SOW or contract from your call or CRM deal. Your client reviews and signs on one page.
Everything between the first call and the kickoff.
Propovo drafts the documents, keeps your client in one room, tells you what to do next and hands the signed work to delivery.
Win the work
Start from what you already have.
Drop in a call transcript, rough notes, a CRM deal or one sentence, or start from a template. Propovo turns it into a brief, asks about what’s missing, then drafts the proposal, SOW or contract.
- Calls, notes, files and CRM deals
- Asks before it assumes
- 200+ templates when you’d rather start from one
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, Pipedrive, Salesforce or Zoho CRM, 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.
Pipedrive
Salesforce
Zoho CRMStart closer to finished.
21 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 library
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.
Start from the call, send from your inbox, update the CRM and hand the work to delivery.
CRM
Bring in contacts and deals. Send the outcome back.
Calls and files
Use the conversation as the source of the draft.
- Fathom
- Google Drive
- Fireflies: coming soon
Send and follow up from your own address.
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.
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 start from my CRM?
Yes. Connect HubSpot, Pipedrive, Salesforce or Zoho CRM 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?
Import CRM contacts from HubSpot, Pipedrive, Salesforce or Zoho CRM, bring in call transcripts from Fathom and files from Google Drive, send from Gmail, Outlook or SMTP, post updates to Slack, embed Calendly and hand accepted work to ClickUp. Claude, ChatGPT and other MCP apps can read your documents and save private drafts, and webhooks connect Zapier, Make or n8n. 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.