AI proposal software
Turn client notes into proposals, draft your next follow-up, and keep feedback, approvals and signatures together in one client room.
Free to try · No card required
Works with the tools you already use
What changes with Propovo
Add a call transcript, client notes or a connected CRM deal. Review the brief, fill in missing details and approve the outline before generating your draft.
See how a call becomes a proposal
Bring the proposal, supporting documents and client feedback together in your branded room, with a clear path to choosing a package and signing.
Explore client feedback
Review views, comments and proposal status, then draft a relevant message. Check the recipient and wording before sending from your connected email account.
Meet Copilot
Review the terms, share the agreement and collect acceptance in one place. With integrations configured, proposal events can update your CRM and notify your team in Slack.
Explore e-signatures
Edit with an AI that knows the dealTighter scope, friendlier tone, new section — every edit is a preview you apply or discard.
Packages, then a clear way to payLet clients choose a package, then share deposit or milestone requests with your own payment link. Payment takes place with your provider.
Your team, with approvalsSet roles and approval rules for your workspace. Owners and admins review requests when your policy requires approval.Beyond the PDF
A shared proposal keeps the conversation and next steps together.
| Capability | PDF by email | Docs + a signature app |  Propovo |
|---|---|---|---|
| Drafted from your call, CRM deal or notes | 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 |
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 library
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 workflowStart from the call, send from your inbox, update the CRM and hand the work to delivery.
Bring in contacts and deals. Send the outcome back.
Use the conversation as the source of the draft.
Send and follow up from your own address.
Updates where your team talks. Meetings booked from the page.
Signed work becomes a kickoff task.
Read documents and save drafts from your assistant.
Configure proposal events to update your CRM, notify Slack and trigger the workflows you already use.
Zapier
Make
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Log the acceptance. Create a deal when enabled.
Post the update in your selected Slack channel.
Send the event to your webhook URL.
Require a password before a client can open a proposal.
Set a date for access to end.
Manage team roles and access to shared work.
Publish when you’re ready for clients to see your changes.
Paste your meeting notes or a call transcript, or attach a TXT, Word or PDF document. Review the extracted client context, answer open questions and approve the approach and outline before creating your 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.
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.
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.
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.
No card required · Cancel any time
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