Create proposals
that win clients.
Proposal intelligence
Pull goals, scope and unanswered questions from your client notes.
From client notes
to project brief.
Client brief
“We need a new website to explain our services and attract larger clients. Our current site feels dated and doesn’t reflect our brand.”
Example discovery notesBrief summary
GoalsA clearer story. Better enquiries.
ScopeDesign, development and migration
?Open questionsWho approves the budget?
Proposed outline
- Executive summary
- Project goals
- Scope of work
- Timeline
- Investment
- Next steps
Ready for your reviewContent & branding
Edit content, add images and apply your brand colours.
PropovoB2B Website RedesignPublish◇ NORTHSTAR STUDIOB2B Website
Redesign Proposal
A modern website for
greater impact.
Flexible pricing
Set out deliverables, fees and payment terms.
PropovoB2B Website RedesignPublish NORTHSTAR STUDIOA clear investment.
A shared direction.
Website redesign · Example pricing
Discovery & strategy$2,000
Design & content$3,500
Build & launch$4,500
Project total$10,000
50% to begin · 50% at launch Client collaboration
Share a link, collect comments and get it signed.
◇ NORTHSTAR STUDIOB2B Website
Redesign Proposal
A modern website for
greater impact.
◇ NORTHSTAR STUDIOB2B Website
Redesign Proposal
A modern website for
greater impact.
Executive summaryOur approachScope of workTimelineInvestmentReady for the next stepProposal acceptedAlex MorganExample signature Engagement insights
Track opens, views and comments.
Proposal activityEXAMPLEViews and comments
Proposal opened3 views
Scope viewed2 views
Client commented1 comment
Recent activity
Proposal openedViewed 2 minutes ago
Scope viewedProject approach · 12 minutes ago
Client commented“Can you include more detail on phase 2?”
WHO IT’S FORMade for
your business.
Present your strategy, creative work and fees in one proposal.
Outline your recommendations, engagement scope and fees.
Set out requirements, milestones, dependencies and costs.
Show your work, define your scope and agree on payment terms.
INTEGRATIONS
Your tools.
Part of the process.
Keep client details, conversations and proposal updates connected.
HubSpot
Import contacts. Log proposal activity.
Pipedrive
Connect contacts and proposal events.
Slack
Send proposal updates to your team.
Calendly
Let clients book from your proposal.
Gmail
Send proposals from your email account.
Outlook
Use your connected Microsoft inbox.
AUTOMATIONA client takes action.
Your tools follow.
Send proposal events to your CRM, Slack and the workflows you already use.
Set up your workflow WORKFLOW 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.
AFTER YOU HIT SEND
Keep the proposal
moving with the conversation.
A typical emailed-attachment workflow compared with a live Propovo proposal| 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. |
|---|
Password-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.
FAQ
Common questions
Can I edit my proposal?
Yes. Edit the content, layout, pricing and branding before sharing.
How do clients review and sign?
Share a live proposal link. Clients can review the proposal, leave comments on specific sections, and complete the signature fields you include.
What can I start with?
Use a template, a project brief or notes from a client conversation.
Can I use my own branding?
Yes. Add your logo, colours, images and content.
This looks great. Can we highlight the support phase?
2h ago