From the first brief
to the signed agreement.
Proposal software for the whole client journey. Create with AI, make it yours and keep the next step close to the work.
Create your first proposalStart with the conversation.
Bring the client brief, transcript or notes. Confirm the scope and shape the outline before AI prepares the draft.
Make the offer yours.
Edit the writing, layout, brand and pricing. Bring the right people into the review and keep reusable work ready for the next client.
AI proposal editor
Rewrite selected content with AI while keeping control of the proposal.
Online proposal builder
Arrange rich text, images, video, columns, timelines and pricing visually.
Team collaboration and approvals
Set workspace roles and approval policies for member actions.
Custom branding
Bring your logo, colors and fonts into your proposal.
Interactive proposals
Present packages, embed media and add a scheduling or external payment link.
Proposal versions
Keep edits and published versions organized.
PDF export
Download a PDF when your client needs a file.
Keep the work moving.
Give the client a room for the documents and decisions. Collect signatures, share payment requests and prepare a useful next conversation.
Client rooms
Keep proposals, contracts, feedback and decisions in one branded space.
Proposal Copilot
Review client activity and prepare your next follow-up.
Proposal tracking
See recorded proposal views, repeat visits and section engagement.
Proposal analytics
See recorded visits, reading time and section activity alongside proposal outcomes.
Client comments
Keep client questions and feedback alongside the proposal.
Proposal e-signatures
Let clients confirm consent and sign with a typed or drawn signature.
Proposal pricing and payment requests
Present packages and share deposit or milestone requests with your own payment link.
Proposal follow-up
Organise outstanding proposal actions and reminders.
Integrations
Connect Gmail, Outlook or SMTP, import CRM contacts and send proposal events.
Proposal access controls
Set proposal passwords and expiry, and manage workspace access.
Your work, from first draft
to next steps.
Start with a brief. Build a proposal you are proud to share. Give the client a clear way to respond.
- AI edits you review before applying
- Personal and shared team workspaces
- Client access without paid recipient seats