No complex software, no steep learning curve. Start today and create your first winning proposal.
Start with a professional template or let AI assistant Fred help you. Add your pricing options, customize the styling to match your brand, and your proposal is ready.
You start from a template or from a short brief. Paste your notes, a request for proposal or an email thread, and AI assistant Fred turns them into a first draft. Fred fills in the introduction, the scope and the approach based on what you gave him, section by section. Every section stays editable. You can rewrite any paragraph, ask Fred to shorten it or replace it with your own text.
Pricing goes in as a table with one or more options, so the client can choose between packages or add optional items. Your brand kit applies your logo, colors and fonts to every proposal automatically. Reusable content blocks hold the paragraphs you send often, such as your team introduction or your terms. With a template and a brand kit in place, a complete proposal typically takes fifteen to thirty minutes.
Share your proposal with one click. See instantly when your client opens it, which sections they read, and how long they stay. The engagement score tells you when to follow up.
When the proposal is ready you share it as a link, by email, through WhatsApp or on LinkedIn. The client opens it in the browser without installing anything. From the first open you see who is reading, on which device, and how long they spend on each section. A long stay on the pricing page or a skipped case study tells you where the questions are.
Every visit feeds an engagement score from 0 to 100. Opens, reading time, returning visits and time on the pricing section all count. You get a notification when the client opens the proposal, when the score crosses a threshold and when it goes quiet. Automatic follow-ups send a reminder at the right moment, during business hours in the client's timezone. The proposal status syncs to HubSpot, Salesforce, Pipedrive or Monday.
Your client can sign digitally right away. No hassle with printing, scanning or emailing. Automatic follow-ups ensure no deal slips through the cracks.
The client signs in the same browser view, on a laptop, tablet or phone. No account is needed, only a one-time code sent to their email address to confirm identity. The signature is a Simple Electronic Signature as defined in eIDAS, the EU regulation for electronic signatures. The audit trail records who signed, when, from which IP address, which version of the document was shown and that the terms were accepted.
After signing, both parties receive the final PDF with a cryptographic seal and a timestamp, so later changes can be detected. Scheduled follow-ups for that proposal stop automatically. If your CRM is connected and writeback is switched on, the deal moves to the won stage and the final amount is written back. In your analytics the proposal counts as won, so you can compare which templates, prices and sections close the most deals.
Watch how you can create a professional proposal in less than 5 minutes
Co-writes, gives tips, and makes your proposals stronger
See exactly how clients interact with your proposal
Automatic reminders at the right moment
Secure and legally valid digital signing
From hours to minutes per proposal
Reusable templates and content blocks
Start for free today and discover how easy creating proposals can be.