ProposalCreation

Proposal software for enterprise sales and bid teams

ProposalCreation Enterprise gives a larger organization one place to write, approve, send and sign every proposal, quote and RFP answer, with the security controls and purchasing terms procurement asks for. The price is public and the setup is self-serve: pick the plan, invite your team and start the same day.

A sales director circling a line on a printed proposal in red while a colleague passes the next folder across a meeting table

Everything a larger team needs in one plan

  • 50 seats included in one flat price
  • 400 AI proposal drafts and 1,500 AI section rewrites per month
  • RFP import and answer drafting up to 200 pages per RFP
  • SSO with SAML and custom roles
  • Approval rules for discounts and pricing
  • Audit log and data retention settings
  • Custom CRM field mapping
  • Annual invoicing with a purchase order

Single sign-on with SAML

Connect ProposalCreation to your identity provider with SAML. Your people sign in with their company account, new hires get access through the groups you already manage, and leavers lose access the moment their company account is disabled. No separate passwords to rotate and no forgotten accounts after someone moves on.

Custom roles for every function

Define roles that match how your organization actually works. Sales reps create and send, bid managers own RFP responses, finance approves discounts, legal edits terms blocks, and executives see analytics without editing anything. Each role controls who can create, edit, approve, send and change shared templates or the price catalog.

Approval rules that protect your margin

Set the rules once and the product enforces them. A proposal with a discount above your threshold, a changed legal clause or a price outside the catalog waits for the right approver before it can be sent. Approvers see exactly what changed and approve or return the proposal with a comment, so deals keep moving without losing control.

One shared price catalog

Products, services, rates, bundles and optional add-ons live in one catalog that every proposal reads from. When a price changes, it changes for the whole team the same minute, and no rep sends a quote with last year's numbers.

Audit log

Every important action is recorded: who created a proposal, who edited pricing, who approved a discount, when the document was sent, opened and signed. Export the audit log when an internal review or a client audit asks for it.

Data retention settings

Choose how long proposals, drafts and pasted briefs are kept, and let the product remove them on schedule. Retention settings help you match your internal records policy without manual cleanup.

RFP answers up to 200 pages

Enterprise imports RFPs and security questionnaires up to 200 pages each. The AI extracts every question, drafts answers from your approved content library, and lets you assign questions to subject experts across departments. Bid managers see which answers are drafted, reviewed and final, and the whole response goes out in the buyer's structure. Learn more about our RFP software.

CRM field mapping

Enterprise connects to Salesforce, HubSpot and Pipedrive and adds custom field mapping. Map deal fields, account data and custom objects to proposal variables, so every new proposal starts with the right client name, products, quantities and terms. Status syncs back to the deal when the client opens or signs. Read about every proposal software CRM integration we support.

Annual invoicing with a purchase order

Enterprise on annual billing can pay by invoice. Add your purchase order number, billing contact and tax details in the billing settings, and the invoice carries them. Monthly billing by card is available too, if your team prefers it.

Transparent price, no negotiation needed

Enterprise costs $399 per month billed annually ($4,788 per year), or $799 billed monthly. The price is the same for everyone and listed on ProposalCreation pricing. There are no sales calls, no custom quotes and no minimum terms beyond the period you choose.

Roll out in a day, without a kickoff call

Enterprise is fully self-serve, from purchase to rollout.

  • Create your account and choose Enterprise.
  • Connect SSO and define your roles.
  • Upload brand styles, past proposals and your content library.
  • Import your price catalog and set approval rules.
  • Connect your CRM and map your fields.
  • Invite your team and send the first proposal.

Questions during setup go to [email protected] and get a written answer with exact steps.

Security that procurement can review

Data is encrypted in transit and at rest. We do not train AI models on your proposals, and pasted RFPs are treated as data, never as instructions. You can export your proposals and request deletion of your workspace at any time. The full description is on the ProposalCreation security page.

Is Enterprise really self-serve?

Yes. You choose the plan, pay by card or request an annual invoice with a purchase order, and configure everything yourself. There is no sales call in the process.

What happens if we need more than 50 seats?

Write to [email protected] and we set up additional workspaces on the same terms for your other teams or regions.

Can we start on Business and move to Enterprise later?

Yes. Upgrade from your billing settings at any time. The change applies right away and the price difference is charged immediately.