Proposal tool that writes, sends, tracks and signs

Tell the AI what you sell, who the client is, the budget or price list, and the tone. Or paste a brief, meeting notes or a full RFP as PDF, DOCX or text. The AI writes a complete document: cover page, executive summary, problem and goals, proposed solution and scope, deliverables, timeline with milestones, pricing table, terms, next steps and signature block.

• Full first draft in about a minute
• Three tones: consultative, formal and direct
• 20, 70, 150 or 400 AI drafts per month depending on the plan

Upload your logo, brand colors, fonts, voice notes and two or three past proposals once. Every draft follows your look and your way of writing, so a proposal from a new hire reads like one from your best account director. Starter includes 1 brand style, Growth 3, and Business and Enterprise have unlimited brand styles for sub brands or regions.

Start from a structure built for your field: agency, web design, marketing, consulting, IT services, SaaS order form, construction and contractors, events, grants, statement of work and RFP response. The AI fills the template with your client, scope and prices instead of leaving you with blank headings.

Store reusable blocks once: about us, team bios, case write-ups you own, legal terms and pricing items. For each new client the AI picks the relevant blocks and adapts them to the deal. Growth and higher share one library across the team. Read more about the proposal content library.

Drag sections into the order you want, add or remove blocks, and rewrite any section with AI: shorter, more formal, more detail or a different angle. Teammates leave comments on the exact paragraph, and version history shows every change with the option to restore an earlier version.

• 100, 300, 500 or 1,500 AI section rewrites per month depending on the plan

Build pricing from line items with quantities, optional add-ons the client can tick, discounts, taxes, recurring and one-off fees and the currency of your offer. Totals update as the client selects options, and items come from your shared price catalog. Built for teams that need AI quoting software as much as proposals.

Send a tracked web link or export a PDF. Clients sign inside the same link with legally binding electronic signatures under the U.S. ESIGN Act and UETA. Add multiple signers, set the signing order and get an audit trail certificate with every signed document. See e-signature for proposals.

Get notified the moment a proposal is opened. Growth shows the time spent on each section, and Business and Enterprise add forwarded views and reminders for unopened proposals. More on proposal tracking.

Import an RFP or security questionnaire, and the AI extracts the questions and drafts answers from your content library. Assign questions to teammates, review the answers and export the response in the buyer's structure. Included in Business up to 60 pages per RFP and Enterprise up to 200 pages. See our RFP software.

Create a proposal from a deal in HubSpot, Salesforce or Pipedrive, and sync status back when the client opens or signs. Zapier and webhooks connect anything else, and Slack notifications tell the account owner when something happens. Details on proposal software CRM integration.

• Zapier and webhooks on every plan
• HubSpot and Pipedrive from Growth
• Salesforce from Business
• Custom field mapping on Enterprise

Invite your team, share templates and the price catalog, and see analytics for everything the team sends. Growth adds basic roles, Business adds approval rules for discounts above a threshold, and Enterprise adds custom roles, SSO with SAML, an audit log and data retention settings.

• Unlimited sending of the proposals you create
• Legally binding e-signature with audit trail
• Open notifications
• Industry templates
• PDF export
• Zapier and webhooks
• We do not train AI models on your proposals