ProposalCreation

Proposal software use cases for the teams that sell with documents

Every team that sells with a written offer works a little differently. An agency prices a retainer, a consultant scopes an engagement in phases, an IT provider needs a statement of work and a contractor quotes a job after a site visit. Pick your team below to see what the AI writes for you, how pricing works and which plan fits.

A clipped client proposal on the passenger seat of a work van as a hand reaches to pick it up

Choose your team

An account manager at a standing desk finishing a proposal on her laptop while holding a curled printed brief

Marketing agencies

Retainer and campaign proposals with deliverables per month, reporting and optional add-ons the client can tick.

A web designer sketching a wireframe next to a printed website proposal

Web design agencies

Website proposals with discovery, sitemap, design, build, launch and support, priced by phase.

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

Consultants

Engagement proposals that frame the key question, lay out phases and offer fee options.

An IT technician ticking items on a printed statement of work in a server room

IT services

Statements of work and managed service quotes with deliverables, acceptance criteria and change control.

An account executive reviewing a printed order form with plan tiers at a standing desk

SaaS sales

Order forms and sales quotes with plan tiers, seats, discounts and approval rules.

A contractor reviewing a quote on a tablet on the tailgate of his pickup

Contractors

Job quotes from site visit notes, with materials, labor, optional upgrades and a deposit.

Write the next proposal for your team now

Describe what you sell and who the client is, and see the cover and executive summary written in about a minute.