Proposal process
PDF or web page? What the proposal format actually changes in B2B sales
A PDF stops existing for you the moment you send it. A web proposal stays at one link, can be corrected, and reports what the client read.
For B2B teams that sell after a call
The call went well.Don’t lose it in another PDF.Turn context into a proposal that guides the decision.
Paste the call, your notes or just the client's website. Proposals turns that into a proposal as a web page, then shows what the client actually read. Your follow-up gets a reason and the right moment.
14 days free · full features · no card required
Prefer to see the app live? Book a 30-min demo
Problem
Proposals rarely lose on price. They lose on what's missing.
The proposal lands too late
After a good call you're left with notes, scope, pricing and an email to write. By the time it's all assembled, the client has cooled off, and you still started from a blank page.
All scope, no visible value
The client sees a list of services and a price. They don't see what their current way of working costs them, or why this decision makes sense, so they compare on price alone.
Silence after you hit send
You don't know if it's price, scope or timing. What's left is a blind follow-up. “Did you have a chance to review?” adds nothing to the client's decision.
Solution
An agent that builds proposals and chases the close
Proposals works like your best proposal strategist: it keeps every client's context, builds an offer that starts from their situation, and never lets a follow-up slip.
Remembers every conversation
Transcripts, notes, agreements. The agent pulls out the client's problem, objections, budget signals and deadlines, and keeps all that context in one place.
“…like I said, 80% of our traffic comes from Instagram, but people just don't buy. Budget? Realistically 30–40k, as long as we move before Q4…”
problem: 0.4% conversionbudget: $30–40kdeadline: before Q4
Researches the client's company
Give it a website address. The agent analyzes the industry, scale, brand tone and growth signals. The proposal sounds like you've known the company for months.
oaklinefurniture.com
industrypremium D2C furniture
scale12 people · 2 showrooms
brand tonecraft, warm
signalhiring e-comm manager
Builds a proposal, not just a page
The draft starts from the client's situation: it names the problem, shows what the current way of working costs, recommends a first step and gives the price a reason. You refine strategy instead of writing from scratch.
Ads
SEO
Brand
Social
Web
E-mail
PR
Full
Tells you what's missing
Before the final version it checks the context: who decides, what objections came up, whether the client compares other offers. Missing data? You get questions, not pretty filler text.
Follow-up · agent's draft
Hi Mark, I can see the “Investment” section got your attention. Want me to prepare the Launch variant broken into stages?
Send nowEdit
Follow-ups with a real reason
You see when the client reads the proposal and where they stop. The agent drafts a follow-up matched to their decision stage, instead of “just checking in”.
14:32proposal opened
14:35“Pricing” section · 2 min
14:38CTA click, hot lead
How it works
From the call to a concrete proposal
01
Drop in your context
Your call transcript, notes, price list, scope, or just the client's website URL. Proposals takes it from there.
02
Proposals checks what's missing
Before a weak proposal gets written, Proposals flags the gaps: decision-maker, objections, budget, proof. Answer them, or knowingly generate a draft with marked assumptions.
03
You get a draft that defends its price
The draft carries a diagnosis, the value of the change, pricing in context, an FAQ built from objections and a clear next step. Every section is tagged with its source: transcript, research or AI.
04
Send a link, come back at the right moment
You see how the client reads the proposal. The follow-up matches their decision stage, no guessing, no pestering.
Features
Everything your proposal agent takes care of
AI Proposal Generation
A guided flow: call context, research, gap check, generation. First draft in minutes, a strong proposal once the context is complete.
Client Context in One Place
Transcripts, notes and research kept per client. Every next proposal and every follow-up starts fully briefed.
Automated Follow-ups
Sequences drafted from reading behavior and sent at the right moment. No more silence after you hit send.
Engagement Analytics
Opens, time-on-page and section-by-section attention, in real time, with hot-lead alerts.
Proposal Types, Not One Template
A proposal after a call, a technical quote, a retainer, a multi-module offer. Each type gets its own structure, on top of 8+ industry templates.
Multi-Brand & Partnerships
Brands, sub-brands and partnerships from one place: logo, colors and contact data per brand, applied to every proposal.
Pricing
Simple pricing that scales with you
Currency
MonthlyYearly−20%
Solo
For solo founders and consultants who sell after a call.
$31/ month
billed annually
- 8 proposals created / month
- Unlimited revisions, AI rewrites and sends
- Proposal built from your call transcript
- Engagement tracking
- 1 brand, 1 seat
Agency
For agencies where several people pitch under several brands.
$239/ month
billed annually
- 80 proposals created / month
- Everything in Studio
- Unlimited brands and seats, we don't count your people
- Co-presenters and CSV export
- Dedicated success manager
Every plan starts with 14 days free, full features, no card.
Need more? Extra proposals are $9 each. Creating is never blocked mid-deal.
Not sure which plan fits how you sell? Book a demo and we'll go through your case
FAQ
Frequently asked questions
Still have questions? Email us at hello@proposals.co
Prefer to talk it through? Book a 30-min demo
Blog
Playbooks for proposals that close
AI in sales
AI in proposals — what works, and what makes you look automated
An AI proposal works when it is built from the call transcript. From an industry description it produces text that is correct, interchangeable, and impossible to defend.
Proposal process
Proposal follow-up — when to write, and what to say instead of "just checking in"
A good follow-up does not count days since sending. It responds to a signal: a return visit, a new reader, or a question left unanswered.