Introducing Proposals
Proposals turns a sales call into a personalized proposal published as a web page at one link, and reports which sections the client read.
We're excited to introduce Proposals: the fastest way to turn a sales conversation into a personalized, on-brand proposal that your clients actually open. 🚀
The proposal is broken
For most teams, sending a proposal still means exporting a PDF, attaching it to an email, and then going silent. You have no idea if it was opened, skimmed, or quietly forwarded to the real decision-maker. Worse, every proposal starts from scratch, copy-pasting last deal's deck, reformatting, chasing a designer, and still ends up feeling generic.
Proposals fixes all three problems at once.
What makes Proposals different
- Proposals are living web pages, not PDFs. Every proposal is a branded microsite. Embed a video, a clear roadmap, case studies, clickable pricing tables and CTAs, and update it after sending, all at one link.
- You see exactly what happens after you hit send. Real-time tracking shows who opened the proposal, when, how long they stayed, and which sections they actually read, so you follow up at the perfect moment.
- AI writes the first draft. Paste a sales-call transcript or a few notes, add the client's website, and Proposals researches the prospect and drafts a personalized proposal in their language.
From sales call to sent proposal in minutes
Getting started is simple:
- Drop in your context: a transcript, a short note, or just the client's URL.
- AI builds your proposal: a personalized, on-brand draft in about a minute, with each section tagged by source: transcript, research, or AI.
- Send a link & track engagement: share one link and watch your client engage in real time.
Built for how modern teams sell
| Capability | Proposals | Static PDFs |
|---|---|---|
| Interactive web format | ✅ | ❌ |
| Engagement tracking | ✅ | ❌ |
| AI draft from your call | ✅ | ❌ |
| Client research built in | ✅ | ❌ |
| On-brand, multi-brand | ✅ | ❌ |
"We used to send PDFs and pray. Now we see the moment a client opens the proposal, and our close rate jumped.", Marta Kowalska, Head of Sales
Start free today
Your first proposal goes out in minutes. Start your free trial, no credit card required.
Read next
PDF or web page? What the proposal format actually changes in B2B sales
Proposal format stopped being a question of aesthetics. It decides whether you know anything after you hit send, and whether you can fix a mistake without shipping a second version.
AI in proposals — what works, and what makes you look automated
The difference between an AI proposal that wins deals and one that burns your reputation is not the model and not the prompt. It is what you feed in, and what the system does when something is missing.
Proposal follow-up — when to write, and what to say instead of "just checking in"
A follow-up driven by the calendar always reads as a nudge, because that is what it is. A follow-up driven by a signal has a topic, a moment and a reason — and those are obtainable without pestering anyone.