Make proposals where you already work

Start a proposal from three places

• ChatGPT

  Connect Proposals once as a connector. Paste your call notes into a chat and ask for a proposal.

• Claude

  Add Proposals as a custom connector and make the proposal in the same conversation where you prepared for the call.

• Your CRM, through Zapier, Make or n8n

  When a deal reaches the proposal stage, send its notes to the API and let the deal owner know when the draft is ready.

What it looks like in ChatGPT

A shortened, typical exchange. The question comes from Proposals; the email is written by ChatGPT and sent by you.

1. You

   Make a proposal for Lila Flowers from these call notes. Six pages, $9,000, half upfront and half on delivery. The contact is Anna Novak.

2. ChatGPT

   I've started the draft. One question from Proposals first: your notes also mention $12,000. Which amount is current?

3. You

   $9,000. The $12,000 was the version with product photography.

4. ChatGPT

   The draft is ready: a six-page store with a delivery-date picker and launch support, $9,000 net, 50% upfront. Nothing blocks publishing. Here's the preview in your Proposals account. Should I publish it?

5. You

   Publish it and write Anna a short email with the link.

6. ChatGPT

   Published. Here's a draft email to Anna with the link. Send it from your inbox, then tell me, and I'll mark the proposal as sent.

Proposals never sends the email. You send it from your own mailbox, and you see the proposal in your account like any other.

What stays in your control

• Drafts are private

  Creating a proposal never publishes it. Every draft is in your account, where you can review and edit it before anyone sees it.

• Publishing is a separate permission

  An integration can publish only if you gave it the publish permission, nothing blocks publishing, and the call confirms it explicitly. There is no way to force it.

• You see where every proposal came from

  Proposals made through an integration are marked, for example “Created in ChatGPT”, with a history of what the integration did. Publishing through an integration notifies the proposal owner.

• No invented prices

  The price you give is the price on the proposal. When the notes contradict each other, you get a question instead of a guess.

Permissions, in plain words

You pick them when you create an API key or approve a connector. A key or connection never has more rights than the person who set it up.

Read brandsbrands:read

See your brands, so the proposal goes out from the right one.

Read proposalsproposals:read

See the status, questions, key facts and link, and whether the client opened or accepted.

Create and changeproposals:write

Create proposals, answer their questions, ask for revisions and mark them as sent.

Publishproposals:publish

Make a proposal's link live or take it down. Off unless you turn it on.

Limits, in plain words

• One proposal per request. There is no bulk import and no mass sending.
• Up to 10 new proposals a minute per key or connected app, and at most 3 being written at once per team.
• Up to 60 reads a minute and 20 revisions every 10 minutes.
• A proposal made through an integration counts against your plan exactly like one made in the app. There's no separate fee.

For developers

A REST API with API keys for automations and your own code, and an MCP server with OAuth for assistants. Every POST takes an Idempotency-Key, so a retried request never creates a second proposal.

REST API

https://api.proposals.co/api/public/v1

MCP server

https://api.proposals.co/mcp

OpenAPI

https://api.proposals.co/api/public/v1/openapi.json

Create a proposal

curl -X POST https://api.proposals.co/api/public/v1/proposals \
  -H "Authorization: Bearer $PROPOSALS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: crm-deal-731-create" \
  -d '{
    "client": {
      "name": "Lila Flowers",
      "contact": { "name": "Anna Novak", "email": "anna@lila-flowers.example" }
    },
    "context": "Call notes: six-page store, delivery-date picker, launch in November...",
    "pricing": { "amount": 9000, "currency": "USD", "tax_basis": "net", "billing": "one_off" },
    "external_reference": "crm-deal-731"
  }'

Response

202 Accepted
{ "id": 123, "status": "generating", "next_poll_after_ms": 4000, ... }