Manual writing slows every opportunity
Starting from a blank page makes teams repeat discovery notes, service descriptions, pricing language, and terms for every prospect.
AI proposal software for service businesses
Create, manage, and win business proposals with AI.
AI Proposal Builder gives agencies, consultants, freelancers, professional services, and sales teams one place to draft with AI, customize proposals, manage clients, share securely, capture decisions, and track performance.
AI-assisted writing with human control, secure sharing, PDF export, and team workflow.
Proposal overview
Brand transformation program
Deal value
$42,500
Sections
8 ready
Valid for
21 days
Executive summary
Ready for client review
Share securely when you’re ready
Replace disconnected proposal work
From manual documents to one proposal workflow
Traditional proposal creation spreads essential work across word processors, spreadsheets, email, client notes, and CRM records. That fragmentation creates avoidable repetition and makes every revision harder to coordinate.
Formatting becomes inconsistent
Documents assembled across editors, spreadsheets, and email rarely present one clear, professional company identity.
Client context gets scattered
Contact details, deal context, revisions, and follow-ups are harder to manage when proposals live outside the client workflow.
Status is difficult to follow
Without proposal tracking, teams spend time asking whether a document was viewed, approved, rejected, or needs changes.
AI Proposal Builder brings writing, editing, reusable content, client records, pricing, sharing, approval, proposal tracking, and analytics into one online proposal software workspace.
How it works
Move from client context to decision in four clear steps
A structured process keeps the proposal accurate, professional, and connected to the opportunity from start to finish.
- 01
Create
Choose a client, start from a reusable proposal template, and define the scope, timeline, pricing, and terms.
- 02
Generate and refine
Use AI proposal writing tools to structure a draft and improve individual sections while keeping editorial control.
- 03
Share professionally
Send a secure online proposal with your branding, optional password protection, clear totals, and client decision controls.
- 04
Track and follow up
Monitor proposal status, client decisions, value, activity, notifications, and the connected CRM pipeline.
Complete business proposal software
Create better proposals without losing the operational context
Every feature supports an actual part of the proposal lifecycle, from first draft and reusable content through client response and performance reporting.
AI-assisted proposal creation
Turn client and project context into a structured starting point, then refine the language to match your offer and voice.
Flexible proposal editor
Organize client details, scope, deliverables, timelines, pricing, terms, and custom sections in one proposal workspace.
Reusable proposal templates
Create company templates, duplicate proven structures, and set a default so recurring proposal work starts consistently.
Client management
Keep client profiles and proposal history connected instead of re-entering the same business and contact details.
CRM proposal workflow
Connect proposals to deals, stages, values, tasks, activities, notes, and expected close dates without claiming an external integration.
Secure online sharing
Create expiring or password-protected proposal links, revoke access, regenerate tokens, and present a clean client-facing document.
Online proposal approval
Let clients approve, reject, or request changes, with the decision reflected in the proposal workflow.
Professional PDF export
Export proposals for clients who prefer a portable document while retaining structured pricing, sections, and company branding.
Proposal analytics
Review status, conversion, proposal value, accepted value, monthly activity, top clients, and CRM pipeline breakdowns.
Team notifications
Keep important proposal views, client decisions, team events, reminders, and supported billing activity visible in the workspace.
AI proposal generator
Turn business context into a structured proposal draft
AI proposal writing is most useful when it accelerates the first draft without replacing professional judgment. Add the client, engagement context, objectives, requirements, deliverables, timeline, and commercial details. The AI-assisted workflow helps organize that information into proposal content you can refine.
You decide what stays, what changes, and what the client receives. Edit sections, adjust pricing, confirm terms, and review the full proposal before sharing or exporting.
Try the AI proposal generatorYour input
Client goals, scope, deliverables, timeline, budget, and proposal requirements
Editable draft
Executive summary
Scope and deliverables
Timeline and milestones
Pricing and terms
Built for client-facing work
Useful across the teams that sell professional expertise
The workflow adapts to different service offers without relying on unsupported industry automation or generic one-size-fits-all claims.
Agencies
Standardize scopes, project phases, retainers, creative deliverables, and commercial terms while tailoring each proposal to the client.
Consultants
Turn discovery context into a clear engagement plan with objectives, milestones, pricing, and professional approval.
Freelancers
Reduce repetitive proposal writing and deliver a credible client experience without assembling several separate tools.
Sales teams
Connect sales proposals with client records, CRM stages, deal values, team activity, and follow-up priorities.
Professional services
Create a repeatable proposal process for services that require structured scope, timelines, commercial terms, and client decisions.
Proposal management software
Keep the full proposal lifecycle in one company workspace
Context moves with the opportunity instead of being copied between separate documents and tools.
- Lead or client
- Proposal
- AI-assisted draft
- Team editing
- Secure sharing
- Client decision
- Analytics and follow-up
That continuity makes it easier to find the latest proposal, understand the connected client and deal, respond to decisions, and decide what needs attention next.
Reusable proposal templates
Save the sections and language your company uses repeatedly. Create, edit, duplicate, search, archive, and select a default template so every new proposal begins from a consistent foundation.
Create a proposal templateCRM and client management
Keep clients, proposals, and deals connected. Track CRM stages, deal values, expected close dates, tasks, activities, and notes without suggesting integrations the product does not provide.
See plans with CRM featuresA professional client experience
Share a branded proposal with structured sections, client details, line-item pricing, subtotal, discount, tax, total, validity, timeline, and terms. Add a password or expiry, then capture approval, rejection, or requested changes online.
Build a client-ready proposalProposal analytics
Understand proposal performance and pipeline value
Move beyond a folder of disconnected files. The analytics dashboard summarizes total proposals, draft, sent, accepted, and rejected counts, acceptance rate, proposal value, accepted value, open and won CRM pipeline, client count, recent monthly activity, top clients, status, and CRM stage breakdowns.
Use these reporting views to understand what has happened and organize follow-up. The product does not claim predictive analytics or guaranteed outcomes.
Proposal status
Draft to accepted
Conversion
Decision-based rate
Proposal value
Total and accepted
CRM pipeline
Open and won
Monthly activity
Recent proposal volume
Top clients
By proposal value
Company and team workspace
Manage proposals together under one company subscription
Invite team members into the company workspace, use the product’s existing roles and permissions, share reusable proposal structures, follow activity, and keep client and proposal work visible to the appropriate team. Notifications surface supported proposal decisions, views, invitations, reminders, and lifecycle events.
Straightforward SaaS pricing
Choose proposal software that fits your workflow
Start with AI-assisted proposals and PDF export, then add templates, CRM, analytics, and expanded team capabilities as your proposal process grows.
Starter
For solo consultants and freelancers creating professional proposals faster.
$9/month
- AI-assisted proposals
- Client workspace
- PDF export
- 5 team seats
Professional
For growing teams that need a repeatable proposal and sales workflow.
$19/month
- Everything in Starter
- Templates and CRM
- Analytics
- Priority support
Business
For established sales teams managing higher proposal volume.
$39/month
- Everything in Professional
- Advanced team controls
- Expanded AI usage
- Dedicated onboarding
Buyer questions
Frequently asked questions about AI proposal software
Clear answers about proposal generation, customization, online approval, templates, CRM, PDF export, teamwork, and analytics.
What is AI proposal software?+
AI proposal software combines proposal writing assistance with the tools needed to structure, edit, price, share, approve, and track business proposals. AI Proposal Builder adds client records, templates, CRM workflow, PDF export, analytics, and a company workspace around that process.
How does an AI proposal generator work?+
You provide business, client, and project context. The software uses that context to help create structured proposal content that you can review, edit, reorganize, and refine before it reaches a client.
Can I customize AI-generated proposals?+
Yes. AI output is a starting point, not a locked document. You remain responsible for the final language, scope, pricing, terms, and accuracy of every proposal.
Can I create reusable proposal templates?+
Yes. Company-scoped templates can contain reusable sections and content. You can create, edit, duplicate, archive, search, and choose a default template.
Can clients approve proposals online?+
Yes. A client can approve, reject, or request changes from the shared proposal page. The recorded decision updates the proposal workflow for your team.
Can I export proposals as PDF?+
Yes. Proposals can be exported as professional PDFs for download and offline sharing.
Can my team manage proposals together?+
Yes. A company subscription supports an invited team workspace. Available actions remain subject to the product’s existing roles and permissions.
Does the software include CRM functionality?+
Yes. The built-in CRM supports deals, stages, values, expected close dates, tasks, activities, and notes connected to client and proposal work. It does not imply third-party CRM integrations.
Can I track proposal performance?+
Yes. Analytics cover proposal counts and status, acceptance rate, total and accepted value, CRM pipeline value, monthly proposal activity, top clients, and stage breakdowns.
Is AI Proposal Builder suitable for agencies and consultants?+
Yes. It is designed for service businesses that need to turn client context into clear scopes, timelines, pricing, terms, and professional proposal decisions.