AI Proposal Management Software​

Build Proposals Your Clients Sign Off On. Fast

No matter your industry, we’ve created a platform that adapts to how you work. Pick a sector tag, IT to HR, and browse templates
Get 50% off forever
Get 50% off forever
Results

Proposal.biz is your
deal-closing edge.

Just drop in the basics. Our AI proposal management software​ fills the gaps, styles the layout, and sends a proposal that tracks opens and nudges for signatures.
4.9/5
starstarstarstarstar
Based on 80+ early-beta reviews
0%
AI-led tool
0×
Faster than Word / PDF
0%
Users recommend
0
Click sign
0
Missed follow-ups
0×
Higher client acceptance rate
0%
Less time spent per proposal
0
 Tidy dashboard for every deal
Workflow

The complete proposal workflow

Build, review, sign, and collect payment without leaving one window in our AI proposal writing software​. Proposal.biz turns your scattered steps into one continuous flow today.
Create
Pick a template, drop in scope items, and brand it in minutes.
Templates
Brand styles
Collaborate
Invite teammates to comment live so nothing stalls in email.
Live comments
Roles & permissions
Automate
CRM sync, auto-filled pricing, reminders keep deals moving.
Templates
Brand styles
Sign
Clients approve in seconds with legally binding eSignatures on any device.
Templates
Brand styles
Analyze
Know what pages prospects linger on and send timely nudges that win.
Templates
Brand styles
Get paid
Attach a payment link and let clients pay the moment they sign.
Payment links
Invoices
Solutions

Spin up your first proposal in minutes

IT
Marketing
Consulting
SaaS
Construction
HR
For IT teams
Implementation proposal
Managed services agreement
Security assessment quote
Support SLA
Implementation proposal
Map deliverables, timelines, and costs for a smooth software rollout your client can approve right away.
Managed services agreement
Define coverage hours, response targets, and monthly cost for predictable ongoing support.
Security assessment quote
Outline testing steps, reporting format, and remediation timeline for stronger security quickly.
Support SLA
Set response windows, escalation paths, and uptime guarantees to ensure reliable service.
For marketing teams
Campaign proposal
Monthly retainer scope
Social media plan
Brand audit brief
Campaign proposal
Lay out objectives, budgets, timelines, and KPIs in one polished document that clients can approve right away.
Monthly retainer scope
Outline deliverables, hours, and reporting cadence so clients know exactly what they get month after month.
Social media plan
Map channels, content themes, posting schedule, and growth targets in one clear roadmap everyone can follow.
Brand audit brief
Present findings, gap analysis, and quick-win recommendations in a concise document that guides next steps with clarity.
For consulting teams
Strategy roadmap
Discovery workshop scope
Retainer agreement
Audit report
Strategy roadmap
Present objectives, phased actions, and success metrics in one clear document that moves your engagement forward fast.
Discovery workshop scope
Outline agenda, stakeholders, deliverables, and timeline to launch focused discovery workshop quickly.
Retainer agreement
State monthly activities, hours, and fees to secure ongoing consulting support reliably.
Audit report
Summarise findings, gaps, and recommendations to guide practical, measurable business improvements swiftly.
For SaaS teams
Pricing quote
Renewal package
Enterprise plan proposal
Integration statement of work
Pricing quote
Show tiered pricing, usage limits, and onboarding steps in a single link clients can review and sign in minutes.
Renewal package
Highlight new value delivered, usage statistics, and loyalty pricing so decision-makers renew contracts confidently before their current term expires.
Enterprise plan proposal
Present custom feature set, dedicated support, and volume discounts, giving large teams a clear upgrade path they can approve instantly.
Integration statement of work
Scope endpoints, data flows, milestones, and acceptance tests so engineering teams sign off and kick off integrations without roadblocks.
For construction teams
Project bid
Renovation estimate
Change order
Site safety plan
Project bid
Detail scope, materials, schedules, and payment terms in a polished bid that makes approval simple for owners and GCs.
Renovation estimate
Provide clear cost breakdowns, material lists, and phased timelines so homeowners approve renovation budgets quickly with full confidence.
Change order
Record scope shifts, updated costs, and new deadlines in a clean change order clients can sign to stay aligned.
Site safety plan
Outline hazards, mitigation steps, PPE requirements, and emergency contacts in a concise plan that keeps crews and inspectors confident.
For HR teams
Recruitment services proposal
Training program outline
Employee handbook update
Policy review quote
Recruitment services proposal
Outline sourcing strategy, candidate timelines, and fee structure so decision-makers can green-light your search quickly.
Training program outline
Define objectives, modules, schedule, and assessments to launch impactful workforce training programs.
Employee handbook update
Summarize new policies, benefits, and compliance changes for quick, clear staff acknowledgment.
Policy review quote
Outline reviewed policies, legal standards, timeline, and fees enabling fast compliance alignment.
Overview

Spin up your first proposal in minutes

IT
Marketing
Consulting
SaaS
Construction
HR

Implementation proposal

Map deliverables, timelines, and costs for a smooth software rollout your client can approve right away.

Managed services agreement

Define coverage hours, response targets, and monthly cost for predictable ongoing support.

Security assessment quote

Outline testing steps, reporting format, and remediation timeline for stronger security quickly.

Support SLA

Set response windows, escalation paths, and uptime guarantees to ensure reliable service.

Campaign proposal

Lay out objectives, budgets, timelines, and KPIs in one polished document that clients can approve right away.

Monthly retainer scope

Outline deliverables, hours, and reporting cadence so clients know exactly what they get month after month.

Social media plan

Map channels, content themes, posting schedule, and growth targets in one clear roadmap everyone can follow.

Brand audit brief

Present findings, gap analysis, and quick-win recommendations in a concise document that guides next steps with clarity.

Strategy roadmap

Present objectives, phased actions, and success metrics in one clear document that moves your engagement forward fast.

Discovery workshop scope

Outline agenda, stakeholders, deliverables, and timeline to launch focused discovery workshop quickly.

Retainer agreement

State monthly activities, hours, and fees to secure ongoing consulting support reliably.

Audit report

Summarise findings, gaps, and recommendations to guide practical, measurable business improvements swiftly.

Pricing quote

Show tiered pricing, usage limits, and onboarding steps in a single link clients can review and sign in minutes.

Enterprise plan proposal

Present custom feature set, dedicated support, and volume discounts, giving large teams a clear upgrade path they can approve instantly.

Renewal package

Highlight new value delivered, usage statistics, and loyalty pricing so decision-makers renew contracts confidently before their current term expires.

Integration statement of work

Scope endpoints, data flows, milestones, and acceptance tests so engineering teams sign off and kick off integrations without roadblocks.

Project bid

Detail scope, materials, schedules, and payment terms in a polished bid that makes approval simple for owners and GCs.

Renovation estimate

Provide clear cost breakdowns, material lists, and phased timelines so homeowners approve renovation budgets quickly with full confidence.

Change order

Record scope shifts, updated costs, and new deadlines in a clean change order clients can sign to stay aligned.

Site safety plan

Outline hazards, mitigation steps, PPE requirements, and emergency contacts in a concise plan that keeps crews and inspectors confident.

Recruitment services proposal

Outline sourcing strategy, candidate timelines, and fee structure so decision-makers can green-light your search quickly.

Training program outline

Define objectives, modules, schedule, and assessments to launch impactful workforce training programs.

Employee handbook update

Summarize new policies, benefits, and compliance changes for quick, clear staff acknowledgment.

Policy review quote

Outline reviewed policies, legal standards, timeline, and fees enabling fast compliance alignment.
Features

Features Overview

Essential AI proposal writing software features for closers

Proposal.biz tracks every interaction, learns what wins, and serves up real-time guidance so each proposal lands stronger than the last.

Pricing builder

Pulls live product rates, discounts, and taxes from your CRM, creating error-free tables in seconds.

Revenue snapshot

One glance shows signed value and unpaid invoices, keeping sales and finance aligned.

Real-time proposal analytics

Watch opens, section views, and time-on-page in live dashboards and follow up when interest peaks.

Content coach insights

AI reviews your copy, trims fluff, and suggests punchier lines and CTAs that push prospects to sign.

Drag-and-drop deal board

Move proposals through stages in a pipeline and see projected revenue update with AI proposal management software.

Integrations

Plug Proposal.biz into the stack you use every day

Connect your CRM, file drive, chat app, and payment gateway in a few clicks. Details stay in sync automatically so you can move on to closing the next deal with AI RFP response software​.
Customer Stories

What people are saying

“Draft to signature used to take a day. With Proposal.biz we hit send in ten minutes and close 30 % faster.”

Priya Patel
Growth Lead

Live analytics show exactly where prospects pause, so follow-ups land perfectly. It's like having X-ray vision for deals.

Jonas Meier
SaaS Founder

"Switching from Word templates to Proposal.biz eliminated errors completely and saves us two hours weekly."

Emily Nguyen
Project Manager

"HubSpot integration pulled all our numbers automatically, pricing tables built themselves. Total game-changer for our finance team."

Carlos Ruiz
Operations Director

"Clients love the one-link review and e-sign flow. We've seen approvals come back during the same call."

Maya Thompson
Freelance Consultant

"As a two-person agency, we need automation tools. Proposal.biz feels like an extra teammate who never sleeps."

Liam O’Connor
Creative Partner

"Early-stage expectations were low, but the draft builder organized our 20-page IT proposal faster than usual. We'd use again."

Rahul Sinha
Technical Project Manager

"Testing with pitch decks made us rethink proposal structure. The flow feels more like storytelling than selling."

Aanya Verma
Co-Founder

"Reviewed the prototype for feedback but ended up building a full proposal. Not perfect, but saved tons of time."

Nathan Gold
Independent Business Consultant

Close deals faster · Reduce proposal time by 90% · Impress every client · Track every open · Get paid sooner

Close deals faster · Reduce proposal time by 90% · Impress every client · Track every open · Get paid sooner

FAQs

Frequently Asked Questions

  • What is the quickest way to draft a professional proposal?

    The fastest option is using an AI-powered proposal software​ that turns bullet notes into a ready-to-send document in minutes. With Proposal.biz you pick a template, drop in scope items, and get a polished link clients can sign on any device.

  • How do I know when a prospect reads my proposal?

    Choose an AI RFP response software ​ai rfp response software​ that shows live open and scroll analytics. Proposal.biz pings you the moment someone views a page or lingers on pricing, so you can follow up while interest is high.

  • Can clients sign proposals online without extra apps?

    Yes, modern builders of RFP response management software​ embed legally binding e-signatures directly in the proposal link. Proposal.biz lets recipients review and sign in with one click, no account or download is required.

  • What tools let me pull pricing straight from my CRM into a proposal?

    Look for a builder with native CRM integrations. Proposal.biz syncs with HubSpot, Salesforce, and others to auto-fill product names, quantities, and discounts, thereby cutting manual errors to zero.

  • How do I shorten the time from the proposal sent to the payment received?

    Add a payment block right inside the proposal. Proposal.biz connects to Stripe or Razorpay so clients can pay the moment they sign, slashing your cash collection cycle.

  • Is there a secure way to share proposals that protect client data?

    Use an AI proposal management software​ with end-to-end encryption and audit trails. Proposal.biz encrypts data at rest and in transit, logs every view and signature, and stores files in ISO-certified data centers.

  • Can freelancers create branded proposals without design skills?

    Absolutely. Proposal.biz offers drag-and-drop sections, font and color preset, and one-click logo upload, so a solo consultant can send agency-level proposals in ten minutes.

Join waiting list

The best ideas always get a head start. Join the list and be the first to try Proposal.biz.
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