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    • 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 document creation software features for closers

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

    Quotation 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 document 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.

    Get 50% off forever
    Get 50% off forever
    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 document?

      The fastest option is using an AI-powered document creation 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 document?

      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 documents online without extra apps?

      Yes, modern builders of RFP response management software​ embed legally binding e-signatures directly in the document 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 document?

      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.

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

      Use an AI document creation 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 documents 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 documents 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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