15+ Features • AI-Powered Proposals
Proposal+ Complete Guide
Smart Proposal Generation & Management
AI-powered proposal creation with smart templates, dynamic pricing tables, interactive content, e-signature integration, approval workflows, version control, and real-time analytics on proposal views and engagement.
Core Proposal+ Features
AI Proposal Generation
AI generates complete proposals from CRM data. Analyzes client needs, suggests solutions, writes content, and creates pricing. 10x faster than manual writing.
AI content generation (GPT-5)
CRM data auto-fill
Solution suggestions
Pricing recommendations
Tone customization
10x speed improvement
Smart Templates
Industry-specific proposal templates with drag-and-drop editor. Variable placeholders, conditional sections, and brand customization. 200+ templates included.
200+ templates
Drag-and-drop editor
Variable placeholders
Conditional sections
Brand customization
Template library
Dynamic Pricing Tables
Interactive pricing tables with optional add-ons, tiered pricing, quantity discounts, and real-time calculations. Client can customize their package.
Interactive pricing
Optional add-ons
Tiered pricing
Quantity discounts
Real-time calculations
Package customization
E-Signature Integration
Built-in e-signature with DocuSign and Adobe Sign integration. Legally binding signatures, multi-signer workflows, and signing reminders.
DocuSign integration
Adobe Sign integration
Multi-signer workflows
Signing reminders
Legally binding
Audit trail
Approval Workflows
Multi-level approval chains before sending. Role-based approvals, conditional routing, comments, and version comparison. Ensure quality control.
Multi-level approvals
Role-based routing
Conditional workflows
Comments & feedback
Version comparison
Quality control
Real-time Analytics
Track proposal views, time spent per section, engagement heatmaps, and conversion rates. Alerts when proposal is opened. Optimize content based on data.
View tracking
Time-on-page analytics
Engagement heatmaps
Conversion rates
Real-time alerts
Content optimization
Collaboration & Comments
Team collaboration with real-time editing, comments, @mentions, and suggestion mode. Version history with rollback capability. Track all changes.
Real-time editing
Comments & @mentions
Suggestion mode
Version history
Change tracking
Rollback capability
Client Portal
Branded client portal where prospects view proposals, interact with pricing, add comments, and sign electronically. Mobile-responsive experience.
Branded portal
Interactive pricing
Client comments
E-signature
Mobile-responsive
Custom domain
Proposal+ FAQs
Can AI really write a complete proposal?
Yes! AI analyzes CRM data (client name, industry, needs, budget), suggests solutions from your service catalog, writes tailored content, and generates pricing. You review and edit before sending. 10x faster than manual creation.
Are e-signatures legally binding?
Yes! Integrates with DocuSign and Adobe Sign (legally binding in 180+ countries). Complies with ESIGN Act, UETA, and eIDAS regulations. Full audit trail for compliance.
Can clients customize pricing in the proposal?
Yes! Interactive pricing tables allow clients to select options, add-ons, and quantities. Real-time price calculations. You see their selections and can approve before finalizing. Increases conversion by 35%.
How detailed are proposal analytics?
Track every interaction: when opened, time spent per section, engagement heatmaps, pricing interactions, download events. Real-time alerts when proposal viewed. A/B test different versions.
Can I use my company branding?
Absolutely! Custom branding: logo, colors, fonts, cover pages, headers/footers. White-label client portal with custom domain (proposals.yourcompany.com). Templates match your brand guidelines.
Start Using Proposal+ Today
AI-powered proposals 10x faster