09 — Proposal Generation

Proposals in minutes, not days.

Build reusable templates with merge fields, pull in product bundles with configurable discounts, and generate branded PDFs with one click. Approval workflows keep the big deals safe.

Start free All features
01 Build
5 min per proposal
02 PDF
One click
03 Approval
Built in
04 Tracking
Open · read
Build once

Templates with merge fields. Reusable everywhere.

Build a template once with merge fields for client name, deal value, line items, and terms. Reuse for every similar deal. Version-controlled — when you update the template, every future proposal picks it up.

Discount control

Approval workflows for the big numbers.

Set discount thresholds per workspace. Below 10% — rep approves. 10-25% — manager approves. Above 25% — director approves. The approval flow runs in-app; no out-of-band Slack messages.

After sending

See when they opened it. See when they read page 4.

Every proposal email is tracked. Opens, page-by-page reads, time-on-page — you know if the procurement team is actually reviewing, or if the deal is stalling because the proposal sat unread for two weeks.

09 — Proposal Generation

Build the proposal in 5 minutes. Start free.