Start each proposal with the right draft.
Spend your time on scope and pricing, not copying old documents.
How it would work
- 01Customer brief→
- 02Approved template→
- 03Proposal draft→
- 04Review & send
Before
Copy an old proposal, replace the name, hunt for the right price, and hope nothing outdated remains.
After
Customer details filled in · Relevant sections included · Pricing flagged for approval.
Your first move
Choose one proposal you would happily reuse. Mark what stays fixed and what changes.
Would this work for us?
Start here if your proposals repeat the same services and structure.
Try it with
- One approved template
- 3 sample customer briefs
- Current prices and terms
Keep going if
Three drafts have the right sections and prices, and take less preparation time.
A person approves scope, prices, and contractual commitments.
Try it with
One approved template · 3 sample customer briefs · Current prices and terms
Keep going if
Three drafts have the right sections and prices, and take less preparation time.
A person approves scope, prices, and contractual commitments.