B2B proposal software — startup to enterprise
Closing, refined.
The proposal platform for revenue teams who value precision and speed — draft, price, approve, send, sign and track in one place.
Core platform
Built for enterprise scale, designed for startup speed.
Canvas editor
Page-by-page editing on a real 8.5×11 canvas with rich text, photo framing, team bios, case studies and a catalog of ready-made page inserts.
Live pricing tables
Optional line items and client-editable quantities recalculate in the browser, so procurement approves the exact scope they see.
Approvals & versions
Internal review comments, automatic version snapshots and a full activity timeline on every document.
Engagement analytics
Opens, view counts and time spent per page — follow up on the section that stalled instead of guessing.
E-signature
Sequential client signers and internal countersigners with timestamp, IP, device and document fingerprint.
Pipeline reporting
Pipeline value, win rate and cycle time by owner and template, so leadership sees what actually converts.
Draft in seconds, not hours.
- Draft from a brief. Generate scope, approach and deliverable sections from a few lines about the engagement.
- Three options, never a surprise. Every rewrite returns three labeled variants — polish, shorten, expand or sharpen — and nothing changes until you pick one.
- Metered, not mandatory. AI credits are included in each plan and billed per draft only past your allowance.
Connected to your stack
HubSpot CRM
Import contacts, companies and deals; push stage changes and notes back automatically.
Email delivery
Send from your own verified domain with tracked links and automated reminders.
Client portal links
One live page per proposal, with optional link expiry.
PDF export
Print-ready output that matches the client view page for page.
Security & trust
Your credentials never reach the browser.
Encrypted secret storage
API keys and integration tokens live in encrypted server-side storage and are used only inside server functions — never bundled into client code or share links.
Workspace isolation
Row-level security scopes every proposal, client and library item to its workspace, enforced in the database rather than in UI code.
Least-privilege roles
Owner, admin, editor and viewer roles are stored apart from profiles and checked server-side, so permissions cannot be escalated from the front end.
Signing evidence & audit logs
Each signature records a hash of the signed document plus timestamp, IP and device, and administrative actions are audit-logged.
Public proposal links expose only the document you published — never account credentials, internal comments, cost notes or other clients' data.
The tiers
Per-seat pricing with usage-based AI and e-signature add-ons. Every plan starts with a 14-day trial.
Growth
- • Shared library & clients
- • HubSpot CRM sync
- • Reports & analytics
Enterprise
- • Role-based permissions
- • Audit logs & versioning
- • Multi-signer workflows
We used to rebuild the same 40-page RFP response every quarter. Now it is a template and a pricing table.
Knowing which page the client re-read three times changed how we run follow-up calls.
Two signers, one countersigner, full audit trail. Legal stopped asking for wet signatures.
Questions
How is our data protected?
Every workspace is isolated by row-level security in the database. Integration keys and tokens stay in encrypted server-side storage and are never sent to the browser or embedded in a share link.
Do you support multiple signers and approvals?
Yes — sequential client signers plus internal countersigners, each captured with timestamp, IP, device and a fingerprint of the signed document.
Does it scale from a two-person team to an enterprise rollout?
Per-seat pricing with owner, admin, editor and viewer roles. Workspaces share templates, clients and content libraries, so governance holds as headcount grows.
How long until our first proposal goes out?
Same day. Start from one of 28 industry templates, load your brand kit once, and every future document inherits it.