Proposals in minutes,
not hours.
Proposal Pro turns your agency's past-project history into instant, client-ready quotes. Tagged knowledge base in. Polished proposal out. Reviewed by your team, never by accident.
No credit card · CSV import in 5 minutes · Cancel anytime
LEAD #2847 · LUMINARY & CO
Shopify replatform + headless storefront
Estimated cost
$48,500
from 7 similar projects
Timeline
9 weeks
calibrated p50
Contract
Fixed
BDE — Business Dev
Trusted by independent agencies and growing studios
The workflow
From lead to sent in four steps
Designed around the chain you already use — BDE, TL, CRE — without adding meetings or middleware.
Lead intake
BDE logs the lead, sends a smart questionnaire — or shares a link the client fills in.
AI drafts the proposal
We match against your KB by tech, industry, and scope. One LLM call, fully grounded.
TL reviews & approves
Section-based editor. Tweak scope, costs, wording. A hard gate — nothing ships without TL sign-off.
CRE finalizes & sends
Polished commercial terms, branded PDF, shareable link. Tracked all the way to won/lost.
Everything you need
Built for the IT agency reality
Not a writing assistant bolted onto a CRM. A proposal engine wired to your knowledge base, your team, and your sign-off chain.
Knowledge base that gets smarter every project
Tag past work by tech, industry, scope, and outcome. The AI cites real projects — never invents capability you don't have.
Tech-tagged · CSV import · AI parser
AI drafts grounded in your real wins
Understanding, approach, scope, timeline, calibrated cost — generated in seconds with citations to the source projects.
p50 timeline · cost calibration · auto-citations
Version history
Every TL edit and CRE polish is diffed against the AI draft.
TL approval gate
CRE literally cannot send until the team lead signs off. Quality, enforced.
Branded PDF + link
Export a polished PDF or send a tracked, view-counted proposal link.
Cycle-time analytics
Where proposals stall — by stage, team, and TL.
Reusable templates
Per-service blueprints the AI fills in, not a blank page.
Roles done right
Admin, TL, BDM, CRE — one person can hold two, no awkward double logins.
The moat
Your knowledge base is the unfair advantage
Every closed project becomes a building block for the next proposal. Tag once, cite forever.
- Manual entry, CSV upload, or paste-from-Doc AI parser
- Tech, industry, scope, cost, duration, outcome — all queryable
- Anonymize sensitive client work without losing the data
- Used to calibrate cost estimates, not just write copy
Luminary Apparel
Next.js · Hydrogen · Sanity
Forge Outdoor Co.
Shopify Plus · React · Klaviyo
Northwind Cellars
Hydrogen · Stripe · Algolia
Built for your team
Four roles. One clean handoff.
Small team? One person can hold BDM and CRE — no double logins, no awkward seat math.
Admin
Full access. Manages teams, billing, win/loss visibility.
Team Leader
Owns the KB. Edits and approves the AI draft. Hard gate.
Business Dev
Creates leads, runs the questionnaire, tracks pipeline.
Client Relations
Polishes commercial terms, exports PDF, sends and follows up.
8h → 15m
Avg. proposal cycle time
+34%
Win rate vs. cold-written proposals
94%
Of drafts approved with minor edits only
Pricing
Priced for the deals you'll close
Win one extra proposal a month and Proposal Pro pays for itself for a year.
Starter
Solo & small teams
- 1 team
- Up to 30 leads / month
- AI drafts + KB
- PDF export
- 14-day free trial
Growth
- Up to 4 teams
- 200 leads / month
- Version history & diff
- Branded proposal links
- Priority support
Agency
Multi-team studios
- Unlimited teams
- Unlimited leads
- White-label proposals
- CRM integrations
- Dedicated success manager
Stop rewriting. Start sending.
Import your last 10 projects in five minutes. See your first AI-drafted proposal before your coffee gets cold.
Or email yagnikpadaliya72+proposal-pro-support@gmail.com — we'll import projects and set up for free.