Client-ready proposals
that close deals.
Proposals Builder brings AI drafting, drag-and-drop design, secure live sharing, payments, analytics, and e-signatures into one workspace.
For teams that send documents to win work, not just store files.
Proposals Builder fits the everyday moments where a polished document needs approval, payment, tracking, and a signature.
Agencies
Send branded scopes, retainers, creative briefs, and campaign proposals.
Consultants
Turn discovery notes into clear packages, timelines, and signed agreements.
Sales teams
Track buyer engagement, route signatures, and follow up at the right moment.
Freelancers
Create professional proposals with pricing, payment links, and client approval.
Watch it work,
in real time
From blank page to signed proposal — this is the actual product, not a screen recording. Click a tab, or just watch it cycle through the workflow.
One document,
every step covered
From first AI draft to signed PDF certificate, the proposal stays in one secure workspace.
Draft
Describe the deal. AI creates a structured proposal you can edit block by block.
Brand
Add pricing, timelines, charts, terms, custom fonts, colors, and reusable sections.
Share
Send a live link, protect it with a password, and see views, time spent, and activity.
Close
Collect payments and e-signatures, then export a clean PDF with audit details.
Proposals Builder keeps
the workflow together
Build, brand, share, collect payments, and close. No stitching tools together.
Drag-and-drop editor
Build proposals visually with 50+ content blocks — text, pricing tables, images, signatures, and more. No design skills needed.
AI-powered proposal generation New
Describe what you need in plain language — AI drafts a fully editable, multi-page proposal in seconds. Then rephrase, shorten, expand, or fix grammar on any block with one click, or chat with AI to refine the whole document.
One-click PDF export
Generate pixel-perfect PDFs instantly. Every block, font, and color renders exactly as designed.
Live share links
Send a public link your client opens in the browser — no download, no account. Track every view and time spent.
E-signature & client tracking
Assign signature fields to specific signers. Track who viewed, who signed, and when. Store signed PDFs with a clear audit trail.
Brand-ready design
Custom colors, fonts, logos, headers, and footers that match your brand on every page.
Reusable templates
Save your best proposals as templates. Start new ones in seconds — no rebuilding from scratch.
Team workspaces
Invite teammates with admin, editor, or viewer roles. Everyone sees the same activity feed and shared documents.
Real engagement analytics
Device, browser, and country breakdowns, plus email delivery tracking with one-click retry on a failed send.
Payment-ready proposals
Add payment links to pricing blocks so clients can approve, sign, and pay from the same shared document.
Automatic reminders
Signers who haven't acted get a reminder on a schedule, with a cooldown so nobody's inbox gets spammed.
See exactly what
you get
Every part of your proposal workflow — built in, no extra tools needed.
A canvas that works
the way you think
Drag blocks from the sidebar, rearrange them freely, and see your changes instantly. No code, no templates you can't change, no limitations on layout.
- 50+ block types — text, images, tables, pricing, signatures
- Multi-page documents with A4 or Letter sizing
- Consistent header and footer across every page
- Undo / redo history
Share live, track
every interaction
Instead of attaching a PDF to an email, send a live link. See exactly when your client opens it, how long they read, and which sections they focus on most.
- Live web view — no download needed
- Total views, unique visitors, avg. time
- Real-time open notifications
- Enable or disable the link at any time
Close deals with
built-in e-signatures
Drag signature fields onto your document. Assign them to named signers. Each signer gets a unique, secure link. You're notified the moment they sign — no DocuSign, no extra setup.
- Multiple signers per document
- Enforced signing order
- Typed or drawn signatures
- Full audit trail for every signature
From idea to signed proposal
in minutes
Start blank or from a template
Open the builder, start from a clean canvas or pick from polished templates — you're editing in seconds.
Drag in your content blocks
Add pricing, scope, team bios, timelines, and signature fields — exactly where you need them.
Share live or export PDF
Download a pixel-perfect PDF or send a live link. Get notified when the client opens it and when they sign.
Any document.
Any workflow.
Proposals Builder isn't just for proposals. It handles any client-facing document that needs to look great, be shared, paid, and signed.
Sales proposals
Project scope, deliverables, pricing tables, and a signature field — all in one branded document.
Service agreements
Terms of service, project milestones, and legally binding e-signatures without third-party tools.
Client onboarding
Welcome your new client with a professional onboarding doc covering next steps, contacts, and expectations.
Reports & decks
Present data, analytics, and recommendations in a polished multi-page document your client can read online.
Creative briefs
Brand guidelines, project scope, and creative direction — delivered as a beautiful document, not a cluttered email.
Contracts & quotes
Generate professional quotes and simple contracts with e-signature support for quick client approval.
Less tool-hopping. More closed deals.
Stop stitching together docs, PDFs, e-signature tools, payment links, and spreadsheets just to know whether a client opened your proposal.
Questions before you start?
Is there a free plan?
Yes. You can create an account and start building without a credit card.
Can clients sign without an account?
Yes. Recipients open a secure signer link and complete their assigned fields.
Can I export a PDF?
Yes. You can export polished PDFs and keep live links for browser viewing.
Does it support payments?
Yes. Payment-ready pricing blocks help clients approve, sign, and pay from one document.
Can I use my branding?
Yes. Add custom colors, fonts, logos, headers, footers, and client-facing brand surfaces.
Is it secure?
Share links can be password-protected or disabled, signed PDFs are isolated, and signatures include audit details.
Build your first proposal
in under 10 minutes.
No credit card required. Create a free account and start editing right away.
Have a question? Contact us.
Send us a message and our team will reply by email — usually within one business day.