Draft the proposal
Start with AI, a template, or a blank canvas. Add the sections your client needs to understand the offer.
How it worksFrom first draft
From first draft
to signed PDF
Proposals Builder keeps the full client document workflow in one place: AI drafting, block-based design, secure sharing, engagement tracking, payments, signatures, and PDF export.
Design the experience
Use drag-and-drop blocks for pricing, timelines, charts, images, terms, payment links, and signer fields.
Share a live link
Send a secure client link instead of a static attachment, then track opens, views, and activity.
Collect approval
Route signatures to the right people, collect payment when needed, and export the final signed PDF.
One connected flow
No more switching tools halfway through a client document.
AI draft and manual editing Live links and PDF export Payments and e-signatures