[Case Study]
An idea in,
a proposal out
Proposal Creator turns a rough idea - typed or dictated - into a structured, priced, client-ready proposal in minutes, not hours.
Sector
Sales & Proposals AI
Engagement
Full Product Build
Users
Agencies, Consultants & Sales Teams
[Overview]
From idea
to signed deal
The brief came from sales and consulting teams who could describe what a client needed in five minutes, but spent hours turning that into an actual proposal document - scoping, pricing, and formatting from scratch every time.
We built Proposal Creator as an AI drafting layer: describe the project, and it drafts scope, deliverables, timeline, and pricing into a structured, client-ready document. Every proposal stays editable and trackable after it's sent, so teams see status at a glance instead of digging through email threads.
Integrations
[The Challenge]
Three problemsnobody was solving together
Hours lost to scoping and formatting
Every proposal started from a blank document, with scope, deliverables, and pricing rebuilt by hand each time.
No visibility after sending
Once a proposal went out, there was no way to see if it had been opened, how it compared to others, or where it stood in the pipeline.
Pricing inconsistency across the team
Different reps quoted the same type of work differently, with no shared reference for what a fair, winning price actually looked like.
[What We Built]
Every layer designed aroundspeed and trust
Idea-to-proposal drafting
Describe a project in plain language, and Proposal Creator drafts scope, deliverables, timeline, and pricing automatically.
Smart, consistent pricing
Pricing suggestions pull from past proposals and win rates, so every rep quotes from the same informed baseline.
Client-ready formatting
Every draft renders as a polished, on-brand document ready to send — not a rough outline that needs rebuilding.
Proposal status tracking
See every proposal's status — Draft, Sent, Viewed, Won, Lost — in one pipeline view instead of scattered email threads.
E-signature & approval flow
Send for signature directly from the platform, with automatic reminders and a clear paper trail on every approval.
Win/loss analytics
Understand which sections, price points, and structures actually close deals, based on real outcome data.
[Outcome]
What shipped
Minutes
Idea to client-ready proposal
Consistent
Shared pricing baseline across reps
Tracked
Full status visibility post-send
Data-driven
Win/loss insight on every proposal
[Tech Stack]