Win rate:
New Proposal

Fill in the details — AI writes the full proposal in seconds.


Proposal tone

Sections to include
Executive summary
Pain point analysis
Detailed deliverables
Project timeline
Investment breakdown
Why us section
Risk & guarantee clause
Client testimonial block

Proposal language

Proposal expiry
Expires after
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Proposals
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Won
Win rate
Your proposal
✏️ Edit mode — click any text to edit it directly. Click "Edit" again to save changes.

Your proposal appears here

Fill in the client details on the left and hit Generate — a full personalised proposal appears in seconds.

Proposal Dashboard

Track all your proposals, win rates, and pipeline value.

Download for CRM import
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Pipeline value
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Win rate
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Revenue won
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Sent this month
Win rate by project type
Proposal status breakdown
📈 Revenue Forecast — Next 6 Months
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Peak Month
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Proposal
Client
Type
Value
Win score
Expiry
Status
No proposals saved yet — generate and save your first one!
Recent activity
No activity yet

Testimonial Library

Save real client quotes here. When you generate a proposal with "Client testimonial block" enabled, AI automatically picks the most relevant one for the project type and context.

Save 5–10 genuine client quotes. Tag each with a project type and keywords so AI can match the best quote to each new proposal context. The more specific the quote, the more persuasive your proposals.
💬

No testimonials yet

Add your first real client quote — it'll be automatically inserted into the right proposals by AI.

Proposal Templates

Start with a proven template — pre-filled with best-practice content and typical budgets. Click any to load it into the builder.

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Templates pre-fill the builder with typical values for each project type. Add your client name and specific pain points, then generate a fully personalised proposal.

Settings

Your agency profile is used automatically in every proposal you generate.

Agency Profiles Switch between up to 3 agency brands

Proposal defaults

Branding

Preview
Quick presets
Proposal preview
Our approach
Transform Your Revenue
We build high-converting digital experiences that grow your business consistently over time.
Investment
$22,000
Site conversion rate below industry average

Snippet Library

Reusable clauses and text blocks — insert into any proposal with one click.

📎 Snippet Library
Insert a saved clause into your proposal
AI Proposal Coach
Ask anything about your proposal
Hi! I'm your proposal coach. Ask me to improve any section, adjust the tone, or give you tips to increase your win rate. 🎯

Welcome to ProposalAI Pro

Set up in 60 seconds — we just need 3 things to personalise every proposal you generate.

Step 1 of 3

What's your agency called?

This appears on every proposal you generate — make it exactly how you'd like clients to see it.

Step 2 of 3

Customise your brand colour

Head to Settings → Branding to pick your agency's brand colour. It applies live across every proposal you generate — headers, highlights, and the investment card all update instantly.

You can change this any time from the Settings page.

Step 3 of 3

You're all set — generate your first proposal

Click "Generate my first proposal" and we'll pre-fill a sample to show you what ProposalAI can do. You can edit everything.

✓ Agency profile saved
✓ AI powered by Google Gemini — ready to go
✓ Ready to generate unlimited proposals
Proposal Preview
This is exactly what your client sees

Proposal Comparison

Side-by-side diff of two proposal versions — perfect for A/B testing your opening.

vs
Compare:
⚖️

Nothing to compare yet

Select two proposals or versions above, or click "Load builder versions" if you've generated multiple versions in the Builder.

Help & FAQ

Fill in the left panel: your agency name, your client's name, the project type, and their pain points. Hit "Generate Proposal." A full personalised proposal appears in about 10 seconds. You don't need any setup — just those 4 fields.
Go to Settings (top navigation) and fill in your Agency Profile. Click Save Settings. From then on, your agency name, email, and tagline will be automatically used in every proposal you generate.
Three ways: (1) Click "📧 Send" to open the email modal — it opens your mail client with the proposal content pre-loaded. (2) Click "👁 Client view" then "Download PDF" to get a professional PDF to attach to any email. (3) Click "💾 Save as HTML" to get a standalone webpage you can host or share via a link.
Two approaches: (1) Add more specific pain points in the left panel — the more specific you are about the client's situation, the more specific the proposal. (2) Click "🔄 Improve" to have the AI rewrite the opening with stronger hooks. You can also use the 🤖 AI Coach (bottom right) to ask for targeted improvements.
Yes. Click the "✏️ Edit" button to enter edit mode — every paragraph and heading becomes directly clickable and editable. Change numbers, names, specific details. Click "✅ Done editing" when finished. Changes are saved in your browser for the session.
The Win Score (0–100) estimates how likely the proposal is to result in a yes, based on four dimensions: Clarity (how clearly you explain the solution), Value (how compelling the ROI case is), Urgency (whether there's a reason to act now), and Trust (how credible your agency appears). The tip below the score tells you specifically what to improve.
Open "👁 Client view" — your client sees a beautiful, professional proposal page. At the bottom is an "Accept this proposal" button. When clicked, it shows a confirmation screen asking them to enter their name and confirm acceptance. You'll see the status update to "accepted" in your dashboard. For legally binding contracts, we recommend following up with a proper contract via DocuSign or similar.
Templates pre-fill the left panel with typical values for common project types (website redesign, SEO, mobile app, etc.) including realistic budget ranges and typical pain points. They save time when you're starting a new proposal. Go to the Templates tab, click one, add your client's name, and generate.
The 🤖 button in the bottom right opens a live chat with an AI coach that's aware of your current proposal. Ask it things like "What objections might the client have?" or "How can I justify the price better?" or "Make the opening more urgent." It gives you concise, actionable advice specific to your proposal.
After generating a proposal, click "💾 Save" to add it to your dashboard. The Dashboard tracks all proposals with their status (draft → sent → viewed → won → lost), pipeline value, win rate by project type, and total revenue closed. Click any row to cycle through statuses as your deal progresses.
Yes. ProposalAI Pro stores everything (agency profile, proposals, settings) in your browser's localStorage only. We have no server. The only external service your data touches is Anthropic's API when generating proposals — the prompt includes your agency name, client name, and project details. See our full Privacy Policy for details.
Most errors have three causes: (1) Missing required fields — make sure Agency name, Client name, and Project type are all filled in. (2) API connectivity — check your internet connection and try again. (3) Occasional AI parsing issues — the AI sometimes formats its response unexpectedly. Just try generating again; it usually works on the second attempt.
Go to Settings and scroll to the bottom — there's a "Clear all data" button that wipes all proposals, settings, and saved data from your browser. Alternatively, open your browser's developer tools, go to Application → Local Storage, and clear the entries starting with "pai_".
The app works on mobile browsers but is optimised for desktop — the two-panel layout (form + proposal) works best on screens wider than 900px. On mobile, the panels stack vertically. For generating proposals on the go, it works fine; for detailed editing and PDF export, desktop is recommended.

Still need help?

Email us at support@proposalaipro.com and we'll get back to you within 24 hours.

Follow-up Reminders

Never let a warm proposal go cold. Track every follow-up in one place.

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Overdue
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Due today
0
Upcoming
0
Completed
No reminders yet

Save a proposal and click "+ New reminder" to get started.

Keyboard Shortcuts
Press ? anywhere to toggle this panel
✦ Core Actions
Generate proposalTriggers AI generation with current inputs
+G
Save proposalSaves current proposal to dashboard
+S
Toggle edit modeClick any text to edit it directly
+E
Preview (client view)See exactly what your client sees
+P
⚡ Quick Navigation
Go to Builder
+1
Go to Dashboard
+2
Go to Templates
+3
Go to Snippets
+4
💬 Tools & Panels
Toggle AI CoachOpen / close the proposal coach chat
+K
Export PDF
+D
Send by email
+M
Show shortcuts (this panel)
?
Close / dismiss
Esc
💡 On Windows / Linux use Ctrl instead of

ProposalAI Pro

Win more clients with AI-powered proposals

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