Automated AI proposals to close faster: interactive & analytics-driven
Turn post-call momentum into signed proposals with AI-generated, interactive proposals tailored to your client’s mindset using your call notes. Let prospects select deliverables, sign, and even pay instantly—no more endless back-and-forth emails. Gain actionable insights to prioritize the right offers and boost conversions.
Proposal flow that boosts conversions made for designers
Send AI-generated proposals soon after sales calls, gain real-time insights into how prospects interact with them, and use tools like interactive pricing adjustments and others to create a seamless client experience that converts interest into signed contracts faster.
See what clients really care about
Know the second your proposal is opened, which sections get re-read, and where prospects lose interest. Set instant alerts to act fast—like nudging a client who abandons your draft or reviving a “lost” deal when they revisit it weeks later.
Beauty functionality
Great design isn’t just eye-catching—it’s functional. These proposals are mobile responsive, letting clients view, sign, or share anywhere—no clunky PDFs. Just sleek, intuitive experiences that reflect your professionalism and close deals faster.
From sales call to proposal instantly
AI turns sales call notes into polished proposals in 3 min, add 20-min delay—not hours for handcrafted feel. Send while the conversation’s fresh to impress clients with speed, precision and professionalism. Skip email ping-pong, and reclaim time.
Know which deals to prioritise
Track prospect engagement (e.g., revisiting pricing pages, lingering on deliverables) to refine pitches and prioritize hot leads. Drop cold ones, save hours, and convert faster.
Turn proposals into self-service deal closers
Let prospects adjust deliverables, use the pre-built embedded ROI calculator, and sign/pay instantly—all inside the proposal. No more email chains for tweaks, contracts, or invoices. Just one step for them, hours saved for you.
Pilot Offer: Free set up, pay only if you like the result!
I’ll design and set up your proposal automation tailored to your business for free. Pay the monthly maintenance fee only after you see it in action and love the results. No commitment, no risk.
Free setup worth £1700
Your entire proposal automation system is planned, designed, and built—free of charge as part of this limited pilot.
Zero Risk Approach: Pay only if you’re happy
You’ll only be billed the monthly fee if you love the result. No commitment, no catch.
Walk away with a free plan
Even if you decide not to continue, you’ll keep the custom automation roadmap and the setup.
Your proposals flow automated in just 5 days—guaranteed
In just 5 days—starting with a free discovery call—we’ll map your current workflow, build a custom automation, and hand you a system that wins clients faster and cuts hours of manual work.
1. Discovery
We start with a free workflow audit call to dissect your current workflow—tools, bottlenecks, and goals. Then, we design an automation blueprint that aligns with your creative process. Walk away with a step-by-step plan to eliminate busywork and focus on design.
2. Implement
We build and test the automation alongside your existing workflow. Refine it until it’s flawless—no downtime, no guesswork. Once you’re satisfied, we flip the switch to full automation. Now your proposals draft themselves post-call, and you reclaim hours for design.
3. Support
Whether it’s troubleshooting, optimizing workflows, or adding new features as your needs evolve, our support packages got you covered. Your automation gets smarter, your time savings grow, and your focus stays on design, not tools.
Fill proposals with data from the tools you use
We sync with the apps you already love—Zapier, Make.com, PandaDoc, and more—to pull data and turn your existing workflows into polished, client-ready proposals. Enjoy smarter processes that feel familiar and save you hours.
Pilot Offer: Free proposal automation set up. Guaranteed to save you 10+ hours/month.
No strings attached. I plan and develop your proposal automation flow tailored to your business for free in exchange for a testimonial if you think I deserve it. Yes, you only pay the ongoing maintenance subscription fee of £ 57/month, if you like what you get, or walk away with a free plan and automation. You’re one click away from saving 10+ hours/month—book your free call now: