Three-step new-proposal wizard New
Pick a template, enter the client and choose a look — the proposal is ready to edit.
36 features to create, price, approve and win proposals. Updated 01 November 2026.
From a blank page to a polished, branded proposal in minutes.
Pick a template, enter the client and choose a look — the proposal is ready to edit.
Full solution proposal, quick quotation, tender / RFP response and services / AMC proposal — with starter text in [brackets] to replace.
Edit directly on A4 pages with live page breaks, headings that continue on the next page, and drag-to-reorder sections.
Keeps your tables, colours and formatting, and always fits the page width.
Drag to resize columns and rows; tables split cleanly across pages.
Resize, crop to a shape and wrap text around images.
Save standard text once — About us, warranty, terms — and insert it anywhere.
Set a language per section, with ready cover letters in Hindi, Gujarati and Arabic.
Professional design without a designer.
Each theme sets the cover, thank-you page, colours, fonts, headings, header & footer, tables and pictures. Filter by industry, proposal type, colour, light or dark, style and formality.
Matching first and last pages with your company details on the closing page.
Shown whole on every design, sized to the free space, in 12 presentation styles — never covering the design.
Logo, company details and GSTIN on every cover, header and thank-you page.
Accurate commercials, every time.
Quantities, discounts, totals and amount in words — calculated automatically.
CGST + SGST or IGST worked out from the GSTINs, place of supply, per-line rates, zero-rated exports under LUT, and VAT for other countries.
Show the total in a second currency with the exchange rate.
Save products once with prices and pictures; pick them into any quotation, or import from Excel.
Your own format, set once and locked; the last 4 digits are a random code that is never used twice.
Follow up on time and learn what works.
Save client companies and contacts once; see every proposal per customer.
Validity and decision reminders, follow-up dates, notes and calendar invites.
Save the PDF and open a ready-made email to the client in Gmail, Outlook or your email app.
Pipeline by stage, win rate, average deal, time to decision, top customers and products.
Preview, PDF and Word match page for page; attach datasheets as extra pages.
Save versions and see exactly what changed — prices, items and text.
Control who does what.
Submit for approval, approve or send back with comments; approved proposals are locked.
Admin, Approver and Sales roles; people join only with an invitation link from the Admin.
Everyone sees their own proposals, customers, products and library — plus what the Admin shares.
Sign-ins, invitations, role changes and deletions — kept for review, can't be edited.
See your plan, users, proposals this month and exactly how much storage your workspace uses — by proposals, versions, pictures, customers and more.
Encrypted end to end inside your workspace, and tested against the OWASP Top 10.
Proposals, prices, client details, products, documents and pictures are encrypted in your browser before they are saved — the database and its backups hold only unreadable text.
Messages from the website contact form are locked with your company's public key (RSA-3072) — only your Admins can open them.
No readable copy of your data is kept in the browser; closing the tab or signing out leaves nothing behind.
Access control enforced on the server, injection protection, security headers and safe error handling.
No passwords to manage — sign in with Google; automatic sign-out after inactivity.
Download a full backup at any time — encrypted with a password you choose (AES-256) — and restore it later.
Every member accepts the terms and privacy policy on first sign-in; the version and time are recorded in the security log.
Each member and open invitation holds a numbered seat, and Free-plan proposal slots are counted per month — enforced by the database rules, not just the screens.