What is Proposal Management Software?
Proposal management software helps professional services firms create, track, and manage client proposals from initial request through final decision. Consulting-specific solutions include AI-assisted content generation, branded templates, e-signature integration, Statement of Work (SOW) creation, version tracking, and win/loss analytics — turning proposal chaos into a repeatable system.
AI-Powered Generation
Describe the engagement and let AI draft your executive summary, scope of work, deliverables, and pricing strategy.
Built-in E-Signatures
No need for separate tools. Clients sign directly in the proposal with legally binding electronic signatures.
Client Redlining
Clients can propose changes directly. Track all negotiations in one place with full version history.
See Smart Proposals in Action
Watch how AI generates winning proposals in minutes—from briefing to e-signature.
How it works
Brief the AI
Describe the client, their challenges, and what you're proposing. The more context, the better the output.
Review & Customize
AI generates a complete proposal with scope, timeline, team, and pricing. Edit anything to make it perfect.
Send for Review
Share a secure link with your client. They can view, comment, and propose changes.
Close the Deal
Once approved, both parties sign electronically. The project kicks off automatically.
Everything you need to win
Template Library
Start from proven templates or your past winners
Pricing Calculator
Build pricing with rates, hours, and margins
Team Profiles
Auto-populate team bios and credentials
Version Control
Track every change with full history
Analytics
See open rates, time spent, and engagement
CRM Integration
Sync with your pipeline and client data