For agencies & consultancies
Know which proposals are alive.
Turn your pitch notes into a proposal page written for that client, with the options, the timeline and the next step. Then see who opened it, how long they spent on pricing, and when it reached the founders.
Replaces: PDF and Google Doc proposals, and the “just checking in” email.
How it works.
From your notes
Paste the pitch notes or brief. A proposal page for that client is ready to review in about a minute.
Options they can compare
Two or three packages side by side, with the one you recommend marked, instead of a PDF they skim once.
Know when to call
An alert when they open it, return to pricing, or forward it to the people who sign off.
What you'll know that a PDF never tells you.
Who's reading
The client, and the colleagues they forwarded it to.
Where they hesitate
Minutes on the pricing section, and which option they keep coming back to.
When it went quiet
No open in a week: chase this one, not the one that's already deciding.
Starts from the “Proposal & pricing” template, which you can edit to match your voice and brand.