Proposal Studio is sales proposal software for the requests your inbound desk receives: a mail with a brief, a web form or a phone call becomes a proposal request, read page by page, with three questions at most when something is missing. Every figure is a sum from your rate card, and only a person sends it.
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7 days free · per company, never per seat · nothing to install


Eight steps
Every request moves through eight steps from came in to won or lost, each row with its step, price, length and next thing to do.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Let managers approve proposals up to the amount I set; above it, an administrator.”
Lisa“Managers will approve proposals up to your amount, and an administrator will decide above it. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Inbound Sales use it
A buyer mails a twenty-page statement of work; it is read in full into a register of what he asked for.
On the phone the AI takes the caller's project in his own words, promises nothing and files the proposal request.
A proposal sent but never opened shows on Sent & tracking as a reason to call, not to resend.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Proposal Studio does, for every business ›
Works withAI E-mailAI PhoneAI Web FormsAI DemoAI QuotingAI Auto-CallAI Follow-up
From the request to the yes
A mail with a brief, a web form, a phone call or one you file yourself; the same thread, form or call never opens a second proposal.
The request and every document, scans included, become a register of what he asked for, each line with its page and its priority.
When something is missing, the AI writes three questions at most, sent by themselves or kept for a person to ask.
Every requirement answered, every claim backed, every total equal to its lines; approve lights only when no check is red.
After the send
How many times he opened it and the last activity; a proposal nobody opened is a reason to call, not to resend.
When he accepts on his page, a quote of your orders pipeline is made with every line priced, and the deposit follows if you set one.
A lost deal needs a reason from your list; the reasons add up in Why we lose, and a win-back plan writes to the buyer later.
By industrySoftware & SaaSMarketing AgenciesConsulting FirmsReal EstateManufacturingSmall BusinessTravel AgenciesAccounting & Tax FirmsAerospace & AviationAssociationsConstructionDefense Contractors
Questions & answers
Software that turns a buyer's request into a written proposal and follows it until it is won or lost. Proposal Studio is an AI proposal writer that reads the request and every document page by page, writes from your knowledge and your price book, and waits for a person's approval before anything leaves.
No. The software adds up each figure from the lines of your rate card and the articles of your inventory. With no priced line, the proposal carries no price table and says so, and a proposal with prices on request prints no figure on any page.
Only a person, after the approval: a manager up to the amount you set, an administrator above it. The AI sends only the receipt and, where a department allows it, its questions. Any version written after the approval goes back to the approver.
Sent & tracking shows how often the buyer opened it, the last activity, the validity date and the state. He ticks options on his own page and signs with his full name, and a won proposal becomes a quote with every line priced.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Inbound Sales ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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