AI Proposals. First drafts that already sound like you.
The AI drafts each proposal from the lead's own context — who they are, what they asked for — so the first draft already sounds like you. Review, refine and export as a branded PDF your clients actually read.
What the module actually does
Drafted from the lead's context
The AI writes the first draft from who the lead is and what they asked for. It reads like your team wrote it, because it starts from your data.
Branded PDF output
Your letterhead, your line items in ₹, exported as a PDF clients actually read — not a wall of generic text.
You edit before it leaves
Review and refine every line before anything reaches a client. The AI drafts; your team decides.
Linked to the pipeline
Every proposal stays attached to the lead's CRM record, so status never lives in someone's Sent folder.
Send-for-signature — coming soon
Signature collection on proposals is in active development. Everything else on this page is live today.
Three steps, zero re-entry
Pick the lead
Open any lead in the pipeline and ask for a proposal. The AI already has the context — who they are, what they asked for.
Review the draft
A complete first draft arrives in minutes. Edit everything — tone, scope, line items in ₹ — before it leaves the building.
Export and send
Export a branded PDF and send it. The proposal stays linked to the lead, so everyone sees where it stands.
Who sees what in AI Proposals
The pipeline: every lead, its stage, its value and what is due next.
All of it, and nobody wades through screens that are not theirs.
Everything, plus the users, roles and permissions behind it.
Questions teams ask about this
What does “coming soon” mean?
Two features are in active development: the drag-and-drop pipeline view (leads work as a table today) and send-for-signature on proposals. Everything else on this page is live.
AI Proposals doesn't work alone
See all of it working together — on your data
₹199 per user per month, GST included — every module, every dashboard. You'll never discover a feature you need lives on a higher tier.