Your next deal.A pitch made for it.
Turn discovery notes into a branded pitch. Add an ROI calculator and proposal options so buyers can explore the offer before the next call.
What you can create.
Start with the conversation
Give AI your notes and account context, then refine the first draft.
Make the offer easy to explore
Let buyers adjust assumptions and select optional items in your proposal.
Follow up with something useful
See where buyers spend time and answer the questions behind their interest.
Let buyers choose their package.
Put pricing and optional items in the proposal. Buyers see the total update and can respond from the same link.
See it in action →
Common questions.
Can I change a proposal after sending it?
Yes. Edits appear at the same link. Accepted proposal terms retain a separate snapshot.
Can I see who read it?
Recipient links group activity by the link you share. If someone forwards it, that does not verify the new reader’s identity.
Which plan includes proposals?
Pro and above include proposals, recipient links, and advanced analytics.