AI Branded Proposal Maker · Close Faster

Proposals That Look Like Your Brand and Think Like Your Best Closer

An AI proposal engine that drafts the pitch from your previous mandates, applies your brand's design system automatically, recommends the right quote, suggests ideas the client didn't ask for — and then tells you exactly which sections they read.

All MarTech Services
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Minutes

from brief to branded, client-ready proposal

100%

on-brand — your design system applied automatically

Section-level

reading analytics on every proposal you send

What's Inside

Your Brand, Baked In

Logo, typography, colors, layouts and tone applied automatically from your brand kit — every proposal ships looking like your best designer made it, whether it's a PDF export or a live web link.

Drafted From Your Past Mandates

The AI is grounded in your history — previous mandates, won proposals, case studies and deliverables — so each new pitch opens with relevant proof and a scope written in your voice, not a generic template.

Quote Recommendations

Pricing suggested from what you actually charged on comparable mandates — scope-by-scope line items with margins you set, so juniors quote like seniors and nothing gets underpriced.

AI Idea & Upsell Suggestions

The engine proposes ideas the client didn't ask for — campaign concepts, add-on services, phase-two roadmaps — turning every proposal into a bigger conversation and a larger ticket.

Reading Analytics That Sell

Know the moment a proposal is opened, how long they spent on pricing versus scope, and which sections they re-read — so your follow-up call starts where their attention was.

Behavior-Triggered Follow-Ups

Client opened the proposal twice but stalled on pricing? An automated, personalized follow-up goes out via WhatsApp or email — timed by their behavior, not your memory.

Interactive Configurators

Embed calculators, 3D visualizations and map-based configurators (like our solar roof designer) so clients explore options inside the proposal instead of emailing questions.

Templates Per Service Line

Retainers, projects, campaigns, audits — each service gets its own template and pricing logic, so every team sends consistent, current collateral.

CRM-Connected

Proposals generate from the lead's dossier in your CRM and write outcomes back — sent, viewed, accepted — so pipeline reporting is real, not guessed.

How It Works

01

Feed

Connect your brand kit, past mandates, case studies and pricing history — once.

02

Brief

Pick the client and scope; the AI drafts the full proposal with quote and ideas.

03

Polish & Send

Edit anything, then share as a branded web link or PDF — with e-sign if you want it.

04

Track & Follow Up

Reading analytics trigger the right follow-up at the right moment.

Built on systems already in production

  • SolarProposal: our vertical proposal platform with 3D configurators, branded PDF export and section-level engagement analytics — live for solar EPC companies.
  • StackBinary CRM: AI-drafted proposals grounded in each lead's dossier and our knowledge base, with public share links — how our own BD team pitches every day.