Features

Everything agencies need
to close deals faster

Six tightly integrated tools — AI proposals, e-signatures, contracts, invoices, CRM, and white label — in one platform built for modern agencies.

Try all features free

AI Proposal Generation

A complete proposal written in under 60 seconds.

Powered by Google Gemini, our AI reads your project description and produces a full proposal — scope, timeline, pricing, terms, and a personal tone that sounds like you. Not a template. Not a form. A real document your clients will read.

  • Tailored to each client and project
  • Natural, human-sounding language
  • Editable section-by-section after generation
  • AI regeneration if you want a different take

Digital Signatures

Clients sign from their phone in seconds.

Your proposal opens in the client's browser — no account needed, no PDF download, no back-and-forth. They read, they sign, you get notified instantly. Every signature is timestamped and legally binding.

  • Draw signature on any device
  • Captured with name, timestamp & IP
  • Email confirmation sent to both parties
  • View-tracking (know when they opened it)

Auto-Generated Contracts

Contract ready the moment they sign.

When a client signs your proposal, ProposalAI automatically generates a full service agreement based on the proposal details. Plain English — no legal jargon. Just a clean document both parties can understand and trust.

  • Generated from proposal data automatically
  • Plain English, no legalese
  • Client signs the contract separately
  • Both signatures stored securely

Invoices & Payments

Invoice created. Client pays. You get notified.

Once a contract is signed, create an invoice in two clicks. Set the amount, due date, and currency. Your client gets a payment link — Stripe or Razorpay. No chasing, no awkward conversations about money.

  • Stripe & Razorpay supported
  • Multi-currency (USD, GBP, EUR, INR, AED)
  • Payment confirmation notifications
  • Invoice PDF downloadable

Client CRM

Every client, every deal — in one view.

Add clients with full business details: company, industry, website, address, timezone, and notes. See all their proposals, contracts, and invoices in one place. No spreadsheets, no sticky notes.

  • Industry, website, address, timezone fields
  • Complete deal history per client
  • Quick-create proposals from client profile
  • Search and filter across all clients

White Label

Your brand. Your domain. Zero ProposalAI branding.

On the White Label plan, clients never see ProposalAI. The proposal link shows your domain, your logo, your colors. The signing page, the contract, the payment page — all yours. Build brand trust on every touchpoint.

  • Custom domain (e.g. proposals.youragency.com)
  • Full logo and brand color control
  • ProposalAI branding completely removed
  • Unlimited team members
Comparison

ProposalAI vs. the alternatives

Feature
ProposalAI
Manual Process
DocuSign / PandaDoc
AI proposal generation
Digital signatures
Auto-generated contracts
Invoice & payment collection
Client CRM
White label branding
Built for agencies
Free plan available
All-in-one platform
FAQ

Common questions about features

How does AI proposal generation work?

You describe your project — client, deliverables, budget, timeline. Google Gemini reads your input and writes a complete, professional proposal in under 60 seconds. No templates, no blank page.

Are the digital signatures legally binding?

Yes. ProposalAI captures the signer's name, timestamp, IP address, and drawn signature. This meets ESIGN (US), eIDAS (EU), and most international electronic signature requirements.

Can I use my own branding?

Yes. Solo plan and above: custom logo and brand color. White Label plan: fully custom domain, all ProposalAI branding removed.

Which payment processors are supported?

Stripe (global) and Razorpay (India/South Asia). Clients pay directly from their invoice link — no separate tools needed.

Can I edit the AI-generated proposal?

Absolutely. Every section is editable after generation. You can rewrite content, adjust pricing, add or remove sections before sending.

Try every feature free

No credit card. No setup fees. Start in 2 minutes.

Get started free