How it works

Client intro to invoice paid
in 4 simple steps

ProposalAI connects the entire client-to-payment workflow. No switching between tools, no manual busywork, no awkward follow-ups.

Total time: under 5 minutes
No technical setup
Works on any device
Step 01
⏱ 30 seconds

Add your client

Start with their details — the rest is automatic.

Enter the client's name, email, company, industry, and a brief about the project. ProposalAI stores everything in your CRM so you have full deal history. No spreadsheets, no sticky notes.

  • Name, email, company, website
  • Industry, timezone, address
  • Notes for internal reference
  • Quick-create proposal from their profile
Then step 02…
Step 01
Step 02
⏱ 60 seconds

AI writes the proposal

Describe the project. AI handles the writing.

Choose the project type, describe what the client needs, set the budget and timeline. Google Gemini generates a full proposal — scope of work, deliverables, timeline, pricing table, and terms. Human tone, not corporate template.

  • Scope of work tailored to your input
  • Realistic timeline and milestones
  • Line-item pricing table
  • Plain English terms and conditions
  • Edit any section before sending
Then step 03…
Step 02
Step 03
⏱ Client's time

Client signs digitally

One link. They read, they sign, done.

ProposalAI sends your client a secure, beautifully branded link. They open it in their browser — no account, no app, no download. They read the proposal, draw their signature, and submit. You get an email confirmation instantly.

  • Branded with your logo and colors
  • Works on any device — mobile or desktop
  • No client account required
  • Read receipt (you know when they opened it)
  • Legally binding e-signature captured
Then step 04…
Step 03
Step 04
⏱ Same day

Get paid

Contract auto-generated. Invoice in two clicks.

The moment your client signs, ProposalAI auto-generates a full service contract based on the proposal details — plain English, no legalese. Send it to the client for a second signature. Then create an invoice and collect payment via Stripe or Razorpay.

  • Contract auto-generated from proposal
  • Client signs contract separately
  • Create invoice in 2 clicks
  • Stripe & Razorpay payment links
  • Multi-currency support
Step 04

The full workflow at a glance

Step 01

Add your client

Step 02

AI writes the proposal

Step 03

Client signs digitally

Step 04

Get paid

Ready to try it?

Free plan — no card needed. Up and running in 2 minutes.

Start free

What agencies say

"The whole process from proposal to signed contract used to take us 2 weeks. Now it's 2 days — and most of that is just waiting for the client."

AT

Alex Torres

Partner, Blueprint Agency

"I sent a proposal 20 minutes after a discovery call. The client signed before I even finished my coffee. That's never happened before."

RK

Rania Khalil

Founder, Studio RK

"Our clients love how professional the proposal looks. Several have commented on it. That's the thing — it looks like we have a big ops team behind us."

TW

Tom Walsh

Director, Clearline Digital

See it in action — for free

Create your first AI proposal in under 60 seconds. No card required.

Get started free