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