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Proposals

Proposals that win — and get paid

Send a 15-page branded story with live pricing, watch the client read it, and collect the deposit the moment they accept. Drafted by AI from the deal already in your CRM.

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No credit card required 14-day free trial
Capabilities

From deal to funded kickoff

Draft it in minutes, present it like a pitch, and turn acceptance into a paid start — without leaving your workspace.

15-page story format

A proposal that reads like a pitch, not a quote

Fifteen branded pages walk the client from your story through case studies, team, and roadmap to pricing — the narrative arc a founder actually buys. Your logo, your colors, on every page.

  • Cover → story → case studies → team → roadmap → pricing → accept
  • Your branding throughout
  • Reads on any device, no attachment downloads
Templates & AI

Start from a template. Let AI fill the deal in.

Four templates cover the work agencies actually sell — retainers, projects, influencer campaigns, and audits. AI drafts the proposal from your deal record, so the first version takes minutes, not evenings.

  • Retainer, project, influencer, and audit templates
  • AI draft-from-deal pulls context from your CRM
  • Edit every word before it goes out
Live pricing

Three tiers, add-ons, GST — computed live

Present three pricing tiers the client can compare, with add-ons and GST calculated on the page. Priced in INR or shown in the currencies you work in. No stale PDFs with yesterday’s numbers.

  • Live 3-tier pricing with add-ons
  • GST handled on the page
  • INR native, multi-currency display
Engagement & win-likelihood

Know when they read it — and how it is trending

See opens, time on the pricing page, and return visits. A win-likelihood signal tells you which proposals to chase today and which need a different conversation.

  • Open and per-section engagement tracking
  • Win-likelihood on every proposal
  • Follow up at the right moment, not blindly
Accept & deposit

One link to accept. One click to pay the deposit.

Clients accept through a magic link — no account, no login. Collect a deposit at accept via Razorpay (INR today), so “yes” turns into a funded kickoff, and the deal moves to Won automatically.

  • No-login magic-link accept
  • Deposit collection via Razorpay, INR today
  • Accept flows straight into your pipeline as Won
Coming soon — e-signature
The short version

Built to close, built to start

15 pages

A full brand story, not a one-page quote

4 templates + AI

Retainer, project, influencer, audit — drafted from your deal

Engagement tracked

Opens, section views, and win-likelihood

Paid kickoffs

Deposit at accept via Razorpay, INR today

Send your next proposal from Shally

Draft it from the deal, send the magic link, and start the project with the deposit in hand.

See pricing

Ready to Run Everything
From One Workspace?

Bring your CRM, chat, tasks, and projects together — in your currency, timezone, and tax conventions. Start free today.

No credit card required · 14-day free trial · Works in every country