Proposal agent
Your proposal arrives first, personalised in one click.
While your competitors copy and paste into a document, AI has already used your brand, the customer's website and their data to build the proposal. You edit it block by block and send it by email or WhatsApp from the deal.
No card required · Try everything, no limits
What you tell us
A proposal that takes an afternoon arrives late.
“We build quotes in Excel,” “we want them to carry our branding,” “we send the proposal and nobody follows up.” That's what you tell us in our meetings, and this is how the proposal agent solves it.
Create
A proposal for that customer, not a generic template.
What we hear“We make quotes in Excel and each one takes an afternoon.”
In Sales → AI proposals you pick the contact and the deal. AI uses your Brand Kit, the context from their website and the customer's data to fill in each block, and the proposal arrives ready for you to review.
- On-brand
Your Brand Kit in every proposal.
- With their context
The customer's website and data.
- In minutes
From contact to proposal.
Ready to review
- Blocks
- 4
- Editable
- All
Edit
Everything editable, block by block.
What we hear“We want quotes with our branding, and we want them done fast.”
Header, description, product table and footer: you reorder them by dragging and fill in each block with AI. You add products with quantity, discount, tax and price, and polish the text with “Improve text with AI.”
- Blocks you can move
Drag to reorder.
- Products
Quantity, discount, tax and price.
- Improve text with AI
Or change it by hand.
A proposal designed for your three cafés and the floor team.
| Product | Qty. | Disc. | Total |
|---|---|---|---|
| Per-seat license | 5 | 10 % | 1.755 € |
| Initial training | 1 | 600 € |
More direct
Each block is edited by hand or with AI.
Send
Sent from the deal. And with follow-up.
What we hear“We send the proposal and then nobody follows up.”
When you issue it, you send it by email, and by WhatsApp if the customer has both, copy the link or mark it as sent. When they accept, you mark the deal as won.
- Email and WhatsApp
If the customer has both.
- Link
To send it wherever you like.
- Deal won
When the proposal is accepted.
Sent
- Yes
- Yes
Won
When they accept, you mark the deal as won.
Also included
Every proposal, under control.
What people ask for in meetings: review before sending, and be able to change it.
You see it the way your customer will.
To change it after issuing.
You choose them on each proposal.
Each proposal with its own deadline.
What it costs
You pay for the AI you use.
Your per-seat plan and an AI credits plan to suit your team.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →Filling in and improving with AI uses credits from your AI credits plan, only when you use it.
Before you run anything, each feature tells you the credits it will use: an AI report, for example, uses 10.
AI credits plans
From 30 € / $ a month
- Essential · 1 to 5 users3,000 credits · € / $30
- Pro · 6 to 15 users6,000 credits · € / $60
- Business · 16 or more12,000 credits · € / $120
Per-seat license from € / $39 a month billed annually, and credits only when you use AI.
Connect with
The proposal comes from your CRM.
Contact, deal, products and brand, all in one place.
Getting started
Your first proposal, today.
With your Brand Kit ready, AI writes the first draft.
- 1Set up your Brand Kit
Logo, colours and tone: it's what the AI uses.
- 2Create the proposal with AI
You pick the contact and the deal.
- 3Review and send
By email, WhatsApp or link.
Before you decide
What people ask us before taking the step.
The questions that come up most in our sales meetings, with the short answer.
“I want to see a real proposal, not a generic demo”
Each proposal is built with that customer's data, their website and your Brand Kit.
“I'm worried I won't be able to touch what the AI writes”
Everything is editable: each block by hand or with “Improve text with AI.”
“I want AI to build my quotes”
It fills in each block with AI and you add the products with their quantity, discount and tax.
“Our customers reply on WhatsApp”
You send it by email and by WhatsApp if the customer has both.
FAQ
What people usually ask us before getting started.
What do I need before creating proposals?
Have your Brand Kit set up: it's what the AI uses for your brand.
Can I change the order of the blocks?
Yes, by dragging header, description, product table and footer.
In what currency and language?
You choose them on each proposal.
Can I try it for free?
Yes. Try Clientify for free and create your first AI proposal.
Start today
Get your proposals there before your competitors'.
Try Clientify for free and send your first AI proposal today.
No card required · Everything open from day one