Create Winning Proposals in Minutes with AI
Generate proposals, estimates, contracts, invoices, scopes of work, and follow-up emails automatically. Enter the job details once — ProposalOS AI writes everything you need to close it.
No credit card required · 50 free credits · Cancel anytime
- 50
- Free credits on every new workspace
- 8
- Credits per full proposal generated
- 16+
- Document types you can generate
How ProposalOS AI keeps your work safe
Workspace-level isolation
Every record is scoped to your workspace with database row-level security.
Append-only credit ledger
Each generation and top-up is logged immutably, so the balance always reconciles.
Payments handled by Stripe
Card details never touch our servers — checkout and billing run on Stripe.
Charged only on success
Credits are deducted after a document is generated and saved, never before.
Platform
Everything you need between the site visit and the signature
One workspace replaces the spreadsheet, the Word template, the e-sign tool and the follow-up you keep forgetting to send.
AI document generator
Proposals, estimates, quotes, contracts, scopes of work, change orders, invoices, follow-ups — all from one job brief.
Drag-and-drop editor
Rich sections, pricing tables, images, variables and version history with autosave and instant PDF preview.
Smart pricing engine
Itemized labor and materials, markup, discounts, taxes, deposits and payment schedules calculated automatically.
Digital signatures
Legally sound e-signatures with viewed, signed and rejected tracking plus a timestamped IP audit log.
Payments built in
Collect deposits, partial and final payments through Stripe with automatic receipts and reminders.
Team & customer portal
Roles for owners, sales, estimators and PMs. Clients approve, request revisions, sign and pay in one link.
Revenue analytics
Win rate, average deal size, document opens, signature completion and top performing templates.
Template library
Hundreds of industry-written templates you can favorite, duplicate, brand and share across your team.
How it works
One brief in. A complete sales package out.
- 01
Add the customer and job
Company, contact, address, measurements, budget, deadline and site photos.
- 02
Pick industry, template and tone
Roofing, HVAC, legal, marketing — each with prompts written for how that trade sells.
- 03
AI writes the full document set
Proposal, scope of work, contract and follow-up email generated together, ready to edit.
- 04
Send, sign, get paid
Client opens the link, approves, signs and pays the deposit — you get notified instantly.
- Cover page & executive summary
- Scope of work with exclusions
- Itemized pricing + optional upgrades
- Timeline, warranty and terms
- Signature blocks for both parties
Deposit 30% · Balance on completion · Includes 10-year workmanship warranty
Industries
Templates written for your trade, not a generic business
Every industry ships with its own proposal structure, pricing logic, terms language and AI prompts.
Example workflows
One job brief in, a complete document out
These are illustrative examples of what the generator produces — run the same flow on your own job with your free credits.
Roofing
You type
“Tear-off and replace 28sq architectural shingle, 2-storey, gutter replacement.”
You get
Scope of work, tiered pricing table with an optional gutter upgrade, warranty terms, deposit schedule and a signature block.
HVAC
You type
“Replace 3-ton system, add return duct, annual maintenance plan.”
You get
Equipment comparison, load-calculation notes, financing line, maintenance-plan add-on and a payable deposit link.
Agency / consulting
You type
“Brand refresh, 6-week engagement, two rounds of revisions.”
You get
Engagement summary, deliverables and milestones, revision limits, payment schedule and a countersignable contract.
Pricing
Pay for what you generate, not per seat
Credits cover every AI action: proposal 8, contract 10, estimate 5, invoice 3, email 2.
Starter
$23/mo
300 credits / month · billed annually
Start Free- 1 user
- All document types
- Template library
- E-signatures
- PDF export
Growth
$63/mo
1,200 credits / month · billed annually
Start Free- 5 team members
- Customer portal
- Stripe payment collection
- Analytics dashboard
- Custom branding
Agency
$159/mo
4,000 credits / month · billed annually
Start Free- Unlimited team members
- White label documents
- API access & webhooks
- Multiple organizations
- Priority support
Enterprise
$399/mo
12,000 credits / month · billed annually
Start Enterprise- Priority support & SLA
- Unlimited organizations
- Custom branding & SSO-ready
- Automated onboarding & migration
- API access & webhooks
Lifetime licence — pay once, generate forever
Everything in Agency, 2,000 credits refreshed every month for life, all future features included, and a 60-day money-back guarantee.
- 2,000 credits every month, forever
- Unlimited team members
- White label + API access
- All future features included
- 50 free credits, no card required
- 60-day money-back guarantee
- Cancel in one click
- Credits only charged on successful generations
Need extra credits?
Top-up packs are added to your balance instantly, never expire, and can refill automatically when you run low.
Reasons not to
Every reason you might hesitate — answered
We would rather handle the objection here than lose you to a maybe.
“What if it doesn't work for us?”
Start on 50 free credits — about six full proposals — with no card. Paid plans carry a 60-day money-back guarantee, including the lifetime licence.
“I don't want another subscription.”
Cancel in one click from the billing portal, no phone call or email. Prefer to own it? The lifetime licence is a single payment with credits refreshed every month.
“I don't have time to set it up.”
There is nothing to configure. Pick your trade, paste the job details, and the first proposal is on screen in about four minutes.
“Will the AI sound like me?”
Every document is fully editable, learns your terms, scope language and pricing, and saves as a reusable template so the next one starts closer to done.
“Is my client data safe?”
Each workspace is isolated at the database level with row-level security, credits are tracked in an append-only ledger, and payments run through Stripe so card details never touch our servers.
“What if I already have templates?”
Bring them. Paste in existing scopes, terms and price books once — ProposalOS AI reuses them on every future document instead of replacing them.
“What if a generation fails?”
Credits are only deducted after a document is generated and saved. A failed generation never touches your balance — nothing to claim back.
“My team won't adopt it.”
No training needed — it's one form and a document. Add teammates on Growth and above at no per-seat cost; you pay for what you generate.
Still on the fence? Try it on your next job.
50 free credits, no card, and a 60-day guarantee once you upgrade. If your first proposal isn't better than what you send today, you've lost four minutes.
Start free — 50 creditsFAQ