Every feature you need to win
ProposalOS combines AI, payments, tracking, and branding into one seamless workflow.
AI Writing Assistant
Describe your project in a few sentences and get a complete, professional proposal drafted by AI. Improve individual sections, detect risky language, and get pricing suggestions.
Real-Time Tracking
See exactly when clients open your proposal, how many times they view it, and how long they spend on each section. Get instant notifications on engagement.
Stripe Payments
Auto-generate Stripe payment links when clients accept. Support deposits, milestone payments, or full upfront billing. Multi-currency support.
Templates & Cloning
Save winning proposals as reusable templates. Clone existing proposals for similar projects. Organize by client or project type.
Client Portal
Branded client-facing view with your logo and colors. Clients review, accept or decline, and pay — all in one clean interface.
Email Notifications
Customizable email templates for every event: proposal sent, viewed, accepted, declined, and paid. Powered by Resend for reliable delivery.
Custom Branding
Set your brand color, upload your logo, and add company details. Every proposal and email carries your brand identity.
Drag & Drop Editor
Reorder proposal sections and line items with intuitive drag-and-drop. Add, edit, and remove sections with a visual editor.
Smart Notifications
Configure which events trigger notifications. Get alerts via email when clients interact with your proposals.
Due Dates & Expiry
Set proposal expiration dates. Clients see countdown timers. Expired proposals are clearly marked to create urgency.
Analytics Dashboard
Track revenue, conversion rates, average proposal value, and pipeline health. Understand what works and optimize your approach.
Activity Audit Log
Full audit trail of every action taken on proposals. See who did what, when. Essential for compliance and accountability.