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Proposally.ai

Proposally.ai empowers professionals to create, personalize, and track high-impact proposals in minutes with AI-driven templates and automation.

Proposally.ai screenshot

Category: Automation

Price Model: Trial

Audience: Business

Trustpilot Score: N/A

Trustpilot Reviews: N/A

Our Review

Proposally.ai: Streamline Proposal Creation with AI-Powered Design and Analytics

Proposally.ai is an intuitive, no-code proposal platform designed to help businesses, freelancers, and professionals create, customize, send, and track branded, data-rich proposals with ease. Built for speed and precision, it empowers users to craft compelling proposals across sales, research, grants, and more using 1,000+ curated templates, automated personalization via custom variables and CSV imports, and rich interactive elements like embedded videos, QR codes, and opt-in fields. With a drag-and-drop builder, Brand Kit integration for instant style updates, and powerful analytics tracking views, opens, clicks, and engagement, Proposally.ai enhances credibility and accelerates deal closure. Its secure eSignature functionality enables instant approvals, while A/B testing and template saving support scalable, high-converting workflows. Ideal for teams and individuals aiming to reduce manual effort and elevate proposal quality, Proposally.ai transforms the entire proposal lifecycle into a seamless, intelligent process.

Key Features:

  • No-Code Drag-and-Drop Builder: Design professional proposals quickly without any design experience.
  • 1,000+ Curated Templates: Access ready-to-use templates for sales, research, grant, bid, consulting, sponsorship, and business investment proposals.
  • Brand Kit Integration: Upload and apply brand assets (colors, logos, fonts) for consistent, on-brand proposals with one-click updates.
  • Automated Personalization: Use custom variables and CSV/XLSX imports to auto-populate client and organizational details at scale.
  • Interactive Elements: Embed opt-in fields, checklists, videos, QR codes, and icons to boost engagement and credibility.
  • Data Visualization Tools: Generate and insert timetables, flowcharts, graphs, and tables directly from uploaded data files.
  • Proposal Analytics: Track real-time engagement metrics including views, opens, shares, and link clicks to identify high-performing proposals.
  • A/B Testing: Create and test multiple versions of proposals tailored to different user segments for optimized results.
  • Secure eSignature: Allow recipients to sign proposals securely and legally directly through the proposal link.
  • Lead Generation & Feedback Collection: Capture prospect information via Short Text Field, Long Text Field, and in-proposal surveys using Selection Fields.
  • Template Reusability: Save converted proposals as reusable templates for future projects.
  • Sales Funnel Optimization: Customize proposals for each stage of the sales journey—awareness, consideration, decision, and closing.
  • Multiple Pricing Tables: Dynamically tailor pricing sections to match specific prospects or client needs.

Pricing: Proposally.ai offers a 30-day free trial with no credit card required, making it accessible for users to test its full suite of features before committing. After the trial, it transitions into a subscription model, ideal for ongoing proposal workflows.

Conclusion: Proposally.ai is a powerful, all-in-one AI-driven proposal tool that combines design simplicity, automation, and performance insights to help professionals close deals faster and with greater confidence. Its rich feature set and user-friendly interface make it a standout choice for anyone serious about proposal excellence.

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