AI Proposal Generator

Impressive proposals in minutes with Proposify’s free AI Proposal Generator.

Create a ready-to-use, professional, proposal template customized to your brand and business.

Upload. Customize. Close more deals. Faster.

Think you don’t have time to create a well-crafted proposal? Proposify’s AI Proposal Generator will make you think again - instantly.

It’s easy to transform your boring and outdated sales documents into impressive templates that use your own logo and brand colours, with clean, modern design and professional content.

See how it works

With Proposify’s AI Proposal Template Generator, you can:

Upload your current proposal document as a PDF.

Auto-generate a template that matches your brand and includes copy.

Stop spending hours (days?!?) trying to create a professional proposal.

Impress prospects, get ahead of the competition, close more deals.

How it works.

From upload to WOW in 3 easy steps.

01

Upload your document.

Easily drag and drop your existing PDF document into Proposify.

02

Point to your website.

Our AI Proposal Generator pulls your logo and colours to match your company’s branding.

03

Generate proposals.

You can continue to tweak the design and copy of your template in our editor and then send proposals for free during your 14-day trial.

Why use Proposify?

The short answer: Because we’re the proposal experts.

Free to use

You can continue to tweak the design and copy of your template in our editor and then send proposals for free throughout your 14-day trial. Pricing starts at $19/month.

Features designed to close

Take advantage of our features like electronic signatures, visibility into how prospects are interacting with your proposals, and interactive pricing tables.

Optimized for success

Create a consistent, streamlined proposal process to increase your deal sizes and close rates!

AI Proposal Generator - Template in Editor

Generate your free proposal template right NOW.

Stop wasting time fiddling with formatting and start closing more deals, faster.

Generate my proposal

Got questions?

As the proposal experts, we’ve got all the answers.

: You can upload Word documents, PDFs, or paste text directly into the tool.
: Yes! You can use the generator to create your custom proposal template completely free of charge.
: When you point the tool to your website, our AI extracts your logo, colors, and fonts to create a proposal template that matches your branding.
: Absolutely! Once your template is generated, you can edit it directly in Proposify.
: Yes, you’ll be prompted to create an account while generating your proposal template. You can send up to 3 proposals for free without needing to upgrade to a paid account.
: Yes! Our tool is designed to be versatile and works for any business or industry.
: Your document is processed securely, and we do not store your data after the template is generated.
: Yes! Proposify offers integrations with popular CRMs and tools like Salesforce, HubSpot, and others, so you can streamline your proposal workflow.
: You can tweak the template in Proposify or upload additional documents for the AI proposal generator to see new designs.
: Yes, you can download the template and use it offline, though you’ll miss out on Proposify’s powerful tracking and analytics features.

	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Process & control	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations All integrations except for Salesforce.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Impressive proposals in minutes with Proposify’s free AI Proposal Generator.

Upload. Customize. Close more deals. Faster.

With Proposify’s AI Proposal Template Generator, you can:

How it works.

01

Upload your document.

02

Point to your website.

03

Generate proposals.

Why use Proposify?

Free to use

Features designed to close

Optimized for success

Generate your free proposal template right NOW.

Got questions?

Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

Subscribe via email