Generate proposals from the model, not from scratch
Keep every proposal and scope of work tied to the latest scope, pricing and commercial decisions, then present online or export when the deal is ready.
Show the commercial story clearly
Turn scope, pricing and milestones into clear commercial breakdowns. Give clients and internal reviewers the same view of what is being proposed.
Remove the estimate-to-proposal round trip
Generate proposals and statements of work from the deal itself. When scope, price or schedule changes, the document changes with it.
Present online or export when the deal is ready
Use templates that adapt to the structure of each deal. Present online, export to PowerPoint, download as PDF, or push the approved proposal to your CRM.
Give each team the artefact it needs
Commercial summaries for executive approval. Milestones and revenue streams for finance. Resource schedules for PMO, plus detailed scope and estimates for delivery.
Keep proposals on brand
Create consistent themes that can be used across deals. Check colours against WCAG 2.0 standards before proposals go to clients.
Bring your toughest deal.
See how scope, margin, capacity and revenue change before the deal is signed.
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