01 · Pricing
One monthly price. People included.
Every plan has every feature. Plans differ in how many people can use them and in the AI drafts, recorded call hours and client-assistant answers you get each month. There's no charge per proposal sent.
Solo
$39/month
For freelancers and independent consultants.
- 1 person
- 20 AI drafts a month
- Unlimited proposals sent
- Client links, e-signature and PDF export
- 3 recorded call hours a month
- 150 client-assistant answers a month
- 5 open deal rooms
- Client presentations, with PDF and slide-image export
7-day free trial when you start sending.
Business
Recommended for small agencies$79/month
For small agencies and studios.
- 3 people
- 60 AI drafts a month
- Unlimited proposals sent
- Client links, e-signature and PDF export
- 8 recorded call hours a month
- 600 client-assistant answers a month
- 20 open deal rooms
- Client presentations, with PDF and slide-image export
7-day free trial when you start sending.
Team
$149/month
For sales and delivery teams.
- 10 people
- 200 AI drafts a month
- Unlimited proposals sent
- Client links, e-signature and PDF export
- 25 recorded call hours a month
- 2000 client-assistant answers a month
- 60 open deal rooms
- Client presentations, with PDF and slide-image export
7-day free trial when you start sending.
Recorded call hours are for the call notetaker. The free trial and the lifetime license include none of them, because the notetaker costs us per hour.
Deal rooms are counted by how many are open at once; archived rooms don't count. Before you choose a plan you can prepare 1 room, and sharing it needs a plan (the free trial counts). Client presentations come with every plan and the lifetime license; generating and editing a deck is free to try.
Lifetime license
$149 once
Pay once instead of monthly. For one person, with 10 AI drafts a month. Every feature except the call notetaker.
- 1 person
- 10 AI drafts a month (proposals, statements of work and pricing suggestions together)
- Unlimited proposals sent
- Every feature on the monthly plans, except the call notetaker
- 50 client-assistant answers a month
- 2 open deal rooms
Enter your email and set up your workspace (about a minute), then you go straight to checkout.
Lifetime license: one payment of $149 for the life of the product, under fair use, with the limits above, reset monthly. Proposal drafts use the same main AI model as the monthly plans. Statements of work and the quick helpers (pricing checks and reading your notes) run on lighter, faster models, to keep a one-time price sustainable. Card deposits still carry Stripe's normal fees. Ask for a refund within 30 days if it isn't right for you.
What's the lifetime license?
One payment of $149 for 1 person and 10 AI drafts a month, shared between proposals, statements of work and pricing checks, with every feature on the monthly plans except the call notetaker, under fair use. Proposal drafts use the same main AI model as the monthly plans. Statements of work and the quick helpers (pricing checks and reading your notes) run on lighter, faster models, to keep a one-time price sustainable. Stripe's normal fees still apply to card deposits. Ask for a refund within 30 days if it isn't right for you.
Before you choose: build, price and preview as many proposals as you like, with 3 AI drafts, free and without a card.
Prices in US dollars, billed monthly. Each workspace gets one 7-day free trial. You add a card when you start it and nothing is charged until it ends. Cancel any time from your Plan page, and you keep access until the end of the period you've paid for.
02 · What's live
What's live today, and what isn't yet
Every plan includes everything that's live. Early access works now and is still being proven with real accounts. Coming soon isn't available yet.
Live
- An AI assistant on your client's proposal link that answers from the proposal and shows what can change, within rules you set
- A negotiation inbox with your rules, recommended replies in your voice and a record of every request
- Legally recognized e-signature, built in, under the US ESIGN Act and UETA
- Deposits and milestone payments by card into your own Stripe account
- Optional extras your client chooses, with live totals
- Proposal analytics and Insights
- Team approval before sending
- Handover to delivery: kickoff checklist and CSV for Asana, Trello and ClickUp
- AI statements of work
- Contract templates with merge fields
- AI pricing check
- Call notetaker: record a sales call, draft the proposal from it and check nothing promised is missing
- Works with Bookara: the notetaker joins calls booked on your Bookara pages, and the booking shows the proposal drafted from the call
- Deal rooms: your proposal and sales documents in one secure link, a buyer FAQ answered only from documents you approve (each answer cites the document and page), buyer questions routed to you, and page-by-page engagement analytics
- Client presentations from your discovery notes, a recorded call or a proposal, with prices taken from the proposal; edit in Accord, export to PDF and slide images, or present from a link
- US sales tax by state
Early access
- Pipedrive syncConnect with your Pipedrive API token: clients become contacts under their organization, and proposals become deals marked won or lost.
Coming soon
- Exact local sales tax by ZIP code
- HubSpot syncConnect your HubSpot account: clients become contacts, and proposals become deals moved to won or lost as they're decided.
- Salesforce syncConnect your Salesforce org: clients become contacts under their account, and proposals become opportunities closed won or lost.
- Google Drive: signed PDFs and approved proposals saved to the folder you chooseConnect Google Drive and choose a folder: each signed PDF, with its certificate, is saved there the moment the last person signs.
- Dropbox: signed PDFs and approved proposals saved to the folder you chooseConnect Dropbox and choose a folder: each signed PDF, with its certificate, is saved there the moment the last person signs.
Also on every plan: drafting from your notes or call, pricing from your catalog, client links with comments, approve and decline, PDF export, version history and follow-ups.