Overview

ProposalIQ is an AI-driven platform designed to streamline and accelerate the proposal creation process for sales and business development teams. It leverages artificial intelligence to help users generate customized, professional-looking proposals quickly and efficiently, aiming to improve win rates and reduce the time spent on manual proposal writing.

The tool's unique value proposition lies in its powerful AI engine that assists with various stages of proposal development, from content generation and personalization to maintaining brand consistency. Key strengths include a comprehensive content library for reusable components, smart and customizable templates for quick starts, real-time collaboration features for teamwork, and insightful analytics to track proposal performance and engagement. ProposalIQ is built to handle the repetitive and time-consuming aspects of proposal writing, allowing sales professionals to focus on strategy and client relationships.

By automating and augmenting proposal workflows, ProposalIQ significantly enhances productivity by minimizing manual data entry and formatting. It boosts efficiency by enabling rapid creation and delivery of high-quality, tailored proposals, potentially shortening sales cycles. The AI's capability to personalize content at scale ensures that each proposal is compelling and relevant, thereby improving the overall quality and persuasiveness, which can lead to higher conversion rates and a better experience for both the creator and the recipient.

Key Features

  • AI-Powered Proposal Generation: Create tailored proposals in minutes.
  • Centralized Content Library: Store, manage, and reuse approved proposal content.
  • Smart & Customizable Templates: Ensure brand consistency and accelerate creation.
  • Real-Time Team Collaboration: Work together on proposals efficiently.
  • Proposal Analytics & Insights: Track engagement, views, and improve win rates.
  • CRM Integration: Connects with popular CRMs like HubSpot and Salesforce.
  • eSignature Integration: Streamline approvals with integrations like DocuSign and PandaDoc.
  • AI-Driven Personalization: Tailor proposal content to specific client needs at scale.
  • Version Control & History: Keep track of changes and manage proposal versions.
  • Automated Formatting & Branding: Maintain a professional look across all documents.

Supported Platforms

  • Web Browser
  • API Access

Integrations

  • HubSpot
  • Salesforce
  • DocuSign
  • PandaDoc
  • Other CRMs (general capability)
  • Other eSignature tools (general capability)
  • API Access (for custom integrations)

Pricing Tiers

Starter
$49/user/month (billed monthly) or $39/user/month (billed annually)
  • AI-Powered Proposal Creation
  • Unlimited Proposals
  • Content Library & Reusability
  • Basic Template Customization
  • Standard Analytics & Tracking
  • Email Support
Growth
$79/user/month (billed monthly) or $59/user/month (billed annually)
  • Everything in Starter, plus:
  • Advanced AI Content Suggestions
  • Team Collaboration Features
  • Full Template Customization & Branding
  • CRM Integrations (HubSpot, Salesforce, etc.)
  • eSignature Integration (DocuSign, PandaDoc)
  • Advanced Analytics & Reporting
  • Priority Support (Email & Chat)
Enterprise
Contact for Pricing
  • Everything in Growth, plus:
  • Custom AI Model Training
  • Dedicated Account Management
  • API Access & Custom Integrations
  • Enterprise-Grade Security & Compliance
  • Personalized Onboarding & Training Workshops
  • Volume Discounts

User Reviews

ProposalIQ Website Testimonial
ProposalIQ has revolutionized how we create proposals. The AI suggestions are spot-on, and we're closing deals 30% faster.
ProposalIQ Website Testimonial
The time saved is incredible. What used to take hours now takes minutes. Our proposal quality has also significantly improved.
ProposalIQ Website Testimonial
Integrating ProposalIQ with our CRM was seamless. It's now an indispensable part of our sales stack.