Modern web proposals
Sections, visuals, products/services, pricing options, summaries and terms without a legacy PDF editor.
Revenue OS
From relationship to signed business — in one flow.
CRM, opportunities, modern proposals, pricing, signatures, reminders and AI sales work share the same customer context instead of living in disconnected tools.
Live deal flowLive
01Lead & relationship context→
02Opportunity & next action→
03AI builds proposal→
04Customer reviews & signs→
05Follow-up continues automatically✓
Proposal OS
Creating a proposal should feel like giving a good brief.
Commercial truth stays exact. AI handles structure, language and design. The customer gets a modern web proposal first; the signed PDF becomes the frozen final record.
Pricing that stays correct
Reusable products, exact commercial facts, multiple currencies and correct currency formatting.
Sign & accept
Approval/signature flows support written/drawn signatures and mobile signing, with additional identity and delivery options as they are enabled.
CRM & pipeline
See the relationship, opportunity, proposal and next action together instead of reconstructing the story from tabs.
AI seller
Research, prepare outreach, follow opportunities, recommend next actions, draft proposals and keep approved follow-up moving.
Owner control
High-impact sends, spend and commitments remain explicit owner boundaries even when the surrounding work is automated.