Unify customer data, automate workflows, and scale experiences with Einstein AI, Copilot, and Data Cloud in one CRM platform.
ProposalFast
$29/moStarting price
0Popularity
About ProposalFast
ProposalFast is an AI-powered workspace designed for agencies and consultants to create, manage, and close client proposals efficiently. The tool allows users to draft proposals directly from provided facts such as briefs, fees, and timelines, ensuring no numbers or details are invented by the AI. Users can edit drafts, track client views through a branded portal, collect e-signatures, and process payments via Stripe Checkout—all within a single workflow. The platform enforces plan limits on the server side and maintains version history for proposals, enabling users to see changes over time. It supports custom branding, PDF exports, and follow-up sequences, with pricing tiers tailored for individuals and teams. The tool is built to replace the inefficiencies of using separate documents and email threads for proposal management.
Key features
- AI-powered proposal drafting from user-provided facts
- Branded client portal with view tracking
- E-signature collection with stored signature artifacts
- Stripe Checkout integration for payments
- Version history for proposals
- Custom branding and PDF export
- Follow-up sequences for client engagement
- Audit log and role controls for teams
Use cases
- Drafting client proposals for agencies and consultants
- Managing proposal versions and tracking client engagement
- Processing payments and collecting e-signatures through a unified portal
Pros
- AI drafts proposals strictly from provided facts, avoiding invented numbers
- Integrated client portal with view tracking, e-signature collection, and Stripe payments
- Version history for proposals to track changes and edits
- Custom branding and PDF export capabilities
- Tiered pricing plans for individuals, teams, and agencies
Cons
- Limited to 5 proposals on the free plan
- AI drafts capped at 10 per month on the free plan
- Founding Pro offer limited to 50 workspaces
- No mention of mobile or offline functionality
ProposalFast videos
Frequently asked questions about ProposalFast
What is ProposalFast and who is it designed for?
ProposalFast is an AI-powered workspace for agencies and consultants to create, manage, and close client proposals efficiently. It is designed for professionals who need to draft proposals from provided facts, track client engagement, collect e-signatures, and process payments in a single workflow.
How does ProposalFast ensure accuracy in proposals?
The tool enforces plan limits on the server side and prevents the AI from inventing numbers or details. Users provide facts such as briefs, fees, and timelines, and the AI drafts proposals while keeping missing pieces as placeholders until confirmed.
What features does ProposalFast offer for proposal management?
It includes AI-assisted drafting, version history, custom branding, PDF exports, client portals with view tracking, e-signature collection, and Stripe payment processing. Users can also set up follow-up sequences and manage proposals within a single workspace.
How does ProposalFast handle client interactions and payments?
Clients access a branded portal to view proposals, sign documents, and pay via Stripe Checkout—all within the same workflow. Users can track views, manage signatures, and process payments without switching tools.
What pricing plans does ProposalFast offer?
ProposalFast provides a Free plan with limited features, a Founding Pro plan at a discounted rate for early adopters, a regular Pro plan, and a Business plan for agencies. Pricing tiers vary based on the number of proposals, clients, seats, and AI drafts allowed.
How can I get started with ProposalFast?
Users can start with a free workspace to test the tool. Paid plans are created through Stripe Checkout, and upgrades can be managed in the billing settings. The app enforces plan limits based on verified webhook data from Stripe.
