Proposal Engine · Private beta
Stop rewriting the same proposal every week.
Pulls deal data, contact history, and meeting notes from Pipeline. Claude drafts a complete proposal in seconds. You edit in place. The prospect signs in the browser.
Add-on engine · $19/user/mo standalone, or included in the full Outcome Suite at $49/seat.
The killer feature
One click. Full proposal. Eight seconds.
Open the deal. Hit Generate. Claude has every piece of context already — pain hypothesis, recent activity, the buyer's title, what closed-won deals look like at your company. No template wrangling. No prompt engineering.
Deal context
Acme · Q3 Renewal
Value $80,000 · Stage Proposal · CFO engaged on last 2 threads
Pain hypothesis: Manual revenue forecasting is burning 12 hrs/week of sales-ops time.
3 stakeholders mapped · 4 meetings logged · 28d in pipeline
Drafted by Claude · 8s
Outcome Engine for Acme · Q3 Renewal
Prepared by Sarah Chen for Lila Reyes, CFO
- 1.What we heard — Lila's manual reporting burden
- 2.The plan — Performance OS rollout in 3 phases
- 3.Investment — $80K, 12-month commit
- 4.ROI — payback inside 7 weeks at observed savings
- 5.Next steps — kickoff dates + champion intro to RevOps
Every section editable inline. Add or remove sections in one click.
Time-on-pricing alerts
Know exactly when the prospect is reading.
The share-link viewer pings every 15 seconds while the prospect has it open. Three thresholds fire as escalating notifications: 1 minute (top-of-mind window open), 3 minutes (working through the math), 5+ minutes (serious read — call them today).
Tab hidden? Counter pauses. Two tabs from the same prospect? Still one signal — the alert is about their attention, not their browser behavior.
Acme is lingering on your proposal1m
Top-of-mind window is open.
Acme is lingering on your proposal3m
They're working through the math. Worth a check-in.
Acme is lingering on your proposal5m+
Serious read — call them today.
What's included
Built for one job: closing.
Claude-drafted from deal context
Pulls pain hypothesis, recent activities, primary contact, and won-deal patterns. Each section grounded in real deal data — not generic boilerplate.
Edit in place
WYSIWYG editor. Type to replace any section. Add or remove sections in one click. Word-document export available if the prospect insists.
View tracking + section-level signals
Public share link tracks total time on the proposal + which sections held attention. Notifications surface lingering, not just opens.
Send via email or share link
Generate a /p/{token} URL. Email it from your client or paste into a thread. Revoke any time.
Manual e-signature today
Prospect signs with their name; the proposal status flips to signed and the deal advances. Dropbox Sign integration lands in v2.
Versioned + audited
Every save is captured. Audit log shows who edited what, when. Past versions accessible from the proposal detail page.
Proposal is one of four engines
Better together than alone.
Proposal Engine on its own replaces PandaDoc — Claude-drafted documents that ship in seconds. Paired with Pipeline, the proposal carries deal context the prospect can verify. Paired with Booking, every meeting recap feeds the next proposal. Paired with Campaign, replies that warrant a proposal jump straight into one. That's the moat.
Stop drafting proposals from scratch.
One click on any deal. Edit one paragraph. Send. The buyer reads it for 4 minutes — your phone tells you to call them.