Proposal Builder

Go from plan to proposal in minutes. The Proposal Builder takes the output of your planning process and packages it into a polished, client-ready proposal.

Overview

Once you’ve completed discovery, personas, stories, flows, and tech stack planning, the Proposal Builder pulls it all together into a structured proposal document. It includes scope, deliverables, timelines, and pricing — ready for the client to review and approve. No more recreating work in a separate document.

Key Capabilities

• Plan integration — Automatically pulls scope and deliverables from the Plan Builder
• Professional formatting — Generates clean, branded proposals your clients can review
• Customisable sections — Add, remove, or reorder sections to fit each deal
• Client approval — Clients can review and approve proposals digitally

A Closer Look

Introduction

Set the stage for your proposal with a branded introduction that summarises the project and positions your agency.

Value Proposition

Clearly communicate the value your agency brings to the project and why the client should move forward.

Packages

Present pricing options and packages so clients can choose the tier that fits their budget and needs.

Milestones

Break the project into milestones with deliverables and timelines so clients know exactly what to expect and when.

Settings

Configure proposal settings including branding, expiry dates, and approval options.

The Final Proposal

The finished product — a clean, professional proposal ready for the client to review and approve.