Software Proposal Generator
Most agencies lose hours turning discovery calls into sellable proposals. This playbook keeps it simple: fill in five fields and Platfio generates a software proposal with the right structure, platform recommendations, milestones, pricing framing, and a client-ready next step.
Use cases
Real scenarios where agencies like yours get the most value from this workflow.
Inbound leads with vague requirements
A prospect says "we need an app" but can't articulate scope. Use this to turn their rough idea into something you can price confidently.
Competitive re-pitches
When a prospect is comparing you to other agencies, respond faster with a software proposal that shows you understand the project before the competition does.
Post-discovery follow-up
Send the client a next-step summary within hours of the discovery call — while you're still top of mind — instead of disappearing for a week to write the proposal.
How it works
From input to output in under a minute. No prompt engineering, no setup — just fill in the fields and go.
Step 1
Fill in the project details
Describe what you are proposing, who it is for, where the client operates, and the outcome they care about. Keep it short and specific.
Step 2
Platfio's AI agent writes the proposal
Platfio turns your inputs into a software proposal with the right positioning, scope, milestones, and platform-specific recommendations for the deal.
Step 3
Edit with AI or the editor, then send
Refine the proposal in the editor or ask AI to tighten sections, then send a polished software proposal to the client from Platfio.
Frequently asked questions
Everything you need to know before getting started — how the playbook works, what it produces, and how it fits your agency.
Why use this instead of ChatGPT or a generic proposal template? +
Because this does more than generate text. Platfio gives you a real software proposal inside your agency workflow: you can refine it with AI or the editor, send it with built-in e-signatures, keep it attached to the client in your CRM, and move straight into delivery without copying the work into other tools.
Can I define the modules and recommendations in detail? +
Yes. Platfio proposals include a modules section where you can specify exactly what is being implemented and how it will be delivered. For a software proposal that can include integrations, dashboards, booking flows, ecommerce, portals, automations, native app features, or platform-specific app recommendations. The agent gives you a strong starting point and your team can refine it before sending.
Can I send it for signature and collect payment? +
Yes. The point is not just to write a proposal, but to help you close the deal. Once the proposal is ready, you can send it through Platfio, collect e-signatures, and let the client add card details for a deposit or kickoff payment so the commercial step is handled inside the same system.
What happens after the client says yes? +
The signed proposal stays attached to the client record in Platfio, the commercial context remains visible in your CRM, and your team can keep moving from the same source of truth. That means less admin, less duplication, and a cleaner handoff from sales into delivery.
Can I edit everything after it generates? +
Yes. The proposal is fully editable. You can rewrite sections manually, ask AI to tighten the language, expand the scope, adjust milestones, add pricing, or swap modules in and out before it goes to the client.
Does it include pricing? +
It includes pricing framing and commercial structure, not a random made-up quote. The idea is to help your agency present the work properly, then apply your own pricing model and margins before sending.