An AI proposal generator that writes in your style

When a call ends or a qualified lead comes in, the agent reads the notes, picks the right cases from Drive, and lays out a proposal with scope, timeline and 2–3 price options. The email and the deal update wait for your review.

For AI agents: read this page as Markdown
The problem

The call went well. Then the proposal sits for three days

A good discovery call has a short shelf life. The client is warm, the budget is fresh, and they expect something in writing soon. Instead the proposal waits for a free afternoon, because writing one well takes real time.

Each proposal is the same puzzle. Find the call notes, recall the client’s goals, pick two case studies that fit, check the current price list, write scope and a timeline, then make it look like your brand. Teams typically spend 3–6 hours on one, and senior people do most of it.

The cost shows up quietly. Deals cool off while the draft sits in a doc. Old prices slip into new proposals. And the person who should be selling is formatting tables.

  • 3–6 hrstypically spent per proposal
  • 2–4 daysoften between call and send
  • 1 stale pricecan undercut a whole deal
Who has it

Who writes proposals after every call
People who sell custom work

If your work changes shape with every client, you write proposals by hand. This is for teams who want an AI proposal generator that sounds like them and uses their real prices.
  • Agency owners

    You run the sales calls yourself and write proposals at night. Each one pulls from the same services list and the same few case studies, yet it still takes hours. You want the first draft waiting when you sit down.

  • Design and dev studios

    Your proposals need to look as good as your work. A plain template undersells you, and a custom layout for each deal eats a designer’s day. You want your brand on every page without a blank file.

  • Consultants and fractional leads

    You sell your time, so every hour on a proposal is an hour you do not bill. You know the scope after the call. You need it written up, priced from your rate card and sent while the client still remembers you.

  • B2B service sales teams

    Several reps run calls, and each writes proposals a little differently. Prices drift, case studies get picked at random, and HubSpot falls behind. You want one standard, filled in the same way after every call.

When it hits

When it matters most. The hours right after a good call

The agent runs on a trigger you choose. These are the moments when a proposal that is already written changes how the deal goes.
  1. 01

    A discovery call just ended

    The call notes land in Notion or Gemini notes. The agent picks them up, matches the deal in HubSpot and has a draft ready for review while the conversation is still fresh.

  2. 02

    A lead turns qualified

    Someone moves an inbound lead to a qualified stage in HubSpot. The agent reads the form answers and deal notes, then prepares a short proposal with options, so your first reply has substance.

  3. 03

    Three proposals due this week

    Busy weeks stack up. Instead of writing three proposals on Friday, you review three drafts on Tuesday. Each already has the right scope, the closest case studies and current prices.

  4. 04

    A big deal needs a finish

    For a large deal, the agent prepares the structure, numbers and cases, and a vetted designer or copywriter from your talent plan takes it the last mile before you send it.

What teams use today

What teams use today
Three solid proposal tools

Most teams pick a proposal tool built around templates and signing. If you are weighing a Qwilr alternative or a Proposify alternative, here is what each does well and where it stops for this job.
  • PandaDoc

    Document and e-signature platform
    From $19/seat/mo (Starter, billed annually), checked Oct 2026
    Good at

    Strong for getting documents signed. Starter includes e-signatures, real-time tracking and notifications. The Business plan adds CRM integrations, pricing tables, payments and a content library.

    Falls short

    Starter allows up to five templates, and branding, pricing tables and CRM sync sit on Business. Your team still turns the call into scope, picks the cases and fills in the document.

  • Qwilr

    Interactive web proposal tool
    From $35/user/mo (Starter, billed annually), checked Oct 2026
    Good at

    Proposals as interactive web pages that look sharp on any screen. Starter includes e-signature, page analytics, QwilrPay, and HubSpot, Zoho and Pipedrive integrations.

    Falls short

    Every proposal is a page built in Qwilr’s editor from your template library. Someone still turns the call notes into scope, cases and prices for each deal.

  • Proposify

    Proposal software for sales teams
    From $35/user/mo (Build, billed annually), checked Oct 2026
    Good at

    Unlimited documents, templates and e-signatures on the entry plan, plus a content library, a product catalog, AI writing and CRM integrations. It gives sales teams good control over many similar proposals.

    Falls short

    AI writing helps inside the editor, but a person still assembles each proposal from sections. Custom template design is a paid extra, so your own look takes more time and budget.

Where we win

A PandaDoc alternative that starts from the call
Written, priced and in your brand

The tools above help you send and sign a document. The agent writes it. Here is the same job side by side, with our gaps listed plainly below.
PandaDocQwilrProposifyAwesomic
Starting pointPandaDocA template your team fills inQwilrA web page template you editProposifyTemplate sections you assemble by handAwesomicYour call notes, deal, cases and prices, filled in
LookPandaDocTheir themes, custom branding on BusinessQwilrPolished pages in Qwilr’s design systemProposifyTheir editor, custom design costs extraAwesomicYour own brand, fonts and layout, as a PDF
TimingPandaDocWhen someone finds time to fill itQwilrWhen someone builds and checks the pageProposifyWhen someone assembles it and checks numbersAwesomicA draft waits for review shortly after the call
Signing and trackingPandaDocBuilt-in e-signature with real-time trackingQwilrE-signature and page analytics on StarterProposifyUnlimited e-signatures and document insightsAwesomicNone. The client replies to accept, pays by card
CRMPandaDocCRM integrations on the Business planQwilrHubSpot, Zoho and Pipedrive on StarterProposifyIntegrates with popular CRMs and invoicing toolsAwesomicReads the HubSpot deal, drafts the update for review
Big dealsPandaDocYour team writes and edits from scratchQwilrYour team writes and designs each pageProposifyYour team writes it, design is extraAwesomicA vetted designer or copywriter can finish it
What you get

A proposal ready to send, not a blank template

  • What we heard on the call, in the client’s words
  • Scope, timeline and 2–3 options at your published prices
  • Matching case studies from your Drive
  • A PDF, a draft email and an updated deal in HubSpot
Made forAgencies, studios, consultants, B2B services
Proposal sample for Fieldnote: scope, timeline and three price options
Real sampleReal sample, 19 October 2026: a 4-page proposal plus a page that shows what the agent read and what it left for review.

Where we stop

  • No e-signature and no view tracking. Clients accept by replying and pay by card.
  • The agent drafts the email. A person sends it.
  • It needs call notes: Gemini notes (paid Google Workspace plans), Notion AI, or three lines from you.
How it works

How the AI proposal generator works
Five steps after the call, then you press send

One agent runs the whole job across your apps. It writes and lays out the proposal, then leaves anything client-facing for you.

Call to proposal

When: After each qualified call or lead
  1. Step 1 · Google Calendar

    Spots the finished discovery call and finds its notes in Notion, Gemini notes or the event itself.

  2. Step 2 · HubSpot

    Reads the deal: company, contact, budget, stage and anything the rep logged around the call.

  3. Step 3 · Google Drive

    Picks your services, current prices and the two case studies closest to this client’s goal.

  4. Step 4 · Awesomic

    Writes and lays out the proposal in your brand, with 2–3 options and a page listing its sources.

  5. Step 5 · Gmail

    Drafts the reply with the PDF attached. You read it, change what you like and press send.

  1. Connect your apps

    Link HubSpot, Google Drive and Gmail in a few clicks. Add Calendar, Notion and Slack if you use them. The agent reads only what the job needs.

  2. Point it to your sources

    Share your pricing page or price sheet, your services list and the case study folder. Add one past proposal you like, so it learns your tone and structure.

  3. Choose how you review

    Get each draft in Gmail, in Slack or both. Approve it, edit it, or hand a large deal to a vetted expert for the last mile.

FAQ

Good questions.
Short answers.

Is this a PandaDoc alternative?

For writing and design, yes. If you need e-signature and view tracking, keep your signing tool and upload the proposal we make into it.

Are proposals public?

No. By default you get a PDF in Drive, attached to a Gmail draft. A web page is made only if you ask, and it ships with noindex and a private link.

Where do the prices come from?

From your pricing page or a sheet you point to. The agent never invents a price. In our Fieldnote sample, every option uses Awesomic’s own published talent prices.

What was in the Fieldnote sample?

Fieldnote is a fictional client. The agent made four proposal pages and a fifth listing what it read (Calendar, Notion, HubSpot, Gmail, our pricing page) and what it left for review: the PDF, the deal update, a draft email and a Slack message.

Will it sound like us?

It works from your past proposals, services and case studies, so the tone follows yours. Agents run on leading models, including Claude and GPT, and you can switch models per chat.

What does it cost?

Agent plans start at $19 per person per month, with the same agents and models on every plan. Add a talent plan when you want an expert to finish big proposals. No setup fees, cancel anytime.

Take a deep breath… and send the proposal today

Connect HubSpot, Drive and Gmail, point the agent to your prices and cases, and review your first draft after the next call.