PProspectify
NewAI-drafted proposals from your discovery call

The proposal tool that closes more deals.

Turn discovery calls into ready-to-sign proposals in 90 seconds. Track every view, comment, and signature — all in one branded link.

38%
higher win rate
3.2 days
avg time-to-sign
90 sec
to first draft
prospectify.app/p/northwind-q2
01Cover
02Summary
03Scope
04Timeline
05Pricing
06Sign
Section 02
Executive summary
Drafted from your discovery call
4
Sites
14 wk
Rollout
3 yr
Term
Priya viewed Pricing
22m ago · Northwind Logistics
Signed
Priya Shah
$184,500 · 3-yr term
Trusted by sales teams at fast-growing companies
NorthwindlumenHELIOSAtlasCascade./forgeOBSIDIANmeridian
How it works

From discovery call to signed contract — in one afternoon.

Three steps. No more wrestling with templates or chasing legal.

Step 01

Drop in your context

Upload the discovery call recording, brief, deck, email thread — anything from the deal. We extract scope, timing, budget signals, and stakeholders automatically.

Drop your call & docs
MP3, PDF, DOCX, email exports
Discovery_call.mp3
38 min
Northwind_brief.pdf
12 pages
Re: pricing
6 messages
Step 02

AI drafts the whole proposal

In about 90 seconds, you get a tailored proposal — branded cover, scope, timeline, pricing tiers, terms — written in your voice using your past wins as reference.

Drafting · 00:47 elapsed
Transcribing 38-min call
Extracting scope & pricing signals
Drafting 9 sections
Polishing in your brand voice
Step 03

Send a link, watch it close

Your client opens a beautiful proposal page, comments inline, signs, and pays — all on one branded URL. You see every interaction in real time.

Proposal · May 2026
Northwind Q2 Rollout
Next step
Sign & pay
Year 1 total
$184,500
Sign
Live activity
Priya signedjust now
Viewed Pricing 3×12m
Opened proposal1h
What's inside

Every part of the proposal, redesigned around the deal.

From the first draft to the final signature, Prospectify replaces the patchwork of docs, e-sign tools, and spreadsheets.

Editor

A writing surface built for proposals — not docs.

Pricing tables, signature blocks, payment widgets, branded covers, video embeds. Drop them in, drag to reorder, edit anywhere.

  • 9 section types
  • Real-time collaboration
  • Version history
  • Branded by default
TextHeadingImagePricingAsk AI
Section 05
Pricing
Starter
$28k
Growth
$38k
Enterprise
$46k
AI assistant

Trained on your wins. Speaks in your voice.

Ask AI to rewrite, summarize, translate, or generate any section. It learns from your closed-won deals so the tone matches what works.

  • Inline rewrite & expand
  • Tone-match from past wins
  • Multi-language
  • Cite-and-source mode
Make this section more confident.
Tighten the executive summary to 2 paragraphs
Add an ROI section based on Lumen benchmarks
Translate the cover into Spanish
Match tone to my last 5 closed-won deals
Sign & pay

One link. Sign and pay in 60 seconds.

Legally binding e-signatures, ACH or card via Stripe, multi-party signing, and audit trail. No DocuSign integration required.

  • SOC 2 Type II
  • Multi-party signing
  • ACH or card
  • Full audit trail
Ready to sign
Year 1 · $184,500
SOC 2 secured
Priya Shah
Analytics

See exactly what your buyer cares about.

Per-section heatmaps, time-on-page, and engagement scores. Know which slide they bounced from — and which they re-read.

  • Section-level heatmaps
  • Real-time view alerts
  • Win-rate by template
  • CRM sync
Section heatmapNorthwind · last 7 days
Cover
98%
Summary
92%
Scope
78%
Timeline
65%
Pricing
96%
Team
52%
Terms
38%
Sign
88%
Pricing

Pay for the seats that close. Not the ones that browse.

Every plan includes unlimited proposals and AI drafting. Upgrade as your team grows.

Starter

For small teams getting started.

$49per seat / month
Book a demo
  • Up to 5 seats
  • Unlimited proposals
  • AI drafting (50/mo)
  • Standard branding
  • E-signature & payments
  • Email support
Most popular
Growth

For growing sales teams.

$79per seat / month
Book a demo
  • Unlimited seats
  • Unlimited AI drafts
  • Custom branding
  • Past-wins voice training
  • Section heatmaps
  • CRM sync (Salesforce, HubSpot)
  • Priority support
Enterprise

For sales orgs that need more control.

Let's talk
Contact sales
  • Everything in Growth
  • SSO & SCIM
  • Custom data residency
  • Dedicated CSM
  • Custom AI fine-tuning
  • Procurement & DPA support
  • SOC 2 + HIPAA
14-day free trial on Starter and Growth. No credit card required. Annual billing saves 20%.
FAQ

Questions, answered.

You drop in a discovery call recording, deck, brief, or email thread. We transcribe and analyze the content, extract scope, timeline, and pricing signals, then draft each section using one of your templates as a starting structure. Every section is editable.
On the Growth plan and above, AI uses your past closed-won proposals as voice and tone reference. Your data is never used to train shared models — it stays in your workspace, scoped to your team.
Yes. Prospectify e-signatures comply with the U.S. ESIGN Act, UETA, and EU eIDAS. Each signature includes a full audit trail (IP, timestamp, signer identity) admissible as legal evidence.
Native integrations with Salesforce and HubSpot ship on Growth. Pipedrive and Close on Enterprise. Sync deal data, push back signed-and-paid status, and trigger workflows when a proposal is viewed or signed.
Stripe-powered checkout for ACH and card. Funds settle directly to your Stripe account — Prospectify never holds money. You can require payment at signing, or make it optional.
SOC 2 Type II audited annually. Data encrypted at rest (AES-256) and in transit (TLS 1.3). HIPAA BAA available on Enterprise. Customer-managed keys, SSO/SCIM, and custom data residency on Enterprise.
Yes. Upload PDFs, DOCX, or PPTX files and our import tool will rebuild them as editable Prospectify templates. Most customers get fully migrated in under an hour.
Your data is preserved for 30 days. You can pick a paid plan to continue, or export everything you created — proposals, signatures, audit logs — as PDFs.
Live demos · 30 minutes · Tuesday slots open

See your proposals in Prospectify.

Bring one of your last deals. We'll show you what it looks like, AI-drafted, in your branding — in real time.

Book a demo Tour the product
SOC 2 Type II GDPR ready HIPAA available 99.99% uptime