From proposal to signed client, in one link.

It designs a web proposal with AI from a few lines about the client and the offer, lets you change it by chatting or by hand, and sends it as one link. Your client picks a package and add-ons, clicks I agree, signs the contract and goes straight into onboarding or your booking page.

Yes. Tell it who the client is, what you'll do and your prices, and it writes and designs the whole proposal: cover, letter, goals, scope, timeline, packages and next steps. It writes only from what you give it and leaves marked blanks for anything it doesn't know, so you check those before it goes out.

No. It's told never to invent results, client names, testimonials, reviews, awards, team members, years in business or guarantees. Where one would help, it leaves a blank like [Add a result you achieved]. Numbers about the future are written as goals, and prices come only from you.

Sixteen kinds of section: cover, letter, cards, text and image, scope, timeline, numbers, case study, investment (packages, add-ons or a price table), team, testimonial, questions, images, text, your own HTML and next steps. Up to 40 sections in one proposal.

Yes. When they click I agree, the contract is made from your template with their package and price filled in, and they sign it on the next screen by drawing their signature. The time, their IP address and their device are recorded with it, they get a PDF copy, and you can countersign.

Whatever you set when you made the proposal: your onboarding signup link, where they create their account and pay if you've set that up, or your booking page to pick a kickoff call. A local business's proposal can end on its booking page.

Yes. Each proposal shows its views, when it was first and last opened, the total reading time and the time spent on each section, with a timeline. You get an email the first time it's opened and when the client says yes.

Yes. Start in your own colours or one of 12 looks, and change fonts, colours and corners any time. Or paste your own HTML and CSS: your styles become your Brand CSS, variables like {{client_company}} fill in for each client, and the packages and I agree block still work. Scripts never run.

Yes. Save it as a template, or use it for another client: the design and prices stay and the AI rewrites the client's details, usually for 0.3 to 1.5 credits. A template that uses variables fills itself in with no AI.

Proposals is on every Zuops plan, from $19/mo, with unlimited team seats. The AI is paid in credits for what it actually uses: writing a proposal is usually 1.5 to 3.5 credits, a chat change 0.3 to 1.5, and each AI picture 0.5 (a failed picture is never charged). A design you bring yourself uses no credits.

Their paid plans are priced per user. On their own pricing pages in November 2026: PandaDoc Business $49 per seat a month, Proposify Build $39 per user a month, Qwilr Starter $35 per user a month and Better Proposals Premium $21 per user a month, each billed annually. PandaDoc also lists a free plan. Zuops includes Proposals and Contracts on every plan, next to the CRM, booking and onboarding the signed client goes into.

Yes. Proposals and Contracts are in every client's white-label CRM, under Tools, and never name the platform or an AI model. Include them, sell them as add-ons, or charge the AI work to the client's credits at your own price. You can hide either one from any client.

Yes. The REST API and MCP server can list, create, edit, duplicate, link and send proposals, including from your own HTML and CSS. So Claude or ChatGPT can build a proposal in your design and save it as a template, and you can ask for one in the Zuops chat in plain words.