Build once, send to anyone. Propelio gives your team brandable proposal templates and a premium digital experience that makes it easy for clients to say yes.
“We closed a £18k project in the first week using Propelio.” - Sophie C, Oakwood Studio
You're not a designer. That's the whole point.
Drop in your logo, brand colours and the words you want to say. Every Propelio template is already responsive, type-tuned and balanced — so the moment you publish, your proposal looks like a studio designed it.
The four ways proposals die
Once you hit send on a 14MB attachment, you’re blind. Did they open it? Did they read past page two? Did it land in spam?
Real-time view tracking. See the moment your client opens the proposal, every time they revisit, and exactly when they sign.
"Proposal_v2_FINAL_updated.pdf" — then another scope tweak, then another "oops, use the new one" email two hours later.
One link, always live. Update scope or pricing in place. Your client always sees the current version — no re-attachments, no confusion.
Half your clients open email on their phone between meetings. A static A4 PDF is unreadable on a 6-inch screen.
Responsive by default. Every Propelio proposal looks as good on an iPhone as it does on a MacBook — no zooming, no friction, no excuses.
No one wants to be the pest who emails every Tuesday. So deals slip, signatures stall, and quarters end soft.
Frictionless in-page signing, automatic expiry, view notifications and follow-up flows. Know when your client opens your proposal and close the deal without chasing.
Proposal timeline
Create polished, on-brand proposals faster, send them securely, and track what wins.
Choose from ready-made proposal layouts or reuse one of your own saved templates, so you're never starting from a blank page.
Apply your brand colours, fonts, imagery, pricing, team profiles, videos, case studies, FAQs and any sections you need to tell the right story.
Send a polished proposal link to your client, with optional password protection and expiry dates to keep access controlled.
Clients can review the proposal, select the right pricing option, approve it online and download a PDF copy for their records.
Create reusable templates for your team so every proposal looks consistent, professional and aligned with your brand.
Track views, signatures and declines, with email notifications for every key moment including viewed, signed, rejected and expired, alongside clear insights into team performance and conversion.
Pre-designed proposal templates
Inside Propelio
Add optional line items to any proposal and let clients customise their selection before accepting. Pricing updates instantly, keeping everything transparent and accurate with no manual follow-up required.
Real-time emails for viewed, signed, declined and expired proposals — straight to your inbox.
Turn any block — a "How we work" section, a testimonial wall, a pricing matrix — into a reusable template.
Public link, password optional, sign or decline in-page, PDF copy on tap.
Looks beautiful and stays fully responsive — on desktop, tablet, or phone.
Granular permissions for analytics, billing, templates, and client access.
When a client signs, the document version is snapshotted and an audit record is filed: signer name, email, IP, and content hash. Nothing changes after the fact — your record matches your client's.
Watch · 90 seconds
A look inside
Owner & admin analytics
Pipeline & revenue trends, status mix, value-by-status, conversion rates, top clients by signed value, team performance — preset date ranges, none of the spreadsheet wrangling.
Client experience
Your client opens one branded link. They scroll a calm, considered document that looks great on every screen. They sign with their finger. You get the email. The document locks itself.
Problems we solve
"I rebuild every proposal in Google Docs and it still looks like a Google Doc."
A drag-friendly editor with hero covers, pricing blocks, timelines, case studies, FAQs, testimonials, video embeds and CTAs — every section responsive, every section themable.
"Every new pitch starts from a blank page. I lose hours just laying things out."
Built-in templates plus your own saved proposals and reusable section blocks. Spin up a polished first draft in under five minutes.
"My proposals are 14MB PDFs floating around three different inboxes."
A single branded URL, optional password protection, optional expiry. They open it on phone, tablet or desktop — no app, no login wall.
"I never know whether they've actually decided."
Sign-to-accept and decline-with-reason flows on the proposal page itself. Status moves through Draft → Sent → In progress → Signed / Declined / Expired automatically.
"I can't tell what we're actually closing this quarter."
Status-trend charts, value-by-status, conversion donuts, top clients by signed value, team performance, and preset date ranges — visible only to Owners and Admins.
"I miss the signature email and follow up two days late."
Real-time notifications when a client has viewed, declined and expired proposals, with read/unread state and one-tap navigation to the related proposal.
Pricing
One plan, every feature. Pay only for the seats your team needs — upgrade or downgrade any time.
per month
billed £324/year
£9/seat/month · 3 seats
No credit card required
No minimum contract · Cancel anytime · Questions? Talk to us
Questions
14-day free trial. No credit card required.