Propelio Features

Every tool your proposals need. Nothing you don't.

From first draft to signed deal — templates, drag-and-drop content, client signatures and analytics in one focused tool built for independent studios.

No credit card required  ·  Cancel anytime

30+Industry templates16Content blocks5minutes to create14day free trial

What's included

Built for studios that close.

30+ Industry Templates

Start from a polished, sector-specific layout instead of a blank page. Every template is fully customisable and on-brand in minutes.

Drag & Drop Content Blocks

Build any proposal structure with 16 ready-made content blocks — case studies, team bios, pricing tables, videos and more.

Client e-Signatures

Clients sign from any device, no account needed. Signed proposals are locked with a full audit trail — time, IP, email and document hash.

Flexible Pricing Tables

Present packages, optional add-ons and tiered pricing. Clients pick what they want before signing — the agreed price is locked in.

Proposal Analytics

Track when a client opens your proposal, which sections they spend time on, and see real-time signed vs. declined stats across your team.

Team Collaboration

Owner, Admin, Editor and Contributor roles with clear permissions. Proposal locking prevents conflicting edits between teammates.

Access Controls

Password-protect sensitive proposals and set expiry dates so only the right people see the right documents at the right time.

PDF Export

Generate a pixel-perfect PDF of any proposal for archiving or printing. Clients get a copy automatically on signing.

How it works

Proposal to signature in four steps.

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Pick a template

Browse 30+ industry-specific templates and choose the one closest to your project. Each one is pre-structured with the right sections for your sector.

Make it yours

Drop in your logo, brand colours, case studies, team photos and pricing. Content blocks snap into place so every proposal stays on-brand without effort.

Send the link

Share a secure proposal link by email. Add password protection or an expiry date if needed. No attachments, no version confusion.

Get the signature

Your client reviews the proposal, selects their pricing option and signs from any device in seconds. You get notified the moment it happens.

Templates

Build proposals in minutes, not hours.

Start from one of 30+ industry-tuned templates instead of a blank page. Every layout is already structured, type-set and balanced — ready for your content.

  • 30+ sector-specific templates
  • Each template pre-structured with the right sections
  • Fully customisable — swap any block, image or colour
workspace.propelio.app/templates

Architecture & Design

Creative Agency

Photography Studio

Consulting & Strategy

Interior Design

Video Production

Meridian Branding ProposalDraftPublish
SectionsSaved
Hero
Introduction
Our Approach
Pricing
Team
Deliverables
+ Add section
Pricing
Brand strategy£2,400
Identity design£4,800
Asset delivery£800
Total£8,000
ContentStyle
Heading
Currency
Frequency

Editor

Content that converts.

16 drag-and-drop content blocks let you build any proposal structure. Add case studies, team bios, pricing tables and embedded video — no design skills needed.

  • 16 content block types ready to drop in
  • Inline editing — no separate preview step
  • Reusable sections save your best work for next time

Client experience

Your client's experience is beautifully simple.

Clients get a secure link — no login, no account. They read your proposal, pick a pricing option and sign in a few taps. On any device, in seconds.

  • No account or login required for clients
  • Clients choose their pricing package before signing
  • Full signing record locked to the agreed version
Propelio·Meridian Branding Proposal
Sign to accept

Prepared for Meridian Co.

Brand Identity &
Web Presence 2025

Prepared by
Digital Agency
Valid until
JUNE 2026
Introduction
Pricing
Starter£2,400
Pro£4,800
Enterprise£6,900
Analytics
Signed value
£48,200
14 proposals
Pipeline
£32,600
9 in progress
Conversion
62%
all time
Pipeline & revenue · last 12 weeks
Signed
Pipeline
Top clients
M
Meridian Co.4 proposals
£12,400
H
Halcyon Studio2 proposals
£8,200
N
Nova Partners3 proposals
£6,800
B
Bright Ventures1 proposals
£4,100

Analytics

Know what's winning, and what's not.

Track signed revenue, pipeline value and conversion rate across your whole team. See which clients and team members are performing — and spot trends before they become problems.

  • Signed value, pipeline value and conversion rate at a glance
  • Per-member breakdown — proposals created, signed and win rate
  • Top clients ranked by signed value and proposal volume

Content blocks

16 blocks. Infinite combinations.

Every block has multiple layout options, a dark and light version, and a fully customisable colour scheme — so each section can feel distinct without breaking consistency.

Browse all templates

All 16 blocks on every plan  ·  Drag to reorder  ·  Save as reusable sections

From the studios

Real results from real studios.

We used to spend half a day formatting proposals in InDesign. Now we send something that looks better in twenty minutes. Our close rate is noticeably up.
HC

Harriet Cole

Creative Director, Forme Studio

The client-facing proposal is genuinely impressive. I had a client message me just to say how professional it looked before they'd even read the content.
MW

Marcus Webb

Founder, Webb Architecture

Analytics changed everything for us. Seeing that a client had opened the proposal three times but not signed told us exactly when to follow up. Closed the deal that afternoon.
SA

Sophie Andersen

Managing Partner, Nordvik Consulting

FAQ

Questions, answered.

Can't find what you're looking for? Get in touch.

Most studios send their first proposal within 5 minutes of signing up. Pick a template, paste in your content, set your pricing and hit send. The hard design work is already done.

Send better proposals. Close faster.

14-day free trial. No credit card required.