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By Yotam Gilboa, Product Manager, Proposaly
After months of development, testing, and refining, we are incredibly excited to introduce Proposaly – a powerful, intuitive platform built to streamline the entire proposal process from first pitch to final payment.
At its core, Proposaly is designed to help teams move faster, impress clients, and close deals with clarity. But it’s more than a proposal tool. It’s a system built around how people actually work and how clients actually decide.
Table of Contents
Why We Built Proposaly
Proposals are high-stakes. They’re often the final step before a signature – but they’re also where momentum gets lost. Teams juggle design tools, legal docs, PDFs, and email chains just to send something that feels polished and persuasive.
We built Proposaly to remove the friction. To create something beautiful, legally sound, trackable, and insanely easy to use – whether you’re a sales lead, a founder, or a busy account manager.
This isn’t just about sending documents. It’s about creating experiences your clients will remember – and say “yes” to.
What Makes Proposaly Different
We didn’t set out to build “another proposal tool.” We set out to build a holistic solution that reflects the entire client journey – not just the final step. Every feature in Proposaly was designed to reduce friction, speed up approvals, and make your brand look its best.
Here are some of the core features that bring that vision to life:
Automated Design – Without the Design Degree
We know that not everyone is a designer. So Proposaly automatically generates sleek, brand-consistent layouts with visuals, sections, and formatting tailored to your industry and tone. Just plug in your content – we handle the polish.
Whether you’re responding to an RFP or following up after a sales call, your proposal will look professional, clear, and custom.
Smart Lead Management
Forget spreadsheets and messy CRMs. Proposaly gives you a simple yet powerful way to track every lead – from first draft to final signature. You’ll know who viewed your proposal, what they interacted with, and when it’s time to follow up.
We built this with pipeline clarity in mind: organized, visual, and actionable.
Legally Binding, Fully Integrated
Proposaly merges appendices, terms & conditions, and signature workflows into a single seamless experience. You can:
- Predefine signing protocols (e.g. who signs first, who consents, etc.)
- Automatically apply your company’s signature after the client signs
- Track and store everything in one place – fully compliant and legally binding
Your legal team will breathe easier. Your clients will appreciate the clarity.
Payment, Built Right In
Once the client says “yes,” the deal shouldn’t stall.
With Proposaly’s integrated payment processing, clients can pay as part of their approval. No redirection. No extra steps. It’s smooth, secure, and lightning-fast – helping you get paid sooner and with less back-and-forth.
A Truly Optimized User Experience
We wanted this to feel like using Canva or Wix – intuitive, flexible, and even fun.
From proposal building to final payment, you can manage the entire customer experience inside one sleek interface. Whether you’re in the office or pitching from your phone, Proposaly adapts to your workflow – not the other way around.
The Result: A Seamless Sales Experience
Everything we’ve built comes back to one idea: less chaos, more clarity.
Instead of bouncing between tools or building from scratch every time, Proposaly offers a consistent, efficient way to create proposals that don’t just look good – they perform.
We’re not just streamlining one part of the sales process. We’re reimagining the whole experience: from first interaction to final payment.
Final Thoughts
Proposaly was built to solve real problems we’ve experienced ourselves – and we’re already seeing the difference it makes. If you’ve ever felt like sending proposals takes longer than it should, or like your proposal doesn’t reflect the value you actually deliver, I built this for you.
I can’t wait to see how your team uses it, evolves with it, and closes faster because of it.
Thanks for being part of the journey – and welcome to a smarter way to seal the deal.
Get Early Access to Proposaly
We’re opening a waiting list to a select group of sales pros who are ready to move past the chaos and close with clarity.
Join now and be the first to experience the proposal revolution.
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