AI Proposal Generator

Create professional business proposals instantly with AI. Generate winning proposals that convert prospects into clients in minutes.

Draft Client Proposal
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Create an AI Proposal Generator

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Ask Lindy what to do and watch it build your Agent in minutes.

Connect your apps

Hundreds of integrations available.

Let AI do the work

Give custom instructions to your agent, all in natural language.

Use-cases

How can Lindy's AI Proposal Generator help you?

Win more deals faster

Cut drafting time from hours to minutes, producing client-focused proposals that address specific client pain points and clearly state your unique value proposition.

Save 80% proposal time

Reduce proposal drafting and formatting time by up to 80%. Generate professional first drafts instantly, allowing your team to focus on strategy and client relationships instead of repetitive content creation, increasing throughput and productivity.

Maintain consistent quality standards

Use AI-powered consistency checks to enforce brand standards, catch common errors, standardize tone, and produce polished proposals that reflect your company's expertise across all submissions.

Scale your business growth

Respond to more RFPs without expanding your team. Automate proposal drafting, templating, and quality checks to handle higher volumes while preserving consistency and accuracy, enabling pursuit of additional opportunities and accelerating revenue growth through strategic bid management.

Eliminate proposal stress

Reduce blank‑page anxiety and last‑minute rushes by generating structured outlines and ready-to-edit content, shortening initial drafting and creating repeatable, predictable proposal workflows that improve handoffs.

Learn more

Learn more about creating an AI Proposal Generator

Automate your first task
Step 1

Capture Notes

Import notes and client data, tag scope, goals, deliverables, and tone for the AI proposal generator.

Step 2

Draft Proposal

Structure a business proposal from notes, including itemized pricing, defined scope (deliverables and exclusions), and a milestone-based timeline with dates.

Step 3

Polish & Export

Normalize and structure imported notes: extract scope, goals, deliverables, budget, timeline, and contact info; tag industry and preferred tone; validate required fields and flag missing items; export a structured record (JSON) for proposal drafting.

Benefits

Why use an AI Proposal Generator?

Automate your next generation task
1

From messy notes to client-ready in minutes

Paste raw notes; the AI auto-structures an executive summary, scope, deliverables, timeline, and pricing to produce a client-ready proposal for faster review and improved conversion.

2

Reusable templates that keep your brand consistent

Extract key points from raw notes—goals, scope, constraints, and client details—and generate a structured, editable proposal draft (executive summary, scope, timeline, pricing) that preserves tone and flags unclear items for quick clarification so you can finalize and send in minutes.

3

Smart pricing tables and scope automation

Extract key details from unstructured notes and assemble an executive summary, scope, deliverables, timeline, and pricing. Pre-fill line items and assumptions, flag missing information with suggested questions, and export a branded, review-ready proposal for PDF or email.

4

Personalization at scale for higher win rates

Automatically tailor proposals by industry, role, and pain points; insert relevant case studies, testimonials, and benefit statements to increase relevance and conversion rates.

5

Frictionless team reviews and approvals

Streamline internal workflows with suggested edits, version history, and approval routing. Reduce back-and-forth while ensuring proposals are accurate, compliant, and ready to send.

6

One-click send, e-sign, and follow-ups

Send proposals, track opens and time on page, trigger automated reminders, and capture e-signatures, reducing time from proposal to closed-won.

FAQ

Frequently asked questions.

Automate your text generation task

What is an AI Proposal Generator and how does AI Proposal Generator turn messy notes into a client-ready business proposal?

AI Proposal Generator is a software tool that uses artificial intelligence to automate proposal drafting and accelerate first drafts for sales, RFPs, and business proposals. The tool captures notes and client data, tags scope, goals, deliverables, and tone, then auto-structures a client-ready proposal with an executive summary, scope, timeline, and pricing. This process reduces the time from kickoff to send to minutes.

How does AI Proposal Generator keep brand voice consistent and ensure compliance when polishing and exporting proposals?

AI Proposal Generator applies your logo, fonts, and brand voice, auto-fills standard sections (about, terms, FAQs), and runs a brand-voice and compliance check before formatting a PDF or email-ready proposal and saving templates for reuse. These branding, template, and formatting capabilities are standard across leading proposal platforms and help teams maintain consistency at scale.

Can AI Proposal Generator automate pricing tables, itemized quotes, and scope changes for SaaS and agency proposals?

AI Proposal Generator generates smart pricing tables with itemized quotes, packages, and tiered options, pre-fills line items, calculates totals and taxes, adds assumptions, and updates change requests without manual spreadsheet work. AI Proposal Generator also supports structured scope sections that keep deliverables, timelines, and pricing aligned as requirements evolve.

How secure is client data with AI Proposal Generator, and how does AI Proposal Generator address privacy and regulatory compliance (e.g., GDPR, SOC 2)?

AI Proposal Generator supports privacy-by-design practices recommended for generative AI: encryption, access controls, data minimization, auditability, and clear retention policies. Organizations should evaluate the platform against their regulatory requirements. Review vendor data processing agreements and governance frameworks to mitigate risks including sensitive data exposure and unintended disclosures when integrating AI into proposal workflows.

Does AI Proposal Generator support one-click send, e-signature, open tracking, and automated follow-ups?

Supports one‑click send, e‑signature collection, and proposal tracking (opens, time on page), plus automated reminder emails to reduce manual follow‑ups and shorten sales cycles. These features pair with reusable templates and analytics that surface engagement metrics to help teams accelerate deal velocity.

What is an AI Proposal Generator and how does AI Proposal Generator turn messy notes into a client-ready business proposal?

Supports suggested edits, version history, role-based permissions, and configurable approval workflows, enabling teams to reduce back-and-forth and standardize review and sign‑off processes.

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