Product

Everything you need to win the deal

From the first call to the signed contract, ProposalHero handles the writing, the design, and the follow-up — so your team can focus on the relationship.

Free to start·No credit card·Pay only when you create
Core Features

One platform, the whole proposal workflow

Every feature below is available on every plan — ProposalHero charges per proposal you create, not per feature you unlock.

AI proposal generation
Paste a brief or connect a call transcript. ProposalHero drafts a complete, client-ready proposal — exec summary, pricing, timeline, and terms — in under two minutes.
Call transcript import
Auto-import from Fireflies, Gong, Chorus, or Zoom, or paste any transcript. Client pain points, budget signals, and scope get pulled straight into the draft.
12 designed templates
Tech, luxury, modern, professional, creative, and minimalist styles — every proposal looks like it was designed by your best creative, not a template.
Real-time view tracking
Know the second a prospect opens your proposal, which sections they read, and how long they spent — so you follow up at exactly the right moment.
Secure share links
Password-protect any proposal, set an expiration window, and see per-visit analytics without giving prospects a login.
Embedded closing tools
Drop in a Stripe/Square payment link or a DocuSign/Adobe Sign signing link so prospects can pay or sign without leaving the proposal.
Client & business management
Every proposal is tied to a client record and your business profile — branding, contact history, and proposal status all in one place.
Team roles & 2FA
Owner, admin, manager, and user roles with granular permissions, two-factor authentication, and per-business API keys for integrations.
AI Proposal Generation

Turn a transcript or a brief into a finished proposal

Give ProposalHero the raw material from a sales call — a transcript, a set of notes, or a plain-language brief — and it drafts every section a client-ready proposal needs: executive summary, problem statement, proposed solution, pricing and timeline, case studies, and next steps.

  • Extracts client pain points, budget signals, and scope automatically
  • Every section is editable before you send — nothing is locked
  • Regenerate any single block without starting the whole draft over
GENERATING PROPOSAL
Acme Corp — SEO Audit & Growth Strategy
From Fireflies transcript · $12,400 engagement
✓ Executive Summary
✓ Problem Statement
✓ Proposed Solution
◌ Pricing & Timeline
Tech
Luxury
Modern
Professional
Creative
Minimalist
Template Library

12 designs across 6 style categories

From Navy Premium Luxe to Neon Cyberpunk, every template is built to look sharp on any device and matches your brand colors and logo automatically. Businesses can also upload their own fully custom HTML templates.

Browse the full template gallery
Call Recorder Integrations

Your sales call becomes your proposal draft

Connect Fireflies, Gong, Chorus, or Zoom once, and every recorded call automatically becomes an available transcript inside ProposalHero. No recorder? A generic webhook and manual paste both work the same way.

  • Webhook-based — set up once per provider
  • Auto-matches transcripts to the right client
  • Works alongside a generic webhook for any other tool
See every integration
🔥Fireflies.ai
🎯Gong.io
🎙Chorus.ai
📹Zoom
🔗Generic Webhook
The Difference

Writing proposals by hand vs. ProposalHero

What matters
Manual process
With ProposalHero
Time to first draft
2–4 hours of writing
Under 2 minutes
Design consistency
Depends who wrote it
Every proposal on-brand
Know when it’s read
You don’t — you guess
Real-time notification
Payment / e-sign
Separate email, separate link
Embedded in the proposal
Pricing model
Seat-based SaaS fee
Pay only when you create
Security & Access

Built for teams, locked down by default

Two-factor authentication, role-based permissions (Owner, Admin, Manager, User), and password-protected, expiring share links keep proposals and client data under control — without slowing your team down.

Two-factor authentication on every account
Role-based access for Owner / Admin / Manager / User
Password + expiration on every share link
Per-business API keys for integrations
FAQ

Features, answered

No. You can paste a meeting brief, notes, or a transcript from any source directly into ProposalHero. Connecting Fireflies, Gong, Chorus, or Zoom just automates that step so a proposal starts building itself the moment a call ends.

See it on your next proposal

Start free, connect your call recorder, and generate your first proposal in minutes.

No credit card required · Pay only when you create