Home Getting started What is Proposal.biz?

What is Proposal.biz?

Last updated on Nov 02, 2026

Overview

Proposal.biz is an AI-powered document creation platform for freelancers, agencies, and sales teams. Create proposals, presentations, webpages, and more, then share them and see how they perform, all from one workspace.

Watch the Overview Video

Watch this short video to see how Proposal.biz works and how to create your first document

What You Can Do with Proposal.biz

  • Create documents four ways. Generate with AI, start from a template, import an existing file, or start from a blank canvas.

  • Edit in the builder. Refine your document in a drag-and-drop editor, with AI Nova built in to write, rewrite, and adjust content.

  • Reuse your content. Add your website URL and Content Master fetches your content so it’s ready to reuse. Save your own templates and pages, and reuse prompts and designs from the Prompt Library and Design Library.

  • Share your way. Send a document or share it through a link, with optional password protection.

  • Track engagement. See when your documents are opened, viewed, and signed. AI Insights in Reports gives you Tips, Best Actions, and Action Insights for each document.

  • Work with your team. Invite teammates to your workspace from Settings → Team.

  • Connect your tools. Link your CRM, collaboration, storage, and payment tools through Integrations.

  • Use it from your AI assistant. Create documents without leaving your chat by connecting the Claude connector or the ChatGPT plugin.

How It Works

  1. Set up your workspace. Create your account, verify your email, and complete the short onboarding flow.

  2. Add your content (recommended). Paste your website URL into Content Master so your content is ready to reuse.

  3. Create a document. Choose Generate with AI, a template, an import, or a blank canvas.

  4. Edit and refine. Adjust text, layout, and theme in the builder, and use AI Nova to speed up writing.

  5. Share and track. Send your document, then check Reports to see how it’s being read.

Why Teams Choose Proposal.biz

  • Simple setup with no design or technical skills required

  • Built-in AI that makes writing and formatting fast

  • Consistent branding across every document

  • One workflow from creation to sharing to tracking

Pro Tip

Add your website to Content Master before you create your first document. Your content will be ready to reuse every time you start a new one.

Next Steps

Start by creating your account, then follow the onboarding flow to create your first document.