Document Generation
Build polished documents without the design work. Drag-and-drop editor with smart blocks, variables, charts, pricing tables, and theme designs — everything you need to draft a sharp, on-brand document in minutes.
Content Master
Your knowledge base, built once and reused everywhere. Extract content blocks from any URL or file to build a reusable content library specific to your company. Keep messaging consistent with multiple layout variations for every block.
AI Features
An AI co-pilot for every step of the document. AI doc generation, AI scoring, AI image and content edits, smart layout suggestions, and one-click redesigns — import a doc and let AI rebuild it from the ground up.
Collaboration
Your whole team, on one version, in real time. Live co-editing, inline comments, contributor invites, and real-time notifications. Loop in teammates and recipients without ever leaving the document.
E-Signatures
E-signatures, built right in. Clients sign from any device in seconds — no DocuSign tab, no downloads, no printing. Just a clean, in-document signing experience that closes deals faster.
Reports & Analytics
Know exactly what's working and what's not. A document performance dashboard with engagement metrics and recipient tracking. See opens, reads, and time spent — so every follow-up is perfectly timed.
Integrations
From CRM data to client signature to payment collected — ProposalBiz integrates with the tools you rely on so nothing falls through the cracks.
