Use cases

Built for everyone who sends to win

However you sell, ProposalBolt turns your proposal into your best closer. See how each kind of team puts it to work.

Freelancers & consultants

Stop trading billable hours for proposal admin

You win work by doing great work — not by formatting Word docs on a Sunday. ProposalBolt turns a one-line brief into a branded proposal, collects the deposit on signature, and raises the GST invoice for you.

  • Generate a proposal in 60 seconds from a sentence
  • Get paid a deposit by UPI the moment they sign
  • Auto GST invoices — no separate accounting tool
  • Reusable blocks so every proposal gets faster
Start free

Stop trading billable hours for proposal admin

Won
Closed value
₹1,18,000
Paid ✓

One source of truth for every pitch your team sends

Won
Closed value
₹3,40,000
Paid ✓
Digital agencies

One source of truth for every pitch your team sends

Shared templates, brand controls and approval workflows keep quality high as you scale. Live analytics tell your account managers exactly when to follow up — and win rates climb.

  • Shared, on-brand template library for the whole team
  • Internal approvals before anything reaches a client
  • Heatmaps & scroll-depth on every proposal
  • Bulk-send the same proposal to many leads
Start free
Sales teams

Shorten the cycle from “send me something” to closed

Generate proposals straight from your CRM opportunity, track engagement in real time, and let prospects sign and pay without leaving the document. Forecasting gets honest.

  • Two-way sync with HubSpot, Salesforce & Pipedrive
  • Real-time open and engagement alerts
  • E-sign + payment in the proposal itself
  • Pipeline analytics by rep, template and stage
Start free

Shorten the cycle from “send me something” to closed

Won
Closed value
₹6,75,000
Paid ✓

Look like the premium choice from the first touch

Won
Closed value
₹2,20,000
Paid ✓
Consultants & advisors

Look like the premium choice from the first touch

Polished, interactive statements of work with optional scope, milestone billing and a client portal make you look like the firm twice your size — and get you paid on milestones.

  • Interactive scope & optional add-ons
  • Milestone and retainer billing built in
  • Branded client portal for documents & invoices
  • Legally-binding signatures with full audit trail
Start free
CAs & finance teams (India)

Engagement letters and billing that respect GST

Send GST-compliant engagement letters and retainer agreements, collect fees online, and reconcile with TallyPrime. Built around how Indian practices actually bill clients.

  • GST-compliant engagement letters & SOWs
  • GSTIN management and CGST/SGST/IGST detection
  • TallyPrime, Zoho Books & QuickBooks sync
  • Recurring retainer invoicing and reminders
Start free

Engagement letters and billing that respect GST

Won
Closed value
₹95,000
Paid ✓

Find your first win this week

Whatever you sell, your next proposal can close itself. Start free.

Free forever. No credit card. Your first proposal live in under 8 minutes.