From call notes to a signed, paid proposal in one link.
After a sales call you paste your notes into a short form. In under a minute the client gets a branded proposal page that covers the scope, timeline, terms and price, and they accept and pay the deposit on the same page.
We build it first. You only pay if you like it.
The problem
Proposals take hours
Writing, formatting and sending a proposal eats an afternoon, so it goes out days after the call when the excitement has faded.
Too many steps to say yes
Proposal, then contract, then invoice, then payment. Every extra step is another chance for the deal to stall.
Chasing deposits
Even after a yes, you're sending reminders to get the invoice paid before work can start.
How it works
Four steps, fully automatic.
- 01
Paste your call notes
Fill in a short form during or right after the call: client, problems, scope and price.
- 02
AI writes the proposal
The system turns your notes into a clear, persuasive proposal in your brand. Prices are set by you, never by the AI.
- 03
Client gets one link
A live proposal page with scope, timeline, terms and price, sent automatically to the client.
- 04
Accept and pay
The client accepts and pays the deposit by card on the same page. You get notified and the deal is marked paid.
Built and running
- notes to live proposal
- < 1 min
- notes to live proposal
- proposal, terms and payment
- 1 link
- proposal, terms and payment
- accept and pay the deposit
- Same page
- accept and pay the deposit
Built with n8n, Claude, Vercel, Stripe, Gmail.
What you get
- Proposal page designed in your brand
- Intake form for your call notes
- AI copy written to your offer and pricing rules
- Stripe deposit checkout on the proposal page
- Paid and accepted notifications
- Walkthrough video and handover docs
Our guarantee
We build it first. You only pay if you like it.
We build your system up front and show it working. If it's not what you wanted, you don't pay and we part as friends. Fixed price, agreed before we start, and delivered in about a week.
FAQ
Questions, answered.
Can I edit a proposal before it goes out?
Yes. You can review every proposal before it's sent, or let it send automatically once you trust it.
Does it replace my contract?
The proposal includes your terms, so for most projects the client accepts scope, terms and payment in one step. If you need a separate signed contract, we add it to the flow.
Which payment providers work?
Stripe by default. Other providers with a checkout API can be connected.
Ready to build?
Ready to scale with AI?
Book a free 30-minute audit call. We'll map your workflows, find the bottlenecks, and show you exactly where AI moves the needle.