AI-native proposal platform for B2B service businesses

Proposals done.In minutes.

Generate client-ready proposals, executive reports, and follow-up emails with AI — in the time it takes to make a coffee.

14-day free trial · All features · No credit card

app.clientbrief.ai/proposals/new
ClientBrief AI
Dashboard
Proposals
Reports
Follow-Ups
Templates

New Proposal

Executive Summary
Scope of Work
Deliverables
Timeline
Investment

From intake to PDF in 3 steps

No templates to fight with. No blank pages to stare at.

01

Fill a 2-minute intake form

Tell us about your client, their problem, and your proposed solution. Smart forms that adapt to your industry.

02

AI generates your document

GPT-4o creates a complete, professionally structured proposal in 20–40 seconds. Every section, tailored to your context.

03

Edit, brand, and export

Fine-tune with AI-assisted editing tools, apply your brand kit, and export a client-ready PDF in one click.

Everything you need to win clients faster

Six core tools that replace hours of proposal writing with minutes of AI-assisted work.

AI Proposal Generator

Generate complete, client-ready proposals in minutes. Scope, pricing, timeline, and deliverables — all structured and professional.

Executive Summary Builder

Translate complex work into clear executive language. Board-ready summaries that non-technical stakeholders actually understand.

Branded PDF Export

Export polished, branded PDFs with your logo, colors, and typography. Client-ready in one click.

Client Intake System

Dynamic intake forms that collect everything AI needs to generate accurate, context-aware documents every time.

Follow-Up Generator

Never let a proposal die in silence. Generate professional follow-up emails, reminders, and meeting requests instantly.

Template Library

Industry-specific templates for agencies, MSPs, law firms, consultants, and fractional executives. Pre-built and ready to go.

Built for your business

Industry-specific AI prompts and templates for every service business.

🎨

Agencies

Proposals, creative briefs, SOWs

🖥️

MSPs

Service agreements, onboarding docs

📊

Consultants

Engagement letters, exec summaries

⚖️

Law Firms

Matter summaries, client briefings

🎯

Fractional Execs

Strategic proposals, board reports

📣

Marketing Firms

Campaign proposals, reports

Simple, transparent pricing

Start free. Upgrade when you're ready.

Free

3 proposals to see if it fits. No card required.

$0/forever
  • 3 AI proposal generations
  • 1 active project
  • All document types
  • PDF export (watermarked)
  • Follow-up email generator
Start Free

Starter

For solo consultants and small firms.

$99/per month
  • 25 AI generations/month
  • Unlimited projects & clients
  • Branded PDF export (no watermark)
  • Full brand kit (logo, colors, fonts)
  • Follow-up email sequences
  • Shareable proposal links
  • 1 user seat
  • Email support
Start Starter
Most Popular

Pro

For growing agencies closing more deals.

$249/per month
  • 100 AI generations/month
  • Unlimited projects & clients
  • All PDF templates + custom layouts
  • AI editing toolbar
  • Proposal status tracking & notifications
  • Executive report generator
  • Custom terms & clause library
  • 5 user seats + roles
  • Priority support
Start Pro

Agency

For mid-market agencies running at scale.

$599/per month
  • 400 AI generations/month
  • Unlimited projects & clients
  • White-label PDF (your domain, your brand)
  • Custom template builder
  • Client portal (shareable branded links)
  • Analytics: acceptance rates, time-to-sign
  • CRM integrations (HubSpot, Salesforce)
  • 15 user seats + granular permissions
  • Dedicated onboarding call
  • Slack support channel
  • SLA: 4-hour response
Start Agency

Enterprise

For large agencies, networks, and white-label resellers.

$1299/per month
  • Unlimited AI generations
  • Unlimited user seats
  • Full white-label (custom domain + branding)
  • API access for workflow automation
  • Custom AI training on your proposal history
  • SSO (SAML / Okta / Google Workspace)
  • Advanced analytics & export
  • Dedicated Customer Success Manager
  • Custom SLA
  • Net 30 invoicing available
Contact Sales

Stop writing proposals. Start winning clients.

Join agencies, MSPs, and consultants who generate client-ready proposals in minutes — not hours.

Start Free — No Card Required

14-day free trial · Cancel anytime