Proposal software for B2B teams
Business proposals, without the document chaos.
Proposio gives B2B teams one place to create, review, send and manage proposals with reusable content, clear approvals and a consistent brand.
Proposal
Website redesign
Scope
Included: information architecture, design system, page templates, content migration for existing pages.
Not included: brand identity redesign, ongoing content production, third-party integrations.
A proposal is a workflow, not just a document.
Most proposals move through the same messy sequence: copy an old file, rewrite the parts that changed, send it around for comments, resolve conflicting edits, export another PDF and try to remember which version was actually sent.
Proposio brings those steps into one structured workflow.
- 01
Create
- 02
Review
- 03
Approve
- 04
Send
- 05
Decide
Everything around the proposal, in one place.
Build from reusable content
Create proposals from approved sections, reusable blocks and templates instead of starting with a blank document or copying last quarter's file.
Review together
Keep comments and changes around the proposal itself so feedback does not disappear across email threads and duplicate files.
Make approval explicit
Move proposals through a clear review and approval state before they are sent.
Send professionally
Share the proposal as a web page or export a polished PDF.
Know where every proposal stands
Use a simple status workflow so teams can see what is being drafted, reviewed, sent, accepted or declined.
Product demonstration
See every proposal without opening a folder.
A status board keeps drafting, review and sent proposals visible in one view.
Draft
Brand strategy proposal
3 sections remaining
Review
Website redesign
2 comments · approval requested
Sent
Annual services proposal
Awaiting decision
Write the good part once.
Most teams repeat the same company information, service descriptions, case material, process explanations and terms across proposals.
Proposio lets teams maintain reusable proposal content so the parts that should stay consistent can stay consistent, while the parts that need to change remain easy to edit.
Company
About us
Updated 6 days ago
ApprovedServices
Implementation approach
Updated 2 weeks ago
ApprovedProcess
Project governance
Updated 3 weeks ago
ApprovedProof
Support model
Updated last month
ApprovedTerms
Payment terms
Updated last quarter
ApprovedFeedback belongs next to the proposal.
A proposal should not need one document, six email replies and a meeting just to find out whether it is ready to send.
Comments, review states and approvals stay connected to the proposal being reviewed.
Approval state
Operations assessment
Approval is an explicit state, not an assumption based on email silence. Select a state to see how the workflow is intended to read.
Proposal
Annual services proposal
Feedback stays attached to the proposal section it refers to, so review does not scatter across email threads and duplicate files.
- Reviewer 1on ScopeOpen
Add the exclusion for third-party integrations so the boundary is explicit.
- Reviewer 2on InvestmentResolved
Confirm the phase split before this goes out.
Built for teams that sell through proposals.
Sales teams
Keep commercial proposals consistent while giving account executives room to adapt the parts that actually need to change.
Agencies
Reuse services, scope and process content while keeping each proposal specific to the client and engagement.
Consultancies
Build structured proposals around approach, scope, timeline and investment without recreating the format for every engagement.
Proposal software should manage more than formatting.
A proposal tool is useful when it improves the complete workflow around the document: how content is reused, how people review it, how approval happens and how the final proposal is sent and tracked.
Simple pricing for growing teams.
Planned launch pricing
Essentials
€39 per user / month
For individuals and small teams that need a reliable proposal workflow.
Team
€59 per user / month
For teams that collaborate on proposals and need shared content and approvals.
Business
€89 per user / month
For larger teams that need more control over proposal operations.
Better proposals start before the proposal.
How to write a business proposal
A structure that covers objective, approach, scope, timeline, investment and next steps.
How to choose proposal software
The criteria that matter once you look past templates and formatting.
How proposal approval workflows work
Turning informal sign-off into a state the whole team can see.
Make the proposal process easier to manage.
Create, review and send from one structured workspace.