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Features

The tools around every good proposal.

Proposio is organised around four parts of the proposal workflow: creating the proposal, reviewing it internally, delivering it to the buyer and keeping the whole pipeline organised.

Creation

Proposal builder

Create structured proposals using reusable sections rather than formatting a blank document from scratch.

Templates

Save complete proposal structures for common types of engagement.

Reusable content blocks

Maintain frequently reused company, service, process and commercial content in one shared library.

Brand styles

Use shared typography, colours and layout rules to keep proposals visually consistent.

Duplicate proposal

Start from an existing proposal when the structure is genuinely reusable.

Company

About us

Updated 6 days ago

Approved

Services

Implementation approach

Updated 2 weeks ago

Approved

Process

Project governance

Updated 3 weeks ago

Approved

Proof

Support model

Updated last month

Approved

Terms

Payment terms

Updated last quarter

Approved
Product demonstration of the reusable content library. Example blocks only.

Collaboration

Comments

Keep internal feedback attached to the relevant proposal content.

Review status

Use clear Draft, In review and Approved states.

Approval requests

Request internal approval before the proposal is sent.

Version history

Retain a clear history of important proposal changes.

Delivery

Web proposal

Share proposals through a clean browser-based presentation.

PDF export

Export a final document for buyers or internal processes that require PDF.

Decision status

Track proposal state through Draft, In review, Approved, Sent, Accepted and Declined.

Organisation

Workspace

Keep proposals organised in one team environment.

Shared templates

Use common structures across the team.

Content library

Maintain reusable approved material separately from individual proposals.

Search

Find proposals and reusable material without relying on folder structures.

Where to go next

Proposio is in development, so this page describes the intended product rather than a live feature list you can log in to today.