Skip to content
Proposio

Product

One workspace for the entire proposal process.

Proposio brings proposal content, collaboration, review, approval and delivery into one structured workspace.

Request accessSee all features

Step 01

Create

Start with a template, reuse approved content and adapt the sections that need to be specific to the opportunity.

Proposal

Website redesign

In review

Scope

Included: information architecture, design system, page templates, content migration for existing pages.

Not included: brand identity redesign, ongoing content production, third-party integrations.

CommentRequest approvalPreview
Product demonstration. Example content only — nothing here is saved or sent.

Step 02

Review

Keep comments and revision work connected to the proposal rather than passing files between inboxes.

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.

Product demonstration of internal review. Example comments, no real reviewers.

Step 03

Approve

Give every proposal a clear review state and make approval explicit before sending.

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.

Product demonstration only. Selecting a state changes this illustration and nothing else.

Step 04

Send

Share a clean web version or export the final proposal as a PDF.

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.

Step 05

Manage

See the status of proposals across the workspace without searching through folders or email.

Draft

  • Brand strategy proposal

    3 sections remaining

Review

  • Website redesign

    2 comments · approval requested

Approved

  • Operations assessment

    Approved internally

Sent

  • Annual services proposal

    Awaiting decision

Product demonstration of the proposal status board. Example proposals, no customer data.

What Proposio is not

Proposio is proposal software. It does not aim to replace your CRM, accounting system, project-management platform or contract-management stack.

Its job is narrower: make the business-proposal workflow easier to create, control and manage.

See all featuresHow it worksPricing