AI proposal generator for your next client pitch

Turn a client brief, your rate card and supporting files into a proposal with scope, pricing and milestones. Refine it with AI, share a link and keep the deal moving. Start free.

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What is an AI proposal generator?

It turns the facts of an opportunity into a proposal a client can evaluate: the problem, your approach, deliverables, price and next step. Teable creates a shareable artifact from those inputs, with client and follow-up records available when you need them.

A proposal your client can actually evaluate

Explore two sample documents with a concrete scope, itemized investment and delivery plan. Your proposal can use your own structure, branding and client context.

Choose a proposal

Illustrative examples · sample proposals

PROP-2041

A clearer shopping experience for a retail brand

Draft · Internal review

The current catalogue is hard to browse on mobile. This six-week redesign focuses on product discovery and an easier path to enquiry, while retaining the existing commerce platform.

Sections

Discovery: review customer questions and map the current product journey.
Delivery: six page layouts, responsive build and content handover.
Scope: two design review rounds; new product photography is separate.

Pricing

Discovery & design: US$6,400
Build & handover: US$9,800
Project investment: US$16,200

1 Weeks 1–2 · Discovery
2 Weeks 3–4 · Design
3 Weeks 5–6 · Build

Next step

Approve the scope and nominate a content owner so discovery can begin.

From client notes to proposal sections

Use a client brief, past proposal, rate card or connected records as the starting point. The AI proposal generator brings the material into one document; ask it to adjust the scope, tone or pricing options without starting again.

AI drafts: Summary, scope, pricing lines and a timeline from your inputs and attached briefs.
You verify: Review amounts, discounts, dates and terms with your team, then ask the Agent to adjust the relevant sections.

Proposal document with structured sections and a pricing tag

Track each proposal from draft to decision

Keep the client, proposal link, owner, quoted amount and next contact date together. Add stages and reminder automations around your sales process, so the document stays connected to the work after it is shared.

1 Record: Store the proposal link, owner and current stage.
2 Refine: Ask the Agent to revise the draft; keep approved copies when needed.
3 Follow up: Set a next-contact date and configure a reminder.

Proposal records moving through review and follow-up stages

Review together, share read-only

Create the client-facing proposal as an artifact, and keep working notes in your team's records. Choose the share settings for the document and configure record access for colleagues who manage the opportunity.

Team workspace: Review prices and discuss the opportunity in its record.
Client document: Share the approved artifact using the access settings you choose.

Choose how to create and manage your proposals

A template suits a familiar one-off document. A proposal platform suits a standardized signing process. Teable suits a proposal connected to your own data and workflow.

Choose how to create and manage your proposals
Your task	Document template	Proposal platform	Teable AI Proposal Generator
Starting material	Fill an existing Word or Docs template.	Templates and sales integrations vary by tool.	Bring briefs, files, selected connectors and web research together.
Client deliverable	A document you format and send.	Branded pages; signing and tracking depend on the tool.	An AI-created artifact you refine and share.
After sending	Keep follow-up notes separately.	Use the platform's sales workflow.	Build records, stages and reminders around your process.
Best fit	A familiar format and occasional proposals.	A repeatable proposal and signing pipeline.	Flexible proposals plus a system your team can shape.

Start with the deal in front of you

Freelance projects

Set the deliverables, revision rounds and fees for a brand identity engagement.

Start with this

Agency pitches

Build a phased website proposal from a discovery brief and the team's rate card.

Start with this

Consulting retainers

Explain recurring advice, workshops and what is outside the engagement.

Start with this

Write one, check it, then send

1
Write one real proposal
Describe a current opportunity or attach the client's brief and your rate card.
2
Check numbers and terms
Review pricing, dates and conditions line by line before anyone outside sees it.
3
Share and follow up
Send a read-only link and configure a reminder for the follow-up.

Tools that adapt to the way teams work

Aman Chadha

AI Leader · Google DeepMind

I used Teable for a team with leads spread across sheets, CRM exports, and automations. We now import, follow up, and track dashboards in one flow. One system replaced half a dozen disconnected tools.

Leo

AI Systems Builder · AI SCWORK

🧨 Teable does not just compete with Airtable. It exposes what Airtable is missing. Modern teams do not need nicer spreadsheets. They need operational systems that can run themselves. Teable turns tables into workflows, AI actions, and internal apps.

Anas Riad

AI Consultant & AI Engineer · Adway

Teable 3.0 feels like a grown-up spreadsheet. It keeps the familiar grid and adds automations, AI actions, and internal app building in one platform. I finally got the control model I used to assemble manually.

See all testimonials

AI proposal generator questions

Can I use the AI proposal generator for free?

Yes. Create a Teable account to start with the Free plan and its included one-time AI credits. You can draft and refine proposals within that allowance; usage depends on the material and work requested. When the credits are used up, choose a paid plan or eligible credit add-on to continue AI work. See current plans and credits.

How is a proposal different from a quote?

A quote lists prices. A proposal argues for the deal: it adds an executive summary, the scope of work, a timeline and the next step around the pricing table. The two work together—a proposal usually embeds the quote—but prices alone rarely persuade.

Can I use it to answer an RFP?

Upload the request and supporting material, then ask the Agent to map requirements to proposal sections, identify missing evidence and prepare a draft. Include the buyer's submission format and deadlines. Before sending a formal bid, have the responsible person review the requirements, commitments and supporting documents.

Does it include e-signature or open tracking?

Use Teable to draft, share and manage the proposal, and connect a dedicated signing service when your deal needs an electronic signature. Proposal statuses and follow-up reminders can be configured in Teable; they should reflect your sales process rather than be treated as proof that a client opened or signed a document.

Can it use our CRM or client data?

Select an available connector or scrape a public source to bring client information into the proposal. Other systems can feed in through import or a separately configured integration; decide which system owns the data and test the update direction before relying on it.

Can I keep my own templates and branding?

Yes. Supply a past proposal, your logo and style preferences, then ask the Teable Agent to use that structure and revise the artifact's wording, colors and layout. Keep your approved proposal as a reference for future work, and include current prices and terms each time.

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AI proposal generator for your next client pitch

What is an AI proposal generator?

A proposal your client can actually evaluate