Ask for a proposal, and a finished one comes back.
We design it for the buyer, your team approves it, and your rep sends one link that reports back.
The proposal
Built on your client's numbers, in your brand, with nothing for your reps to design.
- A layout made for this buyer
- Numbers they can change
- A clean PDF for procurement
The review
Your team marks it up on the page, and nothing goes out until someone approves it.
- Comments right on the draft
- One approval puts it on the link
- New versions wait for review
The reading report
You see who opened it, what they read, and when to call.
- A named link for every contact
- Forwards show up as new readers
- Time spent on every section
The connections
Your CRM asks for the proposal and gets the reading back.
- A deal reaches the proposal stageOr a rep asks from one form
- A draft is ready in about a minuteYour team reviews and approves it
- The link and every read go back to the dealOpens, readers and clicks, as they happen
We're your proposal designer, so your team only does three things.
We do
- Design every proposal for its buyer
- Wire in your pricing and numbers
- Check every build before you see it
- Keep improving what wins
Your team does
- Ask for a proposal
- Approve it
- Make the call
What teams ask before a demo.
Something else? Email bob@unfairly.ai.
Who builds the templates?
We do. After a call about how you price and what you can and can't claim, we design one template for each kind of deal you run, in your brand. When something should change, you tell us and we update it.
Can our reps edit a proposal themselves?
They comment on the page, and each round of comments becomes the next version. That keeps the design and the numbers consistent across every rep while still letting them shape each deal.
Which CRMs does it work with?
Any CRM that can send a webhook or call an API can start a proposal. We set up the trigger, the fields we write back, and approval from the record if you want it. Reps without a CRM trigger can use one short form or a chat tool.
What data do you need from us?
The deal's totals: headcount, locations, rates, dates. We never take a row per person, and requests with names, dates of birth or member IDs are refused before anything is built.
What happens when a template changes?
Templates are versioned. A new release is built on sample proposals for your team to review, and only goes into use once it's approved.
How is it priced?
A fixed monthly fee based on how many templates you need and how many proposals you send. We quote it after one call.
See your own proposal built this way before you decide.
Book a demo, or send us one past proposal and get it back as a live page in 48 hours, free.