AI sales proposal software
AI sales proposals written for the deal. Not filled into a template.
Veew writes AI sales proposals from your CRM deal, meeting notes, and best sales content: a personalized, on-brand proposal in minutes, shared as a trackable link and a pixel-perfect PDF.
A plan to help Northwind Logistics move faster
Prepared exclusively for Northwind Logistics by Northstar Software.
Executive summary
Northwind Logistics is at a point where the current way of working is starting to cost more than it saves: in time, in missed opportunities, and in the effort it takes to keep everything moving.
This proposal outlines how Northstar Software will help your team get there faster: a focused rollout, measurable outcomes in the first 90 days, and pricing that scales with the value you see.
Where Northwind Logistics is today
From our conversations, three things stood out.
Too much manual work
Your team spends hours each week on tasks that should be automatic. That time could go toward growth.
Fragmented tools
Information lives in several places, so decisions take longer and context gets lost between teams.
Hard to see what's working
Without a clear view of results, it's difficult to double down on what drives outcomes.
How Northstar Software will help
A single platform for the work, tuned to how Northwind Logistics operates.
Automate the routine
Replace repetitive steps with workflows that run themselves, so your team focuses on judgment calls.
One source of truth
Bring your data and processes together, with the integrations your team already relies on.
Clear, live visibility
Dashboards that answer the questions leadership actually asks, without a weekly reporting scramble.
Support that scales with you
Onboarding, training, and a named success partner from day one.
What it looks like day one
Built for the way your team already works
[Two or three sentences on what the day-one experience is like: what people see, what happens automatically, why adoption doesn't need a change-management project.]
Where the time goes
Today, and after the rollout we're proposing.
[Replace with the numbers from discovery — this section is worth more than the words around it.]
Proof it works
[The situation they were in. Ideally the same problem this prospect has.]
[What you rolled out and how, in one or two sentences.]
“[A short quote from the customer about the result or the experience.]”
Investment
Everything below, for your whole team.
Platform subscription
Everything below, for your whole team.
Pricing valid for 30 days from the date above. Annual prepay available on request.
From signature to value
A phased plan so your team sees results early and often.
Kickoff & setup
Goals, success metrics, admin setup, integrations connected.
Pilot
One team live on the highest-value workflow. Weekly check-ins.
Rollout
Expand team by team, training as we go. First outcomes reviewed.
Optimize
Quarterly reviews against the metrics we set together.
Your team at Northstar Software
The people who'll be in the room with you.
Alex Rivera
Your primary point of contact through the evaluation and beyond.
Next steps
Here's how we get started.
Confirm the package
Reply to this proposal or use the button below.
Kickoff call
We'll schedule a 45-minute kickoff within 5 business days.
Go live
Your pilot team is up and running by the end of week 2.
Questions? Reach Alex Rivera at alex@northstar.example.
Terms
This proposal is valid for 30 days. Subscription fees are billed monthly in advance unless otherwise agreed; one-time fees are invoiced at signature. Either party may terminate with 30 days' written notice at the end of the current term. Full terms of service apply.
A live render of a Veew proposal for a sample deal, not a mockup. Scroll it.
The proposal problem
Your proposal is competing with your last proposal.
Most proposals are last quarter's document with a new logo: same story, stale case study, formatting fought by hand. The prospect told you exactly what they care about on the call, and none of it made the document. Veew closes that gap automatically.
Starts from the deal
Company, contacts, deal value, and stage come straight from your CRM, no re-typing what your systems already know.
Grounded in the conversation
Discovery notes and meeting summaries drive the narrative, so the proposal leads with what the buyer actually said.
Proof, not promises
The AI cites only case studies, testimonials, and stats from your approved library. It never invents a claim.
How it works
How Veew writes an AI sales proposal
The AI writes the story. Your systems supply the facts: the deal, the prices, and the proof.
- Step 1
Pick the deal
From HubSpot, Salesforce, Pipedrive, or Attio, or type the company and context in. The contacts and deal data come with it.
- Step 2
Bring the call
Notes from Granola, Fathom, Fireflies, tl;dv, Avoma, or Read AI, or pasted onto the deal, become the brief the proposal is written to.
- Step 3
Draft from your facts
Each section is written for this buyer. Prices come from your catalog, proof only from your approved library, layout from your brand kit.
- Step 4
Review, send, watch
Every AI-written section is marked for review. Send a link and a matching PDF, then see opens and time per section on the deal.
More on the inputs in how the AI proposal generator works, or start from a sales proposal template.
Anatomy of a Veew proposal
Everything a winning proposal needs, drafted in one pass.
Executive summary that lands
Opens with their goals and pains in their words: the section executives actually read, written for them.
Approach & timeline
Your methodology framed around their requirements, with implementation steps and the agreed next step built in.
Real pricing tables
Packages, line items, recurring and one-time pricing from your catalog, not numbers typed into a text box.
Case studies that fit
The most relevant proof for this industry and use case, pulled from your library automatically.
Your brand, enforced
Art-directed section layouts and your brand kit applied automatically. Every proposal looks like your best one.
Link + PDF from one source
A responsive, trackable web page and a pixel-perfect PDF rendered from the same design.
The editor
Drafted by the AI, finished by you.
Every section the AI wrote is marked for review. Reorder, ask for a rewrite, edit the fields, or change the theme; the PDF follows.
After you hit send
Know what happens next.
A PDF attachment goes dark the moment it leaves your outbox. A Veew proposal reports back, so your follow-up is timed to interest, not guesswork.
- See opens, time per section, and shares
- Engagement written back to the CRM deal
- Update the proposal after sending: the link always shows the current version
- The proposal lands in the deal space next to the deck and the one-pager, so the buyer's one link stays current
“Dana opened the proposal 3 times, spent 4 minutes on pricing, and forwarded it to two colleagues.”
That's a very different follow-up call than “just checking in.”
Comparing options?
See how Veew stacks up against the tools (and habits) teams use for proposals today.
AI sales proposal FAQ
What is an AI sales proposal?
A sales proposal whose first draft is written by AI from what you already know about the deal: the CRM record, the discovery call, your pricing, and your approved case studies. It differs from a template with merge fields, which only fills in names and numbers, and from a chatbot draft, which only knows what you paste into the prompt. A person still reviews and sends it.
Does the AI set the prices in the proposal?
No. Prices come from your pricing catalog as real line items and packages. The AI writes the sentence that frames the investment, never the amounts, and it keeps numeric prices exactly as they are when it revises a section.
What makes Veew different from other proposal software?
Most proposal software gives you templates and merge fields: the writing and tailoring are still on you. Veew starts from the deal. It drafts the executive summary, challenges, approach, pricing framing, and next steps for that specific prospect from your CRM data and meeting notes, then lays it out in your brand automatically.
What does a Veew proposal include?
A customer-specific narrative (summary, challenges, approach, timeline, next steps), pricing with packages and line items, and proof: case studies, testimonials, and stats pulled from your approved library. Every proposal publishes as a responsive web link and a matching PDF.
Can I edit the proposal after the AI drafts it?
Everything is editable: click any text to change it, swap section layouts, or tell Veew what to adjust in plain English ('make this more executive', 'focus on implementation'). You always review before anything is sent.
Does it work with my CRM?
Yes: HubSpot, Salesforce, Pipedrive, and Attio. Pick a deal (or opportunity) and the company, contacts, and deal data come with it. Meeting notes come in via Granola, Fathom, Fireflies, tl;dv, Avoma, or Read AI. No integration? Enter the deal details manually.
Do I have to build a deal room?
No. The deal space builds itself. It exists the moment you publish the first document on a deal, and every later document, the deck, the proposal, the one-pager, lands there on its own, newest first, in your brand. Single-document links still work; the space is the one link for the whole deal.
Does Veew do e-signatures?
Veew has a lightweight Accept step, and hands off to your e-signature tool for countersigned contracts. We deliberately focus on making the proposal itself win the deal.
- AI sales proposals: how they work, what to automate, and what to keep human
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- How to write a sales proposal that reads like you listened
The seven sections of a sales proposal, what goes in each, how long it should be, and the checks to run before you send. With a free template.
- The best AI proposal software in 2026, honestly compared
We build one of these tools, so read with that in mind. A straight comparison of the AI proposal generators worth considering, and where each one wins.
Your next proposal is already in the deal
Send a proposal that sounds like the call.
Start free and see what Veew writes from one of your real deals: CRM, notes, proof, and brand included.
14-day Team trial, no card required.