Brand and send a sales proposal
Make a branded, watermarked proposal that's small enough to email and locked after it goes out.
The problem
- Proposals go out as heavy files that are slow to email and awkward to open on mobile.
- Draft proposals can be edited or forwarded with terms changed before they are finalised.
- Inconsistent branding across reps makes outbound proposals look unpolished.
The workflow
One licensed pipeline chains these steps end to end. Each step is a tool you can try free on the public site.
- 1
Generate the proposal
Business Proposal Generator →Build a structured proposal with scope, pricing, and commercial terms from your template.
- 2
Brand and mark it
Add watermark →Apply a draft or confidential watermark while the proposal is still under negotiation.
- 3
Reduce the file size
Compress PDF →Compress the document so it sends and opens quickly for the prospect.
- 4
Restrict the sent copy
Protect PDF →Apply permission limits so the proposal cannot be freely edited after dispatch.
Try it free, right now
Every tool in this workflow is free on the public site — no signup, nothing uploaded. Run the steps by hand to see the output, then license the automated pipeline for your team.
Why run it on-premise?
Draft pricing and scope are prepared inside your own systems, so unreleased commercial terms are not handled by an external service. On-premise processing keeps negotiation-stage material under your control until you choose to share it.
The Business suite ships as a self-hosted bundle that runs inside your own network, so the documents in this workflow never leave the building. See how deployment works.
A branded, lightweight, access-controlled proposal ready to send with negotiation terms kept in check.
Included in the Team license.