Proposal software that speaks your automation language
Stop juggling technical documentation and sales pitches. Offorte helps AI and automation agencies create proposals that actually sell complex solutions. Present workflows visually, showcase ROI clearly, and track when clients are ready to move forward. Turn complex AI projects into signed contracts 30% faster.
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Your innovation deserves proposals that match
You're solving tomorrow's problems with advanced AI and automation, but your proposals still look like yesterday's Word docs. Technical stakeholders need specs while executives want ROI. You're explaining complex architectures through static PDFs that can't show workflow dynamics. Meanwhile, competitors with weaker solutions win because they present better. Your expertise gets lost in translation between technical accuracy and business value.
Present complex solutions with clarity and impact
Transform technical proposals into interactive experiences that sell. Use dynamic diagrams to walk clients through workflows. Create interactive ROI calculators that adjust in real-time. Embed demo videos showing automation in action. Track which sections grab attention: is it the cost savings or the integration timeline? Know exactly when to follow up and what to emphasize. Close 3x more pilot projects with proposals that actually demonstrate value.
Less time creating
Create complete, personalized proposals in minutes - not hoursMore deals closed
Look professional, respond fast, and track engagement to close more.Faster follow-ups
Get notified instantly when your proposal is viewed or signed.Interactive pricing tables for flexible solutions
Build proposals with dynamic pricing that adapts to client choices. Let prospects select modules, adjust implementation phases, or choose support tiers while seeing real-time cost updates. Perfect for presenting tiered automation packages or scaling pilot projects. Clients understand exactly what they're getting and can customize solutions to their budget. No more back-and-forth about pricing variations or hidden costs.
Embed rich media to showcase automation in action
Static diagrams can't capture the power of your automation solutions. Embed workflow videos, demos, and before-after comparisons directly in proposals. Show real dashboards, live integrations, and actual results from previous implementations. Add image galleries of architecture diagrams that clients can explore interactively. Your proposals become immersive experiences that demonstrate measurable value, not just describe features.
Connect 2000+ tools through Zapier
Not everything needs custom code. Connect Offorte to your existing tools through Zapier integration. Create proposals from form submissions, sync with project management tools, trigger email sequences. Build complete sales workflows without writing integration code. Perfect for connecting marketing automation, CRMs, and communication tools.
All-round proposal template for entrepreneurs
Entrepreneurs need to deliver professional, efficient proposals. A well-designed proposal template saves time, ensures consistency, and reduces errors, helping you customize pitches, build trust, and increase conversion rates for clients across any industry or service offering.
View the proposal exampleDiscover more about the available functions
Trusted by 2,500+ professionals worldwide
"Offorte transformed how we create proposals - fast, easy and stunning"
Frequently asked questions
Yes, we send you a notification as soon as your client opens the proposal. This lets you follow up at the right time, knowing they've reviewed the information. It's a helpful tool for managing client engagement and timing your communications effectively, increasing your chances of closing the deal.
Yes, the software allows you to include multimedia elements like images, videos, and links to make your proposal more engaging. This feature is perfect for adding visuals, showcasing portfolio pieces, or linking to relevant content, which helps clients better understand your offerings and enhances their decision-making.
No, Offorte proposals are designed to look completely like your own work. We don't include any Offorte branding on your proposals, so clients only see your branding, logo, and style. This helps maintain a professional appearance and makes the proposal feel like an extension of your business.
Yes, clients can sign proposals directly within Offorte, making the process fast and easy. The online signing feature ensures clients can quickly agree to your terms without additional paperwork or steps. You'll receive a notification as soon as they've signed, keeping everything organized and efficient.
You can easily duplicate any proposal to save time and effort. Even better, you can use favorites to save your most used proposals, pages and blocks. This is particularly useful for similar projects or repeat clients, allowing you to reuse your previous work as a template while making necessary adjustments. It's a quick way to create professional proposals without starting from scratch.
Start closing more deals with smarter proposals
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