Fact-bound generation
A five-stage pipeline extracts only what you provided, then QC flags invented prices, stats, or case studies.
Product
Everything between the brief and the wire
ProposalFast is one workspace: CRM, editor, portal, signature, and payment. The AI is a writer with rules, not a researcher that makes up proof.
Write
Templates
System templates for consulting, retainers, software, workshops, and audits. Your org can add its own.
Versions
Each generation or major edit stores a ProposalVersion so you know what the client saw.
Send and track
Public client portal
Every proposal has a /p/[publicId] URL. Clients do not need an account to read it.
View events
Opens, duration, and referrer are stored as ProposalView and ProposalEvent records.
Follow-ups
Scheduled reminders go through Inngest and the Resend adapter — not a fake inbox.
Close
E-sign
Signer name, email, consent text, IP hash, and a stored signature artifact.
Proposal payments
Stripe Checkout for the fee on the proposal. Webhooks mark Payment rows succeeded.
Subscriptions
Free / Pro / Business with server-enforced limits. Customer Portal for changes.