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The proposal workspace

From a client brief
to a confident next step.

Draft, refine, organize and share your proposals in one place. Built for agencies, consultants, freelancers and software teams who want their thinking to come through.

Try the interactive demoStart your proposal

One connected workflow.

The demo uses prepared examples. In your workspace, AI features use credits and depend on available services.

  1. 01

    Give it context

    Your client, goal, scope and commercial boundaries.

  2. 02

    Build the draft

    A structured proposal with room for your expertise.

  3. 03

    Review the details

    Check facts, refine the language and confirm pricing.

  4. 04

    Share your work

    Publish a client link or export the final document.

The tools behind
a better proposal.

Practical controls for the writing, the presentation and the handoff. Follow each guide for the current workflow and its requirements.

AI drafting & review

Turn a brief into a structured draft. Use review findings to examine clarity and completeness, then decide what to change.

Understand AI review

Complete proposal templates

Choose a design built around your kind of work. Replace its example scope, team, evidence and fees with your own.

Explore the collection

An editable workspace

Shape the narrative, rearrange sections and refine pricing. Keep saved versions as the proposal develops.

See the workflow

Client & team context

Keep useful client details close to the work. Invite teammates and use workspace roles to manage access.

Organize client details

Controlled client sharing

Publish a saved version and review access settings. Track available engagement and manage acceptance or signing where enabled.

Explore sharing features

Exports & connections

Export PDF or Word files for your delivery workflow. Connect supported tools through configured integrations, APIs and webhooks.

Review integrations

Built around the work
you already know.

LightNote gives your expertise a structure. Every claim, deliverable and commercial commitment still needs your review.

Agencies & studios

Bring strategy, creative direction and production deliverables into one client narrative.

Consultants & freelancers

Define the problem, your approach, the boundaries of the engagement and the next step.

Software & product teams

Connect requirements, implementation phases, responsibilities and a transparent investment.

Payment collection, external signing and connected services depend on account eligibility and provider activation. Check availability in your workspace before including them in a client workflow. Read payments & delivery.

Let’s talk about your workflow.

Tell us what you create, who you create it for, and where you need a hand.

Talk to the team