All Products
Home/Products/Vekto Proposals

Create. Send. Track. Close.

๐Ÿ“

Vekto Proposals

AI-powered proposals that write themselves, deliver as interactive web experiences, track exactly which sections your clients read, and convert to invoices on acceptance. The complete proposal-to-revenue pipeline.

Built for: Sales teams, freelancers, consultants, agencies

No credit card required14-day free trialAI generates 12 sections in minutes

Empowering teams at 6,000+ companies

StripeNotionFigmaShopifyVercelLinear
Capabilities

What Vekto Proposals can do

๐Ÿง 

AI Content Generation

Generate complete 12-section proposals from a project description. Context-aware AI uses your company profile, client details, and content library to produce professional, on-brand content.

โœจ

Interactive Web Proposals

Replace static PDFs with branded web experiences. Clients navigate sections, select optional pricing items, leave comments, and accept โ€” all in one interactive page.

๐Ÿ“ˆ

Engagement Analytics

Per-section heatmaps show exactly what your client read and for how long. Real-time notifications for views, pricing study, forwarding, and re-opens.

โœ๏ธ

E-Signatures

Clients type or draw their signature directly on the proposal. Recorded with timestamp, IP, and browser information. Accepted proposals auto-transition through your pipeline.

โœจ

Content Library

Build a library of reusable content blocks โ€” standard terms, case studies, team bios, pricing language. Insert into any proposal with one click.

โœจ

Proposal Pipeline

Visual kanban board tracks proposals from draft to invoiced. Status-driven lifecycle with automatic transitions (sent โ†’ viewed when client opens).

โš™๏ธ

Auto-Invoicing

Accepted proposals automatically generate invoices with exact line items in Vekto Accounting. The proposal-to-revenue pipeline with zero re-entry.

๐Ÿ“„

Template Marketplace

Start from industry-specific templates rated by other users. Customize with your branding, save as personal templates, and share across your team.

โœจ

CRM Integration

Native integration with Vekto CRM via the Helix Engine. Deals auto-create proposal drafts. Accepted proposals update deal status. Client engagement flows back as activity notes.

Built with
FastAPIReactPostgreSQLRedis
PricingPro

How it works

01

Create with AI

Describe your project and client. AI generates 12 professional sections in minutes. Edit with a rich text editor and content library.

02

Send & Track

Send as an interactive web link. Get real-time notifications when clients view, which sections they study, and when they forward to colleagues.

03

Close & Invoice

Clients accept with an e-signature. Proposals auto-convert to invoices. Revenue flows from proposal to payment in one pipeline.

Simple, transparent pricing

Start free. Scale as you grow.

MonthlyAnnual Save 20%

Starter

For freelancers and solo consultants

$12/user/mo

Up to 20 proposals/mo

  • AI Content Generation
  • Interactive Web Proposals
  • Basic Engagement Analytics
  • Client Comments
  • PDF Export
  • Email Support
Most Popular

Professional

For growing sales teams

$23/user/mo

Unlimited proposals

  • Everything in Starter
  • E-Signatures
  • Section-Level Heatmaps
  • Content Library
  • Approval Workflows
  • Auto-Invoicing
  • CRM Integration via Helix

Enterprise

For large organizations

$39/user/mo

Unlimited everything

  • Everything in Professional
  • Custom Branding
  • Multi-Team Workspaces
  • Advanced Analytics
  • API Access
  • Audit Log
  • Priority Support
  • Custom Templates

Loved by teams everywhere

SM

Sarah Mitchell

VP Sales, TechCorp

โ€œVekto Proposals cut our proposal creation time from 3 hours to 15 minutes. The AI generates professional content that actually sounds like us, and the engagement tracking tells us exactly when to follow up.โ€

MW

Marcus Weber

Managing Director, Sterling & Co

โ€œThe interactive web proposals are a game-changer. Our clients love the experience, and seeing which sections they spend time on gives us incredible insight into their priorities.โ€

ER

Elena Rodriguez

Founder, Cascade Analytics

โ€œFrom proposal to invoice in one click. The Helix integration means accepted proposals automatically generate invoices in our accounting system. Zero re-entry.โ€

Works with your favorite tools

Seamlessly connect with the tools your team already uses.

Vekto CRM
Vekto Accounting
Slack
Microsoft Teams
Google Workspace
Stripe
DocuSign
Zapier

Frequently asked questions

๐Ÿ“

Ready to try Vekto Proposals?

Start using Vekto Proposals today. Available on the Pro plan.

Part of the Vekto Platform โ€” all products work together seamlessly.

Explore more products