CRM Proposal Writer eliminates the hours wasted copying quotes into Word documents, chasing clients by email, and losing track of what was sent to whom. It gives professional services businesses a central, branded, AI-assisted workflow for creating proposals, building professional pricing, and collecting client approvals — all connected to your CRM contacts and pipeline.

Part of the WorkSpace™ CRM Suite, Proposal Writer can also be purchased as a standalone module for businesses that want a smarter proposal process without a full platform migration. Where WorkSpace CRM is already in use, the app integrates directly to pull in customer and contact data automatically.

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Key Features

Template & Style Library

Create once, reuse forever. Build a central library of branded proposal templates with your fonts, colours, section layouts, and reusable content blocks. Every proposal your team sends looks polished and on-brand — without anyone starting from a blank page or hunting for last month’s version in a shared drive.

AI-Powered Writing via Open MCP

CRM Proposal Writer includes a full Model Context Protocol (MCP) interface, allowing any compatible AI platform to connect and assist with proposal content. Use your preferred AI assistant — such as Claude, ChatGPT, or any MCP-compatible tool — to draft compelling proposal content in seconds. Describe the job, let AI write the first draft, then refine and personalise before sending. The open MCP architecture means you are never locked into a single AI provider.

Advanced Pricing Module

Build professional, credible pricing directly inside the proposal using a fully featured pricing engine. The module supports multiple pricing modes within a single proposal:

  • Multiple pricing modes - fixed fees, monthly, quarterly, yearly, custom
  • Multiple currencies - issue proposals in Euro, GBP, USD and others
  • Grouping - organise your pricing into deliverable sections or phases
  • Item details - add descriptions or clarifications to pricing items
  • Automatic Tax/Vat calculations - add your tax rates to automate price breakdowns
  • AI support - generate your pricing using your AI agent to apply custom pricing business rules

Pricing is organised into detailed groups with descriptions, line-item breakdowns, and section subtotals. Tax and VAT calculations are handled automatically, producing a complete, accurate, and professionally presented pricing summary that instils confidence and reduces back-and-forth with clients.

Client Review & Approval Workflow

Once a proposal is ready, it is shared with the client via a secure URL. Clients can open the proposal in any browser without needing an account or additional software. From the proposal view they can:

  • Read and review the full proposal and pricing online
  • Print the proposal or save it as a PDF for their records
  • Submit their Acceptance or Decline directly through the proposal page

The moment a client submits their response, an instant notification is sent to the proposal owner, triggering the next step in your workflow without delay. Every action is logged in the CRM dashboard with a complete audit trail — sent, viewed, accepted, or declined.

Central Repository & Reporting

Every proposal your business has ever sent lives in one searchable, manageable place. Filter by client, status, date range, or value. Management reporting gives your team a live view of the pipeline — what has been sent, what is pending, and what has been won — without chasing individuals for updates.

How It Works

  1. Build your proposal — Choose a branded template, add your sections, and use your preferred AI tool via MCP to draft the content. Edit and personalise as needed.
  2. Add pricing & preview — Build your itemised, multi-mode pricing table with groups, subtotals, and tax calculations. Preview the branded output before sharing.
  3. Share, track & close — Send the client a secure link. They review, print, or submit their decision online. You are notified instantly when they respond.

Plans & Pricing

CRM Proposal Writer is available across multiple plans to suit businesses of every size:

  • Starter — Up to 50 proposals per month, core features included
  • Higher tiers — Increased proposal volumes and additional capabilities
  • Enterprise — Custom pricing for high-volume or complex requirements; contact us to discuss

Businesses already running the WorkSpace CRM Suite can integrate Proposal Writer to automatically pull in customer and contact data, saving time and eliminating re-entry. Integration is available as an add-on across all plans.

Why WorkSpace CRM Proposal Writer?

  • Open AI integration — Full MCP support means you connect the AI platform of your choice. No lock-in, no restrictions.
  • Professional pricing output — Multi-mode pricing with grouping, subtotals, and automatic tax calculations produces proposals that are as credible as they are compelling.
  • Instant response notifications — Know the moment a client accepts or declines, with a full audit trail in your dashboard.
  • Managed cloud delivery — Hosted, supported, and maintained by Webcraft Limited, with regular platform updates and global support.
  • Scales with your business — From a small consultancy sending 50 proposals a month to an enterprise operation, there is a plan and configuration to match.