Create. Send. Track. Close.
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
Empowering teams at 6,000+ companies
What Vekto Proposals can do
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.
Interactive Web Proposals
Replace static PDFs with branded web experiences. Clients navigate sections, select optional pricing items, leave comments, and accept — all in one interactive page.
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.
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.
Content Library
Build a library of reusable content blocks — standard terms, case studies, team bios, pricing language. Insert into any proposal with one click.
Proposal Pipeline
Visual kanban board tracks proposals from draft to invoiced. Status-driven lifecycle with automatic transitions (sent → viewed when client opens).
Auto-Invoicing
Accepted proposals automatically generate invoices with exact line items in Vekto Accounting. The proposal-to-revenue pipeline with zero re-entry.
Template Marketplace
Start from industry-specific templates rated by other users. Customize with your branding, save as personal templates, and share across your team.
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.
How it works
Create with AI
Describe your project and client. AI generates 12 professional sections in minutes. Edit with a rich text editor and content library.
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.
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.
Starter
For freelancers and solo consultants
Up to 20 proposals/mo
- AI Content Generation
- Interactive Web Proposals
- Basic Engagement Analytics
- Client Comments
- PDF Export
- Email Support
Professional
For growing sales teams
Unlimited proposals
- Everything in Starter
- E-Signatures
- Section-Level Heatmaps
- Content Library
- Approval Workflows
- Auto-Invoicing
- CRM Integration via Helix
Enterprise
For large organizations
Unlimited everything
- Everything in Professional
- Custom Branding
- Multi-Team Workspaces
- Advanced Analytics
- API Access
- Audit Log
- Priority Support
- Custom Templates
Loved by teams everywhere
Sarah Mitchell
VP Sales, TechCorp
“Vekto 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.”
Marcus Weber
Managing Director, Sterling & Co
“The 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.”
Elena Rodriguez
Founder, Cascade Analytics
“From proposal to invoice in one click. The Helix integration means accepted proposals automatically generate invoices in our accounting system. Zero re-entry.”
Works with your favorite tools
Seamlessly connect with the tools your team already uses.
Frequently asked questions
Ready to try Vekto Proposals?
Start using Vekto Proposals today. Available on the Pro plan.
Part of the Vekto Platform — all products work together seamlessly.
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