AI Proposal & RFP Copilot for agencies and consultants

Build stronger proposals in less time.

Turn briefs, meeting notes, and past proposals into polished drafts with AI-assisted scoping, pricing guidance, reusable answers, and approval workflows.

Built for agencies Source-backed answers Human review before send PDF + DOCX export
Live workspace 2 approvals pending
Opportunities
Knowledge
Approvals
Templates
Q3 Website Redesign Proposal

Prepared for a B2B SaaS client · Draft ready for review

Match score 92%
Scope summary

Homepage redesign, positioning refresh, conversion review, design system cleanup.

Recommended package

Strategy + design sprint with optional dev handoff and CRO follow-up.

Starter$3.5k
Growth$6.8k
Scale$11k

Designed for the workflows used by modern service teams

AGENCIES CONSULTANTS REVOPS SOFTWARE PARTNERS PROPOSAL TEAMS
A calmer, more usable way to handle proposal work

Bring structure to intake, scoping, pricing, and reviews without forcing teams into bloated enterprise software.

Fasterfirst drafts from real business context
Cleanerhandoffs between sales, delivery, and finance
Saferreview process before anything is sent

Winning proposals usually fail long before the writing starts.

The real bottlenecks are scattered information, inconsistent scoping, slow approvals, and last-minute rewrites. ScopeDraft is built to solve that system, not just generate paragraphs.

Scattered context

Important details live across email threads, notes, old decks, docs, and people’s memories.

Manual repetition

Teams rewrite the same service explanations, assumptions, and deliverables every week.

Inconsistent proposals

Different writers produce different quality, tone, scope clarity, and pricing logic.

Approval delays

Pricing, technical review, and leadership sign-off slow down responses when deadlines are tight.

Everything needed to move from raw opportunity to client-ready proposal.

ScopeDraft combines AI drafting, document intelligence, reusable knowledge, and practical team workflows.

Requirement extraction

Parse briefs, discovery notes, and RFP files to surface goals, constraints, deadlines, and missing details.

AI proposal drafting

Generate summaries, scope of work, deliverables, timelines, assumptions, and pricing package structures.

Reusable knowledge base

Centralize case studies, past proposals, service descriptions, FAQs, and approved language.

Source-backed output

Review where claims came from so the team can trust, refine, and approve AI-generated sections faster.

Pricing guidance

Shape package options and flag vague deliverables or risky scope assumptions before proposals go out.

Approval workflow

Route reviews to sales leads, finance, delivery, or legal without losing version history.

Export & sharing

Deliver branded PDFs, DOCX files, and shareable links that feel polished and professional.

Proposal memory

Reuse the best parts of your strongest proposals so every draft gets smarter over time.

Simple enough for busy teams. Structured enough to scale.

01

Create the opportunity

Start from a brief, RFP, transcript, or discovery notes.

02

Let AI structure it

ScopeDraft extracts key needs, asks clarifying questions, and builds the draft outline.

03

Review with context

Edit proposal sections, verify sources, compare pricing packages, and assign approvals.

04

Send confidently

Export the final version, share a polished link, and save reusable content for next time.

Made for teams that repeatedly package expertise into proposals.

Agencies

Standardize proposal quality across strategy, design, development, paid media, SEO, and retainer offers.

Consultants

Turn high-value expertise into repeatable, premium-looking documents without spending hours formatting from scratch.

Software partners

Respond to implementation scopes, technical solution briefs, and procurement requests with clearer, faster drafts.

Sales & presales teams

Move from scattered answers and old Word files into a reusable AI-assisted response workflow.

A more premium look at the workspace your team would actually use.

From intake to approvals, ScopeDraft is designed to feel like a modern operating system for proposal teams — not just a text box with AI sprinkled on top.

Executive view

Pipeline, proposal velocity, and approval visibility in one place

12 active opportunities 4 pending approvals
68%drafts generated from reusable knowledge
2.4 hrsaverage time saved per proposal
91%sections approved without manual rewrite
Knowledge graph

Connected answers from real company documents

  • Past proposal library
  • Case studies and service pages
  • Pricing guidance and delivery assumptions
  • Flagged gaps needing SME review
Review center

Clear ownership before anything goes to the client

Sales leadMessaging approved
DeliveryScope verified
FinancePricing pending

Designed as a real workflow platform, not a thin AI wrapper.

The product story is grounded in the actual proposal lifecycle: document ingestion, knowledge retrieval, structured drafting, human review, approvals, and branded delivery.

Document intelligence

Upload briefs, proposals, RFPs, and internal assets so the system can reason over your actual business context.

Structured generation

Create useful outputs like executive summaries, deliverables, assumptions, pricing tiers, and next steps.

Human-in-the-loop review

Keep control over final claims, pricing, and approvals instead of pretending AI should send business-critical documents alone.

Reusable team knowledge

Every strong proposal becomes a better foundation for the next one.

Fits into the tools proposal teams already rely on.

ScopeDraft is designed to pull context from the systems where your knowledge already lives and send polished output back into client-ready formats.

Google Drive
Notion
SharePoint
HubSpot
Salesforce
Microsoft Word
PDF exports
DocuSign-ready flows

What serious teams usually want to verify before they trust a proposal platform.

Instead of padded claims, the product story should stand up on workflow clarity, review control, and responsible handling of business content.

Clear ownership

Proposal drafting, pricing, and final approval should have named owners instead of disappearing into an AI black box.

Source visibility

Teams need to understand where claims, service language, and delivery assumptions came from before reusing them.

Operational fit

The workflow has to fit real proposal operations: intake, knowledge reuse, review, export, and handoff.

Trust features matter when proposals contain pricing, delivery details, and company knowledge.

Even as a product concept, ScopeDraft is positioned around secure-by-default workflows: role-aware access, source visibility, review checkpoints, and responsible handling of business-critical content.

Role-based access

Keep opportunity data, pricing, and internal knowledge visible only to the right people.

Approval checkpoints

Prevent AI-generated content from going out without pricing, legal, or delivery review where needed.

Source traceability

Show where answers came from so teams can validate claims instead of trusting black-box output.

Audit-ready workflow

Keep a clear history of edits, approvals, and exported versions for stronger internal control.

Review the security position, privacy stance, and product boundaries in one place.

For a workflow handling pricing, scope, and internal delivery knowledge, legitimacy comes from clear controls and clear limits.

Start with a better proposal workflow before you add more complexity.

See pricing, learn how the product works, or request a demo for your team.

Common questions

Clear answers for teams evaluating an AI proposal workflow.

What is ScopeDraft actually for?

It helps proposal-heavy teams turn briefs, notes, and RFP documents into polished proposals with reusable knowledge, structured drafting, pricing support, and review workflows.

Is this for small teams or enterprises?

The strongest initial fit is agencies, consultants, and small-to-mid-sized B2B service teams. The workflow also supports more structured RFP-style use cases.

Does AI make the final decision?

No. AI accelerates drafting and analysis, but people still approve pricing, claims, scope, and final delivery.

Can it use existing proposal content?

Yes. The product is designed around a reusable knowledge base built from past proposals, service descriptions, and approved answers.

Why not just use ChatGPT manually?

Because the real problem is not only writing. Teams also need source-backed answers, repeatable structure, proposal memory, approvals, exports, and a usable workflow.

Can this support RFP responses too?

Yes. Especially for extracting requirements, generating first drafts, and reusing approved content in a more structured way.