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Platform · Proposals

From conversation to signed deal.

AI drafts a personalized proposal from your qualification data, sends it with open & view tracking, runs a multi-channel follow-up cadence with expiry reminders, collects an e-signature, and hands the accepted deal straight to invoicing — in minutes, not days.

Automate your proposals Read the playbook
<5min
proposal created
3x
faster close
95%
acceptance rate
Auto
follow-ups
Everything to win the deal

Create, send, track, and close — all automated.

AI-drafted proposals
Pulls requirements, budget, timeline, and preferences from the qualification conversation to draft a tailored proposal instantly
Template library
Pre-built templates for every industry, or build your own on-brand with logo, colors, fonts, pricing tables, and terms in a drag-and-drop editor
Personalized content
Customizes language, recommendations, and pricing for each lead based on their specific needs and profile — no two proposals read the same
AI-suggested upsells
Recommends relevant add-ons and upgrades based on lead intent signals and conversation context to lift every deal size
Dynamic pricing
Configurable pricing tables, package options, add-ons, discounts, and payment terms with live totals
Professional design
Beautiful, mobile-responsive proposals carrying your branding, logo, colors, and fonts on every device
E-signature
Built-in electronic signature collection — legally binding, fully compliant, and captured the moment the lead accepts
Testimonials & social proof
Embed customer reviews, case studies, and portfolio work to build trust right inside the proposal
Accept → invoice handoff
A signed proposal triggers the next step automatically — invoice, payment link, booking, or onboarding
Live proposal tracking

Know the moment a proposal lands — and signs.

Every proposal carries its own status timeline. Aria tracks delivery, opens, read-time, and signature in real time, then runs the follow-up cadence and stops automatically when the deal is signed — so you always know exactly where each deal stands.

  • Multi-channel follow-up sequence — Day 0 send, Day 1 SMS, Day 3 reminder, Day 5 AI voice check-in, Day 7 final nudge
  • Timing optimized based on each lead’s engagement
  • Open & view tracking with per-section read-time
  • Sent → Viewed → Signed status on every proposal
  • Stops automatically the moment the proposal is signed
  • Escalates to your human team when a deal needs a person
  • Every interaction logged back to the CRM
Proposal · Sarah Johnson
Signed
Line items
Kitchen remodel$15,000
Bathroom upgrade$8,500
Flooring install$6,200
Total$29,700
Status
  1. Sent
    Mar 18 · Email + SMS
  2. Viewed
    3 opens · 4m 32s read
  3. Signed
    Mar 21 · e-signature captured
Real-time proposal analytics

Track every proposal from open to signature.

Aria surfaces the numbers that tell you which deals are hot — opens, read-time, downloads, and conversion — the moment they happen.

90%
Opened
Open-rate tracking across the batch tells you exactly how many proposals have landed and been read.
4m 32s
Avg time viewed
See how long each lead spends reading — and which sections hold attention the longest.
2.3x
Return visits
Leads who come back to re-read a proposal are signalling intent — Aria flags them for follow-up.
100%
Section views
Every section is tracked individually so you know precisely what the lead read — and skipped.
44%
Downloads
When a proposal is saved or printed, that engagement is logged so you can time the next touch.
15%
Shared
Proposals forwarded to other stakeholders surface multi-party deals before they stall.
79%
Accepted
One-click e-signature acceptances convert straight into the next step of your pipeline.
3x
Conversion rate
See accepted, pending, and declined at a glance to optimize templates against what actually closes.
HOW IT WORKS

Generation to acceptance · 5 steps

1
AI generates proposal
Uses conversation data, lead info, and your branded templates to create a custom proposal instantly.
2
Team reviews
Routed to the right team member for review, editing, and approval before it goes out.
3
Auto send
Once approved, Aria sends across email, SMS, or a web link with a personalized message and tracking.
4
Track engagement
See when proposals are opened, how long they are viewed, and which sections get the most attention.
5
Accept & convert
Leads e-sign in one click; the accepted deal hands straight to invoicing, booking, or onboarding.
Delivers every way your lead reads

Send the same tracked proposal wherever the lead is most likely to open it — Aria handles delivery and follow-up everywhere.

EmailSMSWeb linkAI VoiceE-signature
Why automated proposals win

The impact of letting AI draft, send, track, and follow up on every deal.

<5min
Faster send

Proposals drafted from conversation data in minutes — not the hours of manual copy-paste it used to take.

3x
Higher close rate

Timely sends plus an automatic multi-channel follow-up cadence close more deals before they go cold.

90%
View tracking

See open rates, read-time, and section attention so you know which deals are hot and when to nudge.

Follows up everywhere

A timed multi-channel sequence that stops automatically the moment the proposal is signed.

Email
SMS
AI Voice
E-Signature
Stripe
CRM
Calendar
Templates

Close more deals with automated proposals.

Stop spending hours on proposals — let AI draft, send, track, and follow up until they are signed.

Book a demo See the automation engine
QualiflowAIualiflowAIEVERY LEAD GETS A REPLY

The agentic customer-journey platform — across voice, SMS, WhatsApp, email, web and social.

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Platform
How It WorksJourney AutomationAI EngagementAI VoiceLead CaptureSocial EngagementCRM + Lead ScoringBooking & CalendarProposalsReviews & Re-EngagementIntegrations
Industries
Service & Home ImprovementBeauty & WellnessAutomotiveAuto DealershipsReal EstateHealthcareProfessional ServicesRetail & E-commerceSaaS · Tech · B2B
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