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How to write a sales proposal with AI, and see when it's read

Updated 8 November 2026

A proposal written with Claude and sent as a page that only people at tackworth.co can open.

Open the live example →

What to put in a sales proposal

1. A headline that names the outcome“A website that turns trial sign-ups into paying teams” beats “Website Redesign Proposal”. It shows you understood what they're buying.
2. What they told youRestate their goals with numbers, like “double demo bookings from 1.4% to 2.8%”. Clients sign proposals that sound like their own words.
3. How you'll get thereA simple timeline in phases, with what they get at each step. Keep the method short; it's not the main event.
4. Two or three options, one recommendedPackages let the client choose how to say yes, instead of whether to. Highlight the one you recommend.
5. ProofOne short case study or quote from a similar client.
6. A clear next step and an expiry date“Ready to start on 17 November?” with one button, and “valid until 6 December” to keep it moving.

Three packages with the recommended one highlighted, one quote, and a single next step.

Write it with Claude or ChatGPT

Give the AI your discovery-call notes and let it draft the whole thing as a page. You'll still edit the numbers and promises, but the structure and the first draft take a minute.

Send it as a page, not a PDF

Most people open proposals on their phone first, and a PDF there means pinching and zooming. A page reflows to fit. And unlike an attachment, you can fix a typo or change a price after sending, and the link stays the same.

Publish this to DocPin as “tackworth-proposal”, only people at tackworth.co

DocPin · publish_page

Live at paperweight.docpin.it/tackworth/proposal. Only @tackworth.co emails can open it.

Know when they've read it

The worst part of sending a proposal is the silence. With DocPin you can see how many times it's been opened and, on Pro, who opened it, because viewers confirm their work email to get in. That tells you when to follow up, and whether it was forwarded to the person who signs.

• Only the client's company can open it, on Pro, or protect it with a password.
• Edit after sending: change the price or scope and the same link shows the new version. Every earlier version is kept.
• Your own domain on Pro, like proposals.youragency.com, so it looks like it came from you.

Do you need proposal software?

Tools like PandaDoc, Proposify and Qwilr add e-signatures, payments and CRM sync, and charge per user, per month. If you mostly need a proposal that looks custom, opens on a phone, stays private and tells you when it was read, an AI-written page on DocPin does that, free for 3 pages or $8 a month on Pro. Need a signature? Link the Accept button to your e-sign tool.

Sales proposal template

Copy this outline into your AI along with your notes:

Questions people ask

What should a sales proposal include?

An outcome-focused headline, the client's goals in their own words with numbers, a short timeline, two or three priced options with one recommended, one piece of proof, and a clear next step with an expiry date.

Can ChatGPT write a sales proposal?

Yes. Give ChatGPT or Claude your call notes, prices and the structure you want, and ask for the proposal as a single HTML page. Check every number and promise before you send it.

How do I know if a client opened my proposal?

Send it as a DocPin page instead of a PDF. You'll see view counts on every plan, and on Pro the names of people who opened it, since viewers confirm their work email.

Is a web page better than a PDF for proposals?

Usually. A page reads well on a phone, can be updated after sending without changing the link, can be limited to the client's company, and tells you when it was opened.

How long should a sales proposal be?

As short as it can be while answering what the client asked. For most service deals, one scrolling page with five or six sections is enough.