Quick answer
Proposal automation in Taskade turns a qualified brief into a managed drafting, approval, and follow-up process. Client details can start a tailored draft, reviewers can receive assigned decisions, and unanswered proposals can trigger reminders. Sales and delivery teams keep scope, pricing, versions, and the eventual onboarding handoff connected.
Choose a proposal job
- Turn a brief into a tailored proposal
- Run proposal follow-up
- Hand an approved proposal to onboarding
Build a proposal app that writes, tracks, and follows up — all from a single prompt with Taskade Genesis. No templates to fill in, no canvas to drag around.
What is a proposals app?
A proposals app is a workspace where you create, send, and manage client proposals — from the first outline to the signed deal. The best ones connect your proposal content to your project data, client records, and follow-up tasks so nothing falls through the cracks. Most proposals tools stop at a static document; a Taskade Genesis proposals app keeps working after you hit send.
Why Taskade Genesis for proposals?
- Describe it once, get a working app. Type what you need — "a proposal tracker for my agency with client name, deal value, status, and follow-up dates" — and Taskade Genesis builds a live, relational app. No blank canvas. No setup tutorial.
- Multiple views on the same data. Switch between List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart without rebuilding anything. See your proposals as a pipeline board, a deadline calendar, or a status table — same records, different lens.
- AI agents that do the work. Embedded agents with built-in tools and persistent memory can draft proposal copy, pull in client context, write follow-up emails, and update records automatically. They remember your client history across sessions.
- Clone the live app below in ~10 seconds. The proposals automation running on this page is a real Taskade Genesis app — not a screenshot. Click clone, and it becomes yours, pre-built and ready to use.
- 100+ two-way integrations baked in. Connect your CRM, email, calendar, and payment tools. Triggers pull events in; actions push data out — so a signed proposal can kick off onboarding automatically.
Who is it for?
- Freelancers who send 5–20 proposals a month and want a system that tracks status without a spreadsheet.
- Agency owners who need consistent, on-brand proposals with client-specific data pulled in automatically.
- Sales teams who want proposal drafts, follow-up reminders, and pipeline visibility in one place.
- Consultants who manage complex scopes and need a structured, shareable document with live data behind it.
- Non-technical builders who have never written a line of code but want a custom client-facing app — not a generic template.
How it works
- Describe your proposals workflow in plain language. Tell Taskade Genesis what fields, views, and automations you need — e.g., "a proposal app with client name, project scope, deal value, sent date, and a follow-up reminder 3 days after sending."
- Get a live working app instantly. Taskade Genesis generates a relational app with your exact fields, pre-built views, and AI agents attached — ready to use in seconds.
- Clone the automation below. Use the live proposals app on this page as your starting point. Clone it into your workspace and it's yours — all the structure, agents, and automations included.
- Connect your tools. Link your CRM, email provider, or calendar via 100+ two-way integrations. Set automations to send follow-ups, update deal status, or notify your team when a proposal is viewed.
- Share with clients directly. Add a custom domain (Business+) and client logins (every plan) so clients open a branded portal — not a shared link to a generic doc.
Start with the live proposals automation below, or explore AI Apps, AI Agents, and Automations to see what else Taskade Genesis builds in seconds. Browse community-built apps at Community, or dive into how automations execute and how to build custom agents in the learn center.
