Create Sales Proposals That Close Deals

Upload deal context, account notes, and reference materials — Gixo generates a structured sales proposal with scope, pricing, timeline, implementation plan, and next steps. Better first drafts than template tools when your deal context is scattered across files and conversations.

See it in action

See the proposal builder

Pick the proposal type, upload your files, add the missing context, and make a first draft in one place.

Gixo proposal builder showing proposal type selection, file upload, and draft controls.
Proposal type selection, file upload, context notes, and draft controls in one view.
Deal Context-Specific Drafting
Auto Pricing Sections
Phased Timeline + Milestones
Clear Next Steps

Sales Proposals That Reflect Your Actual Deal

Template tools give you a form to fill. Gixo reads your deal context files and generates a proposal that reflects your specific situation — pricing, scope, timeline, and competitive positioning all derived from what you uploaded.

Deal Context Intake

Upload discovery call notes, account briefs, competitor analyses, pricing sheets, or CRM exports. Gixo reads these files to understand your deal situation and generates a proposal that reflects the specifics — not generic sales language.

Pricing Structure

The generated proposal includes a pricing section with tiers, line items, discounts, and payment terms — structured from your uploaded pricing sheets or deal notes. No manual table building required.

Scope Definition

Gixo generates a clear scope section that defines what is included, what is excluded, and what assumptions apply. Scope boundaries are derived from your uploaded context so they match the deal you are actually proposing.

Timeline and Milestones

The proposal includes a phased timeline with milestones, go-live dates, and key checkpoints. Buyers can see the progression from contract signing through implementation to value delivery.

Implementation Plan

For products and services that require onboarding, Gixo generates an implementation section with phases, responsibilities (yours and the client's), and success criteria so the buyer understands what happens after they sign.

Next Steps

Every sales proposal ends with a clear next steps section — who does what, by when, and what the buyer needs to do to move forward. No ambiguous endings that stall deals.

Competitor Differentiation

Upload competitive intelligence or battle cards as reference files. Gixo weaves differentiation points into the proposal narrative — positioning your solution against alternatives the buyer is evaluating without making it a comparison table.

Reference Materials

Upload case studies, product one-pagers, ROI calculators, and testimonials. The AI incorporates relevant evidence from these materials into the proposal to strengthen your claims with proof points the buyer can verify.

How to Generate a Sales Proposal with AI

1
Upload deal context and reference materials

Upload discovery notes, account briefs, pricing sheets, competitor analyses, case studies, and any other deal-relevant files. The more context you provide, the more specific the generated proposal will be.

2
AI generates a deal-specific sales proposal

Gixo reads your uploaded files and generates a complete sales proposal with scope, pricing, timeline, implementation plan, competitive positioning, and next steps — all informed by your actual deal context.

3
Refine with inline AI and team review

Edit any section with inline AI to sharpen messaging, adjust pricing presentation, or refine competitive positioning. Invite sales engineers, managers, or legal to co-edit and comment before sending.

4
Export and send to the buyer

Export the final proposal to PDF for formal delivery or DOCX for an editable version. All pricing tables, timelines, and formatting are preserved for a professional presentation.

How Gixo Compares to Other Approaches

See how Gixo's context-driven sales proposal generation compares to PandaDoc/Proposify and manual drafting.

Capability Gixo AI PandaDoc / Proposify Manual Drafting
Time to first draftMinutesHours (template fill)Hours to days
Deal context intakeReads uploaded filesManual entryManual research
Pricing sectionAuto from pricing filesInteractive pricingManual table
Scope and exclusionsContext-derivedTemplate fieldsManual writing
Implementation planAuto-generated phasesNot standardManual
Competitive positioningFrom battle cardsNoManual
E-signatures / trackingNot includedCore featureN/A
CRM integrationNot includedSalesforce, HubSpotN/A
Inline AI editingRewrite / expand / simplifyNoN/A
Best forStrong first drafts from scattered contextStandardized sales workflowsHighly custom deals

Frequently Asked Questions

How does Gixo differ from PandaDoc or Proposify for sales proposals?
PandaDoc and Proposify are proposal operations platforms with templates, e-signatures, tracking, and CRM integrations. Gixo focuses on generating the first draft — reading your deal context files and producing a structured proposal with scope, pricing, and timeline. If you need e-signatures and tracking, use those tools for delivery. If you need a better first draft faster, start with Gixo.
Can Gixo generate pricing tables from my pricing sheets?
Yes. Upload your pricing sheet, rate card, or deal-specific pricing notes as reference files. Gixo generates a structured pricing section with tiers, line items, discounts, and payment terms derived from your uploaded materials — not placeholder numbers.
How does competitive differentiation work?
Upload battle cards, competitive analyses, or win/loss reports as reference files. Gixo incorporates relevant differentiation points into the proposal narrative — highlighting your strengths relative to alternatives the buyer is evaluating. The positioning is woven into the scope and approach sections, not presented as a side-by-side comparison table.
Does the generated proposal include implementation details?
Yes. For products and services that require onboarding or deployment, Gixo generates an implementation section with phases, responsibilities for both parties, timelines, and success criteria. This helps buyers understand what happens after they sign and reduces post-sale ambiguity.
Can my sales team collaborate on the proposal before sending?
Yes. Gixo supports real-time collaboration with remote cursors. Sales reps, sales engineers, managers, and legal reviewers can all edit the same proposal simultaneously. Inline comments let team members flag sections that need attention before the proposal goes out.
What if my deal context is scattered across multiple files?
That is exactly when Gixo works best. Upload all your files — discovery notes, account briefs, email threads, product specs, pricing sheets — and the AI synthesizes them into a coherent proposal. Template tools struggle when your input is messy. Gixo is built to handle scattered context.
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Generate Your Sales Proposal in Minutes

Upload deal context. Get a structured proposal with scope, pricing, timeline, and next steps. Edit collaboratively and export to PDF or DOCX.

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