The AI workspace for your proposals

The AI workspace for your proposals

Your best proposal is the one you've already written. The scope you nailed for a similar project, the pricing structure the client accepted, the case study that closed the deal. But past proposals are buried in email threads, scattered across Google Drive, or saved with filenames like "Proposal_v3_FINAL_revised.pdf." When a new opportunity comes in, you start from scratch because finding the relevant past work takes longer than rewriting it.

Every proposal you've ever sent contains reusable intelligence: pricing precedents, scope structures, case studies, language that worked. The problem is retrieval. Fabric turns your proposal archive into a searchable library so every new proposal starts from what's already proven.

Search past proposals by scope, pricing, or client

AI search reads inside every proposal PDF and document. "The proposal I sent to the SaaS company for the rebrand" finds it. "Every proposal where I quoted a monthly retainer" finds them all. "How did I scope the last website project" finds the scope section from the relevant proposal. The search works by meaning, so it finds content by what it describes, not by filename.

The AI assistant goes further. Ask it to compare pricing across similar proposals. Ask it to find every scope of work that included a discovery phase. Ask it to surface the win rate on proposals that included a case study versus those that didn't (by comparing which proposals led to signed contracts in your library).

Draft new proposals from proven work

When a new opportunity arrives, the workflow changes. Instead of starting with a blank page, search your archive for similar projects. The AI surfaces the most relevant past proposals, and you draft from what's already worked. The scope structure from the last similar project. The pricing model that got accepted. The case study that resonated.

Write new proposals in notes and docs with your full proposal archive searchable alongside. When you need to reference past pricing, check how you scoped something similar, or find the right case study to include, search without leaving the draft.

Track who opens what

Publish proposals with password protection and link analytics. Send a polished, branded link instead of a PDF attachment. See when the prospect opens it, how long they spend on each section, and whether they come back. Create named tracking links per decision-maker.

"I noticed you spent time on the case study section" is a different follow-up from "just checking in." The analytics turn a sent proposal into readable intent signals.

Update the proposal after sending and the link serves the current version. No re-sending revised attachments.

Annotate with win/loss context

Annotations let you add notes to past proposals: "won, client cited the timeline guarantee," "lost to competitor on price," "revised scope three times before acceptance." The annotations are searchable, so "every proposal I won in the last year" or "proposals where the client pushed back on pricing" produces the relevant set.

This turns your proposal archive into a learning system. The patterns in what wins and what doesn't become findable.

Organised by client, industry, and outcome

Smart organization tags proposals by content: client, industry, service type, project size. Proposals for similar work cluster together. You don't need a filing system. The library organises itself.

Connect Google Drive and Dropbox to pull in your existing proposal archive without re-uploading.

Who uses Fabric for proposals

Freelancers writing proposals for every new client. Solopreneurs managing the sales process alone. Agency owners standardising proposals across the team. Consultants drawing on past engagement scopes. Sales professionals managing proposal pipelines.

For tracking the full sales pipeline, see CRM. For sharing materials with tracking, see sales collateral. For the broader client workflow, see client work and deliverables.

Get started

Turn your past proposals into your best asset for writing new ones. Try Fabric free.

FAQs

Can I search past proposals by scope or pricing?

Yes. AI search reads inside every proposal and finds content by meaning. Search by project type, pricing model, or scope structure.

Can the AI help me draft a new proposal from past work?

Yes. The AI assistant finds the most relevant past proposals and surfaces the sections, pricing, and language that worked.

Can I track when a prospect opens my proposal?

Yes. Publish with link analytics. See when they open it, how long they spend, and which sections they read.

Can I annotate proposals with win/loss context?

Yes. Annotations let you add searchable notes about outcomes, client feedback, and lessons learned.

Can I compare pricing across past proposals?

Yes. Ask the AI to compare how you've priced similar work across different clients and time periods.

Can I update a proposal after sending it?

Yes. Update the file and the published link serves the current version. No re-sending.

Are proposals organised automatically?

Yes. Smart organization tags by client, industry, and service type without manual filing.

Is my data secure?

Yes. Fabric uses AES-256 encryption and is CASA Tier 2 compliant. Your data is never used to train AI models.