Proposals

Proposal software that shows you when clients read

Sending a proposal into silence tells you nothing about whether the deal is alive. Belvak shows service companies of 5 to 50 people exactly when a client opens a proposal, how long they read, and whether it is worth a follow-up today.

Belvak proposals table with client names, values, statuses, and engagement signals

12

proposal designs in the AI generator

3

engagement signals: Hot, Warm, Cold

1-click

approved proposal to project

0

numbers invented by the AI

Capabilities

See the engagement, then act on it

A proposal in Belvak is more than a PDF you email and forget. It tells you who is reading, writes its own first draft, and turns into real work the moment it is approved.

Tracked share links

Send a secure link the client opens in the browser, no account needed. See view counts, total time on page, and when it was last opened. Revoke a link at any time.

Hot, warm, or cold

Every shared proposal gets an engagement signal based on real behavior. Repeated views and minutes on page within days reads Hot, a stale two weeks reads Cold. Follow up when it matters.

AI proposal generator

Answer a short brief and get a full draft in one of 12 designs. Edit every word inline. You enter every number, the AI never invents pricing, and you attach the finished PDF straight to the proposal.

Approval becomes a project

When the client says yes, one click converts the proposal into a project with client, value, and scope carried over. The two records stay linked in both directions.

The AI generator

A first draft you can actually send

Answer a short brief and Belvak writes the whole proposal for you, ready to edit inline and keep on brand.

AI generator

From brief to finished proposal

Describe the project in a short brief and get structured, editable prose: summary, scope, deliverables, timeline, and terms, laid out and ready to send.

  • Edit every section inline, exactly as it will print
  • Your pricing, tax, and discounts stay exactly as you typed them
  • Export a print-ready PDF or attach it to the proposal record
The proposal editor with an editable document and structural options sidebar

Designs

12 designs, one click apart

Switch the whole document between commercial, formal document, bold, and minimal design families without retyping a single word.

  • Commercial, document, bold, and minimal families
  • Your logo and brand details carried through
  • Switch designs at any point without losing edits
The proposal template library showing 12 cover designs

How it works

Draft, send, read the room, and win

  1. 01

    Draft it

    Write it yourself or generate a first draft with AI from a short brief.

  2. 02

    Send a tracked link

    The client opens it in the browser, no signup, no attachment ping-pong.

  3. 03

    Read the signals

    Views, time on page, last opened, and a Hot, Warm, or Cold signal.

  4. 04

    Approve and convert

    Approval turns the proposal into a project in one click.

FAQ

Common questions about proposals in Belvak

How do I know when a client reads my proposal?

Every shared link tracks view counts, total time on page, and when it was last opened. Belvak turns that into a Hot, Warm, or Cold signal so you can tell an engaged client from a stale one at a glance.

Do clients need an account to view a proposal?

No. You send a secure browser link that opens on any device, with no login and no signup. The client just clicks and reads.

Can I revoke a shared proposal link?

Yes, instantly. Revoke a link at any time and the client sees that it is no longer active, so an old or wrong version cannot keep circulating.

Does the AI make up pricing?

No. You enter every number, and the platform keeps your totals, tax, and discounts exactly as you typed them. The AI only writes the prose around your figures, it never invents a price.

What happens when a proposal is approved?

One click converts the approved proposal into a project, with the client, value, and scope carried over. The two records stay linked, so nothing is retyped and nothing loses its history.

Is there a free version of the proposal generator?

Yes. Belvak offers a free AI proposal generator on the website with no signup required, so you can try the full brief-to-PDF flow before creating a workspace.

Keep exploring

Connected to everything else in Belvak

Proposals feed the rest of the platform: they become projects, get billed as invoices, and stay tied to the client they came from.

Stop sending proposals into silence

Share a tracked link, see the engagement, and follow up at the right moment.