Proposal automation for premium service brands

Proposals that look expensive, move fast, and close with less friction.

Roxy turns rough sales notes into polished proposal experiences with branded layouts, signature-ready approvals, and payment-aware deal flow.

Get Early Access Explore pricing

<60 sec

from job notes to client-ready proposal

43%

faster quote turnaround for busy operators

5 steps

generate, brand, send, sign, and collect

Open signal

Viewed 3x

Buyer spent 4m 22s in pricing.

Deposit ready

$1,250 checkout attached

workspace / spring-renovation

Generating

Live workspace

Proposal pipeline

Client brief

Kitchen renovation, 3-week install window, financing options requested.

Ready

AI assembly

89%

Scope summary and milestones generated

Pricing options and deposit block added

Client page and PDF output prepared

Client preview

Northline Kitchen Co.

Project total

$8,400

Design consultationConfirmed

Cabinet installWeek 2

Finishing and QAWeek 3

Approval

Signature and deposit in the same flow.

Next step

Install start locked for April 12.

Trusted workflow

Connect Roxy to the tools already running your pipeline.

Stripe

Google Calendar

Zapier

Before and after

Replace the stitched-together Word doc with a proposal your client can actually buy from.

Roxy is built for the moment between discovery and decision, when presentation quality and response speed shape whether the deal keeps moving.

Before Roxy

Messy Word document

Friction everywhere

proposal_final_v7.docx

Scope of Work

Notes pasted from three emails. Pricing still needs cleanup.

1. Remove old unit

2. Install new unit maybe Wednesday or Thursday

3. Warranty info to be confirmed

4. Customer asked about deposit and timeline

Inconsistent formatting

Manual copy and paste

No signature flow

No payment handoff

After Roxy

Clean proposal experience

Ready to close

client proposal

Spring HVAC replacement

Structured scope, visual pricing, install timeline, signoff, and deposit.

Quote total

$12,600

Clear scope with branded layout and trust-building proof

Timeline and optional add-ons presented without clutter

Signature and payment blocks ready in the same experience

Time to send

Before

4.5 hours

After

52 seconds

Brand consistency

Before

Manual

After

Locked in

Approvals

Before

Email back-and-forth

After

Sign and pay in one flow

How it works

A product-led flow from raw notes to a signed proposal.

The experience is designed to feel closer to premium proposal software than a lightweight landing page generator.

Step 01

Capture the job

Drop in site notes, a call recap, or a rough scope. Roxy turns incomplete inputs into a structured draft.

Step 02

Polish the proposal

Apply your brand, pricing blocks, scope modules, and legal language without rebuilding the document.

Step 03

Send a deal-ready link

Share a proposal page that tracks opens, collects signatures, and hands clients directly into payment.

proposal flow / step-by-step

3-step

Guided flow

From notes to closeout

Input

Replace 3 rooftop units

Customer asked for faster completion

Need one proposal with deposit option

Output

AI summary and scope generated

Branding and proof sections applied

Signature and payment actions enabled

Generate

Brand

Send

Sign

The experience moves from generation into branding, sending, approval, and payment so the proposal feels like part of your sales system instead of another isolated file.

Generate

Draft from notes and templates in seconds.

Brand

Apply your visual system and reusable sections.

Send

Deliver a link or PDF that feels polished immediately.

Sign

Capture approval with a timestamped signoff flow.

Pay

Collect a deposit through connected payment tools.

proposal board / active deal

Live data

Revenue path

A proposal with built-in momentum

Deal health

74% likely to close

Status

Viewed · awaiting signoff

Generate

Draft from notes and templates in seconds.

Done

Brand

Apply your visual system and reusable sections.

Done

Send

Deliver a link or PDF that feels polished immediately.

Done

Sign

Capture approval with a timestamped signoff flow.

Active

Pay

Collect a deposit through connected payment tools.

Pricing

Feature comparison built for the way proposal software is actually evaluated.

Instead of generic plan cards, Roxy lays out the workflow depth, controls, and handoff capabilities you get at each level.

Plans

Choose the operating mode that fits your team.

Starter

For solo operators replacing Word docs and PDFs.

$49

per month

Pro

Popular

For teams selling weekly and standardizing the client experience.

$99

per month

Business

For multi-user teams that need control, visibility, and integrations.

$199

per month

Monthly proposals

Unlimited

AI-generated drafts

Custom branding

Interactive pricing blocks

Client-facing proposal page

Built-in e-signature

Open + section analytics

Stripe and Zapier integrations

Team seats + permissions

Priority onboarding

Need something custom? We can help map seats, onboarding, and rollout timing.

Join early access

Get Pro access

Talk to sales

Social proof

Built to make teams feel more polished before the work even starts.

The testimonials below are placeholders, but the structure is ready for full customer proof with richer context.

Roxy made our proposals feel like a premium buying experience instead of a stitched-together attachment.

Morgan Tate

Owner, Blue Peak HVAC

The difference is speed, but the bigger win is confidence. Reps send cleaner proposals because the system does the hard parts for them.

Erin Caldwell

Head of Sales, Northshore Studio

We stopped debating formatting and started focusing on what closes. Clients understand the proposal faster and approve sooner.

Jared Lin

Director, Summit Service Group

FAQ

Common questions before you join early access.

Roxy is being shaped around proposal quality, approval speed, and the full closeout workflow.

Who is Roxy built for?+

Roxy is designed for service businesses that need a polished proposal workflow without enterprise software overhead, including HVAC, plumbing, roofing, cleaning, consulting, web design, catering, and other proposal-heavy teams.

Can I still export a PDF?+

Yes. Roxy supports modern web-based proposal pages and PDF export, so you can match the buying process your clients expect.

Does Roxy replace my pricing decisions?+

No. You stay in control of pricing, scope, and terms. Roxy packages that information into a more consistent and client-ready experience.

Are signatures and payments part of the flow?+

That is the product direction reflected in this experience. Roxy is being built around a closed loop from generation to approval to payment.

Final CTA

Start closing deals with a proposal experience that feels more premium than the competition.

Join the early-access list to shape Roxy and get first access when the closed-loop workflow opens to new teams.

Get Early Access

Questions? Email hello@roxy.himalayan-ai.com