The proposal workflow, broken down like a real product suite.
Roxy is designed around proposal creation, presentation, approval, and follow-through. This page shows how the core pieces fit together.
<60 sec
from job notes to client-ready proposal
43%
faster quote turnaround for busy operators
5 steps
generate, brand, send, sign, and collect
Feature overview
One workspace, multiple deal-critical layers
S
Stripe
G
Google Calendar
Z
Zapier
Detailed breakdown
Core features with product-style depth.
Each section below uses placeholder mockups to show the intended interface direction while the underlying product continues to evolve.
Guided drafting
Turn rough field notes into a structured proposal foundation.
Capture scope, timing, pricing cues, and client context in one pass. Roxy turns messy input into an organized document with a stronger point of view.
Guided drafting
Turn rough field notes into a structured proposal foundation.
Input layer
Generated output
Brand control
Make every proposal look like it came from your best closer.
Lock logos, type, colors, proof points, and standard sections into the experience so every rep sends the same caliber of proposal.
Brand control
Make every proposal look like it came from your best closer.
Brand system
Proposal preview
Deal visibility
See buyer intent earlier and follow up with better timing.
Track opens, section views, and acceptance events so your team knows when to step in and what the client actually spent time reviewing.
Deal visibility
See buyer intent earlier and follow up with better timing.
Buyer signals
Proposal engagement
Recommended follow-up
Send a follow-up within 2 hours
Buyer is spending the most time in pricing and onboarding. Re-engage with a deposit option and install-window reassurance.
Supporting capabilities
Extra layers that make the workflow feel production-ready.
These are the secondary systems around the core proposal flow that help Roxy present like a mature SaaS product.
Smart proposal sections
Build reusable modules for scope, pricing, case studies, and terms.
Follow-up ready
Pair engagement signals with reminders so your team follows up at the right moment.
Secure approvals
Keep approvals auditable with timestamps and controlled signing flows.
Built for operators
Fast inputs, clear defaults, and fewer decisions inside a busy sales day.
Next step
See how Roxy turns proposal work into a more premium client experience.
Join early access to test the workflow, shape upcoming features, and get notified when the closed-loop proposal experience opens up.
Questions? Email roxy@himalayan-ai.com