Proposals clients can accept, not just read

A Naimi proposal greets the client by name, shows their numbers, lets them pick a package and pay a deposit — and tells you the moment they open it.

app.naimi.ai/northwind-pr7x

Proposal · valid until July 18

Website redesign for Northwind

Your price $12,400
−15% applied
Accept proposal Pay $500 deposit
before / after

What changes, concretely.

Every proposal is an evening of copy-paste in PowerPoint

Template built once; each client’s version is a 30-second form (or one sentence to your agent)

You find out the decision three weeks later, by asking

Opens, view time and repeat visits per client — with a ping the moment it happens

“Can you recalculate for 8 pages instead of 5?” — a new PDF every time

The client drags the scope slider; the price recalculates in front of them

anatomy

What a template like this is made of.

Personalized per client

Filled in seconds — by form or by one sentence to your agent.

{{company}}{{contact}}{{scope}}{{price}}{{deadline}}{{special_offer}}

Interactive elements

Live on the page; every client action is saved and reported.

Package pickerScope calculatorDeposit paymentValidity countdownAccept button

Plus always: open & view-time tracking, instant notifications, client memory, editable after sending. See the elements working →

faq

Common questions.

Can the client accept the proposal right on the page?

Yes — acceptance buttons, package selection and deposit payments live on the presentation. The choice is saved to the client’s card and you’re notified instantly.

How fast can I produce a proposal for a new lead?

With the template ready: under a minute by form, or one sentence to your agent — including building it from a call transcript you just received.

What if my prices change after I send it?

Edit the template or the presentation — the same link updates. No v2 attachments, no “please ignore my previous email”.

Other use cases: Sales presentations · Price lists & pricing pages · Client reports & QBRs · Event invitations & RSVPs · Client onboarding

Ship your first one this week.

Template tonight with your agent, personalized links tomorrow. Free plan, no credit card.

free plan · no credit card · cancel anytime