Proposia.io

by UPentrepriseALPHA
AI-powered quoting for agencies and partners

Generate beautiful,
AI-driven proposals

Automate your quoting process with Proposia.io. Generate interactive, responsive, and consistent proposals in seconds using your existing ClickUp data.

Phase 1 (ALPHA): Available for companies using ClickUp.
Agency registration coming soon!

What is Proposia.io?

Automated & AI-Driven

Leverage AI to generate proposals automatically from your ClickUp data. No manual copying, no formatting headaches.

Secure & Compliant

All proposals are protected behind authentication. Share public URLs with clients while keeping internal tools secure.

Multi-Brand White-Label

Support multiple brands with dynamic branding, templates, and permissions. Perfect for agencies with multiple clients.

How It Works

1

Connect your ClickUp workspace

Simply log in and connect your ClickUp account. Proposia.io will access your structured deal data.

2

Generate a quote from any ClickUp Deal

Enter a ClickUp Task/Deal ID, select your brand template, and let AI generate a beautiful, interactive proposal in seconds.

3

Share the public proposal URL

Generate a unique, encoded URL for your client. Export as Visual or Institutional PDF. The URL stays the same until you republish.

4

Track status and manage quotes

View all your proposals in one dashboard. Track views, time spent, and engagement. Update ClickUp automatically with submission data.

Key Benefits

  • โšก Speed: Generate proposals in seconds, not hours
  • ๐ŸŽจ Consistency: All proposals follow your brand guidelines
  • ๐Ÿ”’ Compliance: Secure, auditable, and version-controlled
  • ๐Ÿท๏ธ White-labeling: Multiple brands, one platform
  • ๐Ÿ”— Integration: Seamless ClickUp workflow
  • ๐Ÿ“Š Analytics: Track engagement and optimize

Ready to transform your quoting process?

Join forward-thinking agencies and partners using Proposia.io to close deals faster.

ALPHA access available now ยท Agency registration coming soon

Questions or need help?

We're here to help you get started with Proposia.io. Reach out to our team for onboarding assistance, technical support, or partnership inquiries.