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You just finished a discovery call, the proposal is already written.
Process Place captures your leads, books your calls, and turns your discovery conversations into ready-to-send proposals — scoped, priced, and ready for signature. In minutes, not hours.
Get early access
14 days trial. No credit card.
Never carry the data around several apps again
Your whole agency context works as a single brain
Call Transcripts
Submitted briefs
Agency context
Tailored proposal drafted by aiTailored proposal
How it works
From "I'm interested" to signed contract — one unbroken line
Step 1
A lead lands on your intake page
Your AI chatbot captures scope, budget, and timeline, builds a structured brief, and books the call. You show up prepared.
Step 2
The call writes the proposal
Records and transcribes your call. One click — AI turns the brief, transcript, and pricing into a full draft. Start at 80%, not zero.
Step 3
They sign. You start.
Send the proposal with built-in contract and e-signature. Client signs in one click. Deal moves to "Won" automatically. No more PDFs.
What's included
Everything you need to close deals
AI Handles Intake
Stop jumping on calls blind
Your client-facing chatbot asks the questions you'd ask — but before you ever get on a call. It adapts based on their answers, captures what matters, and generates a structured brief you can review over coffee before the meeting. Clients feel taken care of. You feel prepared.
Proposals From Calls
Stop rewriting the same proposal from scratch
The AI listens to what your client actually said on the call — not what you half-remember two days later. It drafts a proposal using your services, your pricing tiers, and the specific requirements from the conversation. You start at 80% done instead of staring at a blank Google Doc. Average time saved: 3–5 hours per proposal.
See Your Pipeline
Every lead, every stage, one board
Kanban pipeline from first inquiry to signed contract. Deals move automatically as clients complete intake, book calls, receive proposals, and sign. No more digging through email threads to figure out where things stand. No more leads falling through the cracks.
Contracts & E-Signatures
Close the deal in the same place you pitched it
Attach terms, send for signature, get it signed — without bouncing between DocuSign, email, and a shared drive. The proposal becomes the contract. The client signs. The deal closes. One flow.
Difference
Your sales process now vs. what it could be
Without Process Place
- Leads email you, you respond when you remember
- Discovery calls with zero prep
- 3–5 hours writing each proposal in Google Docs
- Copy-pasting from old proposals and hoping it's close enough
- Chasing signatures through email threads
- Leads lost because you took too long to follow up
With Process Place
- AI captures the brief before the call even happens
- You walk into every discovery call fully prepared
- Proposals drafted in minutes from the actual conversation
- Scope, pricing, and timeline pulled from what they told you
- Contracts signed in one click, in the same flow
- Every lead tracked from first touch to signed deal
Customer stories
What design partners are saying
"I used to spend Sunday nights writing proposals. Now the AI drafts it after the call and I clean it up in 20 minutes. Got my weekends back."
Marcus RiveraFounder, Pixel & Code Studio
"The intake chatbot alone changed everything. Clients show up to discovery calls pre-qualified and I already know what they need. The conversation is 10x more productive."
Sarah ChenFounder, Pixel & Code Studio
"We were losing leads because it took us a week to send a proposal. Now it goes out same day. Our close rate went up just from speed."
Jamie ParkCo-Founder, Nebula Digital
Questions
Yeah, but...
Setup takes 15 minutes. The AI proposal works from your very first discovery call. If you don't see value in the first week, cancel. No annual contracts.
It writes a strong first draft — usually 80% there — because it's working from what your client actually said on the call, not a blank page. You always review and edit before sending. The point is you start at 80%, not 0%.
If that process is Google Docs + memory + email, it works until it doesn't. The first lead you lose because your proposal took 5 days is more expensive than a year of Process Place.
It's built for agencies your size. The tools with 200-feature tours and $150/seat pricing aren't. If you're writing proposals in Google Docs and tracking leads in your head, you're exactly who this is for.
Coming soon. Right now Process Place handles everything from first inquiry to signed contract — the part of your business that generates revenue. Project delivery tools are on the roadmap.
Early access pricing
Flexible pricing for your needs
What's included:
- AI company enrichmentAuto-fills company profile data from public sources so leads arrive with context before your first reply.
- Gmail sync (read-only)Reads conversation history and email metadata in Gmail. No send, edit, or delete actions in Starter.
- Contacts and companies databaseKeeps leads, people, and companies in one shared CRM-style record with searchable history.
- Deals pipelineTracks opportunities by stage so your team sees what is new, in progress, won, or blocked.
- Manual proposal creationBuild proposals from templates manually when you do not need AI-generated draft content.
- System contract templatesIncludes default legal templates that can be attached to proposals and sent for signature.
- E-signingCollect legally binding signatures directly in the proposal flow without external signature tools.
- Invoicing and paymentsCreate invoices and collect payments from accepted deals in the same workspace.
- Automatic payment remindersSends scheduled follow-ups for unpaid invoices so finance work is less manual.
- Call schedulingLets leads book available time slots and keeps scheduling attached to the deal record.
- Activity timeline on every dealShows a chronological log of emails, calls, notes, signatures, and payment events per deal.
- Email supportSupport via email during business hours with standard response times.
Everything in Starter, plus:
- Call recording and transcriptionRecords discovery calls and produces searchable transcripts linked to the related opportunity.
- AI proposal generationGenerates first-draft proposals from brief, transcript, and pricing so edits start from 80% complete.
- AI intake chatbotCaptures requirements before the call using adaptive questions based on previous lead answers.
- AI call summariesTurns long conversations into concise notes, decisions, and next actions for faster follow-up.
- Client portalGives clients one place to review proposals, contracts, signatures, and billing status.
- Custom contract templatesCreate your own legal templates with reusable clauses that match your service structure.
- Priority email supportFaster support queue with shorter response SLA than Starter support.
Everything in Pro, plus:
- Multiple pipelinesRun separate sales workflows for different services, regions, or business units.
- Team roles and permissionsControl access by role so each teammate can view or edit only relevant records.
- Advanced reportingTrack conversion, deal velocity, and revenue trends with segmented pipeline analytics.
- 30 hours call recording per user/monthExpanded monthly recording allowance per seat for teams with higher call volume.
- White-label client portalUse your own branding in the client-facing portal for a consistent agency experience.
- Dedicated onboarding sessionLive onboarding with implementation guidance tailored to your team workflow.
- Slack support channelDirect support communication in Slack for faster back-and-forth on urgent issues.
- API accessProgrammatic access to core data and actions for custom integrations and automation.
You didn't start an agency to spend half your week writing proposals
No spam. No credit card. Just an email when we're ready for you.