Proposals

The last mile feels like the first.

A clean builder with line items, a currency you pick, and payment terms that fit your world. Draft. Send. See it move to Approved. Done.

dots.rookhq.com/w/acme/proposals

Proposals

3 sent · 1 approved this week

New Proposal

Proposal, Aurora rebrand

For Lumen Studio · Sent 2 days ago

Sent

Total

$24,000.00

Payment terms

Net 15

Discovery, strategy$4,000
Identity, visual system$12,000
Rollout, templates$6,000
Workshop, on site$2,000
Four statuses

Draft, sent, approved, rejected.

The only lifecycle a proposal needs. Honest. Minimal.

DraftSentApprovedRejected

A builder with room to breathe.

Add line items with name, description, quantity, and price. Pick a currency. Pick a payment term. That is it.

Ten currencies.

INR, USD, EUR, GBP, AED, SGD, AUD, CAD, JPY, CHF. One click.

Six payment terms.

Due on receipt, Net 7, 15, 30, 45, 60.

Tied to a client.

Every proposal knows who it is for. Approved moves through to project.

Edit in place.

Change a number, update a line, without breaking the thread.

Send when ready.

One click. Nothing showy.

With intelligence

Let Rook draft the first version.

Kai knows the client, the brief, and the stage of the deal. Ask for a proposal and you get a starting draft shaped by past winners. Edit the tone. Keep what you like.

  • Drafts line items from your brief
  • Matches your usual pricing
  • Remembers your tone
  • Never sends without your yes
dots.rookhq.com/w/acme/home
Kai Weston

Kai Weston · Black

Rook Intelligence

Listening
How are leads trending this quarter?

Up 34% on last quarter. Twenty new leads, mostly from referrals and LinkedIn. Two of them are in the 100k plus budget band, a first for this year. Want me to draft a short weekly summary and send it to the team on Slack?

34%20 new leadsDraft summary
4
Lifecycle states
10
Currencies
6
Payment terms
1
Click to send
Why it closes

Because it feels written, not generated.

Written in your voice

Rook Intelligence learns how you write and respects it. No boilerplate.

Reviewable by your team

Editors and approvers live in the workspace. Sign off stays in one place.

Approved becomes a project

A click and the work flows forward, with the budget already in place.

The part I used to dread is now the part that feels most like me.
A consultant who sends four proposals a week
Common questions

The small print, smaller.

Can the client sign inside the proposal?

+

A reviewable link and a clean viewer are shipping soon. Status moves to Approved the moment they say yes.

Can I use my own brand on the proposal?

+

Yes. Workspaces come with brand tokens, pulled through the whole product.

Do approved proposals become invoices?

+

They become projects and invoices in Rook Dots. Approval is the start of the real work.

Send a proposal that closes itself.