Platform · Proposals

From conversation to signed deal.

When a customer is ready, Aria can turn the conversation into a clear proposal, send it through an available channel, track engagement, answer follow-up questions, and keep the process moving toward a decision. Proposal automation and the channels it can send through depend on your plan.

Automate your proposals Read the playbook

Minutes

from conversation to draft

Tracked

opens and views

E-sign

built in

Auto

follow-ups

Everything to win the deal

Create, send, track, and close — on the plans that include proposals.

AI-drafted proposals

Pulls requirements, budget, timeline, and preferences from the qualification conversation to draft a tailored proposal instantly

Template library

Pre-built templates for every industry, or build your own on-brand with logo, colors, fonts, pricing tables, and terms in a drag-and-drop editor

Personalized content

Customizes language, recommendations, and pricing for each lead based on their specific needs and profile — no two proposals read the same

AI-suggested upsells

Recommends relevant add-ons and upgrades based on lead intent signals and conversation context to lift every deal size

Dynamic pricing

Configurable pricing tables, package options, add-ons, discounts, and payment terms with live totals

Professional design

Beautiful, mobile-responsive proposals carrying your branding, logo, colors, and fonts on every device

E-signature

Built-in electronic signature collection — legally binding, fully compliant, and captured the moment the lead accepts

Testimonials & social proof

Embed customer reviews, case studies, and portfolio work to build trust right inside the proposal

Accept → invoice handoff

A signed proposal triggers the next step automatically — invoice, payment link, booking, or onboarding

Live proposal tracking

Know the moment a proposal lands — and signs.

Every proposal carries its own status timeline. Aria tracks delivery, opens, read-time, and signature in real time, then runs the follow-up cadence and stops automatically when the deal is signed — so you always know exactly where each deal stands.

Multi-channel follow-up sequence — Day 0 send, Day 1 SMS, Day 3 reminder, Day 5 AI voice check-in, Day 7 final nudge
Timing optimized based on each lead’s engagement
Open & view tracking with per-section read-time
Sent → Viewed → Signed status on every proposal
Stops automatically the moment the proposal is signed
Escalates to your human team when a deal needs a person
Every interaction logged back to the CRM

Proposal · Sarah Johnson

Signed

Line items

Kitchen remodel$15,000

Bathroom upgrade$8,500

Flooring install$6,200

Total$29,700

Status

Sent
Mar 18 · Email + SMS
Viewed
3 opens · 4m 32s read
Signed
Mar 21 · e-signature captured

Real-time proposal analytics

Track every proposal from open to signature.

Aria surfaces the numbers that tell you which deals are hot — opens, read-time, downloads, and conversion — the moment they happen. Shown here with illustrative data.

90%

Opened

Open-rate tracking across the batch tells you exactly how many proposals have landed and been read.

4m 32s

Avg time viewed

See how long each lead spends reading — and which sections hold attention the longest.

2.3x

Return visits

Leads who come back to re-read a proposal are signalling intent — Aria flags them for follow-up.

100%

Section views

Every section is tracked individually so you know precisely what the lead read — and skipped.

44%

Downloads

When a proposal is saved or printed, that engagement is logged so you can time the next touch.

15%

Shared

Proposals forwarded to other stakeholders surface multi-party deals before they stall.

79%

Accepted

One-click e-signature acceptances convert straight into the next step of your pipeline.

Conversion rate

See accepted, pending, and declined at a glance to optimize templates against what actually closes.

HOW IT WORKS

Generation to acceptance · 5 steps

AI generates proposal

Uses conversation data, lead info, and your branded templates to create a custom proposal instantly.

Team reviews

Routed to the right team member for review, editing, and approval before it goes out.

Auto send

Once approved, Aria sends across email, SMS, or a web link with a personalized message and tracking.

Track engagement

See when proposals are opened, how long they are viewed, and which sections get the most attention.

Accept & convert

Leads e-sign in one click; the accepted deal hands straight to invoicing, booking, or onboarding.

Delivers every way your lead reads

Send the same tracked proposal wherever the lead is most likely to open it — Aria handles delivery and follow-up everywhere.

EmailSMSWeb linkAI VoiceE-signature

Why automated proposals win

The impact of letting AI draft, send, track, and follow up on every deal.

Minutes

Faster send

Proposals drafted from conversation data in minutes — not the hours of manual copy-paste it used to take.

Automatic

Follow-up cadence

Timely sends plus a multi-channel follow-up cadence keep deals moving before they go cold.

Tracked

Opens and views

See open rates, read-time, and section attention so you know which deals are hot and when to nudge.

Follows up everywhere

A timed multi-channel sequence that stops automatically the moment the proposal is signed.

SMS

AI Voice

E-Signature

Stripe

CRM

Calendar

Templates

Close more deals with automated proposals.

Stop spending hours on proposals — let AI draft, send, track, and follow up until they are signed.

Book a demo See the automation engine

From conversation to signed deal.

Minutes

from conversation to draft

Tracked

opens and views

E-sign

built in

Auto

follow-ups

Know the moment a proposal lands — and signs.

Multi-channel follow-up sequence — Day 0 send, Day 1 SMS, Day 3 reminder, Day 5 AI voice check-in, Day 7 final nudge

Timing optimized based on each lead’s engagement

Open & view tracking with per-section read-time

Sent → Viewed → Signed status on every proposal

Stops automatically the moment the proposal is signed

Escalates to your human team when a deal needs a person

Every interaction logged back to the CRM

From conversation to signed deal.

Create, send, track, and close — on the plans that include proposals.

Know the moment a proposal lands — and signs.

Track every proposal from open to signature.

Generation to acceptance · 5 steps

Follows up everywhere

Close more deals with automated proposals.

Cookies on QualiFlow

From conversation to signed deal.

Create, send, track, and close — on the plans that include proposals.

Know the moment a proposal lands — and signs.

Track every proposal from open to signature.

Generation to acceptance · 5 steps

Follows up everywhere

Close more deals with automated proposals.

Cookies on QualiFlow