Margot
Sales assistant
“I write your quotes and proposals from your templates, and follow up on the ones opened with no reply.”
- Quotes and proposals
- Follow-ups based on opens
- From your own address
Quote and proposal software for freelancers, agencies and SMEs
The sales proposal software
that drafts and follows up for you.
No more proposals written at night, or quotes left without a reply. Margot drafts them from your templates, your client picks their options and signs online, then she follows up from your address if they don’t reply.
14-day free trial- No commitment
- No credit card required
Electronic invoicingCompatible solution
Data hosted in Europe
GDPR compliance
Encrypted dataIn transit and at rest
More than 50 users already trust Elevia
Why Elevia
Sales proposals
that get signed faster.
Your sales proposals deserve better than a static PDF.
Your templates
WebsiteSigned 12 timesPicked
Brand identitySigned 8 times
Monthly retainerSigned 5 times
Proposal · Atelier NovaFor Camille Laurent
Ready to review
Ready to reviewFrom the CRM
5-page website€4,800
Content writing€1,600
Total€6,400 ex. tax
Everything you need
From first touch to signed contract
Your best proposals, reused
Turn the proposal that worked into a template, and share your documents through your client portal.
Nothing to copy
Client name, amounts and due dates carry over from the opportunity. You write the substance, not the contact details.
The invoice follows the signature
The signed proposal becomes an invoice or a subscription in one click, ready for e-invoicing.
The project starts right away
Once signed, the proposal becomes a project management workspace ready for planning, with the Projects module.
Paid the way you want
Deposit, balance or instalments: you choose when and how to collect, through Stripe, a payment link or bank details.
Signed with no extra tool
E-signature lives inside the proposal: one click for your client, no third-party tool. 5 signatures per month on Essential, unlimited on Suite.
Your AI team
Your proposals go out on time,
and never sit without a follow-up.
Margot starts from your templates and Basile’s take on the prospect. You review, she sends, then she follows up at the right time.
Basile
Sales rep
“Before the proposal, I tell you what the prospect needs and how to pitch your offer.”
- Prospect’s needs
- Company insights
- Pitch angle
Levi
Team lead
“Ask me which proposals are waiting for a reply: I give you the rundown and hand the follow-ups to Margot.”
- Proposal rundown
- Delegates to Margot
- Sums up your day
Nothing goes out without your approval, for as long as you want.
Set each agent’s autonomy. Every action is logged.
Always askSensitive actionsAutonomous
One connected platform
Every capability
moves your revenue forward
CRM
From the opportunity
Create the proposal from any opportunity: the contact, the company and the need are already there.
OpportunityMaison LumenInès Benali · €7,500 ex. tax
Create proposal
Proposal
Inès BenaliMaison Lumen€7,500 ex. tax
What you gain
0 follow-ups to write
Margot spots proposals opened with no reply and follows up with your client from your address, in your tone.
Margot
Drafted by Margot
From your templates, your catalog and Basile’s take on the prospect, Margot, your AI agent, prepares the proposal. You review it, it goes out.
Drafted by MargotTemplate, catalog, Basile's takeReadyAtelier Nova€6,400 ex. tax
Tracking
Clear statuses
Draft, sent, viewed, signed: you know where each proposal stands.
Café Brume€1,900Draft
Maison Lumen€7,500Sent
Studio Orme€4,200ViewedSigned
Follow-ups
A meeting to close
Proposal read but not signed? Suggest a call with your meeting scheduling link: your client picks a slot, and you clear up their doubts in person.
Read 3 times, not signed yet
Camille booksConfirmed
Tue. 10 amWed. 2:30 pmWed. 2:30 pmThu. 9:30 am
Catalog
Your services ready to use
Save your services and their prices once, then add them to any proposal in one click.
CatalogTotal: €7,200 ex. tax
Showcase website€4,800Added
Brand identity€2,400AddAdded
Your brand
In your colors
Your logo and colors on every proposal, for a document that looks like your business.
Compare solutions
Why Elevia over a standalone proposal tool?
PandaDoc and Proposify are good proposal tools, but they live apart from your CRM and invoicing. Elevia links the prospect, the proposal, the signature and the invoice with nothing to re-enter, and Margot drafts and follows up for you.
| Elevia | Proposal tools (PandaDoc, Proposify…) | |
|---|---|---|
| AI agents (drafting and follow-ups) | Margot drafts and follows up | Generic reminders |
| CRM connection | Native, no exports | Through an integration |
| Read tracking | Opens and reading time | Depends on the plan |
| Signature and payment | Included | Depends on the plan |
| Handoff to project and invoice | One click after signature | In another tool |
| Inbox and meeting scheduling | In the same tool | Not included |
| E-invoicing | Compliant invoice from the proposal | Not included |
Frequently asked questions about sales proposals for freelancers, agencies and SMEs
How do you write a sales proposal?
A good sales proposal restates the client's need, presents your solution, the timeline and the price, then makes it clear how to sign. In Elevia, you start from a template, the client's details come from the opportunity in the CRM, and you add your services from your catalog. You can also ask Margot to draft a first version.
Can Margot draft and follow up on my sales proposals?
Yes. Margot drafts your quotes and proposals from your templates and Basile's take on the prospect. You review before anything goes out, or let her act on her own depending on the autonomy level you pick: Always ask, Sensitive actions or Autonomous. If a proposal is opened with no reply, she follows up from your connected mailbox, in your tone. A complete drafted proposal costs 10 credits and a follow-up 2 credits; writing proposals yourself never uses credits.
What's the difference between a sales proposal and a quote?
A quote lists services and prices. A sales proposal goes further: it presents the context, the solution and the value delivered. In Elevia, it also lets the client build their own scope with optional items. It's a sales tool, not just an admin document.
Can I know if the client has read the proposal?
Yes. You see when your client opens the proposal and how long they read it. Section-level reading detail is coming soon. This helps you follow up at the right time, or let Margot do it.
Can the client pick options and sign online?
Yes. The proposal opens like a web page: your client ticks the options they want, sees the total update and signs online, with no back-and-forth emails. You set the payment terms (deposit, balance or instalments).
What happens once the proposal is signed?
The invoice is created in one click after the last signature, ready for e-invoicing. With the Projects module, the proposal also becomes a project ready for planning.
How is Elevia different from PandaDoc or Qwilr?
PandaDoc and Qwilr are good proposal tools, but they live on their own. Elevia starts from your CRM data, tracks the proposal through to signature, then creates the invoice and the project. One tool, without copying details from one app to another.
How much does Elevia's sales proposal software cost?
Sales proposals are included from Essential (€29 ex. tax per month), with 5 e-signatures per month. Suite (€89 ex. tax per month) makes e-signatures unlimited. You can try everything free for 14 days, no credit card required.
Does Elevia replace Notion for proposals?
Yes. Notion lets you write a document, but it can't track reading, offer optional items, collect e-signatures or turn a signed proposal into an invoice and a project. Elevia does all of that in one tool.
Bring your business together, delegate the admin.
Your whole client journey in one tool, and AI agents that handle the rest. Import your contacts in minutes and get started today.
- 14-day free trial
- No credit card required
- No commitment
