Send the perfect proposal before lunch.
Deckchi turns a CRM deal and your call notes into an on-brand proposal and sales deck, using only your approved content and prices. Then it collects the signature and tells you exactly how the client read it.
Website + app for Siddhi Homes
₹14.8 L
- CRM deal and contacts
- Call notes, 11:02 to 11:20
- Approved library, 214 blocks
- Cover
- About us
- Their goals
- Scope
- Timeline
- Case study
- Pricing table
- Terms
Matching call notes to approved content
- Call ended11:20 amNotes synced to the CRM deal
Drafts from and syncs back to
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Freshsales
- Microsoft Dynamics 365
One deal, one afternoon
Seven waves from call notes to a signed deal.
Every proposal moves through the same day. Deckchi handles each step in one place, so nothing gets re-typed, re-priced or lost in an inbox.
AI Proposal Writer
A first draft that already knows the deal.
The AI Proposal Writer reads the CRM deal, the contacts and your call notes, then builds the proposal from your approved library. The client's own words become their goals. Prices come from the current price list. The rep edits and sends.
- Every paragraph shows where it came from
- No invented clients, numbers or claims
- Drafts in your tone, in English or Hindi
Two minutes after the call
See AI Proposal WriterInputs
Your dealers re-key 1,200 orders a month from WhatsApp into Tally. Each order waits a day for a price check, and 6% go out at last year's rates.
A dealer ordering portal with live price lists, credit limits from Tally and same-day dispatch confirmation by SMS.
A pump maker in Coimbatore cut order-to-dispatch time from 3 days to 9 hours in the first quarter on the same portal.
Portal, Tally connector and 12 months of support, from the March price list. Discount within your 8% limit.
Deck Studio
Decks that stay on brand, even at 11 pm before a pitch.
Deck Studio builds slides and proposals from master templates your marketing team controls. Reps and managers edit together, leave comments on a slide and lock what should not move.
- Brand fonts, colours and logos locked
- Comments and approvals on each slide
- Export to PDF and PowerPoint
Polish with the team
See Deck StudioTimeline
Live in 10 weeks, with the first warehouse switched over in week 6.
Content Library
One shelf of approved content, kept fresh by its owners.
Case studies, team bios, scope blocks and legal terms live in one library. Each block has an owner and a review date, so nothing goes out with last year's prices or an expired clause.
- Owners and review dates on every block
- Win rate shown next to each case study
- Search by industry, deal size or product
Only the good stuff
See Content Library| Block | Owner | Status | Win rate |
|---|---|---|---|
| Case study: Kaveri Pumps dealer portalCase study, review by Mar 2027 | Marketing | Approved | 41% |
| Team bio: delivery lead, retailBio, review by Jan 2027 | HR | Approved | 33% |
| Master services terms, IndiaTerms, review by Dec 2026 | Legal | Approved | 36% |
| Scope: mobile app, Android and iOSProduct, review by Pending | Delivery | Review | 29% |
| Case study: campus admissions CRMCase study, review by Nov 2026 | Marketing | Expiring | 38% |
| Data processing addendum, EU clientsTerms, review by Jun 2027 | Legal | Approved | 31% |
Pricing Tables
Pricing the client can play with, inside limits you set.
Interactive pricing tables let clients pick options and quantities online. Reps can discount within their limit. Anything above it goes to the sales head before the client sees it.
- Options, quantities and optional add-ons
- Discount limits by role
- Multi-currency with tax lines
Priced inside the rules
See Pricing TablesPackage
Drivers
40Options
Rep discount
6%Reps can give up to 10%. Above that, the sales head approves.
View Tracker
Know who read it, what they read and who they sent it to.
View Tracker shows each open, the time spent on every page and when the proposal is forwarded to a new reader. The rep gets an alert at the moment it matters, with a suggested next step.
- Time per page for every reader
- Forward detection for new stakeholders
- Alerts by email, Slack or the CRM
The client opens it
See View TrackerTime per page
- Cover0.3m
- About us0.5m
- Your goals1.9m
- Scope3.4m
- Timeline1.1m
- Case study2.6m
- Pricing6.2m
- Terms1.4m
Readers
- PrincipalOpened 9:14 am, 17 min
- Forwarded to bursar10:02 am
- BursarOpened 10:40 am, 8 min, pricing twice
E-Sign Close
Sign online, and the CRM moves the deal to Won.
E-Sign Close lets clients accept the proposal and the options they picked, verified by email OTP. The CRM deal updates on its own and delivery gets a handover with the signed scope.
- No client account or app needed
- Full audit trail and sealed PDF
- CRM stage, amount and close date updated
Signed before sunset
See E-Sign CloseI accept this proposal, the selected options and the payment schedule on behalf of my company.
Audit trail
- 3:58 pmOpened from email link
- 4:05 pmChose option B, 3 sites
- 4:11 pmOTP sent and confirmed
- 4:12 pmSigned, IP and device logged
- 4:12 pmSalesforce opportunity set to Closed Won
- 4:13 pmHandover task created for delivery
Win Reports
See which proposals win, and copy what works.
Win Reports compare win rates by template, section, rep, industry and deal size. You can see whether a case study helps, which pricing layout signs faster and where deals stall.
- Win rate by template and section
- Time to sign and read rate by rep
- Filters for industry and deal size
Learn from the day
See Win Reports- With case study46% won
- Without case study33% won
- With 3 pricing options43% won
- With 1 pricing option31% won
6.5
Median days to sign
81%
Read within 24 hours
58%
Proposals with 2+ readers
Built for teams that send a lot of proposals
Every industry writes proposals differently.
Deckchi ships with starting templates for the way your industry sells. Each one comes with the sections clients in that market expect to see, ready to fill from your own library.
IT services and software
Fixed-bid and time-and-materials proposals with phased scope.
- Solution outline
- Phases and milestones
- Team and rate card
- Support SLA
Agencies
Retainer and project pitches with past work up front.
- Creative approach
- Work samples
- Retainer options
- Reporting cadence
Consultants
Engagement letters that read like a plan, not a quote.
- Problem statement
- Approach and weeks
- Deliverables
- Fees and expenses
Manufacturers
Quotes and supply contracts with specs and volume pricing.
- Product specs
- Volume price slabs
- Delivery and freight
- Warranty
Real estate
Project proposals for buyers, channel partners and corporates.
- Project highlights
- Unit plans
- Payment plan
- Approvals and RERA details
Education
Programme proposals for schools, colleges and corporate learning.
- Programme outline
- Faculty
- Batch schedule
- Fees and instalments
Honest selling
Fast, and still true to what you sell.
A proposal is a promise. Deckchi is built so speed never costs you accuracy, and so clients always know how their reading is measured.
How the AI stays on your factsApproved content only
The AI drafts from your library, price lists and CRM. It never invents claims, clients or numbers.
A person sends every proposal
Reps review each draft before it goes out. Nothing is sent to a client automatically.
Tracking clients can see
Opens and time per page are measured on the proposal link only, and the link carries a privacy notice.
Your data stays yours
Client and deal data is encrypted, never sold and never used to train AI for other customers.
Does the AI invent prices or claims?
No. The AI Proposal Writer only uses your approved content library, your current price lists and the facts in the CRM deal and call notes. If a section needs something that is not in the library, it leaves a highlighted gap for the rep instead of making it up.
Does it connect to our CRM?
Yes. Deckchi connects with Salesforce, HubSpot, Zoho CRM, Pipedrive, Freshsales and Microsoft Dynamics 365. Deals, contacts and notes come in, and opens, signatures and the Won stage go back out.
Can we export to PDF and PowerPoint?
Yes. Any proposal or deck exports to PDF and PowerPoint with your fonts and layouts intact. Tracking and e-sign work on the live link, so most teams send the link and attach the PDF only when a client asks for it.
Is the e-signature legally valid?
Electronic signatures are valid for most commercial contracts in India under the Information Technology Act, and in the US, UK and EU under their e-signature laws. Some documents, such as property sale deeds and certain government forms, need other formats. Deckchi flags these templates so they are not sent for e-sign by mistake.
Do clients need an account?
No. Clients open a secure link in any browser, on desktop or phone, pick their options and sign. They never create an account or install anything.
How long does setup take?
Most teams send their first proposal on day one. Connecting a CRM takes a few minutes. Importing your existing proposals, case studies and price lists into the library usually takes a week of part-time work, and our onboarding team does most of it with you on the Noon and Sunset plans.
Golden hour, deal signed
Your next proposal could be signed by sunset.
Proposal
For: your sales team
Valid until you send your fifth proposal
Accepted on behalf of your team
Want to see it on your own deal first? Contact us