Send one link that your client reads, signs and pays through. Then run the project with time tracking, invoices and a client portal. Start free. The Business plan covers up to 5 team members.
Free plan: 5 proposals and 2 contracts a month
Paste a client brief or a job post. The AI drafts a proposal and a contract. You edit every line before it goes out.
The client opens a web link, reads the proposal, signs (e-signature is on Pro) and pays a deposit through Stripe from the same page.
Projects, time tracking, invoices and a capacity page sit in the same account as your proposals and contracts.
A client portal (on Pro) gives each client one link to their own area, instead of a thread of email attachments.
DealPilot has no skills matrix, SAML sign-in or revenue recognition, and the Business plan stops at 5 team members. If you run larger delivery teams, read our Rocketlane comparison. Working alone or in a niche? Consultants, marketing agencies and proposal generators by niche have their own pages.
Freelancers and agencies of up to 5 people. The Business plan includes up to 5 team members. Beyond that, or if you need staffing by skill or revenue recognition, a professional-services platform will fit better.
No. The client opens a web link. E-signature is a Pro feature, and a client can also accept a proposal without signing.
Pro is for one user. Business adds up to 5 team members.
There is a free plan with 5 proposals and 2 contracts a month. Pro is $12 a month ($9 a month billed yearly) and Business is $29 a month. Prices are in US dollars.
Your AI envoy. Every client, every deal.
Start on the free plan with one account. Add team members on Business when you need them.
No credit card needed for the free plan