B2B PROPOSAL, QUOTING & SCOPE SIGN-OFF SOFTWARE FOR AGENCIES

Proposals that tell you when the client is ready to sign.

Type your client's name or paste your scope below to preview a live 3-tier buying room with scope approval and a 25% kickoff deposit invoice.

Sample — Edit inline

Free to customize · Plans from $299/mo when you send · 30-day unopened refund guarantee

● Instant Automated Agency Proposal, 3-Tier Scope & Kickoff-Deposit Room

Prepared by Geniusee for [Your Next Client]

Geniusee is the AI & software engineering partner presenting this interactive proposal to [Your Next Client]. Public proof points show their exact source for 1-click confirmation, and you can paste any existing scope or edit tiers directly in your browser.

Open Standalone Client Room ↗
01 · Interactive 3-Tier Client Quote Room 3 Tiers + Open Alerts
Before: Static PDF proposals & Google Docs where you have zero idea if the client opened your quote or which scope tier fits their budget.
Built For You: Interactive 3-Tier Proposal Room ($15,000 Sprint • $48,000 Build • $85,000 / yr Retainer) with instant open & tier-selection alerts.
02 · 10-Slide 16:9 Scope & Architecture Deck PDF + .PPTX
Before: Hours wasted formatting slides for every new RFX, discovery sprint, or enterprise procurement review.
Built For You: Synchronized 10-Slide 16:9 PDF & Presentation .PPTX deck auto-personalized for every client you pitch.
03 · 1-Click Scope Sign-Off & 25% Deposit Invoice Direct Agency Invoice
Before: Weeks of slow legal & email back-and-forth after a verbal "yes" before the kickoff invoice gets issued and paid.
Built For You: Interactive Client ROI & Payback Calculator + 1-click Scope Approval & 25% Kickoff Deposit Invoice (ACH / Wire / Payment Link).
pitchroom.app/r/geniusee-northstar-health-8f92a1c4b7e0
Open Client View ↗
Active Room:
Agency Verticals:
⚡ 100% Automated Self-Serve Engine · Zero Manual Setup

Instant Proposal Importer (Paste Existing Scope or Upload Proposal File)

Paste any text from your existing PDF/Google Doc proposal or upload a file (`.txt`, `.md`, `.pdf`, `.doc`). Our automated parser extracts your client name, scope summary, and 3 pricing tiers and builds your live room + 10-slide deck in 1 second.

🔒 Runs 100% automatically in your browser in under 1 second.
Spin Up a Dedicated Proposal & 3-Tier Price Quote Room for Any Client

Type your client's name and preferred package price below—everything updates locally in your browser:

Edit Agency Proposal, Client Name & 3-Tier Pricing

Customize your agency proof points, client name, and 3-tier prices below—all 10 slides, the ROI calculator, and the standalone client room update immediately.

↓ Open Standalone Client Room
🔒 Edits happen locally in your browser. Nothing is shared until you activate your room.
🔔 CLIENT WEBHOOK RADAR 👆 Type a client's name in the bar above to simulate a live open & tier-selection alert.
↗ Open Standalone Client View
B2B CLIENT PROPOSAL & 3-TIER PRICE QUOTE ROOM • PREPARED BY GENIUSEE FOR [YOUR NEXT CLIENT]

Geniusee × [Your Next Client]

Prepared by Geniusee (AI consulting and custom software engineering partner helping businesses build production AI agents and modernize legacy systems) for [Your Next Client].

Selected Client Tier (Tier 2) $48,000 25% Kickoff Deposit: $12,000 · Production Build (8–12 Wks)

Interactive 3-Tier Proposal & Scope Options for [Your Next Client] Sample Tiers — Edit to match your pricing

Your client clicks a tier below to compare deliverables, verify payback in the ROI calculator, and sign off + generate their 25% kickoff deposit invoice:

Tier 1 · Discovery & Architecture Sprint — $15,000 ✓
$15,000

2–3 Week Fixed Scope · Clickable Prototype, Technical Spec & ROI Roadmap.

Tier 2 · Production Build & Go-Live — $48,000 ✓
$48,000

8–12 Week End-to-End Delivery · Full Production Deployment, QA & Team Handover.

Tier 3 · Dedicated Engineering & Growth Retainer — $85,000 / yr ✓
$85,000 / yr

Ongoing Feature Velocity, Priority SLA & Continuous Production Optimization.

Executive Scope & Why Clients Choose Us

    Export synchronized 16:9 client deck

    Client ROI & Payback Calculator (for [Your Next Client])

    Client Hours Saved / Mo 320 hrs
    Est. Annual Client Value $441.6K
    Net Client ROI Multiple 9.2x ROI
    Payback Period 1.3 Mos

    Geniusee × [Your Next Client] — 10-Slide 16:9 Client Scope & Proposal Deck

    AI Agentic & Custom Software Engineering Agency • Public proof extracted from site; tier pricing customized for [Your Next Client]

    SLIDE 01 OF 10 • COVER

    Geniusee × [Your Next Client]

    Executive Proposal Overview · Custom 3-tier scope & ROI model.

    Instant Automated Proposal Parser + Reusable Agency Master Template

    Paste any existing scope or upload a proposal file—PitchRoom automatically structures your reusable 3-tier master template for Geniusee in seconds, plus 3 case-study visuals.

    Bonus #1 · Three 9:16 Vertical Case-Study & Launch Visuals

    Bonus #2 · Instant AI Proposal-to-Room Parser + Conversion Page

    Your Old Workflow Static PDF Attachment
    Instant Automated Engine Reusable 3-Tier Deposit Room
    100% Automated Self-Serve Engine

    Geniusee — Automated Agency Master Template

    Paste any past proposal or SOW text into the Instant Proposal Importer—our engine extracts your client name, deliverables, and 3 pricing tiers automatically in under 2 seconds.

    Why 10–50 Person B2B Agencies Replace Static PDFs With PitchRoom

    100% automated from raw scope to signed tier & 25% kickoff deposit invoice.

    A static PDF goes into a black hole. PitchRoom turns every quote into a live 3-tier buying room with instant open alerts, tier-selection telemetry, and 1-click kickoff deposit invoicing (with 0% platform fee).

    STEP 1 • INSTANT AUTOMATED PARSER
    Paste Scope / Upload Proposal Parsed in 1s ✓
    3-Tier Scopes ($15K / $48K / $85K) Auto-Built ✓
    16:9 PDF & Presentation .PPTX Auto-Synced
    01 · INSTANT SELF-SERVE ENGINE

    Type a client's name or paste any existing proposal

    Use the 10-second live bar or paste any existing SOW/proposal text into our automated parser to generate a 3-tier interactive room and 10-slide 16:9 deck immediately—zero manual setup.

    STEP 2 • REAL-TIME WEBHOOK RADAR
    🔔 Client opened proposal room Instant Alert
    Selected: Tier 2 ($48,000 Build) Tier Tracked ✓
    Scope & Deposit Sign-Off Submitted Slack / Email Fired
    02 · VERIFIED CLIENT INTENT ALERTS

    Instant open, tier-selection & sign-off notifications

    Stop guessing after you hit send. Receive real-time Slack, email, or webhook alerts the exact moment your prospect opens the link, selects a pricing tier, or signs off on the kickoff deposit.

    STEP 3 • SIGN-OFF & 25% DEPOSIT INVOICE
    Approved: Tier 2 ($48,000) Scope Signed ✓
    25% Deposit Invoice ($12,000) ACH / Wire / Link ✓
    Zero Platform Fee on Client Invoices 0% PitchRoom Fee
    03 · 1-CLICK SIGN-OFF & DEPOSIT INVOICE

    Your client approves scope & receives their 25% deposit invoice

    Buyers select their preferred tier, sign off with their name/title/email, and receive an instant Approved Scope Summary + downloadable 25% Kickoff Deposit Invoice (ACH / Wire / Payment Link) with 0% PitchRoom fee.

    Self-Serve Plans

    Built for B2B agencies closing $15K–$150K+ engagements.

    Preview and test your room free in your browser. Activate your self-serve plan when you're ready to send live client rooms—backed by our 30-Day Sent-Proposal Guarantee (full refund on request if you send a proposal room to a client in your first 30 days and they don't open it).

    Most Popular · Instant Self-Serve Setup

    Agency Pro

    For boutique AI, software & consulting agencies closing high-ticket proposals and collecting 25% kickoff deposits.

    $299 / month · or $2,990/yr Annual (2 months free)
    • Unlimited Interactive Client Proposal Rooms with 3-tier scope quotes & 25% deposit invoices
    • Instant Scope-to-Room Parser: Paste your scope text to auto-build your 3-tier room in seconds
    • Instant Email Alerts on Client Room Open, Selected Tier & Scope Sign-Off
    • Auto-Generated 16:9 Client PDF Overview synced to your 3 pricing tiers
    • 30-Day Unopened Refund Guarantee: Full refund if your first client room goes unopened in 30 days