PandaDocAMW Suite · Proposals
AMW Proposals drafts your next proposal from your call notes in minutes, ready for you to check and send. Jenna writes the first draft for you. She works from your call notes and the proposals you’ve won before. Our team sets up your templates with you on a free call.
Start this month and our team moves you over from your current tools, on every plan.
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AMW Proposals drafts your proposals, puts your logo on them and gets them signed, so you can cancel these four tools.
Your customer reads the proposal under your name and signs it in the browser. AMW CRM keeps the signed copy under the customer’s name.
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Qwilr01 — The draft
Jenna drafts your proposal from your call notes, so the first version already fits what the customer asked for. She reads the ticket, your call notes and the proposals you’ve won before. Then she picks the template and the plan to offer, writes the draft and puts it in your approvals list. She does it in minutes. Typing it yourself takes an afternoon.
JennaSales · Every plan
ReadsThe ticket, your call notes and the proposals you’ve won before.
DeliversA draft on the right template, ready for you to review and approve.
- Ticket 58502
A mission control room, ready before the first flight.
- Call notes · Nina Park
Two ways to phase the build, one launch date.
- Won before
The two fit-out proposals that closed this year.
- Ticket 58502
A mission control room, ready before the first flight.
- Call notes · Nina Park
Two ways to phase the build, one launch date.
- Won before
The two fit-out proposals that closed this year.
Fig. 01 Jenna drafts Kestrel Orbital’s proposal from Nina’s call.
The draft matches what Kestrel Orbital asked for on the call. Your team checks it before you send it.
02 — Polished, then signed
Your customer reads the proposal with your logo on it, picks an option and signs it in the same tab. Before you send it, you can rewrite any section with AI. Your customer signs in the browser, and AMW CRM saves the signed proposal with the deal the moment they confirm.
Fig. 02 Elena Voss signs for Kestrel Orbital.
The approval sheet opens over the proposal itself. Her signature updates the deal in AMW CRM, and the invoice follows.
03 — The moment it’s opened
You know the moment your customer opens the proposal, and which sections they read. Each time they open it, your team chat gets a message. It shows which sections they spent time on, and Jenna drafts your follow-up right then, so you can reply while they’re still deciding.
Fig. 03 Elena opens the proposal twice in an hour.
On her second open, she spent 11 minutes on pricing. Your team sees it straight away, so you know it’s time to call.
04 — In motion
Watch AMW Proposals take a one-line brief to a signed proposal in under a minute. The film runs 55 seconds and shows each step in order.
0:55
05 — The rest of the Suite
Every proposal you send is saved under the customer’s name in AMW CRM, from the first call to the signature. AMW Proposals works alongside AMW CRM, AMW Scheduler and AMW ClientHub. When you open the deal, the call or the customer’s portal, the proposal is right there.
AI CRM
Jenna reads the ticket and call notes here when she drafts, and you see each time the customer opens the proposal.
Scheduler
The call that starts the proposal and the follow-up after it both go on your calendar under the customer’s name.
ClientHub
Your customer gets a portal for the project that follows, with their files, invoices and messages in one place.
AI Helpdesk
Their questions arrive as tickets, with the deal and the proposal right beside them.
Funnels
The form on your website brings in the lead you write the proposal for.
Attribution
You see which ads brought in the customers who sign.
06 — Plans
You get AMW Proposals on every plan, from $279 a month billed yearly. Pick the plan that fits your team size. Start this month and our team moves you over from your current tools at no extra cost.
Team
On request
Priced for your team on your demo
- AMW Proposals with e-signatures
- AMW CRM with calls, texts and email
- Helpdesk
- A portal for your customers
- AMW Funnels, pop-ups and chat
- Sheri and Jenna
- Guided setup and email support
BusinessRecommended
On request
Priced for your team on your demo
- Everything in Team
- AMW Attribution, with Aria to explain your marketing
- High-volume AI usage
- Dedicated onboarding
- Priority support
- Your own branding on everything customers see
Every plan· one login, one invoice
AMW Proposals comes with every plan, alongside the other Team apps, Sheri and Jenna. Business adds Attribution and Aria.
You log in once and pay one invoice. You can cancel whenever you like and keep access until the end of the period you’ve paid for.
See every planYou log in once and get one invoice for every AMW app.
Cancel whenever you like. You keep access until the end of the period you’ve paid for.
This month: white-glove migration included.
07 — Questions
Here are the questions people ask us most about AMW Proposals.
How does Jenna draft a proposal?
She reads the ticket, your call notes and the proposals you’ve won before. Then she picks the template and the plan to offer, writes a draft around what the customer asked for and puts it in your approvals list. Your team checks it before you send it.
Can I use my own proposals as templates?
Yes. Bring the ones that won, and on the call we turn them into templates with your branding. Jenna starts the next draft from them.
Can customers sign on their phone?
Yes. The proposal opens in the browser on any device, and they approve and sign on the same screen they read it on.
What happens when they sign?
The proposal locks and your team hears about it straight away. AMW CRM keeps the signed copy under the customer’s name, and if the proposal carries a price, the invoice follows.
What happens in the demo?
It takes twenty minutes and it’s free. We look at the tools you use today and walk you through AMW Suite. Then we map out your move and recommend the right plan.
Can I cancel anytime?
Yes, you can cancel anytime. You keep access until the end of the term you’ve paid for.
AMW Proposals
Let Jenna draft your proposals for you to approve in AMW Proposals.
It takes twenty minutes. We look at the tools you use now and walk you through AMW Suite. Then we recommend a plan, and if you start this month, our team moves you over at no extra cost.