An AI-driven SaaS platform built for individuals and small teams to simplify their B2B proposal process. The tool uses a fine-tuned model trained on client data to generate, customize, price, and share proposals within minutes cutting prepсaration time drastically and keeping every proposal on brand.
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A US-based startup founded by creatives who have contributed to projects for Apple, Meta, Adidas, and other global brands. Their product, Neudesk.ai, is an AI-powered document creation platform designed for freelancers and solo entrepreneurs. It helps users pitch their work more effectively, automate proposal workflows, and close deals faster.
For many freelancers and small business owners, creating a professional proposal often feels more like a headache than an opportunity, especially for those working in creative industries like advertising, photography, or content production. What should take minutes often turns into hours of drafting, revising, and sending countless follow-ups to clients.
Proposals are usually built manually, scattered across different tools, and often need legal input. Despite all this effort, important details often slip through the cracks. Switching between documents and apps, rewriting the same information, and trying to keep every proposal consistent quickly drains both time and focus.
Our client wanted to change that. Their goal was to remove the chaos and replace it with a smooth, unified experience that guides users from pitch to contract signing in one seamless flow.
The challenge was to automate complex proposal creation workflows while keeping the editing and collaboration process intuitive. One standout feature requested by the client was the ability not only to display the proposal document, but also to attach vendor videos and genuine client testimonials, helping build trust from the very first interaction.
To bring this vision to life, the client partnered with Upsilon to build an MVP designed to make every part of the process smarter, faster, and more seamless.
Before development began, the client presented Upsilon’s team with a clear MVP concept, initial design, and a list of desired integrations.
Our experts analyzed these inputs and, drawing on extensive experience in AI and product development, proposed the most suitable technologies and AI tools. Together with Neudesk, we selected:
The first product version was built intentionally simple and focused on an intuitive AI document copilot. This smart editor allows users to interact with AI using prompts to create, edit, and personalize proposals and contracts in seconds.
Within one seamless workspace, users can:
AI sits at the heart of the product, helping users draft smarter and move deals forward faster. It keeps every document well-structured, aligned with the client’s tone and goals, and ready for the next step in the sales process. It also provides dynamic suggestions for pricing, performance metrics, and quick wins, supporting users at every stage of proposal creation.
The new platform was launched in time and within the budget. It made proposal and contract management a much smoother experience. Instead of juggling tools or getting stuck in endless edits, users can now focus on their work and client relationships.
Here’s how the change shows up in practice:
The AI helps users stay consistent and on-brand, guiding structure, tone, and pricing suggestions automatically.
