PPDSales

Proposal Panda

AI proposal generation & tracking

Proposal Panda is the AI proposal generation and tracking platform for Indian B2B services businesses. It creates professional, on-brand proposals in minutes from a brief — including scope, pricing, timelines, terms, and case studies — with tracking to see exactly when and how long a client views each section.

AI generates proposal content from a service catalogue and past proposal library, personalising each proposal with the prospect's industry, pain points, and known business context from the ORIS entity graph. ThynkBooks integration means pricing is always aligned with your active rate cards.

Once accepted, proposals convert automatically into projects in OrisWork and invoices in Oris Invoice — closing the loop from proposal to delivery to payment without manual data re-entry.

Features

AI proposal generation from brief with personalised content
Brand-compliant proposal builder with custom templates
Section-level view tracking — see what clients read and for how long
E-signature collection with legally binding acceptance
Service catalogue and rate card management
Automatic OrisWork project creation on proposal acceptance
Oris Invoice integration for immediate deposit invoice generation
Proposal analytics — open rates, time-to-close, win/loss reasons

Use Cases

1

Consulting and professional services firms sending dozens of proposals per week

2

Agencies wanting branded proposals with view tracking and e-signature

3

Sales teams seeking end-to-end proposal-to-project-to-invoice automation

Built for

Sales teams, consultants, agency principals, and professional services firms

O

Proposal Panda is part of the ORIS ecosystem — 21 products sharing one identity layer, one entity graph, and one AI routing engine. One account activates all of them.

Start using Proposal Panda today

One ORIS account gives you access to Proposal Panda and all 20 other products. Free tier included.

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