From brief to delivery in four steps
A guided flow where your team, your managers and your client work on the same version.
Capture the brief
Paste your client's email, notes from a visit or the transcript of a call. Plensity's AI picks out which services they want, how many, by when and who the contact is.
- Plensity AI included, on servers in the EU
- Paste your price list and it becomes your catalogue
- First proposal in under 3 minutes, in our tests
The draft writes itself
From your catalogue, its prices and ready-made texts for your sector. Connect your AI and it also tailors it to that client. You review and change whatever you want.
- Only the sections for the services it includes
- The tone and paragraphs of your winning proposals
- Each item with its photo, spec sheet and lead time
You validate margins
Cost, price and margin for every line, calculated automatically. And sign-off from whoever needs to give it, without spreadsheets or email chains.
- Minimum and recommended margin, with their price
- The margin of each item, from its unit cost
- Profitability report in PDF for whoever approves
Send and sign
Secure link with tracking, digital signature and PDF/DOCX export. The client signs without leaving the browser.
- From your own Outlook or Gmail
- Automatic reminders if they don't open it
- The client picks the extras and signs with a certificate
- Win rate and time saved, on your dashboard
AI where it adds value. People where they lead.
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100% customizable templates
Each client starts from your templates, vocabulary and structure. Change sections, tables and styles without code.
Service catalog
Standardize your service and product portfolio. Each item ready to combine, reuse and scale without starting from scratch.
Proposal Editor
You edit on the same A4 pages your client receives: what you see is the PDF. And once you've sent it, track changes shows what you've touched since.
Multi-language
Generate and translate in Spanish, English, Italian and French with one click. Same template, same tone, different language.
AI included, plus yours if you like
Plensity brings its own AI, on our servers in the EU: it reads your client's email and your price list, and fills in the proposal. Connect your Claude, GPT, Gemini or Mistral account and it also writes each proposal to measure. No lock-in with any provider.
Client Transparency
Secure expiring link and a notice when the client opens it. Before signing they confirm their identity with a code sent to their email, and the exact document they signed is kept.
Integrations
Notify your CRM, ERP or internal tools with webhooks: thirteen events, from proposal created to won.
When manual workflows stop scaling
Plensity doesn't replace your CRM. It replaces the chaos between the CRM and the signed proposal.
Frequently asked questions
What happens with my data and my clients' data?
Your data lives on EU infrastructure and travels encrypted. Keys and credentials are stored encrypted, and so are backups. Plensity's AI runs on our servers in the EU, we never train models on your proposals and, if you connect your own AI, you choose the provider.
Does it replace my CRM (Salesforce, HubSpot...)?
No. Plensity lives between the CRM and the client: it helps generate the proposal and you can connect it to your CRM via API.
Is it really 100% customizable?
Yes. You define your catalogue of services and products, how you charge for each (fixed price, per day, monthly fee or per unit), your templates and your brand. AI proposes a draft; you decide the final result.
Which AI models can I use?
Plensity includes its own AI, hosted in the EU at no extra cost: it reads your client's email and your price list. You can also connect any model with an API (Claude, GPT, Gemini, Mistral, Llama, Qwen or your own) so it writes each proposal to measure.
How secure is it?
Two-factor you can enable for the whole team, encrypted credentials and TLS 1.3 in transit. EU infrastructure with European data residency. We are working towards formal certifications.
What if I don't want to use AI?
You don't have to. In the template you decide which sections the AI writes and which you write, and the proposal comes out complete without AI too, with ready-made texts for your sector, your catalogue, the margin and the signature.
What's the onboarding like?
We show you the product, set up your workspace and load your templates and catalogue. In a few days your first proposal is ready.
Do you have public pricing?
Yes, they're in Plans: a price per person per month, from three people. For large teams or a dedicated installation, email us at hello@plensity.io.
See what your next proposal would look like.
14 days free with the full Business plan, no card. With your prices and a real job from your company.
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