Simple, straightforward, shipped: a veeone case study in proposal management

An agency client came to us producing hundreds of proposals a year. The mix of Google Docs, PDFs, and email as the delivery mechanism meant never quite knowing which version was "the" version — a real management headache.

veeone was commissioned to build an app that lets them easily create, distribute, and manage client proposals, sharing the finished artifact via a unique, unguessable link rather than an email attachment. It's a classic veeone project — simple, straightforward, delivering value early and, crucially, laying the groundwork for additional value later.

Test drive a demo version of the app.

What's next

Now that the app is embedded in their sales workflow, it's time to think about the next set of features to add. On the roadmap:

• Proposal templates
• Integrated e-signature sign-off
• Author "tone of voice" reference material and AI-assisted proposal editing
• Proposal/document versioning

If your business has a workflow it wants to tame, get in touch. If you can describe it, we can build it.