Pitch Doc

Small

Professional Services · Service provider, clients

Proposal building and online approval.

Built in this build

Template-based proposals
Client online approval
Proposal status tracking
Template and line-item library
Price list
Settings
Proposal copy draft from brief
Acceptance rate summary

Vision (needs external services)

Unanswered proposal reminder
PDF export
Email

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Template-based proposals
Client online approval
Proposal status tracking

Admin modules

Template and line-item library
Price list
Settings

AI capabilities

Proposal copy draft from brief

Automations

Unanswered proposal reminder

Analytics & reports

Acceptance rate summary

Integrations

PDF export
Email

Mobile

Client mobile approval

Roles & permissions

Provider
Client

Professional Services →

Time Bill

Time tracking and billing for consultants.

Milestone Pay

Tie work to milestones and invoice on time; late billing drains cash flow.

Sub Desk

Assign subcontractors and freelancers, track their pay; end payment chaos.

COI Vault

Collect vendor insurance and compliance certificates; expired paperwork is a liability.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.