Multi-method creation: AI chat, notes-to-proposal, or brain pipeline. Full proposal with cover, summary, features, architecture, timeline, and pricing.

Generate service agreements from scratch or convert approved proposals. Legal section templates with customizable terms.

Technical assessment reports with protocol parsing. Professional formatting with executive summary.

Full-featured editors for proposals, contracts, and reports with tabbed sections, live preview, image upload, and auto-save.

Create and manage reusable templates. System templates across industries. Save any proposal as a template.

Generate shareable URLs for proposals, contracts, and reports. Read-only, no auth required, with view tracking.

Psychographic profiles per client: preferred tone, key themes, risks, pricing strategy. Persisted across proposals with deal history.

OpenAI embeddings (1536-dim) stored in PostgreSQL. Cosine similarity search finds similar past clients to inform new proposals.

Context → Research → Strategist → Writer → Reviewer → Commit → Memory. Feedback loops, resume-from-step, and cached outputs.

Knowledge base per org: voice guidance, service descriptions, pricing context, company profile. Feeds every AI generation.

Auto-scrapes prospect websites, extracts industry/services/tone profile, caches results. Never blocks the pipeline on failure.

Track won/lost/pending on proposals. Atomic update propagated to client intelligence deal history for future strategy.

Supabase Auth with JWT cookies, Google OAuth, email/password, OTP. Role hierarchy: owner > admin > member > viewer.

4 tiers (free/starter/pro/enterprise). Checkout sessions, customer portal, webhook-driven plan updates, usage enforcement.

Every action logged: user, org, action type, resource, IP, user agent. Fire-and-forget — never crashes the main operation.

Upstash Redis distributed rate limiting. Per-endpoint configs: AI generation (10/min), auth (10/min), standard (60/min).

Sentry on client, server, and edge. Source maps, full traces, console log forwarding. User-friendly error messages only.

AI-powered onboarding: scrapes your website, extracts company profile, generates org brain entries. Ready to generate in minutes.