Write proposals from work you've already done.

BetaPearl drafts proposal sections from your company's documents, follows public news about the customers you pursue and answers pipeline questions in plain language.

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File uploads
Google Drive
Notion
Public web
Copper
Gmail
And more integrations

Proposal writing

Most proposals reuse the same material. Upload the RFP, and BetaPearl drafts the Statement of Qualifications, pricing proposal or Representative Projects section from your company's past documents. Where your records leave a gap, it asks you. Each draft cites the documents it used, so you can check it before it goes out.

Where you decide. You review and edit the draft. BetaPearl does not submit a proposal for you.

File uploads
Google Drive
Notion
And more integrations

Draft

Statement of Qualifications

Firm overview
Relevant experience
Representative projects

Sources cited

Opportunity scouting

Stay current on the customers and projects you pursue. Set up a workflow that searches public news sites and web pages on the schedule you choose. BetaPearl reads what it finds, compares it with what your team already knows and prepares a briefing that links to each source.

Where you decide. You choose what to watch and how often. The briefing comes to you, and you decide what to do next.

Public web
Copper
Gmail
And more integrations

Weekly briefing

Meridian expansion project

Council approved phase twoLocal news
New project director namedCompany website
Bid window expected in MarchTrade publication

3 new updates

Pipeline analysis

Ask for the metric your CRM reports don't show, in your own words. For example: “Which opportunities over $50,000 have had no activity in 30 days, by owner?” BetaPearl reads your Copper pipeline, calculates the answer in code rather than estimating it and cites the records it used. Save the question as a workflow to get the same view every week.

Where you decide. You choose which numbers to act on. Reading your pipeline changes nothing in Copper.