Send a proposal after a demo

A proposal your buyer can take to their boss.

Written from the call. Priced from your list.

Download RiverHow to start

How it works.

River reads the demo call, your deal and your price list, writes a proposal in the buyer’s own words with a plan to signing, and drafts the follow-up email in your voice.

  1. Confirm the plan and term

    River pre-fills the plan and term you discussed on the call.

  2. River writes the proposal

    Their problem quoted, your real prices and an estimate built on their numbers.

  3. One email, ready to go

    A recap in their thread with the PDF and a shared plan to signing.

What you get.

  • A three-to-four-page proposal as a Doc and PDF, every price from your price list
  • A shared plan to signing, dated back from their deadline, with owners on both sides
  • Your reply in the demo thread, offering a time to go over the proposal together
The finished result of Send a proposal after a demo in River

Start in three steps.

  1. River’s app icon

    Get River

    Download the app for your computer.

  2. River’s first question, “What’s your role?”, with Salesperson chosen

    Sign up as a salesperson

    When River asks your role, choose Salesperson.

  3. Start “Send a proposal after a demo”

    Press + in your Dock, open Playbooks, and press Start. River finds your latest demo and suggests the plan and term to propose.

A few things to know.

Where do the prices come from?

Only your price list. River adds a discount only when you type one, and the estimate of what the buyer saves uses their own numbers and is labeled as an estimate.

Does it send the email for me?

Only after your go-ahead. You see the email, the proposal and the plan first, and once it’s sent River logs it on the deal.

What does it cost?

It uses your plan’s AI credit, like everything else in River. It builds on the proposals and price list already in your Drive.

View pricing

More for salespeople.

All salesperson playbooks

Try it on your own work.

Download River, choose Salesperson, and press Start on “Send a proposal after a demo”.

Download RiverSee every playbook